ELUTHIGH SIGNALFINANCIAL10-K

ELUT achieved a dramatic turnaround from a $53.9M net loss to $53.4M net income, while simultaneously strengthening its balance sheet with significantly higher cash reserves and positive stockholders' equity.

This represents a fundamental transformation of the company's financial position, moving from deep losses to profitability and from negative equity to positive equity of $27.7M. The massive improvement in net income combined with stronger cash position and reduced liabilities suggests either a major one-time gain, successful restructuring, or significant operational improvements that materially change the investment thesis.

Comparing 2026-03-13 vs 2025-03-11View on EDGAR →
FINANCIAL ANALYSIS

ELUT experienced a complete financial transformation with net income swinging positively by nearly $107M while building substantial cash reserves (up 175% to $36.4M) and achieving positive stockholders' equity after previously being in a $46.3M deficit position. Despite gross profit declining 38%, the company dramatically reduced total liabilities by 58% and nearly doubled total assets, suggesting either major debt restructuring, asset sales, or significant one-time gains. This represents a fundamental shift from a financially distressed position to one of relative strength, though the disconnect between declining gross profit and massive net income improvement warrants careful examination of the underlying drivers.

FINANCIAL STATEMENT CHANGES
Net Income
P&L
+198.9%
-$53.9M$53.4M

Net income grew 198.9% — bottom-line growth signals improving overall business health.

Capital Expenditure
Cash Flow
+186.9%
$654K$1.9M

Capital expenditure jumped 186.9% — major investment cycle underway; assess returns on deployment.

Cash & Equivalents
Balance Sheet
+174.6%
$13.2M$36.4M

Cash position surged 174.6% — strong cash generation or capital raise providing significant financial cushion.

Stockholders Equity
Balance Sheet
+159.8%
-$46.3M$27.7M

Equity base grew 159.8% — retained earnings accumulation or equity issuance strengthening the balance sheet.

Current Assets
Balance Sheet
+113.3%
$26.2M$55.8M

Current assets grew 113.3% — improving short-term liquidity or inventory/receivables build.

Operating Cash Flow
Cash Flow
-97.8%
-$22.7M-$44.8M

Operating cash flow fell 97.8% — earnings quality concerns; investigate working capital changes and non-cash items.

Total Assets
Balance Sheet
+72.6%
$36.1M$62.4M

Asset base grew 72.6% — expansion through organic growth, acquisitions, or capital deployment.

Total Liabilities
Balance Sheet
-57.9%
$82.4M$34.7M

Liabilities reduced 57.9% — deleveraging improves balance sheet strength and financial flexibility.

Gross Profit
P&L
-38.4%
$10.7M$6.6M

Gross margin compression — rising input costs, pricing pressure, or unfavorable product mix shift.

Current Liabilities
Balance Sheet
-33.5%
$37.8M$25.1M

Current liabilities reduced — improved short-term financial position and working capital health.

LANGUAGE CHANGES
NEW — 2026-03-13
PRIOR — 2025-03-11
ADDED
As of March 4, 2026, there were 42,784,848 shares of the registrant s Class A common stock and no shares of the registrant s Class B common stock outstanding.
( Medtronic ), amounts recoverable under insurance, indemnity and contribution agreements and the impact of such lawsuits and claims on our future financial position are forward-looking statements.
TRADEMARKS, TRADE NAMES AND SERVICE MARKS This Annual Report includes our trademarks, trade names and service marks, including, without limitation, Elutia , ProxiCor , Tyke , VasCure , SimpliDerm , SimpliDerm Ellipse and our logo, which are our property and are protected under applicable intellectual property laws.
The principal risks and uncertainties affecting our business include the following: our ability to enhance our products, expand our product indications and successfully develop, acquire and commercialize additional product offerings, including NXT-41 and NXT-41x; our ability to obtain regulatory approval or other marketing authorizations by the U.S.
We develop proprietary drug-eluting biomatrix products for use in surgical reconstruction and related applications.
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REMOVED
As of March 3, 2025, there were 36,423,482 shares of the registrant s Class A common stock and 4,313,406 shares of the registrant s Class B common stock outstanding.
( Medtronic ), amounts recoverable under insurance, indemnity and contribution agreements and the impact of such lawsuits and claims on our future financial position, and our expectations and plans regarding pursuit of any strategic transactions are forward-looking statements.
As used in this Annual Report, unless otherwise specified or the context otherwise requires, references to we, us, our, the Company and Elutia refer to the operations of Elutia Inc.
(formerly known as Aziyo Biologics, Inc.) and its consolidated subsidiaries.
As a commercial-stage company, we seek to leverage our unique understanding of biologics combined with local drug delivery to improve the interaction between implanted medical devices and patients by reducing complications associated with these surgeries.
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