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CARLSMED, INC. Q1 FY26 Results

CARLQ1 FY26 Results
Filing
MetricValue ($ M)Q1 FY25
Revenue16.1258.2%
Total Income16.1258.2%
Expenditure25.3959.6%
PBT
Net Profit-8.7051.8%
OPM-57.56%1.43pp
NPM-53.96%2.27pp
EPS-0.3278.2%
View full financials

Carlsmed Reports Q1 2026 Revenue of $16.1 Million, Up 58% Y-o-Y

06 May 2026 · 6 May, 1:42 am

Summary

Carlsmed, Inc. reported financial results for the first quarter ended March 31, 2026. Revenue for the quarter was $16.1 million, a 58% increase compared to the first quarter of 2025. Gross profit increased to $12.4 million, with a gross margin of 77.1%. The company has raised its full year 2026 revenue guidance to $72 million to $77 million.

Key Highlights

  1. 1

    Carlsmed's first quarter 2026 revenue was $16.1 million, representing a 58% increase year-over-year.

  2. 2

    Gross profit for the first quarter of 2026 was $12.4 million, compared to $7.6 million for the first quarter of 2025.

  3. 3

    Gross margin increased to 77.1% for the first quarter of 2026, compared to 74.9% for the first quarter of 2025.

  4. 4

    The company's full year 2026 revenue guidance was raised to $72 million to $77 million.

  5. 5

    A study published in Global Spine Journal demonstrated a 74% reduction in reoperations with aprevo® personalized lumbar implants.

  6. 6

    The first procedure using the corra™ personalized cervical plating system was performed in February.

Management Comments

M

Mike Cordonnier

We began 2026 with strong momentum, delivering 58% year-over-year revenue growth, publishing meaningful clinical data, and debuting new products to continue to advance our mission of improved patient outcomes and reduced cost of healthcare. The publication of peer-reviewed data from a retrospective cohort study in Global Spine Journal demonstrates a 74% reduction in revision rates for aprevo®, which represents one of the most significant advancements in reducing reoperations in adult spinal deformity over the past two decades. With our first full commercial quarter for aprevo® Cervical and the launch of our corra™ patient-specific fixation portfolio later this year, we believe we are well positioned for continued growth and innovation throughout 2026.”

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