RCEL AVITA Medical, Inc.

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business model: Multi-product acute wound care platform focused on autologous cell harvesting technology RECELL plus complementary wound matrices
• • New products: Commercial launch of Cohealyx collagen dermal matrix (Apr 2025) and FDA approval/commercial rollout of RECELL GO mini for smaller wounds (Dec 2024)
• • Strategic shift: Expansion from burn centers into trauma and surgical wound markets with broadened RECELL indications for full-thickness skin defects
• • Quantitative metric: Employee count approx. 226 as of Dec 31, 2025; multiple multi-year distribution and manufacturing agreements for PermeaDerm and Cohealyx
• • Noteworthy fact: CMS New Technology Add-On Payment (NTAP) approval effective Oct 1, 2025 for RECELL in inpatient non-thermal full-thickness skin defects

Risk Factors

• • Regulatory risk: dependency on FDA PMA for RECELL, risk of modification/suspension/revocation impacting U.S. operations
• • Macroeconomic risk: $60M five-year senior secured credit facility with Perceptive, subject to net revenue covenants and rising interest rate exposure
• • Supply chain risk: single-sourcing some critical material components since 2023, risking production delays and cost increases
• • Competitive risk: rivals with greater financial resources could develop products rendering RECELL obsolete
• • Financial risk: cumulative deficit $408.4M, net loss $48.6M in 2025, with continuing operating losses and cash flow insufficiency to service debt

Management Discussion & Analysis

• • Revenue $71.6M in 2025, up 11% YoY from $64.3M in 2024, driven by deeper penetration and new accounts
• • Gross margin 82.1% in 2025 vs 85.8% in 2024; decrease due to product mix and higher inventory reserve
• • Best segment: RECELL products gross margin 84.3%; Cohealyx and PermeaDerm at 50% and 60% ASP respectively reducing overall margin
• • Operating expenses $101.4M in 2025, down 9% YoY from $111.8M; sales & marketing down 9% to $53.1M, G&A down 18% to $27.3M; R&D up 2% to $20.8M
• • Net loss $48.6M in 2025, improved 21% vs $61.8M loss in 2024
• • Cash and equivalents $10.2M, marketable securities $7.9M at end 2025; new $60M credit facility closed Jan 2026 with $50M funded, refinancing prior debt
• • Key risk: ongoing debt covenants require TTM revenue minimums ($68.5M Q1 2026, $73M full year), substantial doubt about going concern due to recurring losses and debt obligations
• • Positive outlook supported by FDA NTAP reimbursement for RECELL (effective Oct 2025-Sept 2026) and CE Mark for RECELL GO in EU

What are the latest RCEL SEC filings in 2026?

AVITA Medical, Inc. (RCEL) has filed a 10-K annual report on February 12, 2026, a 10-Q quarterly report on May 14, 2026, an 8-K current report on June 8, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did RCEL file its most recent 10-K annual report?

AVITA Medical, Inc. (RCEL) filed its most recent 10-K annual report on February 12, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view RCEL 10-Q quarterly reports?

AVITA Medical, Inc. (RCEL)'s most recent 10-Q quarterly report was filed on May 14, 2026. SignalX displays every RCEL 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has RCEL filed recently?

AVITA Medical, Inc. (RCEL)'s most recent 8-K was filed on June 8, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find RCEL insider trading activity (Form 4)?

SignalX aggregates every RCEL Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does RCEL file with the SEC?

AVITA Medical, Inc. (RCEL) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new RCEL filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for AVITA Medical, Inc. (RCEL).

What is RCEL's SEC CIK number?

AVITA Medical, Inc. (RCEL)'s SEC CIK (Central Index Key) number is 1762303. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1762303 to look up all RCEL filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find RCEL return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from AVITA Medical, Inc. (RCEL) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.