Orchestra BioMed Holdings, Inc. is classed by the SEC under Surgical & Medical Instruments & Apparatus (industry code 3841), based in New Hope, PA. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $33 million and a loss of $53 million (its filed statements).
Product businessSurgical & Medical Instruments & ApparatusNew Hope, PAfilings since 20207 of 9 filed, 2 estimated
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a product business: prior from its industry code (SEC 3841, Surgical & Medical Instruments & Apparatus); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 5.0 out of ten, 7 of 9 metrics filed and 2 estimated: past 3.2 out of ten, present 4.8 out of ten, future 7.1 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
Surviving crises (past): 3.1 out of ten. 3 warning events since 2020; the latest 2023-01-31. 31st percentile among 121 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Track record (past): 4.0 out of ten. +111.6% a year over 4 filed years; profitable in 0 of 4. 40th percentile among 105 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Shareholder treatment (past): 1.7 out of ten. CrossAssetData estimate 1.7/10, confidence 35 of 100 (one part). 17th percentile among 119 sector filers. A CrossAssetData estimate, not a filed reading: one part, confidence 35 of 100; a filing that carries the missing parts replaces this estimate with the filed reading.
Financial health (present): 3.8 out of ten. ROE -98%: lost 98¢ per shareholder dollar. Leverage 53%: owes 53¢ per asset dollar. 38th percentile among 120 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Industry position (present): 4.9 out of ten. bottom 49% of 109 in its family; net margin -157.4%. 49th percentile among 109 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Leadership (present): 7.0 out of ten. CrossAssetData estimate 7.0/10, confidence 35 of 100 (one part). 70th percentile among 108 sector filers. A CrossAssetData estimate, not a filed reading: one part, confidence 35 of 100; a filing that carries the missing parts replaces this estimate with the filed reading.
Room to expand (future): 6.7 out of ten. top 33% of 104 in its family for room to expand. 67th percentile among 104 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Growth drivers (future): 7.3 out of ten. top 27% of 105 in its family for growth drivers. 73rd percentile among 105 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Expectations vs reality (future): 7.6 out of ten. top 24% of 88 in its family for expectations against reality. 76th percentile among 88 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-03-12 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-10 for the period ended 2026-06-30 (on EDGAR). Newest filing: Form 4, 2026-10-02. Filings on record since 2020. Read from EDGAR 2026-10-12.
Where the revenue comes from
Product and service lines in fiscal 2025: Partnership Revenue 98%, Product 2%. As tagged in its annual report (Form 10-K, filed 2026-03-12).
Who runs it
Hochman, David P (Chief Executive Officer and Chairperson); Wong, Roderick (Chief Executive Officer); Taylor, Andrew Lawrence (Chief Financial Officer); Aiello, Joshua (Principal Accounting Officer); Sherman, Darren (See Remarks); Cleary, Chris (director); Fain, Eric S (director); Mack, John Prosper (director); Pacitti, David (director); Aryeh, Jason (director); and 1 more. 11 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-10-02.
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