It has been about a month since the last earnings report for Zimmer Biomet (ZBH) . Shares have lost about 0.5% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Zimmer due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts.How Have Estimates Been Moving Since Then?It turn ...

Zimmer Biomet’s (ZBH) strategic priorities, new product launches and focus on international expansion bolster our confidence in this stock. Yet, the difficult macroeconomic situation and FX issues are concerning. The stock carries a Zacks Rank #3 (Hold).Favorable Factors for ZBHDespite challenging market conditions in the form of pricing pressure, the last few quarters witnessed gradual stability in the global musculoskeletal market with better-than-expected sales growth in certain geographies, banking on i ...

Zimmer Biomet Holdings, Inc ZBH reported better-than-expected earnings for the first quarter on Monday.The company posted first-quarter adjusted EPS of $1.81, down from $1.94 a year ago, beating the Street estimates of $1.77. The orthopedic giant reported sales of $1.91 billion, up 1.1% on a reported basis (+2.3% on constant currency), almost in line with the consensus of $1.9 billion.“We are proud of our team’s continued execution and performance to start the year, as we delivered solid first quarter resul ...

Zimmer Biomet's (NYSE: ZBH ) stock dropped close to 10% after the company reported soft first quarter results and meaningfully reduce full year earnings guidance. While there are a range of factors impacting Zimmer Biomet's business at the moment, weakness is beingRichard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adjusted returns can be achieved ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED March 31, 2025 Commission File Number 001-16407 ZIMMER BIOMET HOLDINGS, INC. (Exact name of registrant as specified in its charter) 345 East Main Street, Warsaw, IN 46580 (Address of principal executive offices) Telephone: (574) 373-3333 Securities registered pursuant to Section 12(b) of the Act: | Title of ea ...

Zimmer Biomet Holdings, Inc. (ZBH) posted first-quarter 2025 adjusted earnings per share (EPS) of $1.81, which beat the Zacks Consensus Estimate by 2.3%. The adjusted figure, however, declined 6.7% year over year.The quarter’s adjustments included certain amortization, restructuring and other cost reduction initiatives, inventory and manufacturing-related charges and European Union Medical Device Regulation-related charges, among others.On a reported basis, the company registered earnings of 91 cents per sh ...

Zimmer Biomet (ZBH) reported $1.91 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 1.1%. EPS of $1.81 for the same period compares to $1.94 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.89 billion, representing a surprise of +0.88%. The company delivered an EPS surprise of +2.84%, with the consensus EPS estimate being $1.76.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Stre ...

Zimmer Biomet (ZBH) came out with quarterly earnings of $1.81 per share, beating the Zacks Consensus Estimate of $1.76 per share. This compares to earnings of $1.94 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 2.84%. A quarter ago, it was expected that this orthopedic device maker would post earnings of $2.30 per share when it actually produced earnings of $2.31, delivering a surprise of 0.43%.Over the last four quarters, t ...

Zimmer Biomet (ZBH) Q1 2025 Earnings Call May 05, 2025 08:30 AM ET Company Participants David DeMartino - Senior VP of Investor RelationsIvan Tornos - President & CEOSuketu Upadhyay - Executive VP & CFODavid Roman - Managing DirectorTravis Steed - Managing Director - Equity ResearchChris Pasquale - Partner - Medical Devices & SuppliesMatt Taylor - Managing DirectorJoshua Jennings - Managing DirectorJoanne Wuensch. - Managing DirectorCaitlin Cronin - DirectorRichard Newitter - Managing Director Conference Ca ...

Financial Data and Key Metrics Changes - In Q1 2025, Zimmer Biomet reported net sales of $1.909 billion, reflecting a 1.1% increase on a reported basis and a 2.3% increase excluding foreign currency impact [27] - Adjusted earnings per share (EPS) for the quarter was $1.81, down from $1.94 in the prior year, attributed to higher costs and investments [32] - The company generated $279 million in free cash flow, demonstrating robust growth compared to the previous year [26] Business Line Data and Key Metrics Changes - U.S. hips sales grew nearly 4%, while U.S. knees saw a modest growth of 0.2% [29] - The S.E.T. segment grew by 4.9%, with notable growth in CMFT and Sports categories [30] - International sales grew by 3.7%, driven by mid-single digit growth in knees and high-single digit growth in S.E.T. [28] Market Data and Key Metrics Changes - The U.S. market showed a 1.3% growth overall, with hips and S.E.T. driving performance [27] - Internationally, hips grew by 2.4%, with U.S. hips growing at 3.7% and international hips at 1% [29] - The company anticipates a full-year organic constant currency revenue growth of 3% to 5% for 2025 [10] Company Strategy and Development Direction - Zimmer Biomet is focusing on three strategic priorities: people and culture, operational excellence, and innovation and diversification [12] - The company aims to enhance its U.S. market performance through leadership changes and optimizing sales channels [14] - The recent acquisition of Paragon 28 is expected to contribute approximately 270 basis points to sales growth in 2025 [11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving the full-year guidance despite challenges such as tariffs and foreign exchange impacts [34] - The company is optimistic about new product launches and expects second-half growth to be higher than the first half due to favorable comparisons and new product uptake [35] - Management acknowledged the need for improved performance in the U.S. knee segment and is implementing strategies to enhance competitiveness [81] Other Important Information - The company reported a reduction in days on hand inventory from over 400 days in early 2024 to approximately 370 days [15] - The Paragon 28 acquisition was successfully integrated with minimal disruption, retaining key leadership and sales teams [110] Q&A Session Summary Question: Impact of tariffs on EPS and mitigation efforts - Management detailed steps taken to mitigate tariff impacts, including optimizing country of origin and sourcing adjustments, expecting a $60 million to $80 million headwind for 2025 [45][46] Question: Growth expectations and new product impacts - Management indicated confidence in achieving mid-single digit growth in the second half of 2025, driven by new product launches and improved execution [56][57] Question: Performance in ASC versus hospital channels - The company noted that over 20% of U.S. sales now come from the ASC environment, with expectations for continued growth in this area [94] Question: Pricing trends and future expectations - Management expects pricing to remain flat for 2025, with a stable environment compared to historical norms, despite previous fluctuations [68][69] Question: Clarification on the Paragon acquisition integration - The integration of Paragon 28 is progressing well, with all key personnel retained and ongoing product innovations maintained [110]