Question · Q3 2025
Samantha Ahn asked about the drivers and durability of the strong performance in the 'ortho other' category and sought more commentary on the supply chain disruption in the Medical business and its expected steep rebound in Q4.
Answer
Jason Beach, Vice President of Finance and Investor Relations, attributed the 'ortho other' strength to record MEKO installations and outright purchases, cautioning that this growth rate is not sustainable every quarter. Regarding Medical, he and Kevin Lobo, Chair and Chief Executive Officer, confirmed lingering supply issues but reiterated expectations for a significant Q4 acceleration to achieve 10% full-year growth, supported by a strong order book.