TREACE MEDICAL CONCEPTS, INC.

For the period ended Sep 30, 2026. Filed Nov 6, 2026.

About this filing

A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.

Sep 30, 2026 · Filed Nov 6, 2026

TMCI$4.88+2.1%Stored close · as of Nov 10, 2026

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Contents

Condensed Statements of Operations and Comprehensive Loss

(in thousands, except share and per share amounts)

	Three Months Ended September 30,		Nine Months Ended September 30,
	2026	2025	2026	2025
Revenue	$48,253	$50,214	$140,827	$150,171
Cost of goods sold	9,903	10,508	29,463	30,820
Gross profit	38,350	39,706	111,364	119,351
Operating expenses
Sales and marketing	29,708	34,421	94,423	103,627
Research and development	4,492	4,680	13,490	15,740
General and administrative	15,682	16,281	47,108	48,216
Total operating expenses	49,882	55,382	155,021	167,583
Loss from operations	(11,532)	(15,676)	(43,657)	(48,232)
Interest income	387	634	1,333	2,250
Interest expense	(1,584)	(1,338)	(4,716)	(3,970)
Other income, net	163	92	640	344
Other non-operating income (expense), net	(1,034)	(612)	(2,743)	(1,376)
Net loss	$(12,566)	$(16,288)	$(46,400)	$(49,608)
Other comprehensive income (loss)
Unrealized gain (loss) on marketable securities	(56)	33	(180)	(14)
Comprehensive loss	$(12,622)	$(16,255)	$(46,580)	$(49,622)
Net loss per share, basic and diluted	$(0.19)	$(0.26)	$(0.71)	$(0.79)
Weighted-average shares used in computing net loss per share, basic and diluted	65,464,832	63,515,372	65,038,981	63,069,810

ContentsView on SEC.gov

The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.