CONMED (CNMD) - 2025 Q3 - Earnings Call Presentation

Financial Performance - Q3 2025 - Worldwide revenue reached $337.9 million[23], with a constant currency (CC) revenue growth of 6.3%[23] - Orthopedic surgery revenue was $138.2 million[23], showing a CC growth of 5.3%[23] - General surgery revenue amounted to $199.7 million[23], with a CC growth of 6.9%[23] - GAAP EPS was $0.09, a decrease of 94.3% year-over-year, while adjusted EPS was $1.08, an increase of 2.9%[23] - Single-use products accounted for 86% of the revenue[25], with a CC revenue growth of 6.0%[25] Financial Performance - September 2025 YTD - Worldwide revenue reached $1,001.5 million[28], with a CC revenue growth of 4.3%[28] - Orthopedic surgery revenue was $417.2 million[28], showing a CC growth of 3.3%[28] - General surgery revenue amounted to $584.3 million[28], with a CC growth of 5.0%[28] - GAAP EPS was $0.97, a decrease of 69.4% year-over-year, while adjusted EPS was $3.17, an increase of 12.0%[28] - Single-use products accounted for 86% of the revenue[30], with a CC revenue growth of 4.3%[30] Market Overview - Orthopedics market size is between $5.1 to $5.3 billion for sports medicine & biologics, $3.3 to $3.7 billion for US capital equipment, and $4.8 to $5.0 billion for foot & ankle[10] - General Surgery market size is between $1.5 to $1.7 billion for access, $3.1 to $3.3 billion for energy, $1.6 to $1.8 billion for instruments, $3.1 to $3.3 billion for endoscopic technologies, and $0.8 to $1.0 billion for critical care[11] Updated Financial Guidance for 2025 - The company updated its revenue guidance to $1,365 million to $1,372 million[32] - The company updated its adjusted diluted EPS guidance to $4.67 to $4.72, with a foreign currency impact of $(0.10) and a tariff impact of $(0.09)[32]

CONMED (CNMD) - 2025 Q3 - Earnings Call Presentation - Reportify