----
Q2 FY2026 EarningsQ2 FY26 missed consensus significantly as regulatory headwinds and reimbursement policy shifts triggered a material revenue decline. Revenue of $43.8M fell -19.35% short of expectations ($54.3M), primarily due to a 61% YoY plunge in Advanced Wound Care sales following LCD coverage withdrawals. The Company recorded a massive Net Loss of -$96.3M vs. -$45.9M expected, driven by a $45.4M tax charge to establish a full valuation allowance against deferred tax assets. Management has initiated major restructuring, reducing headcount by 18% in Q2, while delaying the Dermagraft relaunch due to weak market conditions.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Organogenesis(ORGO) the Revenue is 43.76 M (-56.68%), Miss estimate;the EBIT is -50.99 M (-305.5%), Miss estimate;the EPS is -0.77 (-670%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
0.04B56.68%
0.05B46.29%
-0.01B10.39%
EBITMiss expectations
-0.05B305.47%
-0.04B256.23%
-0.01B49.24%
EPSMiss expectations
-0.77670.00%
-0.355255.00%
-0.4150415.00%
Upcoming earnings report - Q3 FY2026
Available dateNov 5, 2026
Estimate Revenue$52.11 M
Estimate EBIT-$22.4 M
Estimate EPS-$0.185
Revenue
ActualEstimateUnit: USD
Quarterly
EBIT
ActualEstimateUnit: USD
Quarterly
Net income
ActualEstimateUnit: USD
Quarterly
EPS
ActualEstimateUnit: USD
Quarterly
