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AxoGen, Inc.(AXGN)Earnings, Financials & Key Ratios
AXGN•NASDAQ
$44.57
Price updated Jul 7, 2026
AboutAxoGen, Inc., together with its subsidiaries, develops and markets surgical solutions for physical damage or transection to peripheral nerves. The company's products include Avance Nerve Graft, a biologically active off-the-shelf processed human nerve allograft for bridging severed nerves without the comorbidities associated with a second surgical site; AxoGuard Nerve Connector, a porcine submucosa extracellular matrix (ECM) coaptation aid for tensionless repair of severed peripheral nerves; and AxoGuard Nerve Protector, a porcine submucosa ECM product that is used to wrap and protect damaged peripheral nerves, as well as reinforces the nerve reconstruction while preventing soft tissue attachments. Its products also comprise Axoguard Nerve Cap, a porcine submucosa ECM product that is used to protect a peripheral nerve end, as well as separates the nerve from the surrounding environment to reduce the development of symptomatic or painful neuroma; and Avive Soft Tissue Membrane, a processed human umbilical cord membrane that can be used as a resorbable soft tissue covering to separate tissues in the surgical bed. In addition, the company offers AxoTouch two point discriminator, a tool that is used for measuring the innervation density of surface area of the skin. It provides its products to hospitals, surgery centers, and military hospitals plastic reconstructive surgeons, orthopedic and plastic hand surgeons, and various oral and maxillofacial surgeons in the United States, Canada, Germany, the United Kingdom and other European countries, South Korea, and internationally. AxoGen, Inc. is headquartered in Alachua, Florida.Show more
- Revenue$225M+20.2%
- EBITDA$344K-92.4%
- Net Income-$16M-57.6%
- EPS (Diluted)-0.34-47.8%
- Gross Margin74.31%-1.9%
- EBITDA Margin0.15%-93.7%
- Operating Margin-3.49%-98.6%
- Net Margin-6.97%-31.1%
- ROE-13.49%-35.1%
AXGN Price & Volume
AxoGen, Inc. (AXGN) stock price & volume — 10-year historical chart
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Revenue Growth Scaling Amidst Regulatory Margin Pressure
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Accelerating
Profitability:Negative
Financial:Adequate
Cash Flow:Mixed
Primary Risk:Regulatory BLA transition uncertainty
Key Thesis Takeaways
- AxoGen is currently navigating a pivotal transition phase characterized by robust 26.6% year-over-year revenue growth in 2026Q1, driven by aggressive market penetration and surgeon education.
- While the company has successfully strengthened its balance sheet by reducing debt-to-equity to 0.08, long-term profitability remains obscured by heavy stock-based compensation of $16.6M in 2025Q4 and ongoing BLA regulatory investment.
- Investors should monitor whether the company can achieve sustainable operating leverage as it scales its Alachua, Florida manufacturing facility to support future demand.
Verdict Logic
while the company maintains a robust 75.2% gross margin, the lack of consistent profitability and the reliance on equity-based compensation warrant a cautious approach until the BLA regulatory path is fully realized.
AXGN Growth Metrics
AxoGen, Inc. (AXGN) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years23.48%
5 Years14.93%
3 Years17.57%
TTM22.41%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM-339.1%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-292.02%
Return on Capital
10 Years-15.14%
5 Years-9.92%
3 Years-6.29%
Last Year-4.23%
AXGN Recent Earnings
AxoGen, Inc. (AXGN) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 9/12 qtrs (75%)●Beat Revenue 8/12 qtrs (67%)
Q2 2026Latest
Apr 28, 2026Metric
Actual
Est
EPS
$0.07-41.7%
$0.12
Rev
$61M+6.2%
$58M
Q1 2026
Feb 24, 2026Metric
Actual
Est
EPS
$0.07-21.2%
$0.09
Rev
$60M+1.5%
$59M
Q4 2025
Oct 29, 2025Metric
Actual
Est
EPS
$0.12+33.3%
$0.09
Rev
$60M+0.3%
$60M
Q3 2025
Aug 5, 2025Metric
Actual
Est
EPS
$0.12+100.0%
$0.06
Rev
$57M-0.4%
$57M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 28, 2026 | $0.07vs $0.12-41.7% | $61Mvs $58M+6.2% |
| Q1 2026 | Feb 24, 2026 | $0.07vs $0.09-21.2% | $60Mvs $59M+1.5% |
| Q4 2025 | Oct 29, 2025 | $0.12vs $0.09+33.3% | $60Mvs $60M+0.3% |
| Q3 2025 | Aug 5, 2025 | $0.12vs $0.06+100.0% | $57Mvs $57M-0.4% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for AxoGen, Inc. (AXGN)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $44.57 | $2.3B | -131.09 | 20.21% | -6.97% | -13.49% | — | |
| $0.72 | $32.23M | -0.87 | 15.84% | -49.3% | -1344.47% | — | |
| $17.72 | $2.02B | -14.52 | 8.28% | -25.66% | -50.82% | — | |
| $0.42 | $58.84M | 13.98 | 14.21% | 1.5% | 3.68% | — | |
| $4.20 | $623.98M | 13.13 | 19.99% | 7.88% | 12.86% | — | |
| $15.87 | $212.67M | -20.88 | -5.91% | -9.52% | -7.74% | — |
Compare AXGN vs Peers
AxoGen, Inc. (AXGN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
AXGN SEC Filings & Documents
AxoGen, Inc. (AXGN) SEC filings — annual & quarterly reports (10-K, 10-Q)
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AXGN Frequently Asked Questions
AxoGen, Inc. (AXGN) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is AxoGen, Inc.'s revenue?
AxoGen, Inc. (AXGN) reported $238.1M in revenue for fiscal year 2025. This represents a 1718% increase from $13.1M in 1996.
How fast is AxoGen, Inc. growing?
AxoGen, Inc. (AXGN) grew revenue by 20.2% over the past year. This is strong growth.
Is AXGN profitable?
AxoGen, Inc. (AXGN) reported a net loss of $31.5M for fiscal year 2025.
Dividend & Returns
What is AXGN's return on equity?
AxoGen, Inc. (AXGN) has a return on equity (ROE) of -13.5%. Negative ROE indicates the company is unprofitable.
What is AxoGen, Inc.'s free cash flow?
AxoGen, Inc. (AXGN) generated $8.9M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.