The revenue beat and guidance raise reinforce the growth trajectory, but the net loss widening and Scoliosis decline are headwinds. Monitor the Q3 2026 earnings for sustained Trauma & Deformity momentum and progress toward free cash flow breakeven.
Price Chart
Executive Summary
OrthoPediatrics Corp. reported Q2 2026 revenue of $70.5M, a 15% YoY increase and a record high, while GAAP EPS was -$0.30, in line with the prior year. The company raised its full-year 2026 revenue guidance to $265M-$269M from $263M-$267M, citing strong Trauma & Deformity growth and improved profitability. The net loss widened slightly to $7.2M from $7.1M, but adjusted EBITDA improved to $6.8M from $4.1M, and free cash flow usage narrowed by 78% YoY, signaling operational progress toward breakeven.
Key Financial Metrics
Key Facts
- Q2 2026 revenue of $70.5M, a record high, up 15% YoY from $61.1M.
- GAAP EPS of -$0.30, flat YoY; Street consensus was -$0.31 (beat).
- Full-year 2026 revenue guidance raised to $265M-$269M from $263M-$267M.
- Trauma & Deformity revenue grew 26% YoY to $52.6M; Scoliosis revenue fell 9% to $16.9M.
- Adjusted EBITDA improved to $6.8M from $4.1M; free cash flow usage reduced 78% YoY to -$3.1M.
- Announced exclusive distribution agreement with OSSIO for bio-integrative fixation technology.
Financial Impact
Revenue beat consensus by ~3.4% ($70.5M vs $68.2M); EPS beat consensus (-$0.30 vs -$0.31). Guidance raised by $2M at midpoint.
Risk Factors
- Scoliosis revenue declined 9% YoY due to timing of capital placements and international set sales.
- Net loss widened slightly to $7.2M from $7.1M; GAAP EPS flat at -$0.30.
- Cash and short-term investments declined to $47.9M from $62.9M at year-end 2025.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001425450-26-000066 |
| Document: kids-20260804.htm | 0001425450-26-000066 |
| Document: 0001425450-26-000066-index-headers.html | 0001425450-26-000066 |
| Document: 0001425450-26-000066-index.html | 0001425450-26-000066 |
| Document: 0001425450-26-000066.txt | 0001425450-26-000066 |
| 8-K Data (Synthetic) | 0001425450-26-000066 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | 8-K | $25.40 | awaiting T+5 | — | $23.82 (−6.22%) |
Oct 27, 2026 today | 8-K | $23.82 | awaiting T+5 | — | $23.82 (−0.00%) |
Oct 27, 2026 today | Press Release | $26.79 | awaiting T+5 | — | $23.82 (−11.09%) |
Oct 13, 2026 14d ago | Press Release | $22.25 $23.84 | ▲ +7.15% | ▲ +6.69% | $23.82 (+7.06%) |
Sep 11, 2026 6w ago | Insider Cluster | $22.06 $21.82 | ▲ +1.09% | ▲ +0.87% | $23.82 (−7.98%) |
Sep 4, 2026 7w ago | Insider Cluster | $22.22 $23.24 | ▲ +4.59% | ▲ +5.71% | $23.82 (+7.20%) |
Sep 1, 2026 7w ago | Insider Cluster | $22.80 $21.56 | ▲ +5.44% | ▲ +4.48% | $23.82 (−4.47%) |
Sep 1, 2026 7w ago | Insider Cluster | $22.80 $21.56 | ▲ +5.44% | ▲ +4.48% | $23.82 (−4.47%) |
Aug 26, 2026 8w ago | Insider Cluster | $23.32 $22.59 | ▼ −3.13% | ▼ −3.40% | $23.82 (+2.14%) |
Aug 4, 2026 12w ago | 8-K | $22.31 $24.86 | ▲ +11.43% | ▲ +11.08% | $23.82 (+6.77%) |
US Market Status
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