Surgical & Medical Instruments & Apparatus · SIC 3841

CARLSMED, INC.

CARL

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Latest revenue

$16.1M

as of 2026-03-31

Latest net income

$-8.7M

as of 2026-03-31

Net margin

-54.0%

as of 2026-03-31

Price · 5Y

-19.6% / yr 33.4 pts / yr vs S&P 500 16.5% total
Compare:

Live market

delayed ≤15 min
$12.11
4.27%
Market cap
$329.2M
Enterprise value
$329.2M
P/E (trailing)
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$17.19
52-wk low
$8.50
Beta
Shares out
27.2M

5-year trend

What this company does

AI

Item 1. Business. Overview We are a commercial-stage medical technology company pioneering AI-enabled personalized spine surgery solutions with a focus on becoming the standard of care for spine fusion surgery. Our mission is to improve outcomes and decrease the cost of healthcare for spine surgery and beyond. The aprevo Technology Platform was designed to address the limitations of traditional lumbar and cervical spine fusion surgery, aiming to optimize patient outcomes and reduce the need for revision surgeries. 2 Our technology is powered by AI-enabled, outcome-based algorithms that provide personalized surgical plans for spine fusion. The aprevo surgical kit delivered to customers…

AI summary unavailable — showing raw filing excerpt

Generated from CARL's filing dated 2026-02-25

Key risks

AI

Item 1A. Risk Factors. Investing in our common stock involves a high degree of risk. You should carefully consider the risks described below, as well as the other information in this Annual Report, including our financial statements and the related notes and “Management’s Discussion and Analysis of Financial Condition and Results of Operations,” before deciding whether to invest in our common stock. The occurrence of any of the events or developments described below could have a material adverse effect on our business, financial condition, results of operations, and prospects. In such an event, the market price of our common stock could decline, and you may lose all or part of your…

AI summary unavailable — showing raw filing excerpt

Generated from CARL's filing dated 2026-02-25

Profitability

Gross margin

75.3%

2.0%

Operating margin

-60.5%

31.8%

Net margin

-58.7%

34.3%

Return on equity

-30.0%

187.3%

Return on assets

-22.8%

51.3%

Leverage

Debt / equity

0.32×

118.2%

Long-term debt / equity

0.16×

171.1%

Debt / assets

24.0%

89.8%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$16.1M+58.2%$-8.7M-51.8%-54.0%

Q4 2025

2025-12-31

$15.2M$-8.6M-56.8%

Q3 2025

2025-09-30

$13.1M+98.4%$-8.5M-9.1%-65.2%

Q2 2025

2025-06-30

$12.1M+98.7%$-6.8M-7.8%-56.0%

Q1 2025

2025-03-31

$10.2M$-5.7M-56.2%

Q3 2024

2024-09-30

$6.6M$-7.8M-118.6%

Q2 2024

2024-06-30

$6.1M$-6.3M-103.2%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Surgical & Medical Instruments & Apparatus · SIC 3841

No data yet for industry average

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Insider activity

Insider buying

$48.1M

Insider selling

$2.6M

Net activity

+$45.5M

Distinct insiders

6

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-03-02

Michael Cordonnier

CEO, President

Sale197,855$13.29$2.6M
2025-07-24

B CAPITAL GROUP MANAGEMENT, L.P. / B Capital Global Growth III, L.P. / B Capital Healthcare I, L.P. / Hornet Co-Invest Investors, Ltd. / Hornet Co-Invest, LP

10%+ owner

Purchase1,333,333$15.00$20.0M
2025-07-24

Kevin Sidow

Director

Purchase13,333$15.00$200.0K
2025-07-24

Robert Mittendorff II

Director

Purchase1,333,333$15.00$20.0M

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns CARL

Institutional value

$12.6M

Total shares held

1.4M

Distinct holders

33

-23 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.446.9K$4.0M+19.4K (+4.5%)Added
2VANGUARD CAPITAL MANAGEMENT LLC276.1K$2.5MNew
3KCM Capital Inc200.0K$1.8MNew
4Russell Investments Group, Ltd.159.3K$1.4M-947 (-0.6%)Trimmed
5KORNITZER CAPITAL MANAGEMENT INC /KS53.4K$483.6K-1.8K (-3.3%)Trimmed
6VANGUARD PORTFOLIO MANAGEMENT LLC47.6K$431.2KNew
7VANGUARD FIDUCIARY TRUST CO45.4K$410.9KNew
8WESBANCO BANK INC37.0K$334.9K+0 (+0.0%)No change
9Boston Partners25.2K$228.1K-899 (-3.4%)Trimmed
10TD Waterhouse Canada Inc.20.0K$192.0K-155.4K (-88.6%)Trimmed
11JANE STREET GROUP, LLC15.0K$136.1KNew
12Bank of New York Mellon Corp13.1K$118.6K+1 (+0.0%)Added
13Board of Trustees of The Leland Stanford Junior University12.5K$113.3K-12.5K (-50.0%)Trimmed
14UBS Group AG10.3K$93.2K-383 (-3.6%)Trimmed
15DEUTSCHE BANK AG\9.8K$89.0K+0 (+0.0%)No change
16RHUMBLINE ADVISERS5.2K$46.9K+762 (+17.2%)Added
17JPMORGAN CHASE & CO5.1K$46.7K+1.8K (+55.8%)Added
18Vanguard Global Advisers, LLC3.6K$32.4KNew
19WELLS FARGO & COMPANY/MN3.3K$30.2K-4.5K (-57.5%)Trimmed
20BNP PARIBAS FINANCIAL MARKETS2.6K$23.2K+417 (+19.4%)Added

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once CARL's latest filing finishes processing.