Q3 2025 Organogenesis Holdings Inc Earnings Call Transcript

Nov 6, 2025 / 10:00 PM GMT

Release Date Price: $3.89 (-2.02%)

Transcript 10-Q8-K

Key Points

Positve

Organogenesis Holdings Inc (ORGO) exceeded the high end of their revenue guidance for Q3 2025, driven by a 31% year-over-year increase in sales of advanced wound care products.
Sales of surgical and sports medicine products increased by 25% year-over-year in the third quarter.
The company reported a significant increase in operating income, reaching $20.7 million compared to $6.2 million in the previous year.
Organogenesis Holdings Inc (ORGO) has strong brand equity and deep customer relationships, positioning them well in the skin substitute market for 2026 and beyond.
The company has no outstanding debt obligations and has access to up to $75 million of future borrowings, indicating a strong financial position.

Negative

The second phase 3 trial of the Renew program did not achieve statistical significance for its primary endpoint, despite showing numerical improvement.
Gross profit margin decreased slightly to 76% from 77% last year, primarily due to a shift in product mix.
Operating expenses increased by 19% year-over-year, driven by higher SG&A and R&D expenses.
The company did not meet the November 1st submission deadline for new data for LCD coverage consideration in 2026 for certain products.
Cash and cash equivalents decreased significantly from $136.2 million at the end of 2024 to $64.4 million as of September 30, 2025.

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

ORGO.OQ - Organogenesis Holdings Inc
Q3 2025 Organogenesis Holdings Inc Earnings Call
Nov 06, 2025 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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At this time, all participants have been placed in listen-only mode.

Please note that this conference call is being recorded and that the recording will be available on the company's website for replay shortly.

Before we begin, I would like to remind everyone that our remarks today may contain forward-looking statements that are based on the current expectations of management and involve inherent risks and uncertainties that could cause actual results to differ materially from those indicated, including the risks and uncertainties described in the company's filings with the Securities and Exchange Commission. Including item 1A, risk factors of the company's most recent annual report and its subsequently

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