Core Insights - Globus Medical reported revenue of $826.42 million for the quarter ended December 2025, reflecting a year-over-year increase of 25.7% and surpassing the Zacks Consensus Estimate by 4.9% [1] - The company's EPS for the quarter was $1.28, up from $0.84 in the same quarter last year, resulting in an EPS surprise of 20.76% compared to the consensus estimate of $1.06 [1] Revenue Breakdown - International revenues reached $161.1 million, exceeding the average estimate of $147.72 million by analysts, marking a 19% increase year-over-year [4] - U.S. revenues totaled $665.32 million, surpassing the average estimate of $621.92 million, with a year-over-year growth of 27.5% [4] Product Category Performance - Net sales from Enabling Technologies were $55.62 million, exceeding the average estimate of $33.7 million, representing an 18.5% increase year-over-year [4] - Net sales from Musculoskeletal Solutions amounted to $770.8 million, above the average estimate of $735.95 million, showing a year-over-year growth of 26.3% [4] Stock Performance - Shares of Globus Medical have returned +0.5% over the past month, while the Zacks S&P 500 composite has decreased by -1%, indicating potential outperformance in the near term [3]

Core Viewpoint - Globus Medical reported strong quarterly earnings of $1.28 per share, exceeding the Zacks Consensus Estimate of $1.06 per share, and showing significant growth from $0.84 per share a year ago, indicating a positive earnings surprise of +20.76% [1] Financial Performance - The company achieved revenues of $826.42 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 4.90% and reflecting a year-over-year increase from $657.29 million [2] - Over the last four quarters, Globus Medical has exceeded consensus EPS estimates three times and has also topped revenue estimates three times [2] Stock Performance - Since the beginning of the year, Globus Medical shares have increased by approximately 7%, contrasting with a slight decline of 0.1% in the S&P 500 [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating expectations for it to outperform the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.85 on projected revenues of $734.46 million, while the estimate for the current fiscal year stands at $3.89 on revenues of $3.15 billion [7] - The trend of estimate revisions for Globus Medical has been favorable leading up to the earnings release, which may influence future stock movements [5][6] Industry Context - The Medical - Instruments industry, to which Globus Medical belongs, is currently ranked in the top 29% of over 250 Zacks industries, suggesting a favorable environment for stock performance [8]

Globus Medical (NYSE:GMED) Q4 2025 Earnings call February 24, 2026 04:30 PM ET Company ParticipantsAnna Geng - Equity Research AssociateBrian Kearns - Senior Vice President of Business Development and Investor RelationsCaitlin Cronin - VP in Equity ResearchDavid Saxon - VPKeith Hinton - Senior Vice PresidentKeith Pfeil - President and CEOKyle Kline - Chief Financial OfficerMathew Blackman - Managing DirectorMatt Miksic - Managing DirectorNamrata Marathe - Equity Research AssociateRichard Newitter - Managing ...

Globus Medical (NYSE:GMED) Q4 2025 Earnings call February 24, 2026 04:30 PM ET Company ParticipantsAnna Geng - Equity Research AssociateBrian Kearns - Senior Vice President of Business Development and Investor RelationsCaitlin Cronin - VP in Equity ResearchDavid Saxon - VPKeith Hinton - Senior Vice PresidentKeith Pfeil - President and CEOKyle Kline - Chief Financial OfficerMathew Blackman - Managing DirectorMatt Miksic - Managing DirectorNamrata Marathe - Equity Research AssociateRichard Newitter - Managing ...

Globus Medical (NYSE:GMED) Q4 2025 Earnings call February 24, 2026 04:30 PM ET Speaker10Welcome to Globus Medical's fourth quarter and full year 2025 earnings call. At this time, all lines will be on mute, and a question and answer session will be held after the prepared remarks. I will now turn the call over to Brian Kearns, Senior Vice President of Business Development and Investor Relations. Mr. Kearns, please go ahead.Speaker1Thank you, Dana. Thank you everyone for being with us today. Joining today's c ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______________ to _______________ 2560 General Armistead Avenue, Audubon, PA 19403-5214 (610) 930-1800 Commission File No. 001-35621 GLOBUS MEDICAL, INC. (Exact name of regis ...

AUDUBON, Pa., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Globus Medical, Inc. (NYSE: GMED), a leading musculoskeletal technology solutions company, today announced its financial results for the fourth quarter and year ended December 31, 2025. Fourth Quarter 2025: Worldwide net sales were $826.4 million, an increase of 25.7%, or an increase of 24.7% on a constant currency basis.Base business, excluding Nevro, net sales were $726.7 million, an increase of 10.6%, or an increase of 9.4% on a constant currency basis.GAAP ...

Investors looking for stocks in the Medical - Instruments sector might want to consider either Globus Medical (GMED) or Masimo (MASI) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our Style Scores work to ...

Wall Street analysts forecast that Globus Medical (GMED) will report quarterly earnings of $1.06 per share in its upcoming release, pointing to a year-over-year increase of 26.2%. It is anticipated that revenues will amount to $787.85 million, exhibiting an increase of 19.9% compared to the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during thi ...

Industry Overview - The medical technology (MedTech) industry has evolved into a distinct global sector since the early 1990s, with a market value projected to reach $584 billion by 2025, following seven consecutive years of growth [2] - Future Market Insights Inc estimates the MedTech market at $549 billion in 2025, with expectations to grow to $853 billion by 2035, reflecting a compound annual growth rate (CAGR) of 4.5% over the next decade [3] - Key growth drivers include the integration of artificial intelligence (AI) and digital health solutions, which are enhancing patient care through improved diagnostics and efficiency [4][5] Investment Sentiment - Analysts believe that healthcare, particularly MedTech, will provide significant investment opportunities, especially as investors seek alternatives to the broader tech sector [6][7] - AI is identified as a major catalyst for growth in the MedTech sector, enhancing efficiency across the value chain from research and development to sales [7] Company Highlights ResMed Inc. (NYSE:RMD) - ResMed is recognized as a leading medical technology stock, with a hedge fund holding count of 43 and a projected stock upside of 27.97% [12] - The company reported strong Q2 fiscal 2026 results, with revenue exceeding expectations, particularly in its Masks & Accessories and Devices segments [13] - Analysts have raised price targets for ResMed, reflecting confidence in its improving profitability and strong market performance [14][15] - ResMed specializes in medical devices and digital health solutions for respiratory conditions, including CPAP machines and remote monitoring software [16] Globus Medical Inc. (NYSE:GMED) - Globus Medical is another top medical technology stock, with 46 hedge fund holdings and a stock upside of 26.12% [17] - The company received an upgrade from Needham, which set a price target of $112 following positive preliminary revenue announcements [17] - Analysts expect margin expansion and improved organic revenue growth to enhance earnings expectations for Globus [18][19] - Globus develops medical devices for musculoskeletal disorders, including implantable devices and surgical instruments [22]