Alphatec Holdings, Inc. — Cyborg Score 7/10

Strong
Spine surgical devices and implants

Strategic Profile

The company achieved $764.16 million in revenue during 2025, a 24.95% increase versus 2024's $611.56 million. Strong surgeon adoption drove full-year 2024 surgical revenue growth of 29% with surgical volume growth of 19% and average revenue per procedure growth of 8%. 2026 guidance was raised for both revenue and Adjusted EBITDA, driven by innovation, surgeon adoption, and operational leverage.

Cyborg Score Rationale

Q4 and full-year 2025 saw 20% and 25% revenue growth, respectively, with strong margin expansion and positive free cash flow. The company is scaling a minimally invasive spine ecosystem with growing surgeon adoption and raised 2026 guidance. Net losses remain substantial, tempering the score from exceptional.

Top Insights

  • Revenue grew 25% in 2025 to $764M, demonstrating strong procedural volume expansion and market share gains in a competitive spine device market.
  • Active surgeon network users increased 26% year-over-year in Q3 2025 to 700+, indicating deep ecosystem adoption and potential for further procedure growth.
  • Losses narrowed to $143.36M in 2025 versus 2024, while achieving positive free cash flow and strong margin expansion, signaling improving unit economics.

Named Competitors

  • Globus Medical — Spinal fusion implants and surgical technologies
  • Zimmer Biomet Spine — Orthopedic and spine implant solutions
  • Medtronic Navigation & Spine — Spine surgery systems and neuromonitoring
  • Stryker Spine — Spine implants and surgical technologies

Recent Developments

  • (February 2026) Q4 2025 earnings announced with 25% full-year revenue growth and raised 2026 guidance for revenue and Adjusted EBITDA
  • (April 2026) Filed proxy statement for shareholder voting and corporate governance matters
  • (Q3 2025) Surgeon network active users grew 26% year-over-year to 700+

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