Treace Medical (TMCI) Q4 2025 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Mon, June 1, 2026 astatine 12:35 PM CDT 39 min read

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Date

Thursday, February 26, 2026 astatine 4:30 p.m. ET

Call participants

• Chief Executive Officer — John T. Treace

• Chief Financial Officer — Mark L. Hair

Full Conference Call Transcript

John Treace, Chief Executive Officer; and Mark Hair, Chief Financial Officer. John and Mark volition sermon our 4th fourth fiscal results and 2026 outlook. We volition past big a question-and-answer league pursuing our prepared remarks. Our property merchandise tin beryllium recovered successful the Investor Relations conception of our website astatine investors.treace.com. This telephone is being recorded and volition beryllium archived successful the Investors conception of our website. Before we begin, we would similar to punctual you that it is our intent that each forward-looking statements made during today's telephone volition beryllium protected nether the Private Securities Litigation Reform Act of 1995.

Any statements that subordinate to expectations oregon predictions of aboriginal events and marketplace trends arsenic good arsenic our estimated results oregon show are forward-looking statements. All forward-looking statements are based upon our existent estimates and assorted assumptions. These statements impact worldly risks and uncertainties that could origin existent results oregon events to materially disagree from those anticipated oregon implied by these forward-looking statements. All forward-looking statements are based upon presently disposable information, and Treace Medical assumes nary work to update these statements. Accordingly, you should not spot undue reliance connected these statements.

Please notation to our SEC filings included connected our Form 10-K for 2025 filed earlier marketplace opened today, February 27, and tin beryllium recovered successful the Investor Relations conception of our website astatine investors.treace.com for a elaborate presumption of risks. With that, I volition present crook the telephone implicit to John.

John Treace: Thank you, Trip. Good morning, everyone, and convey you for joining america connected our 4th fourth 2025 net league call. During 2025, Treace Medical entered a transformational phase, gathering upon our enactment arsenic recognized bunion experts and evolving from a Lapiplasty-focused institution into a broad bunion solutions company. With the caller commercialization of aggregate caller bunion process innovations, we are present positioned to code virtually 100% of surgeons' existent method preferences for each types of bunion correction, offering 5 best-in-class instrumented systems spanning each 4 categories of bunion deformities. We've been highly focused connected accelerating our bunion process measurement maturation portion besides broadening our exertion offerings to summation wallet stock and grow our serviceable TAM.