AxoGen Inc 2026年季度报告

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 (Mark One) QUARTERLY REPORT PURSUANT TO SECTION13 OR 15(d)OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period endedJune30, 2026 OR☐TRANSITION REPORT PURSUANT TO SECTION13 OR 15(d)OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number:001-36046 Axogen,Inc. (Exact Name of Registrant as Specified in Its Charter) Minnesota(State or other jurisdiction ofincorporation or organization) 13631 Progress Blvd., Suite 400Alachua,FL(Address of principal executive offices)41-1301878(I.R.S. EmployerIdentification No.)32615(Zip Code)386-462-6800(Registrant’s Telephone Number, Including Area Code) Not Applicable(Former Name, Former Address and Former Fiscal Year, if Changed Since Last Report) Indicate by check mark whether the registrant (1)has filed all reports required to be filed by Section13 or 15(d)of the Securities Exchange Actof 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2)has been subject tosuch 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 submitted pursuant toRule405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required tosubmit such files).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reportingcompany, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and“emerging growth company” in Rule 12b-2 of the Exchange Act. If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complyingwith 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 Rule12b-2 of the Exchange Act). Yes☐No☒ Axogen,Inc. Table of Contents Part I - Financial Information Item 1.Financial Statements2Condensed Consolidated Balance Sheets as of June 30, 2026 and December 31, 2025 (Unaudited)2Condensed Consolidated Statements of Operations for the three and six months ended June 30, 2026 and 2025(Unaudited)3Condensed Consolidated Statements of Cash Flows for the six months ended June 30, 2026 and 2025(Unaudited)4Condensed Consolidated Statements of Changes in Shareholders’ Equity for the three and six months endedJune 30, 2026 and 2025 (Unaudited)5Notes to Unaudited Condensed Consolidated Financial Statements6Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations17Item 3.Quantitative and Qualitative Disclosures About Market Risk25Item 4.Controls and Procedures25 Part II - Other Information Item 1.Legal Proceedings26Item 1A.Risk Factors26Item 2.Unregistered Sales of Equity Securities and Use of Proceeds26Item 3.Defaults Upon Senior Securities26Item 4.Mine Safety Disclosures26Item 5.Other Information26Item 6.Exhibits27Signatures28 Axogen,Inc. Forward-Looking Statements From time to time, in reports filed with the United States Securities and Exchange Commission (the “SEC”) (including thisQuarterly Report on Form 10-Q), in press releases, and in other communications to shareholders or the investment community,Axogen, Inc. (including Axogen, Inc.’s wholly owned subsidiaries, Axogen Corporation, Axogen Processing Corporation, AxogenGermany GmbH and Axogen Europe GmbH, the “Company,” “Axogen,” “we,” “our,” or “us”) may provide forward-lookingstatements, as defined in the Private Securities Litigation Reform Act of 1995, concerning possible or anticipated future results ofoperations or business developments. These statements are based on management’s current expectations or predictions of futureconditions, events or results based on various assumptions and management’s estimates of trends and economic factors in the marketsin which the Company is active, as well as its business plans. Words such as “expects,” “anticipates,” “intends,” “plans,” “believes,”“seeks,” “estimates,” “projects,” “forecasts,” “continue,” “may,” “should,” “will,” “goals,” and variations of such words and similarexpressions are intended to identify such forward-looking statements. The forward-looking statements in this Form 10-Q include, but are not limited to, the following: •Our belief that we will continue to drive growth through targeted expansion of nerve repair indications and driving deeperadoption of our nerve repair algorithm across multiple surgical specialties;•Our expectations around our targeted strategy relating to the expansion of nerve repair indications with a focus on deepeningour presence in high-potential accounts;•Our expectations of satisfying certain job creation milest