The medical device firm forecasts 2026 revenue growth while CMS proposes new payment rules potentially adding $50,000 per procedure.
SI-BONE projected 2026 revenue between $230 million and $233 million during its Q1 2026 earnings call. The company reported $52.6 million in worldwide revenue for the quarter, up over 11% year-over-year, driven by strong operating discipline.
Operating expenses grew just over 4%, well below revenue growth, reflecting nearly 2.5 times operating leverage. The Centers for Medicare & Medicaid Services proposed new diagnosis-related groups that could increase payments by up to $50,000 per Granite procedure.
Management highlighted the potential impact of the CMS proposal on future revenue streams but did not disclose immediate market reactions.