Q1 2026 OrthoPediatrics Corp Earnings Call Transcript

Apr 30, 2026 / 08:30 PM GMT

Release Date Price: €12.3 (-2.38%)

Transcript 10-Q8-K

Key Points

Positve

OrthoPediatrics Corp (KIDS) reported a 13% increase in first-quarter revenue, driven by strong performance across trauma, deformity, scoliosis, and OPSB.
The company supported the treatment of a record 45,000 children in the first quarter, extending its cumulative impact to nearly 1.4 million kids.
International revenue grew by 22%, with notable success in EMEA and Brazil, highlighting the effectiveness of their new agency structure.
The company is at the early stages of a multi-year innovation supercycle, with promising new product launches like 3P HIP and VertiGlide generating strong demand.
OrthoPediatrics Corp (KIDS) raised its 2026 revenue guidance to a range of $263 million to $267 million, representing 11% to 13% growth, and reaffirmed expectations for approximately $25 million in adjusted EBITDA and full-year free cash flow breakeven.

Negative

Weather-related shutdowns in January and February impacted the first-quarter performance, although trends rebounded in March.
Despite strong first-quarter results, the company maintained a conservative approach by not significantly increasing its full-year guidance.
The company faces challenges in set deployment, with a lower amount of sets being deployed in 2026 compared to historical years, potentially limiting immediate revenue growth.
GAAP net loss per share for the period was $0.45, slightly improved from $0.46 in the same period last year, indicating ongoing profitability challenges.
The company is cautious about the timing of new product launches and regulatory approvals, such as the 510K clearance for the VIRAXIS system, which may impact revenue realization in the short term.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

KIDS.OQ - Orthopediatrics Corp
Q1 2026 OrthoPediatrics Corp Earnings Call
Apr 30, 2026 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon and welcome to Orthopediatrics Corporation's first quarter 2026 conference call. At this time, all participants are in a listen-only mode. We will be facilitating a question-and-answer session towards the end of today's call. As a reminder, this call is being recorded for replay purposes. I would now like to turn the call over to Tripp Taylor from the Gilmartin Group. For a few introductory comments.

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Unidentified_2 [2]
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Thank you for joining today's call. With me from the company are David Bailey, President and Chief Executive Officer and

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