Carlsmed Q4 revenue surges, driven by AI-enabled spine surgery solutions
Overview
Medical technology firm's Q4 revenue grew 61% yr/yr
Company reported Q4 net loss of $8.6 mln
Company launched new cervical and bilateral fusion systems
Outlook
Carlsmed expects 2026 revenue between $70 mln and $75 mln
Result Drivers
REVENUE GROWTH - Carlsmed reported a 61% increase in Q4 revenue, driven by scaling of AI-enabled spine surgery solutions
GROSS MARGIN EXPANSION - Gross margin improved to 76.5% in Q4, reflecting operational efficiencies
Company press release: ID:nGNX482rTG
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Net Income |
| -$8.60 mln |
|
Q4 Adjusted EBITDA |
| -$8.40 mln |
|
Q4 Gross Margin |
| 76.50% |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the medical equipment, supplies & distribution peer group is "buy"
Wall Street's median 12-month price target for Carlsmed Inc is $18.00, about 37.8% above its February 24 closing price of $13.06
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
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