Xtant Medical Q4 sales rise on higher licensing revenue

Reuters03-31
Xtant Medical Q4 sales rise on higher licensing revenue

Overview

  • U.S. spinal surgical solutions provider's Q4 revenue grew 3% yr/yr; full-year revenue up 14%

  • Company returned to profitability in Q4, with net income of $0.1 mln

  • Q4 revenue impacted by sale of non-core assets to Companion Spine

Outlook

  • Xtant Medical expects 2026 revenue between $95 mln and $99 mln

  • Company expects organic growth in core biologics business in 2026

  • Xtant Medical expects to be free cash flow positive in 2026

Result Drivers

  • ASSET SALE IMPACT - Q4 revenue reduced by earlier-than-anticipated closing of Companion Spine transaction, resulting in one less month of Coflex and CoFix sales and related international hardware sales

  • LICENSE REVENUE - Higher license revenue contributed to Q4 topline, partly offsetting impact from asset sale

  • SALES MIX AND SCALE - Gross margin improvement attributed to sales mix and greater scale, partially offset by increased charges for excess and obsolete inventory

Company press release: ID:nPn56XYYca

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q4 Revenue

$32.40 mln

Q4 EPS

$0

Q4 Net Income

$100,000

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 medical equipment, supplies & distribution peer group is "buy."

  • Wall Street's median 12-month price target for Xtant Medical Holdings Inc is $1.35, about 152.6% above its March 27 closing price of $0.53

  • The stock recently traded at 109 times the next 12-month earnings vs. a P/E of 87 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.)

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