Core Insights - OrthoPediatrics Corp. reported a 12% year-over-year increase in total revenue for Q3 2025, reaching $61.2 million, and a 56% increase in adjusted EBITDA to $6.2 million [4][15][17] Financial Performance - Total revenue for Q3 2025 was $61.2 million, up from $54.6 million in Q3 2024, with U.S. revenue increasing by 14% to $48.7 million, representing 80% of total revenue [4][6] - International revenue grew by 6% to $12.5 million, accounting for 20% of total revenue, driven by strong performance in Trauma and Deformity, Scoliosis, and OP Specialty Bracing [4][6] - Trauma and Deformity revenue increased by 17% to $44.1 million, while Scoliosis revenue rose by 4% to $16.3 million [5][31] - Gross profit for Q3 2025 was $45.3 million, a 13% increase from $40.1 million in Q3 2024, with a gross profit margin of 74% [6][7] - Operating expenses increased by 20% to $54.7 million, primarily due to restructuring charges and increased non-cash stock compensation [8][10] Strategic Initiatives - The company aims to achieve free cash flow break-even by 2026 through strategic initiatives such as scaling OPSB and introducing innovative products [3] - OrthoPediatrics completed its first procedures with the VerteGlide™ Spinal Growth Guidance System and received FDA approval for the 3P™ Pediatric Plating Platform™ Small-Mini System [6][17] Guidance and Outlook - Full year 2025 revenue guidance is set between $233.5 million and $234.5 million, reflecting a growth of 14% to 15% compared to the previous year [17] - The company reiterated its annual set deployment target of $15.0 million and adjusted EBITDA guidance of $15.0 million to $17.0 million for the full year [17]

Core Insights - OrthoPediatrics Corp. reported a 17% year-over-year increase in total revenue for Q1 2025, reaching $52.4 million compared to $44.7 million in Q1 2024 [4] - The company continues to focus on pediatric orthopedics, achieving significant growth in both U.S. and international markets [3][4] Financial Performance - Total revenue for Q1 2025 was $52.4 million, a 17% increase from $44.7 million in Q1 2024 [4] - U.S. revenue increased by 19% to $40.9 million, representing 78% of total revenue, while international revenue grew by 11% to $11.5 million, accounting for 22% of total revenue [4] - Trauma and Deformity revenue rose 14% to $37.9 million, and Scoliosis revenue surged 34% to $13.7 million [5][4] - Gross profit for Q1 2025 was $38.3 million, a 19% increase from $32.2 million in the same period last year, with a gross profit margin of 73% [6] Operating Expenses - Total operating expenses for Q1 2025 were $49.2 million, an 18% increase from $41.9 million in Q1 2024, primarily due to increased personnel and non-cash stock compensation [7][10] - Sales and marketing expenses rose by 17% to $16.6 million, driven by higher sales commissions [8] Profitability Metrics - The net loss for Q1 2025 was $10.7 million, compared to a net loss of $7.8 million in Q1 2024, with a net loss per share of $0.46 [11] - Adjusted EBITDA for Q1 2025 was a loss of $0.4 million, an improvement from a loss of $1.1 million in Q1 2024 [11][29] Cash Flow and Guidance - The company reduced free cash flow usage by 35% compared to the same period last year and anticipates achieving positive free cash flow in Q4 2025 [8] - Full-year 2025 revenue guidance was increased to between $236.0 million and $242.0 million, reflecting a growth of 15% to 18% compared to 2024 [13]