CNMD
CONMED·NYSE
--
--(--)
--
--(--)
CNMD fundamentals
CONMED (CNMD) released its earnings on Jan 28, 2026: revenue was 373.20M (YoY +7.88%), beat estimates; EPS was 1.43 (YoY +6.72%), beat estimates.
Revenue / YoY
373.20M
+7.88%
EPS / YoY
1.43
+6.72%
Report date
Jan 28, 2026
CNMD Earnings Call Summary for Q4,2025
- Revenue Growth: Q4 2025 sales of $373.2 million (+7.9% YoY), driven by 12.1% orthopedics growth and 3.8% general surgery expansion.
- Strategic Shift: GI exit to improve gross margin by ~80 basis points, focusing on high-growth platforms like AirSeal (1.6M procedures in 2025) and BioBrace (70+ surgical applications).
- Financial Outlook: 2026 adjusted EPS guidance of $4.30-$4.45, with headwinds from GI exit ($0.45-$0.50) and tariffs ($0.30-$0.35), offset by $0.10 FX tailwind.
- Supply Chain Progress: Back orders at 3-year low, enabling sales teams to focus on growth drivers in orthopedics and minimally invasive surgery.
- M&A Strategy: Prudent approach to acquisitions, with leverage at 2.9x supporting capital returns and R&D investment in core platforms.
EPS
Actual | 0.51 | -0.07 | 0.88 | 0.84 | 0.63 | 0.71 | 0.8 | 1.07 | 0.7 | 0.76 | 0.77 | 0.42 | 0.66 | 0.83 | 0.9 | 1.06 | 0.79 | 0.98 | 1.05 | 1.34 | 0.95 | 1.15 | 1.08 | 1.43 | ||||||||||
Forecast | 0.4629 | -0.9933 | 0.2283 | 0.7653 | 0.4362 | 0.6186 | 0.7498 | 1.0283 | 0.6183 | 0.7546 | 0.752 | 0.9043 | 0.5975 | 0.7939 | 0.8388 | 1.1113 | 0.7379 | 0.9101 | 1.0231 | 1.2027 | 0.8114 | 1.1233 | 1.0625 | 1.324 | ||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +10.17% | +92.95% | +285.46% | +9.76% | +44.43% | +14.78% | +6.70% | +4.06% | +13.21% | +0.72% | +2.39% | -53.56% | +10.46% | +4.55% | +7.30% | -4.62% | +7.06% | +7.68% | +2.63% | +11.42% | +17.08% | +2.38% | +1.65% | +8.01% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 214.01M | 157.78M | 237.84M | 252.83M | 232.68M | 255.16M | 248.83M | 273.97M | 242.33M | 277.19M | 275.09M | 250.87M | 295.47M | 317.65M | 304.58M | 327.05M | 312.27M | 332.10M | 316.70M | 345.94M | 321.26M | 342.35M | 337.93M | 373.20M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 214.85M | 126.59M | 205.92M | 262.90M | 216.77M | 248.47M | 255.23M | 275.82M | 235.77M | 275.75M | 280.83M | 302.48M | 266.63M | 306.15M | 301.42M | 332.21M | 306.75M | 334.39M | 317.78M | 341.00M | 313.40M | 338.35M | 336.39M | 366.88M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -0.39% | +24.64% | +15.50% | -3.83% | +7.34% | +2.69% | -2.51% | -0.67% | +2.78% | +0.52% | -2.04% | -17.06% | +10.81% | +3.76% | +1.05% | -1.55% | +1.80% | -0.69% | -0.34% | +1.45% | +2.51% | +1.18% | +0.46% | +1.72% |
Earnings Call
You can ask Aime
What is CONMED's gross profit margin?What factors drove the changes in CONMED's revenue and profit?What is CONMED's latest dividend and current dividend yield?What is the market's earnings forecast for CONMED next quarter?Did CONMED beat or miss consensus estimates last quarter?What guidance did CONMED's management provide for the next earnings period?What is the revenue and EPS growth rate for CONMED year over year?What were the key takeaways from CONMED’s earnings call?
