Treace Medical Concepts Inc 2026年季度报告

Washington, D.C. 20549 Form 10-Q (Mark one) ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF1934 For the quarterly period ended March 31, 2026 or ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF1934 For the transition period from___ to___Commission file number: 001-40355 Treace Medical Concepts, Inc. (Exact name of registrant as specified in its charter) Delaware47-1052611(State or other jurisdiction of incorporation or organization)(I.R.S. Employer Identification No.) 100 Palmetto Park PlacePonte Vedra, Florida 32081(Address of principal executive offices, including zip code) (904) 373-5940(Registrant’s telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act: Title of each classTrading symbol(s)Name of each exchange on which registeredCommon stock, $0.001 par valueTMCIThe Nasdaq Global Select Market Indicate by check mark whether the registrant(1) has filed all reports required to be filed by Section 13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file suchreports), and (2) has been subject to such filing requirements for the past 90 days. Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submittedpursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period thatthe registrant was required to submit such files). Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smallerreporting company, or an emerging growth company. See the definitions of "large accelerated filer," "accelerated filer," "smallerreporting company," and "emerging growth company" in Rule 12b-2 of the Exchange Act. Large accelerated filer☐Accelerated filer☒Non-accelerated filer☐Smaller reporting company☐Emerging growth company☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes☐No☒ As of April 30, 2026, 64,872,976 shares of the registrant’s common stock, $0.001 par value per share, were outstanding. TREACE MEDICAL CONCEPTS, INC. FORM 10-Q FOR THE QUARTERLY PERIOD ENDED MARCH 31, 2026 Table of Contents Special Note Regarding Forward-Looking Statements Part I: Financial Information Item 1.Condensed Financial StatementsCondensed Balance SheetsCondensed Statements of Operations and Comprehensive LossCondensed Statements of Stockholders' EquityCondensed Statements of Cash FlowsNotes to Condensed Financial StatementsItem 2.Management's Discussion and Analysis of Financial Condition and Results of OperationsItem 3.Quantitative and Qualitative Disclosures About Market RiskItem 4.Controls and Procedures Part II: Other Information Item 1.Legal ProceedingsItem 1A.Risk FactorsItem 2.Unregistered Sales of Equity Securities and Use of ProceedsItem 3.Defaults Upon Senior SecuritiesItem 4.Mine Safety DisclosuresItem 5.Other InformationItem 6.ExhibitsSignatures SPECIAL NOTE REGARDING FORWARD-LOOKING STATEMENTS As used in this Quarterly Report on Form 10-Q ("Quarterly Report"), unless expressly indicated or the context otherwise requires,references to "Treace Medical Concepts," "we," "us," "our," or the "Company," refer to Treace Medical Concepts, Inc. ThisQuarterly Report contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995,as codified in Section 27A of the Securities Act of 1933, as amended (the "Securities Act"), and Section 21E of the SecuritiesExchange Act of 1934, as amended (the "Exchange Act") concerning our business, operations and financial performance andcondition, as well as our plans, objectives and expectations for our business, operations and financial performance and condition.Any statements contained herein that are not statements of historical facts may be deemed to be forward-looking statements. Insome cases, you can identify forward-looking statements by terminology such as "anticipate," "assume," "believe," "contemplate,""continue," "could," "due," "estimate," "expect," "goal," "intend," "may," "objective," "plan," "predict," "potential," "positioned,""seek," "should," "slated," "target," "will," "would" and other similar expressions that are predictions of or indicate future eventsand future trends, or the negative of these terms or other comparable terminology. These forward-looking statements include, but are not limited to, statements about: •the expected use of our products by physicians, including our ability t