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Enovis(ENOV) - 2025 Q3 - Earnings Call Presentation
2025-11-06 13:30
Q3 2025 Performance - Enovis reported a net sales increase to $549 million, a +9% growth, with +7% organic growth[17,8] - Reconstructive segment sales reached $258 million, showing +12% year-over-year growth and +9% organic growth[10] - Prevention & Recovery (P&R) segment sales were $291 million, with +6% year-over-year growth and +4% organic growth[15] - Adjusted gross profit increased to $331 million, resulting in a margin of 603%, compared to $298 million and 589% respectively in Q3 2024[17] - Adjusted EBITDA was $95 million, with a margin of 173%, compared to $90 million and 179% respectively in Q3 2024[17] - Adjusted EPS increased to $075, compared to $073 in Q3 2024[17] Full Year 2025 Outlook - Enovis anticipates full year reported revenue between $224 billion and $227 billion[23] - The company projects adjusted EBITDA between $395 million and $405 million[23] - Enovis estimates adjusted EPS to be between $310 and $325[23] Strategic Actions - Enovis divested its Footcare business, which represented 48% of Prevention and Recovery and 24% of Enovis revenues, impacting Q4 2025 revenue guidance by approximately $15 million[20] - The total transaction value for the Footcare divestiture is up to $60 million, including an upfront cash payment of $45 million and milestone payments up to $15 million[22]