Amir [Analyst]'s questions to Globus Medical Inc (GMED) leadership • Q1 2025
Question
Amir, on behalf of Steve Lichtman at Oppenheimer, asked about the potential impact of tariffs on the company's margins.
Answer
COO and CFO Keith Pfeil stated they see no material impact from tariffs on margins, citing offsetting actions like cost renegotiations and targeted price increases. CEO Dan Scavilla reinforced this, noting that approximately 95% of Globus's production and material sourcing is U.S.-based, which minimizes exposure and negates the need for a strategic pivot.