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12:30
Aug 05 ◎

ZBH FY2026 Q2 Watch

Zimmer Biomet Holdings, Inc. (ZBH) FY2026 Q2 Earnings Call

PRGN ZBH ▾

Ivan Tornos

The acquired Paragon 28 is performing well, growing mid-teens, and is now the model for future acquisitions, indicating strong integration and synergies.

"Paragon 28 is growing mid-teens with commercial integration largely completed and negligible turnover among key team members. Paragon 28 now represents the template for future acquisitions."

PRGN WATCH

Ivan Tornos

Management is confident, raising both organic growth and adjusted EPS guidance for the full year based on strong first-half performance, successful sales force transformation, and product momentum.

"With a strong first half, the transition to a dedicated and specialized US sales channel progressing as planned, continued new product momentum and healthy underlying markets, we are raising our full year organic constant currency revenue"

ZBH WATCH

HIGH

12:30
Apr 28 ◎

ZBH FY2026 Q1 Watch

Zimmer Biomet Holdings, Inc. (ZBH) FY2026 Q1 Earnings Call

N/A ZBH ▾

Yvonne Tornos

The Monogram acquisition gives Zimmer Biomet a potentially disruptive robotic platform, launching in early 2027.

"Paragon 28 first quarter growth accelerated around 200 basis points from the fourth quarter of 2025 and is trending back towards double-digit growth performance."

N/A WATCH

Yvonne Tornos

Despite beating expectations, management is maintaining a confident but measured tone, noting that the year is a transition period. While they raised EPS and FCF guidance, they left revenue unchanged, preferring to wait 90 days before reassessing.

"We're off to a strong start to the year, strategically, operationally, and financially"

ZBH WATCH

HIGH

13:30
Feb 10 ◎

ZBH FY2025 Q4 Watch

Zimmer Biomet Holdings, Inc. (ZBH) FY2025 Q4 Earnings Call

ZBH SYK ENGGY SMMNY ▾

Yvonne Tornos

Management's tone is cautious, guiding to low-single-digit growth in 2026, explicitly citing short-term disruption from a massive US sales force restructuring which outweighs a strong Q4 exit rate.

"For 2026, it's all about this Salesforce transformation."

ZBH WATCH

Yvonne Tornos

Zimmer Biomet is executing a multi-year overhaul of its entire US sales channel, moving from a largely non-dedicated (1099) and non-specialized model to a fully dedicated and specialized one. The company states current productivity is roughly half of direct competitors, and that the transition could take through 2027 to complete. — This deliberate sales disruption in the US is a direct driver of the company's lowered 2026 guidance, signaling a potential near-term share shift in the large-joints market as competitors (Stryker, Enovis, Smith+Nephew) may capitalize on the disruption.

"The evolution of the U.S. Salesforce represents the final core initiative in a transformation. And while it might create some short-term disruption across pockets of an organization, it is by far the most crucial step in order to convert"

SYK WATCH ENGGY WATCH SMMNY WATCH

HIGH

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