Core Insights - OrthoPediatrics Corp. has expanded its OrthoPediatrics Specialty Bracing (OPSB) portfolio with the launch of two new products: the PediHip™ Rigid Brace and PediHip™ Modular Abduction Systems, bringing the total to 31 systems within the OPSB division [1][3] Product Development - The new PediHip™ products are designed for treating Developmental Dysplasia of the Hip (DDH) and for post-operative stabilization in pediatric patients aged three years and younger, enhancing treatment options for this condition [2] - The company emphasizes its commitment to organic new product development and collaboration with pediatric hip experts to advance care for children [3] Market Position - Founded in 2006, OrthoPediatrics focuses exclusively on pediatric orthopedics, offering over 85 products across three major categories: trauma and deformity, scoliosis, and sports medicine/other procedures [4] - The company distributes its products in the United States and over 70 countries, highlighting its global reach in the pediatric orthopedic market [4]

Core Insights - OrthoPediatrics Corp. is focused on advancing pediatric orthopedics and will participate in three upcoming investor conferences [1][2] Group 1: Upcoming Events - The company will participate in the Stifel 2025 Healthcare Conference on November 13, 2025, at 1:20 pm ET in a fireside chat format [1] - OrthoPediatrics will present at the Jeffries Global Healthcare Conference in London on November 18, 2025, at 12:00 pm ET [1] - The company will also engage in a fireside chat at the Piper 37 Annual Healthcare Conference on December 4, 2025, at 9:30 am ET [1] Group 2: Company Overview - Founded in 2006, OrthoPediatrics specializes in pediatric orthopedics and has developed a comprehensive product offering to improve the lives of children with orthopedic conditions [2] - The company markets over 80 products across three major categories: trauma and deformity, scoliosis, and sports medicine/other procedures [2] - OrthoPediatrics has a global sales organization focused exclusively on pediatric orthopedics, distributing products in the United States and over 70 countries worldwide [2]

Financial Data and Key Metrics Changes - In Q3 2025, worldwide revenue was $61.2 million, a 12% increase compared to Q3 2024, driven by strong performance in Trauma and Deformity, Scoliosis, and OPSB, offset by declines in 7D unit sales and LATSAM stocking and set sales [19][20] - U.S. revenue reached $48.7 million, a 14% increase from the prior year, representing 80% of total revenue [19] - Adjusted EBITDA improved by 56% to $6.2 million compared to $4.0 million in Q3 2024 [24] - Gross profit margin increased to 74% from 73% year-over-year, primarily due to a favorable product sales mix [20][21] Business Line Data and Key Metrics Changes - Trauma and Deformity global revenue grew by 17% to $44.1 million, driven by strong growth in multiple product lines [20] - Scoliosis global revenue increased by 4% to $16.3 million, led by sales of RESPONSE 5560 and Firefly, despite a decline in 7D unit sales [20][14] - OPSB growth was robust, contributing significantly to overall revenue growth [6][12] Market Data and Key Metrics Changes - International revenue totaled $12.5 million, a 6% increase year-over-year, primarily driven by increased procedure volumes in EMEA and APAC, offset by lower sales in LATSAM [19][16] - The company experienced strong demand in EMEA for scoliosis products, while LATSAM faced ongoing headwinds [17][14] Company Strategy and Development Direction - The company aims to address unmet needs in pediatric healthcare, focusing on expanding its core business segments, including Trauma and Deformity and Scoliosis implants [5][12] - The 3P platform is expected to drive future growth, with new product launches planned for the coming years [11][68] - The company is strategically expanding its OPSB clinics, with a focus on high-demand markets and operational efficiency [13][12] Management's Comments on Operating Environment and Future Outlook - Management acknowledged challenges in 7D capital sales and LATSAM but expressed confidence in the core business's strength and profitability [6][9] - The company expects to generate positive free cash flow in Q4 2025 and aims for breakeven in 2026 [9][25] - Management highlighted the exit of competitors from the pediatric space as a potential opportunity for market share growth [27][28] Other Important Information - Total operating expenses increased by 19% to $54.7 million, driven by restructuring and impairment charges, as well as growth in OPSB clinics [21][22] - The company recorded a GAAP net loss per share of $0.50, compared to $0.34 in the prior year [23] Q&A Session Summary Question: Competitors exiting the space - Management noted that major OEMs like Johnson & Johnson and Smith & Nephew are pulling pediatric-specific products, which could benefit the company competitively [27][28] Question: Expansion of OPSB clinics - Management confirmed high demand for clinics and expressed willingness to accelerate openings if feasible, balancing profitability with growth [29][30] Question: Revenue and EBITDA guidance - Management clarified that product mix is the primary driver of changes in EBITDA guidance, with no significant concerns about the revenue range [34] Question: Impact of 7D sales on growth - Management indicated that delays in 7D placements would not significantly impact long-term growth rates for the implant business [51] Question: EU MDR approvals and staffing changes - Management confirmed that upcoming EU MDR approvals would enhance the Scoliosis portfolio in Europe, while staffing reductions are part of cost management efforts [60][62]

Core Viewpoint - OrthoPediatrics Corp. is set to release its third quarter 2025 financial results on October 28, 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 [2]. - The conference call is scheduled for October 28, 2025, at 4:30 p.m. ET [1].

Company Overview - OrthoPediatrics Corp. focuses exclusively on pediatric orthopedics and has developed a comprehensive product offering to improve the lives of children with orthopedic conditions, currently marketing over 80 products across three major categories: trauma and deformity, scoliosis, and sports medicine [5] - MY01, founded in 2019, specializes in medical technology aimed at transforming the diagnosis of limb perfusion injuries through its Continuous Perfusion Sensing Technology™ (CPST™) Platform, which provides real-time data to support better decision-making in trauma care [4] Partnership Announcement - OrthoPediatrics has announced a new distribution partnership with MY01 to expand access to the CPST™ Platform for pediatric patients, particularly those at risk for acute compartment syndrome [1][3] - The partnership aims to ensure clinicians have the necessary tools and training to reduce variability in care and optimize outcomes for pediatric patients, thereby avoiding unnecessary surgeries and complications [3] Industry Context - Acute compartment syndrome is a critical emergency condition that primarily affects children with specific orthopedic injuries, making timely diagnosis essential [2] - The collaboration between OrthoPediatrics and MY01 is positioned to address the challenges in diagnosing acute compartment syndrome in pediatric patients, who may have difficulty communicating their pain [2][3]

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].

Core Insights - OrthoPediatrics Corp. continues its long-term commitment as an Emerald Sponsor for the 2025 Pediatric Orthopaedic Society of North America (POSNA) annual meeting [1][2] - The company will showcase its expanding portfolio of pediatric-specific solutions, including OrthoPediatrics Specialty Bracing (OPSB) and Enabling Technologies [2] - OrthoPediatrics has a comprehensive product offering with over 80 products targeting major categories in pediatric orthopedics, including trauma and deformity, scoliosis, and sports medicine [4] Company Commitment - OrthoPediatrics emphasizes its dedication to supporting POSNA through ongoing sponsorship of specialty symposiums and educational grants for attendees [2][3] - The company’s President & CEO, David Bailey, highlights the importance of the annual meeting in bringing together industry leaders to advance pediatric orthopedics [3] Product Offering - OrthoPediatrics has developed the most comprehensive product range in the pediatric orthopedic market, aimed at improving the lives of children with orthopedic conditions [4] - The company distributes its products in the United States and over 70 countries globally, focusing exclusively on pediatric orthopedics [4]

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]