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TREACE MEDICAL CONCEPTS, INC. financial statements

Income statement, balance sheet and cash flow statement for the last 7 fiscal years, taken from the XBRL data TREACE MEDICAL CONCEPTS, INC. files with the SEC in its annual reports.

In USD millions, except per-share amounts. Outflows in the cash flow statement are negative.

Income statement

FY2019FY2021FY2021FY2022FY2023FY2024FY2025
Revenue39.457.494.4142187209213
Cost of revenue7.6312.516.925.535.241.142.9
Gross profit31.844.977.5116152168170
Research and development5.075.8510.213.615.420.620.3
Selling and marketing25.831.765.4105141148141
General and administrative4.466.5418.4334755.762.7
Operating expenses35.34494151203224224
Operating income-3.540.86-16.5-34.8-51.4-55.7-54.2
Interest expense0.842.784.064.45.175.265.32
Other non-operating income-0.73-4.52-4.04-7.971.9-0.06-4.85
Income tax0000000
Net income-4.27-3.67-20.6-42.8-49.5-55.7-59
EBITDA-2.742.07-15.8-32.7-46.1-47.3-43.5
EPS, basic-0.13-0.12-0.43-0.77-0.81-0.90-0.93
EPS, diluted-0.13-0.12-0.43-0.77-0.81-0.90-0.93
Shares, basic (weighted)36.937.148.455.360.962.163.3
Shares, diluted (weighted)36.937.148.455.360.962.163.3

Balance sheet

FY2019FY2021FY2021FY2022FY2023FY2024FY2025
Cash and equivalents12.118.110619.51311.410.7
Short-term investments061.811064.337.7
Receivables14.518.629.238.140.842.2
Inventory7.8210.619.329.239.336
Other current assets0.593.013.627.855.675.5
Total current assets41138133198161132
Property, plant and equipment0.832.8515.322.32629.8
Lease right-of-use assets010.19.268.447.61
Goodwill012.812.812.8
Intangible assets09.038.087.13
Other non-current assets00.150.150.411.22
Total assets41.8141159252217191
Accounts payable2.274.068.6711.810.56.73
Accrued liabilities1.854.526.2210.57.25.78
Short-term debt1.7901.75
Total current liabilities11.618.230.24534.930.6
Long-term debt29.229.452.75353.355.6
Lease liabilities015.515.915.914
Other non-current liabilities00.040.043.05
Total liabilities4147.798.5114104103
Total debt3129.452.75353.355.6
Paid-in capital14.2135145272303337
Retained earnings-21.4-41.9-84.7-134-190-249
Treasury stock0-0.01-0.28-1.18
Other comprehensive income0-0.030.160.10.07
Shareholders' equity3.160.7893.160.513811387.3
Total equity3.160.7893.160.513811387.3
Total liabilities and equity41.8141159252217191
Shares outstanding54.255.661.7

Cash flow statement

FY2019FY2021FY2021FY2022FY2023FY2024FY2025
Net income-4.27-3.67-20.6-42.8-49.5-55.7-59
Depreciation and amortization0.791.210.692.135.358.4210.6
Stock-based compensation0.820.923.418.1117.430.633.8
Change in receivables-6.02-4.29-4.23-11-9.3-5.69-2.09
Change in inventory-2.81-2.26-2.74-8.77-9.85-103.22
Change in payables-0.241.331.794.613.17-1.31-3.8
Cash from operations-7.67-4.49-17.2-30.6-34.6-37.2-16
Capital expenditures-1.21-1.07-2.71-14.8-11.5-11.6-13.5
Acquisitions00-2000
Purchases of investments00-63.4-170-71.6-40.6
Sales and maturities of investments001.7312011967.3
Cash from investing-1.21-1.07-2.71-76.5-81.335.413.3
Debt issued1.7900
Debt repaid0-1.7900
Stock issued0.070.361.832.191.870.430.55
Cash from financing19.711.510820.81090.162.08
Net change in cash10.95.9487.8-86.4-6.49-1.63-0.64
Free cash flow-8.88-5.56-19.9-45.5-46-48.8-29.5
Interest paid0.741.153.94.45.174.965

Key metrics

Worked out from the statements above. Latest values use the trailing twelve months to June 30, 2026; growth uses fiscal years. Valuation uses the share price of $4.50 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Gross margin79.5%Gross profit / revenue.
Operating margin-26.2%Operating income / revenue.
EBITDA margin-22.3%EBITDA (operating income + depreciation and amortization) / revenue.
Net margin-29.0%Net income / revenue.
FCF margin-12.2%Free cash flow (cash from operations - capital expenditures) / revenue.
Operating cash flow margin-7.1%Cash from operations / revenue.
Return on equity (ROE)-87.9%Net income / average shareholders' equity (opening and closing). Not shown when equity is negative.
Return on assets (ROA)-32.9%Net income / average total assets.
Return on invested capital (ROIC)-38.2%Approximation: operating income x (1 - tax rate) / average (total debt + equity - cash). Tax rate is the effective rate when between 0% and 50%, else 21%.
R&D / revenue8.9%Research and development expense / revenue.
Stock-based pay / revenue14.6%Stock-based compensation (from the cash flow statement) / revenue.
Capex / revenue5.1%Capital expenditures / revenue.
D&A / revenue3.9%Depreciation and amortization / revenue.

Growth

MetricValueHow it is calculated
Revenue growth, 1y1.6%Revenue vs the same period a year earlier. Only from a positive base.
Revenue CAGR, 3y14.5%Compound annual growth of revenue over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Revenue CAGR, 5y30.0%Compound annual growth of revenue over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Gross profit growth, 1y0.9%Gross profit vs the same period a year earlier. Only from a positive base.
Gross profit CAGR, 3y13.4%Compound annual growth of gross profit over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Gross profit CAGR, 5y30.5%Compound annual growth of gross profit over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Book value growth, 1y-22.6%Book value vs the same period a year earlier. Only from a positive base.
Book value CAGR, 3y13.0%Compound annual growth of book value over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Book value CAGR, 5y157.2%Compound annual growth of book value over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Total assets growth, 1y-12.2%Total assets vs the same period a year earlier. Only from a positive base.
Total assets CAGR, 3y6.2%Compound annual growth of total assets over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Total assets CAGR, 5y35.4%Compound annual growth of total assets over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Share count change, 1y1.9%Change in diluted weighted shares vs a year earlier. Negative means buybacks shrank the share count; positive means dilution.
Share count change per year, 3y4.6%Change in diluted weighted shares, per year over 3 years. Negative means buybacks shrank the share count; positive means dilution.
Share count change per year, 5y11.3%Change in diluted weighted shares, per year over 5 years. Negative means buybacks shrank the share count; positive means dilution.

Balance sheet health

MetricValueHow it is calculated
Current ratio2.90xCurrent assets / current liabilities.
Quick ratio1.79x(Cash + short-term investments + receivables) / current liabilities.
Cash ratio1.10x(Cash + short-term investments) / current liabilities.
Debt / equity0.83xTotal debt / shareholders' equity. Not shown when equity is negative.
Debt / assets31.0%Total debt / total assets.
Liabilities / assets62.6%Total liabilities / total assets.
Net debt$10.4MTotal debt - cash - short-term investments. Negative means more cash than debt.
Interest coverage-9.23xOperating income / interest expense.
Working capital$79.0MCurrent assets - current liabilities.
Goodwill and intangibles / assets10.8%(Goodwill + intangible assets) / total assets.
Tangible book value$48.3MShareholders' equity - goodwill - intangible assets.

Efficiency

MetricValueHow it is calculated
Asset turnover1.13xRevenue / average total assets.
Fixed asset turnover6.32xRevenue / average property, plant and equipment.
Inventory turnover1.07xCost of revenue / average inventory.
Days inventory342 days365 x average inventory / cost of revenue.
Receivables turnover7.15xRevenue / average receivables.
Days sales outstanding51 days365 x average receivables / revenue.
Days payables139 days365 x average accounts payable / cost of revenue.
Cash conversion cycle254 daysDays inventory + days sales outstanding - days payables.

Per share

MetricValueHow it is calculated
EPS, diluted-$0.91Net income per diluted share, as reported (split-adjusted). Over the last twelve months: the four quarters summed, or net income / latest diluted shares when a quarter has no reported EPS.
Revenue per share$3.16Revenue / diluted weighted shares.
FCF per share-$0.39Free cash flow / diluted weighted shares.
Operating cash flow per share-$0.22Cash from operations / diluted weighted shares.
Book value per share$1.04Shareholders' equity / shares outstanding (diluted weighted shares when not reported).
Tangible book per share$0.74Tangible book value / shares outstanding.
Cash per share$0.70(Cash + short-term investments) / shares outstanding.

Valuation

MetricValueHow it is calculated
Market cap$292.7MShare price x shares outstanding.
Enterprise value$303.1MMarket cap + total debt - cash - short-term investments.
P/S1.43xMarket cap / revenue.
P/B4.32xMarket cap / shareholders' equity. Only when equity is positive.
Price / tangible book6.06xMarket cap / tangible book value, when positive.
EV/Sales1.48xEnterprise value / revenue.
FCF yield-8.6%Free cash flow / market cap.
Earnings yield-20.3%Net income / market cap (the inverse of P/E).
What was TREACE MEDICAL CONCEPTS, INC.'s revenue in fiscal 2025?

TREACE MEDICAL CONCEPTS, INC. reported revenue of $212.7M for fiscal 2025, 1.6% higher than the year before.

Was TREACE MEDICAL CONCEPTS, INC. profitable in fiscal 2025?

No. It reported a net loss of $59.0M.

How much free cash flow did TREACE MEDICAL CONCEPTS, INC. generate in fiscal 2025?

Cash from operations of $16.0M minus capital expenditures of $13.5M left free cash flow of -$29.5M.

Source: SEC EDGAR XBRL company facts. Where a company tags only year-to-date figures, quarters are worked out as differences. Where a line is not tagged it is left empty, never estimated.

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