Financial Data and Key Metrics Changes - The company reported total revenue growth of 10% for the year, including 6% organic growth, indicating a strong performance despite macro challenges [3][4] - EBITDA margins increased by 290 basis points in Q4, with gross margins growing by 190 basis points compared to the prior year [10][11] - The company expects adjusted earnings per share (EPS) to be in the range of $2.15 to $2.30, reflecting a year-over-year operational EPS growth of 6% to 10% [13] Business Line Data and Key Metrics Changes - The Recon business achieved 14% organic growth, with U.S. hips and knees up 14% and extremities up 13% [9] - The Prevention & Recovery (P&R) segment experienced low single-digit growth, impacted by temporary market softness, but is expected to return to 3% to 5% growth in the long term [30][44] - The company achieved a 30% increase in active clinics using its MotionMD clinic workflow solution, indicating strong growth in this area [30] Market Data and Key Metrics Changes - The Mathys business grew by 16%, contributing to the company's geographic expansion strategy [9] - The overall market demand for P&R began to recover, aligning with pre-COVID levels, although some pressures were noted in Q4 [33][74] Company Strategy and Development Direction - The company is focused on sustainable high single-digit organic growth and has made significant progress in reshaping its P&R business for mid-single-digit growth [7][30] - The M&A strategy is a key component of growth, with a healthy pipeline of acquisition opportunities and a focus on small to medium-sized strategic bolt-ons [4][18] - The company aims to leverage its higher-margin Recon business and improve operational efficiencies to drive margin expansion [29][57] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to maintain double-digit growth in the Recon business, despite planning for a more normalized market environment [20][74] - The company is cautious about the market environment for 2023, acknowledging potential challenges but also opportunities for growth [73] - Management highlighted the importance of a strong capital structure and innovation capabilities to support future growth [7][11] Other Important Information - The company achieved $25 million in fixed cost reductions, which helped absorb wage inflation and allowed for growth investments [4] - The effective tax rate is expected to settle around 20% in 2023, normalizing from one-time tax benefits in 2022 [13] Q&A Session Summary Question: What are the expectations for free cash flow in 2023? - The company anticipates free cash flow conversion to be between 40% to 50% in 2023, with a goal to improve to over 80% in the coming years [17] Question: Can you provide insights on the M&A strategy? - The company has a healthy pipeline for M&A and is focused on small to medium-sized strategic acquisitions, while also being open to larger deals if opportunities arise [18][38] Question: What are the expectations for revenue progression in 2023? - The company expects to maintain double-digit growth in the Recon business and moderate improvements in global P&R markets, with a cautious outlook for the first half of the year [20][41] Question: How is the Mathys business performing? - The Mathys business has shown strong growth, and the company is optimistic about cross-selling opportunities and synergies contributing to future growth [22] Question: What are the growth expectations for the Arvis technology? - The company is excited about the Arvis technology, expecting it to contribute to overall growth, with initial revenues projected to be in the low single digits of millions [70] Question: What is the outlook for the STAR product line? - The STAR product line is expected to start contributing to growth in 2023, with significant momentum anticipated in the latter half of the year [79]

Recent Activity HSD Organic Revenue Growth Investing in Attractive Rehab/Recovery Modalities Rapidly Expanding High Growth & Margin Recon Platform • 3-5X market growth powered by Empowr3D® Knee and Taperfill® Hip Stem © 2023 Enovis Corporation 19 Expand Geographically Fill Product Line Gaps Expand Channels Apply Technology in Other Markets Enter Logical ClinicBased Adjacencies Expand along Continuum of Care Add Digital Solutions Build around Healthcare Provider Excel Win in the core Extend Build out from co ...

enovis. November 2, 2022 Third Quarter 2022 Financial Update © 2022 Enovis Corporation Forward-Looking Statement and Non-GAAP Disclaimer Forward-Looking Statements This presentation includes forward-looking statements, including forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. Such forward-looking statements include, but are not limited to, statements concerning Enovis' plans, goals, objectives, outlook, expectations and intentions, including the an ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended September 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number - 001-34045 Enovis Corporation | --- | --- | |----------------------------------------------------------------------------|----------------- ...

Enovis Corporation (NYSE:ENOV) Q2 2022 Results Conference Call August 4, 2022 8:00 AM ET Company Participants Derek Leckow - Vice President, Investor Relations Matt Trerotola - Chief Executive Officer Chris Hix - Executive Vice President & Chief Financial Officer Ben Berry - Interim Chief Financial Officer Conference Call Participants Jeff Johnson - Baird Vik Chopra - Wells Fargo Matthew Mishan - KeyBanc Jason Wittes - Loop Capital Operator Ladies and gentlemen, thank you for standing by, and welcome to the ...

Letter to Our Shareholders May 2022 Q1 2022 Fellow Shareholders, During the first quarter of 2022 we achieved two very important milestones: 1) we produced advanced 3D Silicon™ lithium-ion batteries for customers from our first production line for customer qualification, and 2) we announced BrakeFlow™, a breakthrough in advanced lithium-ion battery safety. This critical innovation was possible due to our unique battery architecture, and we believe it puts considerable distance between us and any competitor ...

Enovis Corporation (NYSE:ENOV) Q1 2022 Earnings Conference Call May 10, 2022 8:00 AM ET Company Participants Christopher Hix - Executive Vice President & Chief Financial Officer Matthew Trerotola - Chief Executive Officer Conference Call Participants Jeff Johnson - Robert W. Baird & Co. Matthew Mishan - KeyBanc Capital Markets Vijay Kumar - Evercore ISI Josh Jennings - Cohen Operator Good day and thank you for standing by. Welcome to the Enovis First Quarter 2022 Earnings Conference Call. At this time, all ...

| --- | --- | --- | |--------------------------|-------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Fourth Quarter 2021 | | | | | | | | Earnings Conference Call | | | | February 22, 2022 | | | | | | | | | | | | | | | | | | | | | | | Forward Looking Statement & Non-GAAP Disclaimer This presentation may contain forward-looking statements, including forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. Such forward-looking statements ...

Colfax Corporation (CFX) Q4 2021 Earnings Conference Call February 22, 2022 8:00 AM ET Company Participants Matt Trerotola – President and Chief Executive Officer Shyam Kambeyanda – Executive Vice President and Chief Executive Officer (ESAB) Chris Hix – Executive Vice Preside and Chief Financial Officer Mike Macek – Vice President of Finance Conference Call Participants Scott Davis – Melius Research Chris Snyder – Union Bank of Switzerland Joseph Giordano – Cowen and Company Jeff Hammond – KeyBanc Capital M ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________ Form 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______to_______ Commission File No. 001-34045 _________________________ COLFAX CORPORATION (Exact name of registrant as specified in its charter) D ...