Core Viewpoint - Zimmer Biomet Holdings, Inc. (ZBH) is set to report its fourth-quarter 2025 results on February 10, with expectations of revenue growth and earnings per share (EPS) increase compared to the previous year [1][9]. Group 1: Financial Estimates - The Zacks Consensus Estimate for ZBH's revenues is $2.20 billion, reflecting an 8.9% increase from the same quarter last year [2]. - The consensus estimate for earnings is $2.38 per share, indicating a 3% rise from the year-ago figure [2]. - The bottom-line estimate has remained unchanged over the past 30 days [2]. Group 2: Business Segment Performance - The Hips business is expected to grow due to the company's comprehensive solutions, including the new Z1 triple-taper hip system and the automated HAMMR surgical impactor [3][4]. - The total Hips business is projected to report a 10.5% year-over-year growth [5]. - The Knees business is likely to benefit from the increasing adoption of the Persona OsseoTi cementless total knee system, with an expected 7.5% year-over-year growth [6]. - The S.E.T business is anticipated to continue its growth trend, with expectations of mid-single-digit growth for the seventh consecutive quarter [7]. - New product launches in the foot and ankle trauma portfolio, such as the Gorilla Pilon Fusion Plating system, may positively impact fourth-quarter performance [8]. Group 3: Recent Developments - Zimmer Biomet received PMDA approval in Japan for its iTaperloc Complete and iG7 Hip System, which may enhance top-line performance [5]. - The acquisition of Paragon 28, Inc. and the CE Mark certification for the RibFix Advantage Fixation System are expected to contribute positively to the company's performance [10]. - The company completed the acquisition of Monogram Technologies Inc., an AI-driven orthopedic robotics firm, which may also have a favorable impact on fourth-quarter results [12]. Group 4: Growth Projections - The Technology & Data, Bone Cement, and Surgical business is estimated to report a 6.5% year-over-year growth for the quarter [13]. - The total S.E.T. business is projected to achieve a 13% year-over-year growth [10].

Company Developments - Zimmer Biomet Holdings (ZBH) and its subsidiary Paragon 28 have launched two solutions for complex foot and ankle trauma: the Gorilla Pilon Fusion Plating System and the Phantom TTC Trauma Nail, enhancing the company's trauma portfolio [1][9] - The Gorilla Pilon Fusion Plating System addresses primary tibiotalar fusion for patients with pilon fractures, which represent approximately 7% to 10% of all tibial fractures [4][5] - The Phantom TTC Trauma Nail expands on the existing Phantom TTC Nail platform, offering enhanced lengths and fixation capabilities for complex trauma cases [7][10] Financial Performance - Following the announcement of the new products, ZBH shares decreased by 0.7%, closing at $98.36 [2] - ZBH has a market capitalization of $19.48 billion and an earnings yield of 8.3%, significantly higher than the industry average of 0.1% [3] Market Outlook - The global foot and ankle device market was valued at $4.76 billion in 2024 and is projected to grow at a compound annual growth rate of 7.1% through 2030, driven by the increasing adoption of minimally invasive treatments and the rising prevalence of conditions like osteoporosis [11] Recent Acquisitions - Zimmer Biomet has completed the acquisition of Monogram Technologies, an AI-driven orthopedic robotics company, which enhances its suite of orthopedic robotics solutions [12] Stock Performance - Over the past three months, ZBH shares have increased by 3.8%, outperforming the industry growth of 0.2% [13]

Core Insights - Zimmer Biomet has launched two new orthopedic devices, the Gorilla Pilon Fusion Plating System and the Phantom TTC Trauma Nail, in collaboration with Paragon 28, which was acquired for $1.1 billion earlier this year [3][7] - The Gorilla system is specifically designed for the stabilization and fixation of comminuted pilon fractures, which account for 7% to 10% of shinbone breaks, and offers a lower-profile option for primary ankle fusion [3][4] - The launch reflects Zimmer's strategy to maintain Paragon's double-digit growth and expand its sports medicine, extremities, and trauma (SET) business [7] Product Details - The Gorilla Pilon Fusion Plating System received 510(k) clearance in July and is the second plate on the market for primary ankle fusion in the context of comminuted pilon fractures [3][4] - The Phantom TTC Trauma Nail is designed for complex trauma cases, also receiving FDA clearance in July [4] Corporate Strategy - Zimmer has opted to keep Paragon's operations separate post-acquisition, maintaining its own design centers, management team, and quality management system to avoid disruption in sales personnel [5][6] - This strategy aims to support Paragon's continued growth trajectory, which was already in the double digits prior to the acquisition [6]