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ATEC reported 1Q26 orthopedic sales of $192.1 million, up 13.6% compared to the first quarter of 2025.
The company’s case volume increased 21% during the quarter, while new surgeon growth increased 23%. These metrics illustrate ATEC’s underlying strength and continued ability to compel surgeon adoption and utilization.
However, biologics attachment rates were lower than expected and EOS unit deliveries fell short of the quarterly goal.
“Turning to EOS. Revenue was $14 million, down $3 million year-over-year as the number of system deliveries were lower than the prior year period, resulting in lower revenue recognition for the quarter. These results were below our expectations for the quarter, and we have taken steps to address this by strengthening our sales team and downstream marketing function,” said ATEC CFO Todd Koning.
ATEC adjusted its 2026 total revenue guidance to $882 million, comprising $805 million in surgical revenue (unchanged) and $77 million in EOS revenue.
Orthopedic Sales Data
Unless otherwise noted, all orthopedic sales data is provided in USD millions. We estimate orthopedic sales and growth rates on an as-reported basis.
Orthopedic Sales by Segment
| Segment | 1Q26 | 1Q25 | $ Chg | % Chg |
|---|---|---|---|---|
| Spine | $162.7 | $137.8 | $24.9 | 18.1% |
| Orthobiologics | $15.4 | $14.4 | $1.0 | 6.9% |
| Enabling Technology | $14.0 | $17.0 | ($3.0) | (17.6%) |
| Total | $192.1 | $169.2 | $22.9 | 13.6% |
Orthopedic Sales by Geography
| Region | 1Q26 | 1Q25 | $ Chg | % Chg |
|---|---|---|---|---|
| US | $180.4 | $159.1 | $21.3 | 13.4% |
| OUS | $11.7 | $10.1 | $1.7 | 16.7% |
| Total | $192.1 | $169.2 | $22.9 | 13.6% |
Company Earnings
| Amt | % of Sales | |
|---|---|---|
| Sales | $192.1 | |
| Cost of Sales | $55.6 | 29% |
| Selling and Admin | $137.1 | 71.3% |
| R & D | $17.6 | 9.1% |
| Other | $15.8 | 8.2% |
| Net Earnings | ($33.9) | (17.6%) |
ATEC reported 1Q26 orthopedic sales of $192.1 million, up 13.6% compared to the first quarter of 2025.
The company's case volume increased 21% during the quarter, while new surgeon growth increased 23%. These metrics illustrate ATEC's underlying strength and continued ability to compel surgeon adoption and utilization.
However,...
ATEC reported 1Q26 orthopedic sales of $192.1 million, up 13.6% compared to the first quarter of 2025.
The company’s case volume increased 21% during the quarter, while new surgeon growth increased 23%. These metrics illustrate ATEC’s underlying strength and continued ability to compel surgeon adoption and utilization.
However, biologics attachment rates were lower than expected and EOS unit deliveries fell short of the quarterly goal.
“Turning to EOS. Revenue was $14 million, down $3 million year-over-year as the number of system deliveries were lower than the prior year period, resulting in lower revenue recognition for the quarter. These results were below our expectations for the quarter, and we have taken steps to address this by strengthening our sales team and downstream marketing function,” said ATEC CFO Todd Koning.
ATEC adjusted its 2026 total revenue guidance to $882 million, comprising $805 million in surgical revenue (unchanged) and $77 million in EOS revenue.
Orthopedic Sales Data
Unless otherwise noted, all orthopedic sales data is provided in USD millions. We estimate orthopedic sales and growth rates on an as-reported basis.
Orthopedic Sales by Segment
| Segment | 1Q26 | 1Q25 | $ Chg | % Chg |
|---|---|---|---|---|
| Spine | $162.7 | $137.8 | $24.9 | 18.1% |
| Orthobiologics | $15.4 | $14.4 | $1.0 | 6.9% |
| Enabling Technology | $14.0 | $17.0 | ($3.0) | (17.6%) |
| Total | $192.1 | $169.2 | $22.9 | 13.6% |
Orthopedic Sales by Geography
| Region | 1Q26 | 1Q25 | $ Chg | % Chg |
|---|---|---|---|---|
| US | $180.4 | $159.1 | $21.3 | 13.4% |
| OUS | $11.7 | $10.1 | $1.7 | 16.7% |
| Total | $192.1 | $169.2 | $22.9 | 13.6% |
Company Earnings
| Amt | % of Sales | |
|---|---|---|
| Sales | $192.1 | |
| Cost of Sales | $55.6 | 29% |
| Selling and Admin | $137.1 | 71.3% |
| R & D | $17.6 | 9.1% |
| Other | $15.8 | 8.2% |
| Net Earnings | ($33.9) | (17.6%) |
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ME
Mike Evers is a Senior Market Analyst and writer with over 15 years of experience in the medical industry, spanning cardiac rhythm management, ER coding and billing, and orthopedics. He joined ORTHOWORLD in 2018, where he provides market analysis and editorial coverage.
