AxoGen, Inc. (AXGN)
NASDAQHealth CareMedical - DevicesSnapshot 2026-11-05
$48.75-5.06%
Close 2026-11-05 · 1-day change
NASDAQHealth CareMedical - DevicesSnapshot 2026-11-05
QuarterlyIQ Insights · AXGN
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within health care on a research-validated quality screen. As of 2026-11-05.
The screen ranks AXGN against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated strong grew net income 53% of the time over the next year (vs 42% for the rest of the cohort, n=10089).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“We are delighted with our third-quarter and year-to-date revenue performance and the progress we continue to make across each of Axogen’s strategic plan priorities,” said Michael Dale, President and…
Stated in 3 of 3 supplied quarters. Management reported: “2026 Financial Guidance For 2026, we expect full-year revenue of at least $290 million, representing growth of at least 29%, including at least $7 million revenue from the BioCircuit acquisition.” “Excluding BioCircuit, we expect organic revenue to be at least $283 million, representing growth of at least 26%.” Revenue was $75.834 million in 2026-Q3.
““We are delighted with our third-quarter and year-to-date revenue performance and the progress we continue to make across each of Axogen’s strategic plan priorities,” said Michael Dale, President and…”
““We are pleased with our second-quarter revenue performance and the progress we’re making across each of Axogen’s strategic plan priorities,” said Michael Dale, President and CEO of Axogen, Inc. “Our…”
““We are pleased with our first-quarter revenue performance and the progress we’re making across each of Axogen’s strategic plan priorities,” said Michael Dale, President and CEO of Axogen, Inc. “We d…”
We continue to expect gross margin to be at least 73%, and positive free cash flow for the full-year.
Stated in 3 of 3 supplied quarters. Management reported: “We continue to expect gross margin to be at least 73%, and positive free cash flow for the full-year.” “2026 Financial Guidance For 2026, we expect full-year revenue growth to be at least 24%, or revenue of at least $279 million, gross margin to be at least 73%, and positive free cash flow for the full-year.”
“We continue to expect gross margin to be at least 73%, and positive free cash flow for the full-year.”
We continue to expect gross margin to be at least 73%, and positive free cash flow for the full-year.
Stated in 3 of 3 supplied quarters. Management reported: “We continue to expect gross margin to be at least 73%, and positive free cash flow for the full-year.” “Additionally, we expect to be free cash flow positive for the full-year.”
“We continue to expect gross margin to be at least 73%, and positive free cash flow for the full-year.”
2026 Financial Guidance For 2026, we expect full-year revenue of at least $290 million, representing growth of at least 29%, including at least $7 million revenue from the BioCircuit acquisition.
Stated in 1 of 3 supplied quarters. Management reported: “2026 Financial Guidance For 2026, we expect full-year revenue of at least $290 million, representing growth of at least 29%, including at least $7 million revenue from the BioCircuit acquisition.” “The Company expects BioCircuit to contribute approximately $6 million to fourth-quarter 2026 and approximately $34 million to 2027 revenue.”
• Based on positive clinical study outcomes, we have made the decision to initiate Prostate market development beginning in 2027.
Stated in 1 of 3 supplied quarters. Management reported: “• Based on positive clinical study outcomes, we have made the decision to initiate Prostate market development beginning in 2027.”
“• Based on positive clinical study outcomes, we have made the decision to initiate Prostate market development beginning in 2027.”
Over the trailing year it converted 0.71x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, Fed net liquidity, long-term interest rates, real (inflation-adjusted) rates (low R² over the window).
9 material management or governance events in the past 24 months, led by M&A activity. Historically, Health Care names rated neutral grew net income 46% of the time over the next year (vs 44% for the rest of the cohort, n=13229).
Not investment advice. As of 2026-11-05.
“2026 Financial Guidance For 2026, we expect full-year revenue growth to be at least 24%, or revenue of at least $279 million, gross margin to be at least 73%, and positive free cash flow for the full…”
“2026 Financial Guidance We expect 2026 revenue growth to be at least 20%, or $270 million, for the full-year and gross margin to be in the range of 74% to 76%.”
“2026 Financial Guidance For 2026, we expect full-year revenue growth to be at least 24%, or revenue of at least $279 million, gross margin to be at least 73%, and positive free cash flow for the full…”
“Additionally, we expect to be free cash flow positive for the full-year.”
“2026 Financial Guidance For 2026, we expect full-year revenue of at least $290 million, representing growth of at least 29%, including at least $7 million revenue from the BioCircuit acquisition.”