Medifast, Inc. (MED) Earnings Call Transcripts
Medifast, Inc.'s Latest Earnings Call - June 4, 2026
In the second quarter of fiscal year 2026, Medartis Holding AG reported a strong performance driven by the successful launch of the TOUCH prosthesis in the U.S. The company achieved revenue growth of 16% year-over-year, reaching CHF 120 million, while EBITDA margins remained robust at 18%. Management maintained its full-year guidance for organic growth between 16% to 18%, signaling confidence in continued momentum, particularly in the U.S. market.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | CHF 120 million (beat) |
| EBITDA Margin | 18% (inline) |
| TOUCH Sales Target | 1,200 cases (inline) |
| Employee Engagement Score | 79% (positive) |
| U.S. Market Growth Expectation | 20% (positive) |
| Production Capacity Increase | 3 to 4x (positive) |
Guidance from management
Management maintained its guidance for organic growth of 16% to 18% for the fiscal year 2026, emphasizing confidence in the U.S. market and continued expansion of the TOUCH product line.
What management said
Super excited about this. So this implant, it's been in Europe for a number of years. We're excited that it's now in the U.S. We're able to be the first institution in Florida to put it in old way of -- I shouldn't say old way, but we used to take out the bone and suspend it. So this just allows patients to kind of get moving a little bit quicker essentially. . [Presentation] .
So good morning, everybody. It's a big pleasure to be here and speak a little bit about innovation and what we're doing in our R&D departments all across the Medartis Group. [Presentation]
What analysts pressed on
Analysts raised concerns regarding the reimbursement landscape in the U.S., questioning the potential for pushback from insurance companies. There were also inquiries about the long-term adoption rates of the TOUCH prosthesis and the overall market dynamics in comparison to traditional procedures.
Main topics on the call
- U.S. Market Penetration — Management highlighted that the U.S. market is showing positive momentum with expectations for a minimum growth of 20%. They noted, "We see positive momentum. We see the gap closed in closing in Florida," indicating stro...
- TOUCH Prosthesis Adoption — The TOUCH prosthesis is gaining traction, with management stating, "May was the first month, we sold more than 150 TOUCH in the U.S." This suggests a solid ramp-up in adoption, with a target of 1,200 cases for the year.
- Production Capacity Expansion — Medartis is doubling its production facilities to meet increasing demand, with plans to produce 80% of U.S. products in Warsaw by 2027. Management stated, "Doubling the size of the production does not mean only doubling ...
- Employee Engagement and Culture — The company reported a record employee engagement score of 79%, indicating a positive shift in corporate culture. Management noted, "This is, by the way, the highest score you see Medartis had made in the history," refle...
Read the full Medifast, Inc. transcript (June 4, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Medifast, Inc.
Medifast, Inc. (MED) is a publicly listed company in the Personal Care Products industry, within the Consumer Staples sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 43 calls on record spanning January 13, 2020 to August 3, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 43 Medifast, Inc. earnings call transcripts on record, spanning January 13, 2020 to August 3, 2026. Based on this history, Medifast, Inc. reports quarterly. The most recent call on file is dated August 3, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- MED
- Exchange
- NYSE
- Country
- US
- Sector
- Consumer Staples
- Industry
- Personal Care Products
- Calls on record
- 43
- First call
- January 13, 2020
- Most recent
- August 3, 2026
- Reporting cadence
- quarterly