Q4 2025 Earnings Presentation Pat J. Beyer President and Chief Executive Officer Todd W. Garner Executive Vice President and Chief Financial Officer January 28th, 2026 CONMED Vision Empower healthcare providers worldwide to deliver exceptional outcomes for patients. This presentation may contain forward-looking statements based on certain assumptions and contingencies that involve risks and uncertainties, which could cause actual results, performance, or trends to differ materially from those expressed in t ...

J.P. Morgan 44th Annual Healthcare Conference Pat J. Beyer President and Chief Executive Officer Todd W. Garner Executive Vice President and Chief Financial Officer January 12th, 2026 Forward-Looking Information This presentation may contain forward-looking statements based on certain assumptions and contingencies that involve risks and uncertainties, which could cause actual results, performance, or trends to differ materially from those expressed in the forward-looking statements herein or in previous dis ...

Financial Performance - Q3 2025 - Worldwide revenue reached $337.9 million[23], with a constant currency (CC) revenue growth of 6.3%[23] - Orthopedic surgery revenue was $138.2 million[23], showing a CC growth of 5.3%[23] - General surgery revenue amounted to $199.7 million[23], with a CC growth of 6.9%[23] - GAAP EPS was $0.09, a decrease of 94.3% year-over-year, while adjusted EPS was $1.08, an increase of 2.9%[23] - Single-use products accounted for 86% of the revenue[25], with a CC revenue growth of 6.0%[25] Financial Performance - September 2025 YTD - Worldwide revenue reached $1,001.5 million[28], with a CC revenue growth of 4.3%[28] - Orthopedic surgery revenue was $417.2 million[28], showing a CC growth of 3.3%[28] - General surgery revenue amounted to $584.3 million[28], with a CC growth of 5.0%[28] - GAAP EPS was $0.97, a decrease of 69.4% year-over-year, while adjusted EPS was $3.17, an increase of 12.0%[28] - Single-use products accounted for 86% of the revenue[30], with a CC revenue growth of 4.3%[30] Market Overview - Orthopedics market size is between $5.1 to $5.3 billion for sports medicine & biologics, $3.3 to $3.7 billion for US capital equipment, and $4.8 to $5.0 billion for foot & ankle[10] - General Surgery market size is between $1.5 to $1.7 billion for access, $3.1 to $3.3 billion for energy, $1.6 to $1.8 billion for instruments, $3.1 to $3.3 billion for endoscopic technologies, and $0.8 to $1.0 billion for critical care[11] Updated Financial Guidance for 2025 - The company updated its revenue guidance to $1,365 million to $1,372 million[32] - The company updated its adjusted diluted EPS guidance to $4.67 to $4.72, with a foreign currency impact of $(0.10) and a tariff impact of $(0.09)[32]

Financial Performance - Q2 2025 - Worldwide revenue reached $342.3 million, representing a 2.9% increase in constant currency compared to the prior year period[22] - Orthopedic surgery revenue was $140.7 million, with a constant currency growth of 0.8%[22] - General surgery revenue amounted to $201.6 million, showing a constant currency growth of 4.4%[22] - GAAP EPS was $0.69, a decrease of 28.1% year-over-year, while adjusted EPS was $1.15, an increase of 17.3%[22] - Single-use products accounted for $297.8 million in revenue, while capital products generated $44.5 million[24] - Single-use products represent 87% of the total revenue[24] Financial Performance - June 2025 YTD - Worldwide revenue totaled $663.6 million, a 3.3% increase in constant currency[28] - Orthopedic surgery revenue was $279.0 million, with a constant currency growth of 2.3%[28] - General surgery revenue reached $384.6 million, showing a constant currency growth of 4.1%[28] - GAAP EPS was $0.88, a decrease of 44.7% year-over-year, while adjusted EPS was $2.09, an increase of 17.4%[28] - Single-use products accounted for $574.1 million in revenue, while capital products generated $89.5 million[30] - Single-use products represent 87% of the total revenue[30] Updated Financial Guidance for 2025 - The company updated its revenue guidance to a range of $1.356 billion to $1.378 billion, with immaterial currency impact[32] - Adjusted diluted EPS is expected to be between $4.59 and $4.74, with an estimated foreign currency impact of $(0.10)[32] - The estimated tariff impact is $(0.09), resulting in a total adjusted diluted EPS of $4.40 to $4.55[32]

Financial Performance - CONMED's Q1 2025 worldwide revenue reached $321.3 million[22] - The company's GAAP EPS was $0.19, a decrease of 69.3% year-over-year[22, 25] - Adjusted EPS was $0.95, an increase of 20.1% year-over-year[22, 25] - Single-use products accounted for 86% of worldwide revenue[24] - The company anticipates approximately 4% to 6% constant currency revenue growth for the full year 2025, projecting reported revenue between $1350 million and $1378 million[26] Segment Performance - Orthopedic surgery revenue was $138.3 million with 3.9% constant currency growth[22] - General surgery revenue was $183.0 million with 3.8% constant currency growth[22] - Domestic revenue accounted for 57% and international revenue accounted for 43% of the total revenue[22] - Domestic revenue grew 3.4% and international revenue grew 5.4% (3.8% in constant currency)[22] Market and Strategy - The orthopedics market is estimated to be between $5.1 billion and $5.3 billion[10] - The US capital equipment market within orthopedics represents 38% of the total, while international accounts for 62%[10] - The general surgery market includes segments like access ($1.5 to $1.7 billion), energy ($3.1 to $3.3 billion), and endoscopic technologies ($3.1 to $3.3 billion)[11] - The company aims to achieve above-market revenue and profitability growth over the long term[9]