Core Insights - OrthoPediatrics Corp. is expanding its OrthoPediatrics Specialty Bracing (OPSB) division with new clinics and entry into new territories, including California, Ohio, and Colorado [1][6] - The company is slightly ahead of its planned entry into four new target markets for 2025, aiming to provide better bracing and O&P care to children globally [3][4] - The expansion includes Acquihire opportunities with new operations in New York and Ireland, marking the first international market for OPSB [2][6] Company Overview - Founded in 2006, OrthoPediatrics focuses exclusively on pediatric orthopedics, offering over 80 products across trauma and deformity, scoliosis, and sports medicine categories [5] - The company distributes its products in the United States and over 70 countries, emphasizing its commitment to improving the lives of children with orthopedic conditions [5] Market Expansion - The new clinic in California targets the Los Angeles market, providing access to millions of potential pediatric patients [6] - The Dayton, OH clinic is located within Dayton Children's Hospital, enhancing local access to skilled clinicians [6] - The expansion into Ireland complements OrthoPediatrics' existing implant business and opens opportunities for further growth in Europe [6]

Core Viewpoint - OrthoPediatrics Corp. is set to release its second quarter 2025 financial results on August 5, 2025, and will host a conference call to discuss these results [1]. Company Overview - OrthoPediatrics Corp. was founded in 2006 and focuses exclusively on pediatric orthopedics, offering a comprehensive range of over 80 products [3]. - The company serves three major categories within the pediatric orthopedic market: trauma and deformity, scoliosis, and sports medicine/other procedures [3]. - OrthoPediatrics distributes its products in the United States and over 70 countries globally, emphasizing its commitment to improving the lives of children with orthopedic conditions [3]. Investor Information - Investors can access a live and archived webcast of the conference call on the company's website, which will be available for replay for at least 90 days after the event [2]. - The conference call is scheduled for August 5, 2025, at 4:30 p.m. ET [1].

Financial Data and Key Metrics Changes - In Q1 2025, worldwide revenue reached $52.4 million, a 17% increase compared to Q1 2024 [32] - U.S. revenue was $40.9 million, reflecting a 19% increase and accounting for 78% of total revenue [33] - Adjusted EBITDA loss improved by over 50% year-over-year, from a loss of $1.1 million in Q1 2024 to a loss of $0.4 million in Q1 2025 [39] - Free cash flow usage decreased by 36% year-over-year, amounting to $8.4 million in Q1 2025 [39] Business Line Data and Key Metrics Changes - Trauma and Deformity (T&D) global revenue was $37.9 million, a 14% increase year-over-year [34] - Scoliosis global revenue increased by 34% to $13.7 million, driven by sales of Response, ApiFix, and 3D patient-specific braces [35][22] - The OPSB business showed strong growth, contributing to overall revenue growth and expanding market share [18] Market Data and Key Metrics Changes - International revenue grew by 11% to $11.5 million, representing 22% of total revenue [33] - U.S. market growth was strong, while Latin America experienced softness, impacting overall international performance [15][27] Company Strategy and Development Direction - The company aims to scale OPSB and increase market share through innovative product launches and strategic set deployments [7][13] - The focus remains on expanding clinic territories, with North Carolina being the latest addition, and potential for further expansion in the second half of 2025 [19][21] - The company is committed to becoming a profitable and cash-generative business while helping more children through its products [42][43] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in sustaining growth and profitability despite broader economic conditions, citing minimal exposure to tariffs [12][13] - The company anticipates revenue growth of 15% to 18% for the full year 2025, increasing guidance to $236 million to $242 million [13][40] - Management remains cautious about summer months, traditionally strong for the business, and is focused on improving cash collection in international markets [51][52] Other Important Information - The company received five FDA approvals in 2025, including significant systems like the Vertiglyde and 3P Pediatric Plating Platform Hip System [9][17] - The company hosted 172 training experiences for over 2,245 healthcare professionals in Q1 2025, enhancing surgeon education and product adoption [30] Q&A Session Summary Question: Can you discuss the strong performance in the spine business and the impact of Vertiglyde? - Management noted strong growth in scoliosis, driven by high adoption rates and new accounts, with Vertiglyde expected to contribute positively [46][47] Question: Why is the revenue guidance conservative despite strong performance? - Management indicated traditional caution regarding summer months and ongoing adjustments in international markets to improve cash flow [50][51] Question: How does the 7D technology impact the adoption of scoliosis products? - Management confirmed that accounts with 7D technology are seeing increased adoption of scoliosis products, contributing to overall growth [56][57] Question: What is the outlook for the EU MDR approval process? - Management expressed optimism about the EU MDR process, with plans to launch several products once approvals are secured [84][85] Question: Can you elaborate on the upcoming product launches in OPSB? - Management confirmed plans for multiple product launches in OPSB, including new bracing technologies and products for developmental hip dysplasia [92][93]

Company Overview - OrthoPediatrics Corp. is focused exclusively on advancing pediatric orthopedics, having developed a comprehensive product offering to improve the lives of children with orthopedic conditions [3] - The company markets over 80 products across three major categories: trauma and deformity, scoliosis, and sports medicine/other procedures [3] - OrthoPediatrics has a global sales organization that distributes its products in the United States and over 70 countries outside the United States [3] Upcoming Financial Results - OrthoPediatrics is scheduled to release its first quarter 2025 financial results on May 7, 2025, after the market closes [1] - A conference call will be held on the same day at 4:30 p.m. ET to discuss the financial results [1] Investor Information - Investors can access a live and archived webcast of the conference call on the company's website, which will be available for replay for at least 90 days after the event [2]