Company Performance - Zimmer Biomet reported quarterly earnings of $2.07 per share, exceeding the Zacks Consensus Estimate of $1.98 per share, and showing an increase from $2.01 per share a year ago, resulting in an earnings surprise of +4.55% [1] - The company posted revenues of $2.08 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.59%, and an increase from $1.94 billion year-over-year [2] - Over the last four quarters, Zimmer has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Performance and Outlook - Zimmer shares have declined approximately 13.7% since the beginning of the year, contrasting with the S&P 500's gain of 7.9% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the upcoming quarter is $1.81 on revenues of $2 billion, and for the current fiscal year, it is $7.95 on revenues of $8.19 billion [7] Industry Context - The Medical - Products industry, to which Zimmer belongs, is currently ranked in the bottom 37% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor decisions [5]

Company Performance - OrthoPediatrics reported a quarterly loss of $0.11 per share, better than the Zacks Consensus Estimate of a loss of $0.17, and an improvement from a loss of $0.23 per share a year ago, resulting in an earnings surprise of +35.29% [1] - The company posted revenues of $61.08 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 1%, but showing an increase from year-ago revenues of $52.8 million [2] - Over the last four quarters, OrthoPediatrics has surpassed consensus EPS estimates just once and topped consensus revenue estimates two times [2] Stock Outlook - OrthoPediatrics shares have declined approximately 11.4% since the beginning of the year, contrasting with the S&P 500's gain of 7.6% [3] - The company's earnings outlook is mixed, with the current consensus EPS estimate for the coming quarter at -$0.14 on revenues of $63.72 million, and -$1.24 on revenues of $239.45 million for the current fiscal year [7] Industry Context - The Medical - Instruments industry, to which OrthoPediatrics belongs, is currently ranked in the bottom 37% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact OrthoPediatrics' stock performance [5]

Company Performance - Zimmer Biomet reported quarterly earnings of $1.81 per share, exceeding the Zacks Consensus Estimate of $1.76 per share, but down from $1.94 per share a year ago, representing an earnings surprise of 2.84% [1] - The company posted revenues of $1.91 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 0.88% and showing a slight increase from $1.89 billion year-over-year [2] - Over the last four quarters, Zimmer has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Outlook - The immediate price movement of Zimmer's stock will depend on management's commentary during the earnings call and the sustainability of earnings expectations [3][4] - Zimmer shares have declined approximately 3.1% since the beginning of the year, slightly outperforming the S&P 500's decline of 3.3% [3] - The current consensus EPS estimate for the upcoming quarter is $2.02 on revenues of $1.98 billion, and for the current fiscal year, it is $8.22 on revenues of $7.88 billion [7] Industry Context - The Medical - Products industry, to which Zimmer belongs, is currently ranked in the bottom 32% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Zimmer's stock performance [5][6]