TELA Bio (NASDAQ:TELA) Releases Earnings Results, Beats Estimates By $0.02 EPS

TELA Bio (NASDAQ:TELA) posted its quarterly earnings results on Tuesday. The company reported ($0.16) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.18) by $0.02, Zacks reports. TELA Bio had a negative net margin of 50.61% and a negative return on equity of 272.13%. The business had revenue of $20.87 million during the quarter, compared to the consensus estimate of $21.04 million.

Here are the key takeaways from TELA Bio’s conference call:

• Company completed a major commercial rebuild, expanding to roughly ~90 sales reps (40% hired in the last six months), new sales leadership, territory realignment and a redesigned 2026 compensation plan intended to drive deeper account penetration.
• Financial momentum: TELA delivered 16% revenue growth in 2025 with a record Q4 of $20.9M and strong unit growth (OviTex units +20% Q4, +22% FY), and guided to at least +8% revenue growth in 2026 with Q1 ~ $18.5M.
• Improving unit economics and balance sheet: gross margin rose to 68% for the year, LiquiFix revenue more than tripled year-over-year in Q4, and the company ended 2025 with $50.8M cash after refinancing debt and raising capital.
• Product and clinical progress: launched OviTex LTR (long-term resorbable), advanced the LiquiFix fixation product, enrolled first patients in the hiatal hernia ECHO trial, and promoted an experienced CMO to support surgeon engagement and evidence generation.
• Near-term execution risks remain: guidance is deliberately conservative due to large cohorts of new reps still ramping, mixed-product ASP pressure from shifting procedure mix, contract conversion complexity, territory restructures and Q1 seasonality/weather disruptions that could pressure short-term results.

TELA Bio Stock Performance

Shares of TELA opened at $0.72 on Wednesday. The company has a debt-to-equity ratio of 26.65, a current ratio of 3.30 and a quick ratio of 2.62. The firm has a market capitalization of $29.04 million, a P/E ratio of -0.85 and a beta of 0.88. The business has a fifty day moving average of $0.85 and a 200 day moving average of $1.14. TELA Bio has a one year low of $0.67 and a one year high of $2.20.

Key TELA Bio News

Here are the key news stories impacting TELA Bio this week:

• Positive Sentiment: Reported record revenue growth for Q4 and full-year 2025, showing improvement in sales momentum that management says underpins its commercial transformation. GlobeNewswire Release Yahoo Highlights
• Positive Sentiment: Company guided to at least ~8% revenue growth in 2026 and emphasized advancing its commercial transformation, which gives a concrete growth target investors can model. Seeking Alpha: Guidance
• Neutral Sentiment: Third‑party notes and transcripts provide detail on the call and results for parsing management commentary and execution milestones; useful for due diligence but not new headline items. InsiderMonkey Transcript MSN Transcript
• Neutral Sentiment: Short-interest reports flagged a “large increase” in March in some feeds, but the published figures appear inconsistent (showing zero shares / NaN), so treat those data points with caution until verified. (No reliable link available.)
• Negative Sentiment: Reported EPS of -$0.16 narrowly missed one consensus reference point of -$0.155 (a slight miss that can still trigger negative sentiment in a thin‑traded, low‑float name). Market reaction reflects sensitivity to even small earnings variances. Seeking Alpha Transcript
• Negative Sentiment: Small market cap, low share price, and the company trading below longer‑term moving averages make the stock more volatile and vulnerable to downside on mixed results; investors will watch cadence of commercial execution and cash runway closely. (See company metrics in trading summary supplied to you.)
• Negative Sentiment: Zacks noted the Q4 loss but framed it against estimates (reported -$0.16 vs Zacks -$0.18), highlighting how different benchmarks can create mixed headlines and short‑term volatility. Zacks Note

Hedge Funds Weigh In On TELA Bio

Several hedge funds have recently modified their holdings of the stock. Renaissance Technologies LLC lifted its stake in shares of TELA Bio by 101.4% during the 4th quarter. Renaissance Technologies LLC now owns 128,700 shares of the company’s stock worth $152,000 after acquiring an additional 64,800 shares during the last quarter. Susquehanna International Group LLP lifted its position in shares of TELA Bio by 551.2% during the third quarter. Susquehanna International Group LLP now owns 85,763 shares of the company’s stock worth $128,000 after purchasing an additional 72,594 shares during the last quarter. XTX Topco Ltd purchased a new stake in shares of TELA Bio during the fourth quarter valued at $48,000. Finally, Citadel Advisors LLC grew its holdings in shares of TELA Bio by 161.3% in the third quarter. Citadel Advisors LLC now owns 35,281 shares of the company’s stock worth $53,000 after purchasing an additional 21,781 shares during the last quarter. Hedge funds and other institutional investors own 94.35% of the company’s stock.

Wall Street Analysts Forecast Growth

TELA has been the topic of several recent research reports. Weiss Ratings restated a “sell (e+)” rating on shares of TELA Bio in a research report on Thursday, January 22nd. Lake Street Capital reaffirmed a “buy” rating on shares of TELA Bio in a research note on Monday, December 1st. Finally, Loop Capital set a $3.00 target price on shares of TELA Bio in a research report on Monday, December 1st. Three analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, TELA Bio presently has an average rating of “Hold” and a consensus price target of $3.25.

About TELA Bio

TELA Bio, Inc (NASDAQ: TELA) is a commercial‐stage medical technology company headquartered in Malvern, Pennsylvania. The company is focused on developing, manufacturing and commercializing regenerative medicine and advanced soft tissue repair solutions. By integrating proprietary biomaterials and processing technologies, TELA Bio aims to offer products that support the body’s natural healing processes in wound closure, hernia repair, reconstructive surgery and other surgical specialties.

The company’s product portfolio includes acellular dermal matrices, hemostatic agents and tissue scaffold systems.