Organogenesis Q4 net product revenue jumps 78% on wound care growth

Organogenesis Holdings

26/02/2026 21:52

Overview

Regenerative medicine firm's Q4 net product revenue rose 78% yr/yr

Adjusted EBITDA for Q4 increased 363% yr/yr

Company expects revenue decline in early 2026 due to market adjustments

Outlook

Organogenesis expects 2026 revenue between $350 mln and $420 mln, a decline of 25%-38%

Company anticipates significant market share gains in second half of 2026

Organogenesis expects normalized growth to resume in 2027

Result Drivers

ADVANCED WOUND CARE - Q4 net product revenue from Advanced Wound Care products increased 83% yr/yr, driving overall revenue growth

SURGICAL & SPORTS MEDICINE - Q4 net product revenue from Surgical & Sports Medicine products decreased 2% yr/yr

Company press release: ID:nGNX6RH5j3

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Net product revenue
Beat
$225.1 mln
$172.70 mln (2 Analysts)
Q4 Adjusted Net Income
Beat
$52.9 mln
$27.35 mln (2 Analysts)
Q4 Net Income
$43.7 mln
Q4 Adjusted EBITDA
Beat
$84.2 mln
$44.40 mln (1 Analyst)
Q4 Operating Income
$63.30 mln


Analyst Coverage

The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the biotechnology & medical research peer group is "buy."

Wall Street's median 12-month price target for Organogenesis Holdings Inc is $8.50, about 106.8% above its February 25 closing price of $4.11

The stock recently traded at 29 times the next 12-month earnings vs. a P/E of 17 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)