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What is the revenue and EPS growth rate for Orthofix Medical year over year?

- **Revenue growth beats expectations**: North American market recovery drove a 15% YoY increase in revenue.
- **AI strategy success**: 7D Flash Navigation adoption up 24% in key segments.
- **Non-GAAP EPS beats**: Strong cost control improved operational efficiency to $1.08.
- **2025 guidance**: $810-814M net sales, $84-86M EBITDA, positive free cash flow.
- **2026 outlook**: 6.5-7.5% CAGR driven by Virada launch and 7D-enabled innovation.

**【CEO Opening Remarks】**
- Q3 revenue growth driven by 19% US orthopedics and 10% procedural volume in spine fixation, outperforming market with 7D Flash Navigation adoption.
- Launched Virada Spinal Fixation System, integrating 7D technology for enhanced surgical workflow efficiency.
- 2025 guidance: Pro forma net sales $810-814M, EBITDA $84-86M, free cash flow positive.

**【CFO Financial Commentary】**
- Q3 GAAP net income $420M, Non-GAAP EPS $1.08 vs. $0.95 consensus.
- Orthopedics growth 19% YoY, driven by TrueLok Elevate and FitBone implants.
- 2025 free cash flow positive, excluding M6 impact.

**【Q&A Highlights】**
- Distributor transitions driving 25% YoY growth in top 30 US partners.
- Virada launch targeting $2B pedicle screw market with 4-5% CAGR.
- 2026 guidance: Focus on Virada adoption and 7D-enabled margin expansion.
- 2025 gross margin 72%, operating expenses down 200bps YoY.
- 2026 targets: 6.5-7.5% CAGR, excluding M6, supported by new product pipeline.


Orthofix Medical Inc.(OFIX)-20251104-2025 Q3 Earnings call transcript

Bone Growth Therapies

Spinal Implants

Biologics

Global Extremities

Spinal Implants, Biologics, and Enabling Technologies

United States

International

OFIX

OFIX fundamentals

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