Vericel beats Q1 revenue on MACI, burn care growth, lifts 2026 sales outlook
Vericel Corporation VCEL | 0.00 |
Overview
US advanced therapies firm's Q1 revenue rose 30%, beating analyst expectations
Gross margin improved to 72% in Q1, up from 69% a year earlier
Company raised 2026 revenue guidance by $10 mln to $326-$336 mln
Outlook
Vericel raises 2026 revenue guidance to $326-$336 mln from $316-$326 mln
Company increases 2026 MACI revenue guidance to $282-$288 mln from $280-$286 mln
Vericel lifts 2026 Burn Care revenue guidance to $44-$48 mln from $36-$40 mln
Result Drivers
MACI GROWTH - MACI revenue rose 22% in Q1, with record biopsies, implants and surgeon participation
BURN CARE SURGE - Burn Care revenue grew 91% in Q1, with Epicel revenue up 119%
EXPENSES UP - Operating expenses increased due to higher headcount, MACI sales force expansion and new facility costs
Company press release: ID:nGNX7NwN6V
Key Details
Metric |
Beat/Miss |
Actual |
Consensus Estimate |
Q1 Revenue |
Beat |
$68.43 mln |
$63.64 mln (8 Analysts) |
Q1 EPS |
|
-$0.12 |
|
Q1 Net Income |
|
-$6.30 mln |
|
Q1 Adjusted EBITDA |
|
$9.56 mln |
|
Q1 Gross Margin |
|
72.00% |
|
Q1 Gross Profit |
|
$49.27 mln |
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