GMED
Globus Medical·NYSE
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GMED fundamentals
Globus Medical (GMED) released its earnings on Feb 24, 2026: revenue was 826.42M (YoY +25.73%), beat estimates; EPS was 1.28 (YoY +52.38%), beat estimates.
Revenue / YoY
826.42M
+25.73%
EPS / YoY
1.28
+52.38%
Report date
Feb 24, 2026
GMED Earnings Call Summary for Q4,2025
- Record Q4 Financials: $826.4M revenue (+25.7% YoY), $1.28 non-GAAP EPS (+52.1% YoY). Full year revenue up 16.7% to $2.939B.
- U.S. Spine Dominance: 10% Q4 growth, 48 weeks of consecutive expansion, six new product launches.
- Enabling Tech Surge: $55.6M revenue (+18.5% YoY), record ExcelsiusGPS sales, flexible capital deal structures.
- Nevro Integration Success: Accretive to EPS 15 months early, 21.2% EBITDA margin, cross-selling with legacy products.
- Gross Margin Expansion: 69.2% in Q4, targeting 69-70% in 2026, with long-term goal of mid-70s.
- Synergy Achievement: $200M NuVasive synergies (vs. $170M target), 1 year ahead of schedule.
- Capital Allocation: $390M remaining on $500M buyback, 5-6% CapEx in 2026.
EPS
Actual | 0.29 | 0.07 | 0.49 | 0.58 | 0.49 | 0.56 | 0.5 | 0.49 | 0.42 | 0.56 | 0.5 | 0.59 | 0.53 | 0.63 | 0.57 | 0.6 | 0.72 | 0.75 | 0.83 | 0.84 | 0.68 | 0.86 | 1.18 | 1.28 | ||||||||||
Forecast | 0.3785 | -0.1138 | 0.3051 | 0.5084 | 0.3671 | 0.4449 | 0.4516 | 0.4724 | 0.4677 | 0.5335 | 0.5177 | 0.5598 | 0.5087 | 0.5906 | 0.5399 | 0.5842 | 0.567 | 0.6774 | 0.6471 | 0.7476 | 0.744 | 0.7531 | 0.7808 | 1.1339 | ||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -23.38% | +161.51% | +60.60% | +14.08% | +33.48% | +25.87% | +10.72% | +3.73% | -10.20% | +4.97% | -3.42% | +5.39% | +4.19% | +6.67% | +5.58% | +2.70% | +26.98% | +10.72% | +28.26% | +12.36% | -8.60% | +14.19% | +51.13% | +12.88% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 190.58M | 148.92M | 216.10M | 233.44M | 227.34M | 251.02M | 229.72M | 250.02M | 230.55M | 263.65M | 254.15M | 274.50M | 276.69M | 291.62M | 383.64M | 616.53M | 606.67M | 629.69M | 625.71M | 657.29M | 598.12M | 745.34M | 769.05M | 826.42M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 192.88M | 103.55M | 196.10M | 231.20M | 196.59M | 225.50M | 228.29M | 243.51M | 233.89M | 259.38M | 253.40M | 276.67M | 253.69M | 279.54M | 306.78M | 608.77M | 586.82M | 615.33M | 604.69M | 645.70M | 625.89M | 741.10M | 734.69M | 801.65M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -1.19% | +43.81% | +10.20% | +0.97% | +15.64% | +11.31% | +0.63% | +2.67% | -1.43% | +1.65% | +0.30% | -0.78% | +9.06% | +4.32% | +25.05% | +1.28% | +3.38% | +2.33% | +3.48% | +1.80% | -4.44% | +0.57% | +4.68% | +3.09% |
Earnings Call
You can ask Aime
What does Globus Medical do and what are its main business segments?Did Globus Medical beat or miss consensus estimates last quarter?What is the revenue and EPS growth rate for Globus Medical year over year?What is Globus Medical's latest dividend and current dividend yield?What factors drove the changes in Globus Medical's revenue and profit?What were the key takeaways from Globus Medical’s earnings call?What is Globus Medical's gross profit margin?What were the key takeaways from Globus Medical's earnings call?
