CoverageForm 410-K10-Q8-K13D13G13F

SI · Shoulder Innovations, Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · SI

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25
Revenue$16.71M-$11.76M$8.26M
Cost of Revenue$3.72M-$2.79M$1.91M
Gross Profit$12.99M-$8.96M$6.35M
R&D$1.58M-$1.09M$1.41M
SG&A$10.50M-$15.08M$9.17M
Total Operating Expenses----
D&A$593.0K-$489.0K$440.0K
Operating Income($8.98M)-($7.64M)($3.98M)
Interest Expense($436.0K)-$316.0K$216.0K
Income Tax$0-$0$0
Net Income($8.38M)-($4.05M)($4.17M)
EPS - Basic($0.41)-($0.64)($165.53)
EPS - Diluted($0.41)-($0.64)($72.74)

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25
Cash & Equivalents$11.49M$26.87M$54.93M$27.05M
Accounts Receivable$10.55M$8.27M$7.08M$5.12M
Inventory$21.83M$21.59M$19.36M$17.08M
Accounts Payable$5.92M$8.87M$8.88M$6.04M
Current Assets$145.78M$157.16M$166.61M$68.91M
Total Assets$160.36M$169.91M$177.76M$43.08M
Current Liabilities$12.34M$14.20M$15.02M$12.49M
Long-term Debt$14.96M$14.91M$14.85M$14.78M
Total Liabilities$27.34M$29.16M$29.93M$23.30M
Stockholders' Equity$133.02M$140.75M$147.83M($54.70M)
Retained Earnings($105.78M)($97.40M)($89.63M)($57.04M)

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25
Operating Cash Flow($6.48M)---
Investing Cash Flow($13.07M)---
Financing Cash Flow$19.79M---
CapEx$843.0K---
Free Cash Flow($7.32M)---

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25
Profitability
Gross margin77.7%-76.2%76.9%
Operating margin-53.7%--65.0%-48.2%
EBITDA margin-50.2%--60.8%-42.9%
Net margin-50.1%--34.5%-50.5%
Free cash flow margin-43.8%---
FCF / Net income0.87---
R&D / Revenue9.5%-9.3%17.0%
SG&A / Revenue62.9%-128.2%111.0%
Effective tax rate----
Return on assets-5.2%--2.3%-9.7%
Return on equity-6.3%--2.7%7.6%
Return on invested capital-4.8%--3.7%-
Liquidity
Current ratio11.8111.0711.095.52
Quick ratio10.049.559.804.15
Cash ratio0.931.893.662.17
Leverage
Debt / Equity0.110.110.10-0.27
Debt / Assets0.090.090.080.34
Debt / EBITDA----
Interest coverage20.6x--24.2x-18.4x
Equity multiplier1.211.211.20-0.79
Liabilities / Assets0.170.170.170.54
Efficiency
Asset turnover0.10-0.070.19
Inventory turnover0.17-0.140.11
Days sales outstanding230d-220d226d
Days inventory outstanding2141d-2528d3271d
Days payable outstanding581d-1159d1157d
Cash conversion cycle1790d-1589d2340d
Valuation
P / E----
P / B2.3x-1.2x-
P / S18.0x-14.5x-
EV / EBITDA----
Growth
Revenue growth (YoY)----
Revenue CAGR (3y)----
Revenue CAGR (5y)----
Gross profit growth (YoY)----
Operating income growth (YoY)----
Net income growth (YoY)----
EPS growth (YoY)----
EPS CAGR (3y)----
EPS CAGR (5y)----
FCF growth (YoY)----
FCF CAGR (5y)----
Book value growth (YoY)----

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$47.32M total
Reportable Segment$47.32M · 100.0%

Peer comparison

Same SIC group: Surgical & Medical Instruments & Apparatus

CompanyRevenue (last FY)Net marginROE
BSX$20.07B14.4%12.0%
LMAT$249.60M23.1%14.7%
TNDM$1.01B-20.2%-131.9%
SYK$25.12B12.9%14.5%
MMM$24.95B13.0%69.1%

Comparing SHOULDER INNOVATIONS against the 5 most active filers in the same SIC group.