10-Q quarterly report · filed Aug 7, 2026

TREACE MEDICAL CONCEPTS, INC. (TMCI) Q2 2026 10-Q Quarterly Report

Short answer

TREACE MEDICAL CONCEPTS, INC. (TMCI) filed its Q2 2026 10-Q quarterly report on Aug 7, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $45M (down 4.2% year over year) with net income of −$16M.

Q2 2026 key financials · XBRL

Revenue
$45M
−4.2% YoY · −3.9% QoQ
Net income
−$16M
+8.8% YoY · +11.6% QoQ
Operating margin
-33.0%
Gross margin
78.5%
EPS (diluted)
−$0.24
+14.3% YoY · +14.3% QoQ

Source: XBRL data from the TREACE MEDICAL CONCEPTS, INC. (TMCI) Q2 2026 10-Q on SEC EDGAR. USD.

TREACE MEDICAL CONCEPTS, INC. Q2 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • Revenue $45.4M, down 4.2% YoY from $47.4M, including $3.1M lower stocking-distributor sales
  • Gross margin 78.5% vs 79.7% YoY
  • Operating loss $15.0M vs $17.0M YoY; net loss $15.9M vs $17.4M
  • Cash and equivalents $12.6M plus marketable securities $33.0M at June 30, 2026
  • Macro pressures, competition, lower-priced minimally invasive kits, and declining Lapiplasty sales expected to weigh on demand

Risk Factors

  • No Risk Factors section provided in the filing excerpt
  • Newly amended bylaws addressing SEC universal proxy Rule 14a-19 compliance
  • Enhanced stockholder nomination disclosures and notice requirements
  • Stockholder proxy solicitations now require non-white proxy cards
  • 11,547 shares withheld at $2.23 per share for employee tax obligations

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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