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Nexgel Earnings Calls
| Release date | May 13, 2026 |
| EPS estimate | -$0.0700 |
| EPS actual | -$0.110 |
| EPS Surprise | -57.14% |
| Revenue estimate | 3.909M |
| Revenue actual | 2.65M |
| Revenue Surprise | -32.21% |
| Release date | Mar 31, 2026 |
| EPS estimate | -$0.0900 |
| EPS actual | -$0.110 |
| EPS Surprise | -22.22% |
| Revenue estimate | 3.24M |
| Revenue actual | 2.801M |
| Revenue Surprise | -13.55% |
| Release date | Nov 11, 2025 |
| EPS estimate | -$0.0900 |
| EPS actual | -$0.0800 |
| EPS Surprise | 11.11% |
| Revenue estimate | 3.24M |
| Revenue actual | 2.934M |
| Revenue Surprise | -9.44% |
| Release date | Aug 12, 2025 |
| EPS estimate | -$0.0100 |
| EPS actual | -$0.0900 |
| EPS Surprise | -800.00% |
| Revenue estimate | 3.45M |
| Revenue actual | 2.884M |
| Revenue Surprise | -16.41% |
Last 4 Quarters for Nexgel
Below you can see how NXGL performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 12, 2025 |
| Price on release | $2.71 |
| EPS estimate | -$0.0100 |
| EPS actual | -$0.0900 |
| EPS surprise | -800.00% |
| Date | Price |
|---|---|
| Aug 06, 2025 | $2.54 |
| Aug 07, 2025 | $2.64 |
| Aug 08, 2025 | $2.69 |
| Aug 11, 2025 | $2.65 |
| Aug 12, 2025 | $2.71 |
| Aug 13, 2025 | $2.40 |
| Aug 14, 2025 | $2.23 |
| Aug 15, 2025 | $2.43 |
| Aug 18, 2025 | $2.31 |
| 4 days before | 6.69% |
| 4 days after | -14.91% |
| On release day | -11.44% |
| Change in period | -9.21% |
| Release date | Nov 11, 2025 |
| Price on release | $2.32 |
| EPS estimate | -$0.0900 |
| EPS actual | -$0.0800 |
| EPS surprise | 11.11% |
| Date | Price |
|---|---|
| Nov 05, 2025 | $2.37 |
| Nov 06, 2025 | $2.39 |
| Nov 07, 2025 | $2.48 |
| Nov 10, 2025 | $2.39 |
| Nov 11, 2025 | $2.32 |
| Nov 12, 2025 | $2.02 |
| Nov 13, 2025 | $1.90 |
| Nov 14, 2025 | $1.91 |
| Nov 17, 2025 | $1.84 |
| 4 days before | -2.11% |
| 4 days after | -20.69% |
| On release day | -12.93% |
| Change in period | -22.36% |
| Release date | Mar 31, 2026 |
| Price on release | $0.633 |
| EPS estimate | -$0.0900 |
| EPS actual | -$0.110 |
| EPS surprise | -22.22% |
| Date | Price |
|---|---|
| Mar 25, 2026 | $0.675 |
| Mar 26, 2026 | $0.700 |
| Mar 27, 2026 | $0.660 |
| Mar 30, 2026 | $0.608 |
| Mar 31, 2026 | $0.633 |
| Apr 01, 2026 | $0.625 |
| Apr 02, 2026 | $0.591 |
| Apr 06, 2026 | $0.650 |
| Apr 07, 2026 | $0.611 |
| 4 days before | -6.26% |
| 4 days after | -3.48% |
| On release day | -1.31% |
| Change in period | -9.52% |
| Release date | May 13, 2026 |
| Price on release | $0.533 |
| EPS estimate | -$0.0700 |
| EPS actual | -$0.110 |
| EPS surprise | -57.14% |
| Date | Price |
|---|---|
| May 07, 2026 | $0.615 |
| May 08, 2026 | $0.593 |
| May 11, 2026 | $0.605 |
| May 12, 2026 | $0.580 |
| May 13, 2026 | $0.533 |
| May 14, 2026 | $0.542 |
| May 15, 2026 | $0.510 |
| May 18, 2026 | $0.511 |
| May 19, 2026 | $0.614 |
| 4 days before | -13.33% |
| 4 days after | 15.18% |
| On release day | 1.69% |
| Change in period | -0.179% |
Nexgel Earnings Call Transcript Summary of Q1 2026
Key points for investors:
- Q1 2026 revenue: $2.65M vs. $2.81M year-ago (relatively flat). Lower Silly George sales were partly offset by growth in contract manufacturing and MEDAGEL/STADA products.
- Cash: $2.1M as of March 31, 2026; cash on hand reported as ~$1.8M at time of the call. Total financing raised to support the BioNX acquisition: $13.8M (including $8.8M cash and a $5M convertible note to Celularity).
- BioNX acquisition closed mid-April. Financing led by Sequence LifeScience ($5.5M) and Sequence executives (Brian Kieser and Kevin Harris) joined the board. Management emphasizes the strategic partnership and manufacturing/distribution benefits.
- BioNX asset profile: six commercial-stage regenerative biomaterial products (used in ~500 U.S. hospitals), existing reimbursement pathways, and three 510(k) device programs in development (commercial targets 2026, 2027, 2028). Pro forma: company expects roughly a 3x increase in annual revenue to about $35M and immediate accretion to profitability upon closing.
- Commercial ramp: Salesforce re-engagement began after closing (operational/contract transitions completed mid-May); BioNX revenue will be included for roughly half of Q2. Management expects sales to ramp in late May/June.
- Leadership and integration: New CFO Ian Blackman hired to lead integration, scale and M&A; Dave Hazard hired as VP Sales for BioNX Surgical.
- Costs and run-rate: Management expects incremental operating expense of about $500K per month (salaries, marketing, commissions) related to the build-out.
- Legacy consumer business: Management characterized consumer revenue as conservative and stabilizing — Silly George had a weak Q4 and slow Q1 but signs of recovery in April; other legacy channels (contract manufacturing, MEDAGEL/STADA) showing growth.
- Near-term milestones: Further Q2 integration updates and Q2 financials to be provided in August; company plans an 8-K to finalize the recent offering closure.
- Risks: Cash is limited; integration execution and commercial ramp are critical. The company noted prior variability in consumer product results and remains conservative on growth assumptions.
Investment implications: The acquisition materially changes the company's scale and profile into regenerative biomaterials with established products and reimbursement pathways. Investors should watch: (1) Q2 reported revenue contribution from BioNX and the pace of the salesforce ramp, (2) cash/runway and any additional financing or milestones, and (3) execution of integration and the promised accretion to profitability.
