Overview

* Organogenesis ( ORGO ) Q3 net product revenue rises 31%, beating analyst expectations

* Adjusted net income for Q3 beats estimates, showing strong operational performance

* Adjusted EBITDA for Q3 exceeds analyst expectations, reflecting robust performance

Outlook

* Organogenesis ( ORGO ) updates 2025 net product revenue guidance to $500 mln-$525 mln

* Company expects 2025 net income between $8.6 mln and $25.4 mln

* Organogenesis ( ORGO ) anticipates 2025 adjusted EBITDA between $45.5 mln and $68.3 mln

Result Drivers

* ADVANCED WOUND CARE GROWTH - Co reports 31% increase in revenue from Advanced Wound Care products, contributing significantly to overall revenue growth

* STRATEGY EXECUTION - CEO attributes record revenue performance to strong execution and leveraging customer relationships

* CMS PAYMENT RULE - Co believes it is well-positioned for 2026 due to CMS payment rule and ReNu product potential

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Net Beat $150.50 $134.10

product mln mln (2

revenue Analysts

)

Q3 Beat $23.20 $8.20

Adjusted mln mln (2

Net Analysts

Income )

Q3 Net $21.60

Income mln

Q3 Beat $30.10 $17.40

Adjusted mln mln (1

EBITDA Analyst)

Q3 $20.70

Operatin mln

g Income

Analyst Coverage

* The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the biotechnology & medical research peer group is "buy."

* Wall Street's median 12-month price target for Organogenesis Holdings Inc ( ORGO ) is $8.00, about 50.4% above its November 5 closing price of $3.97

* The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 55 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)