AVITA Medical (RCEL)
Builds RECELL-based wound-care products for burns, trauma, and skin defects.
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Builds RECELL-based acute wound-care products and companion matrices for burns, traumatic wounds, and full-thickness skin defects. Revenue comes from hospital, treatment-center, and distributor sales, with a United States-heavy commercial base and reimbursement conditions shaping how approved uses are pursued.
Builds acute wound-care products around RECELL, a point-of-care system that prepares a patient's own Spray-On Skin Cells for thermal burns and full-thickness skin defects. The portfolio now also includes PermeaDerm and Cohealyx wound matrices, shifting the business from a RECELL-centered model toward a broader acute wound-care platform.
Revenue comes from products sold to hospitals, treatment centers, and distributors, plus lease revenue tied to RECELL GO processing devices. The business is concentrated in the United States and reported as one reporting segment.
Commercial execution depends on FDA-cleared indications, burn and trauma center adoption, reimbursement conditions, and partner rights for the matrix products. Vitiligo use is approved, but commercial investment is paused while procedure reimbursement remains limited and uncertain.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 28, 2026 | Lake Street | Reiterate | Rating: —Target: $6 | Target: $12 |
| Aug 19, 2026 | BTIG | Reiterate | Rating: —Target: $7 | Target: $11 |
| Aug 7, 2026 | BTIG | Upgrade | Target: — | Target: $7 |
| May 15, 2026 | Lake Street | Upgrade | Target: $3.50 | Target: $6 |
| Mar 26, 2026 | Northland Securities | Target | Target: — | Target: $10 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $11.1M · Total debt $48.5M · Total assets $47.8M · Shareholders' equity −$27.8M
- Revenue
- $21.7M
- Operating income
- −$6.9M
- Net income
- −$7.7M
No dividends on record.
| Institutions | 19.91% | 4.95M shares | |
|---|---|---|---|
| 78 holders · as of Jun 30, 2026 | |||
| Insiders | 3.29% | 818.3K shares | |
| 10 holders · as of Aug 24, 2026 | |||
| Other | 76.80% | 19.08M shares | |
| remainder | |||
24.84M company shares as of Sep 16, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (30.93M in the company's Sep 22, 2026 report, 24.84M elsewhere); stakes use the report.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Vanguard Capital Management LLCInstitution | 5.37% | 1.33M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 2.27% | 564,952 | as of Jun 30, 2026 |
Geode Capital Management, LLCInstitution | 1.37% | 339,822 | as of Jun 30, 2026 |
Marshall Wace, LLPInstitution | 1.36% | 338,387 | as of Jun 30, 2026 |
AQR Capital Management LLCInstitution | 1.29% | 321,013 | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 12, 2026 | David D. O'Toole | officer: CFO | +2,000 | $3.97 |
| Jun 9, 2026 | Joseph Fralin Woody | director | +15,200 | $4.13 |
| Jun 3, 2026 | Joseph Fralin Woody | director | +10,000 | $4.09 |
| May 20, 2026 | David D. O'Toole | officer: CFO | +2,000 | $4.26 |
| May 19, 2026 | David D. O'Toole | officer: CFO | +2,000 | $4.24 |
- Vericel
Severe-burn cell therapy and enzymatic debridement
- Integra LifeSciences
Dermal regeneration matrices for burns and complex wounds
- Organogenesis
Bioengineered skin substitutes and placental wound coverings
- MiMedx
Placental allografts for wound, burn and surgical care
- Smith & Nephew (ADR)
Global advanced wound platform with bioactives and NPWT
- Solventum
Negative-pressure wound therapy and wound dressings
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| AVITA Medical | $11.61 | +7.14% | $269.3M | — | — | 3.6 | +78.6% |
| Vericel | $40.23 | +1.71% | $2.03B | 84.5 | 60.1 | 6.6 | +22.5% |
| Integra LifeSciences | $15.94 | +2.22% | $1.21B | — | 6.3 | 0.7 | +0.8% |
| Organogenesis | $1.48 | +5.71% | $180.1M | — | — | 0.4 | −56.7% |
| MiMedx | $4.92 | +2.18% | $701.1M | 120.2 | 49.5 | 2.0 | −34.7% |
| Smith & Nephew (ADR) | $27.52 | −0.61% | $11.63B | 19.0 | — | 1.8 | +4.6% |
| Solventum | $89.13 | +0.33% | $15.38B | 10.8 | 13.1 | 1.9 | +2.2% |
| Median | 51.8 | 31.3 | 1.8 | +1.5% |