Bioventus Inc.(BVS)— Stock Profile, AI Score & Financials
Healthcare · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Bioventus Inc. (BVS) stock profile, AI quality score, and SEC EDGAR financial data, a Healthcare sector company. 13F Pro's AI-powered ranking engine scores BVS at 59.9/100 on a 32-signal composite quality model, placing it at rank #903 of 2,962 stocks — the top half of the AI-ranked universe. BVS scores in the top quartile across earnings quality (80.5), balance sheet strength (80.4), institutional flow (78.3). Areas of concern include revenue growth (39.1) and revenue scale (39.4), which score below median versus the broader universe. Shareholder dilution risk is elevated at 38.3/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Bioventus Inc. reports quarterly revenue of $153.2M, net income of $33.4M, an operating margin of 12.5%. Top institutional holders of BVS by reported 13-F value include Essex Woodlands Management, Juniper Investment Company, Nantahala Capital Management, based on the most recent SEC filings. BVS trades on the Nasdaq exchange and files with the SEC under CIK 1665988. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BVS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Bioventus Inc. directly from SEC EDGAR.
AI Quality Score
59.9/100
AI Rank
#903
Revenue
$153.2M
Net Income
$33.4M
Free Cash Flow
$18.9M
Operating Margin
12.5%
BVS key financials by period
Bioventus Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$568.1M
$22.7M
9.5%
FY 2024
10-K
$573.3M
$-36.1M
-2.6%
FY 2023
10-K
$512.3M
$-156.2M
-16.0%
FY 2022
10-K
$512.1M
$-158.7M
-32.7%
FY 2021
10-K
$430.9M
$19.4M
2.8%
FY 2020
10-K
$321.2M
$16.4M
6.6%
Institutions holding BVS
Institutional investors reporting a position in Bioventus Inc. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-05 — Q2 FY2026 (quarter ended June 27, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Q2 revenue $153.2M (+3.8% YoY) driven by Pain Treatments growth; $24.6M tax benefit from valuation allowance release more than doubled net income to $36.2M.
Biggest Revenue Drivers
U.S. Pain Treatments$72.7M+12.8% YoY
9.3% volume growth led by Durolane plus 3.6% price growth from favorable rebates and customer mix.
U.S. Surgical Solutions$43.6M-4.7% YoY
Lower Ultrasonics volumes offset growth in other categories.
Biggest Revenue Drivers
Total revenue: $153.2M+3.8% YoY
U.S. Pain Treatments$72.7M+12.8% YoY
9.3% volume growth led by Durolane plus 3.6% price growth from favorable rebates and customer mix.
U.S. Surgical Solutions$43.6M-4.7% YoY
Lower Ultrasonics volumes offset growth in other categories.
U.S. Restorative Therapies$18.2M-2.2% YoY
Unfavorable customer mix for EXOGEN Bone Stimulation System.
International$18.7M-0.8% YoY
Essentially flat; Pain Treatments growth offset by declines in Surgical Solutions and Restorative Therapies.
Largest Expense Items
Selling, general and administrative$82.7M+4.6% YoY
Higher professional service costs including legal-related expenses, increased stock-based compensation, and higher sales commissions.
Cost of sales (including depreciation and amortization)$47.5M+4.3% YoY
Higher freight, manufacturing variances, and unfavorable EXOGEN ASP, partially offset by lower depreciation.
Research and development$3.2MFlat YoY
Consulting expenses offset by compensation-related cost increases.
Margins: Gross margin declined 10 basis points to 69.0% due to freight headwinds (40bps), lower EXOGEN ASP (30bps), and scrap/manufacturing charges (20bps), partially offset by 70bps benefit from lower depreciation. Operating margin improved to 12.5% from 12.4% YoY despite SG&A deleveraging.
Watch Items from the Filing
One customer represents 13.3% of Q2 revenue ($20.4M) and 27.7% of accounts receivable; customer concentration risk on rebate volatility and payment timing.
Rebate estimate changes on U.S. HA products represented 2.8% of U.S. segment revenue in Q2 2026 vs. 2.1% in Q2 2025; increased volatility from third-party billing process changes.
Board conducting strategic alternatives review following unsolicited acquisition proposal; process could distract management, result in litigation costs, and adversely affect employee retention and business operations.
Multiple shareholder derivative lawsuits consolidated; two settlement-in-principle reached July 17, 2026 limited to corporate governance reforms with no material attorney fee awards expected.
Discretionary debt prepayments of $42M in first half 2026 reduce interest burden; outstanding term loan $248.5M vs. $296.3M at year-end 2025; leverage ratio improving.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
