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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
Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
0.290.070.490.580.490.560.50.490.420.560.50.590.530.630.570.60.720.750.830.840.680.861.181.28
Forecast
0.3785-0.11380.30510.50840.36710.44490.45160.47240.46770.53350.51770.55980.50870.59060.53990.58420.5670.67740.64710.74760.7440.75310.78081.1339
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
Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
--------------------190.58M148.92M216.10M233.44M227.34M251.02M229.72M250.02M230.55M263.65M254.15M274.50M276.69M291.62M383.64M616.53M606.67M629.69M625.71M657.29M598.12M745.34M769.05M826.42M
Forecast
--------------------192.88M103.55M196.10M231.20M196.59M225.50M228.29M243.51M233.89M259.38M253.40M276.67M253.69M279.54M306.78M608.77M586.82M615.33M604.69M645.70M625.89M741.10M734.69M801.65M
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