Financial Data and Key Metrics Changes - The company reported a 15% growth in organic revenue and a 32% increase in adjusted EPS for Q3 2021, despite a challenging environment [7][46] - Total company EBITDA margins grew by 20 basis points, with a 90 basis point improvement before the effect from acquisitions [45] Business Line Data and Key Metrics Changes - ESAB exceeded expectations with a 24% increase in total sales, driven by high single-digit volume growth and a 15-point price increase [36] - MedTech sales increased by 40%, with organic sales per day growth of 1%, impacted by a 2-point headwind from one-time sales in Q3 last year [11][50] Market Data and Key Metrics Changes - In the Americas, ESAB volumes rose by 11%, while EMEA and APAC increased by 6% compared to the same period last year [37] - The MedTech business experienced a 14% growth over Q3 2020, with organic sales per day growth of 3% excluding PPE [50] Company Strategy and Development Direction - The company is on track for a tax-free spin-off of its ESAB business, targeting separation in Q1 2022, with substantial progress in creating independent boards and filling key leadership positions [10][30] - The new corporate name, Enovis, symbolizes a strategic pivot to a specialty MedTech company focused on innovative solutions [29][30] Management's Comments on Operating Environment and Future Outlook - Management noted that the recovery of elective surgeries is expected to improve gradually, with a potential for market growth in the coming years as backlogged procedures are addressed [72][74] - The company anticipates continued operational improvements and margin expansion, despite challenges from supply chain inflation and inefficiencies [16][100] Other Important Information - The company is implementing price increases to offset inflation and expects sequential margin improvement in Q4 [17][56] - The integration of recent acquisitions is progressing well, with expectations for significant revenue growth and cost synergies [25][28] Q&A Session Summary Question: What steps are left to complete the split? - Management indicated that they are well into the process, with key leadership positions filled and capital structure aligned, expecting no significant challenges [60] Question: How is the MedTech recovery expected to progress? - Management noted a 5% pressure on elective surgeries due to COVID, but they anticipate gradual improvement and a return to normal levels in 2022 [72][74] Question: What is the pricing strategy in MedTech? - Management explained that pricing can be passed through in some areas, while others depend on reimbursement rates, which may take time to adjust [63][117] Question: How are supply chain issues being managed? - Management highlighted the use of CBS tools to improve customer service and manage supply chain challenges effectively [78] Question: What are the growth expectations for the MedTech business? - Management expects the recon business to grow in healthy double digits, while the P&R business is positioned to grow at or above market rates [111][112]

| --- | --- | --- | |-------------------------------------------|-------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Third Quarter 2021 | | | | Earnings Conference Call November 4, 2021 | | | | | | | | | | | | | | | | | | | Forward Looking Statement & Non-GAAP Disclaimer 2 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 include ...

Colfax Corp (CFX) Q2 2021 Earnings Conference Call July 29, 2021 8:00 AM ET Company Participants Michael Macek - VP, Finance Matthew Trerotola - President, CEO & Director Brady Shirley - CEO of DJO & EVP Christopher Hix - EVP, Finance & CFO Conference Call Participants Scott Davis - Melius Research Joseph Giordano - Cowen and Company Christopher Snyder - UBS Jeffrey Hammond - KeyBanc Capital Markets David Ridley-Lane - Bank of America Merrill Lynch Nathan Jones - Stifel, Nicolaus & Company Turner Hinrichs - ...

| --- | --- | --- | |--------------------------|-------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Second Quarter 2021 | | | | | | | | Earnings Conference Call | | | | July 29, 2021 | | | | | | | | | | | | | | | | | | | 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 include, but ...

Colfax Corporation (CFX) Q1 2021 Earnings Conference Call April 29, 2021 8:00 AM ET Company Participants Mike Macek – Vice President-Finance Matt Trerotola – President and Chief Executive Officer Chris Hix – Executive Vice President and Chief Financial Officer Conference Call Participants Jeff Hammond – KeyBanc Capital Joe Giordano – Cowen Andrew Obin – Bank of America Chris Snyder – UBS Nathan Jones – Stifel Steve Tusa – J.P. Morgan Operator Good day, and thank you for standing by, and welcome to the Colfa ...

| --- | --- | --- | --- | |-----------------------------------------|-------|-------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | First Quarter 2021 | | | | | Earnings Conference Call April 29, 2021 | | | | | | | | | | | | | | | | | | | Forward Looking Statement & Non-GAAP Disclaimer 2 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- ...

Colfax Corporation (CFX) Q4 2020 Earnings Conference Call February 18, 2021 8:00 AM ET Company Participants Mike Macek - VP of Finance Matt Trerotola - President and CEO Chris Hix - EVP, Finance and CFO Conference Call Participants Joe Giordano - Cowen Scott Davis - Melius Research Mike Halloran - Baird Jeff Hammond - KeyBanc Capital Markets Andrew Obin - Bank of America Chris Snyder - UBS Nathan Jones - Stifel Steve Tusa - JPMorgan Joe Ritchie - Goldman Sachs Julian Mitchell - Barclays Nicole DeBlase - Deu ...

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, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______to_______ | --- | --- | |-------------------------------------------------------------------------------------------------------------------- ...

| --- | --- | --- | |---------------------------------|-------|-------| | | | | | | | | | | | | | | | | | | | | | Credit Suisse Virtual | | | | Healthcare Conference | | | | | | | | | | | | Colfax Corporation | | | | | | | | Matt Trerotola, President & CEO | | | | November 11, 2020 | | | | | | | | | | | | | | | Forward Looking Statement & Non-GAAP Disclaimer 2 This presentation may contain forward-looking statements, including forward-looking statements within the meaning of the U.S. Private Securities Liti ...

Colfax Corporation (CFX) Q3 2020 Earnings Conference Call October 29, 2020 8:00 AM ET Company Participants Mike Macek - VP of Finance Matt Trerotola - President and CEO Chris Hix - EVP of Finance and CFO Conference Call Participants Andrew Obin - Bank of America Joe Giordano - Cowen Jeff Hammond - KeyBanc Nathan Jones - Stifel Walter Liptak - Seaport Joe Ritchie - Goldman Sachs Steve Tusa - JPMorgan Trish Gorman - Barclays Chris Snyder - UBS Nicole DeBlase - Deutsche Bank Operator Ladies and gentlemen, than ...