Here's What Key Metrics Tell Us About Globus Medical (GMED) Q4 Earnings

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]