Earnings summaries and quarterly performance for Enovis.
Executive leadership at Enovis.
Board of directors at Enovis.
Research analysts who have asked questions during Enovis earnings calls.
CC
Caitlin Cronin
Canaccord Genuity
4 questions for ENOV
Also covers: ATEC, AXGN, BVS +10 more
DA
Danielle Antalffy
UBS Group AG
4 questions for ENOV
Also covers: ABT, ATRC, BAX +15 more
Vijay Kumar
Evercore ISI
4 questions for ENOV
Also covers: A, ABT, AVTR +21 more
RM
Robert Marcus
JPMorgan Chase & Co.
3 questions for ENOV
Also covers: ABT, BAX, BDX +21 more
VC
Vikramjeet Chopra
Wells Fargo & Company
3 questions for ENOV
Also covers: ALGN, ATEC, CNMD +9 more
YL
Young Li
Jefferies
3 questions for ENOV
Also covers: ALC, ARAY, ATEC +8 more
BV
Brandon Vazquez
William Blair & Company, L.L.C.
2 questions for ENOV
Also covers: ALGN, CBLL, CVRX +16 more
DR
Dane Reinhardt
Robert W. Baird & Co.
2 questions for ENOV
Also covers: INMD
Jeffrey Johnson
Robert W. Baird & Co. Inc.
2 questions for ENOV
Also covers: ALC, ALGN, BBNX +11 more
Michael Matson
Needham & Company
2 questions for ENOV
Also covers: AORT, ATRC, CNMD +22 more
Russell Yuen
William Blair & Company
2 questions for ENOV
Also covers: ALGN, NVST
JW
Jason Wittes
Roth Capital Partners, LLC
1 question for ENOV
Also covers: ALUR, ARAY, ATEC +13 more
Joseph Conway
Needham & Company, LLC
1 question for ENOV
Also covers: AORT, ATRC, HOLX +6 more
Mike Matson
Needham & Company, LLC
1 question for ENOV
Also covers: CNMD, ESTA, HAE +16 more
VC
Vik Chopra
Wells Fargo & Company
1 question for ENOV
Also covers: ALGN, ATEC, CNMD +7 more
Recent press releases and 8-K filings for ENOV.
Enovis Updates 2025 Guidance and Strategic Outlook
ENOV
Guidance Update
M&A
Revenue Acceleration/Inflection
- Enovis updated its 2025 guidance as of January 12, 2026, projecting reported revenue of $2.24-2.25 billion, adjusted EBITDA of $400-405 million, and adjusted EPS of $3.25-$3.35.
- The company is strategically focused on aggressively growing its Reconstructive (Recon) segment, which has sales of approximately $1.1 billion and holds a global leadership position in Shoulder and Dynamic Fusion Solutions, while also shaping its Prevention & Recovery (P&R) segment for higher growth and gross margin.
- Enovis has demonstrated consistent financial execution, with adjusted gross profit margins reaching 59.3% and adjusted EBITDA margins at 17.9% in 2024, and aims for +50 basis points annual margin expansion in its long-range plan.
- The company targets efficient cash generation with a long-range plan goal of +70% free cash flow conversion, supported by a projected decrease in CAPEX as a percentage of sales from 9% in 2024 to ~8% in 2025.
4 days ago
Enovis Updates on Financial Performance, Strategic Focus, and Product Launches at J.P. Morgan Conference
ENOV
Guidance Update
Product Launch
M&A
- Enovis reported approximately $2 billion in revenue with 6% core growth and 12% growth including M&A. The company raised its 2025 EBITDA and EPS guidance despite a slight top-line miss, attributing the profit beat to improved gross margins and cost management.
- For 2026, Enovis projects mid-single digit organic growth and greater than 25% free cash flow conversion, with a long-term target of 70%+ free cash flow conversion. The company also aims for 50 basis points plus annual margin expansion, primarily through gross margin improvements and reduced SG&A.
- The company is pausing M&A to prioritize commercial execution, operational excellence, and financial discipline, with a goal to reduce debt leverage from 3.2x at the end of 2025 to below 3x before pursuing further acquisitions.
- Enovis is set to fully launch ARVIS 2.0 in March, a user-friendly and cost-effective robotic system for knee and shoulder procedures, which is expected to indirectly boost implant sales.
4 days ago
Enovis Provides Business Update and Financial Outlook at J.P. Morgan Healthcare Conference
ENOV
Guidance Update
Revenue Acceleration/Inflection
M&A
- Enovis, an orthopedics company with approximately $2 billion in revenue and 6% core growth, recently raised its guidance on EBITDA and EPS.
- The company has improved margins from 14% to 18% and aims for 20%, with a strategic focus on commercial execution, innovation, and financial discipline following 20+ acquisitions.
- For 2026, Enovis is guiding towards mid-single-digit organic growth and expects greater than 25% free cash flow conversion, working towards a long-term goal of 70%+.
- The company is currently at 3.2x leverage at the end of 2025 and aims to reduce it below 3x before considering further M&A, having paused acquisitions to focus on integration and organic growth.
- The ARVIS 2.0 navigation system, designed to support implant sales, will have its "coming out party" in March, with an initial focus on shoulder procedures.
4 days ago
Enovis Updates 2025 Guidance and Outlines 2026 Outlook and Strategic Priorities
ENOV
Guidance Update
M&A
Product Launch
- Enovis raised its guidance for 2025 Adjusted EBITDA and EPS and expects mid-single digit organic growth for 2026, taking a prudent approach to its outlook.
- The company is focused on improving free cash flow conversion, targeting greater than 25% in 2026 and over 70% in the long term, driven by reduced integration costs, improved working capital, and debt paydown. Free cash flow will be a key metric for performance management starting next month.
- Management plans to pause M&A to concentrate on commercial execution, operational excellence, and financial discipline, aiming to reduce debt leverage below 3x from the current 3.2x (end of 2025) before considering further acquisitions.
- Enovis anticipates 50 basis points plus annual margin expansion, primarily from gross margin improvements in its Recon business and productivity in Prevention & Recovery (P&R), along with efforts to reduce SG&A and achieve cost synergies.
- New product introductions, including the Nebula hip system, ManiFuse bone stimulation product, and the upcoming full launch of ARVIS 2.0 (augmented reality system for surgery), are expected to drive future growth, particularly in the Recon business.
4 days ago
ENvue Medical's UroShield Kit Secures UK Reimbursement
ENOV
New Projects/Investments
Revenue Acceleration/Inflection
- ENvue Medical's UroShield® Kit has been added to the UK National Health Service (NHS) Drug Tariff Part IX, allowing for nationwide prescription reimbursement across the UK.
- This reimbursement milestone is accompanied by an initial purchase order from Peak Medical, a leading UK distributor, indicating early commercial demand.
- The inclusion in the Drug Tariff removes a significant reimbursement barrier, enabling scalable NHS prescribing and providing early revenue visibility for 2026.
- UroShield® is a non-invasive device designed to reduce catheter-associated urinary tract infections (CAUTIs) and catheter blockages by applying low-frequency ultrasonic energy.
Dec 18, 2025, 2:00 PM
ENvue Medical Appoints New Chairman of the Board
ENOV
Board Change
Hiring
New Projects/Investments
- ENvue Medical has appointed David Johnson as its new Chairman of the Board.
- Mr. Johnson is a veteran healthcare executive with over 30 years of experience in medical technology and biotechnology, having held chairman roles at other companies and played a leadership role in a $4.1 billion sale.
- The company's FDA 510(k)-cleared feeding-tube placement system is currently utilized in 38 US hospitals, with plans for increased adoption in 2026 and expansion into neonatal and pediatric populations.
- Johnson's appointment is expected to support disciplined commercial expansion, broader hospital adoption, and continued platform development for ENvue Medical.
Dec 15, 2025, 2:00 PM
Enovis Amends Credit Agreement, Extends Maturity Date
ENOV
Debt Issuance
New Projects/Investments
- Enovis Corporation entered into Amendment No. 3 to its Credit Agreement on December 8, 2025, establishing a $1.1 billion revolving credit facility and a $700.0 million term loan facility.
- The maturity date for all outstanding Revolving Loans and Term Loans was extended to December 8, 2030.
- The amendment modified financial covenants, including lowering the acquisition threshold for a temporary increase in the maximum Senior Secured Leverage Ratio to $300.0 million (from $500.0 million) and increasing the cash offset for leverage ratio calculations to $400.0 million (from $150.0 million).
- The maximum consideration for a permitted acquisition was increased from $150.0 million to $200.0 million.
Dec 10, 2025, 11:30 AM
Enovis Discusses Strategic Focus, Growth Drivers, and Financial Goals at Jefferies Conference
ENOV
CEO Change
M&A
Guidance Update
- Damien McDonald, Enovis's newly appointed CEO, shared positive impressions of the company's strong product portfolio and talent, while highlighting the embedding of the Enovis Growth Excellence business system as a key opportunity.
- The company is actively shaping its portfolio, including the sale of the Dr. Comfort foot care business to improve capital allocation and debt reduction, which is expected to be accretive to the PNR business's growth and margin.
- Enovis is targeting high single-digit consistent top-line growth, annual margin expansion of at least 50 basis points, and free cash flow conversion of 70%-80%.
- Key growth drivers include 6%-7% implant growth in hips and knees, double-digit growth in shoulder and foot & ankle, and significant international expansion (nearly 50% of sales from 22%) following the LEMA integration.
- The company has reduced its leverage from 3.5 to 3.2 and aims to achieve sub-3 leverage in the near term.
Nov 18, 2025, 3:30 PM
Enovis Management Discusses Strategic Focus, Financial Goals, and Product Pipeline at Jefferies Conference
ENOV
Guidance Update
M&A
Product Launch
- Enovis's CEO, Damien McDonald, shared positive impressions regarding the company's strong product perception and talent, while identifying the deeper embedding of the Enovis Growth Excellence business system as a key opportunity.
- The company's strategic focus centers on commercial excellence, operational excellence, and disciplined capital allocation, highlighted by the Dr. Comfort divestiture, which was accretive to the PNR business's growth and margin and contributed to debt reduction.
- Enovis aims for high single-digit consistent top-line growth, annual margin expansion of at least 50 basis points, and free cash flow conversion up to 70-80%.
- The company has successfully reduced its leverage from 3.5 to 3.2 and is targeting a further reduction to sub-3 in the near term.
- Key product developments include the Ultamate Reverse Shoulder, which is in its early launch phase with a multi-year growth tailwind, and the Arvis Gen 2 AR headset, anticipated for a wider launch in the first half of next year.
Nov 18, 2025, 3:30 PM
Enovis Management Discusses Strategic Priorities, Portfolio Shaping, and Financial Goals at Jefferies Conference
ENOV
CEO Change
M&A
Product Launch
- CEO Damien McDonald, who joined mid-year, shared positive impressions of Enovis's product strength and talent, identifying an opportunity to further embed the Enovis Growth Excellence business system.
- The company is strategically shaping its portfolio, having divested the Dr. Comfort foot care business to reduce debt and enhance PNR's growth and margin. The portfolio is viewed as synergistic, with cash-generating PNR supporting the capital-intensive Recon business, aiming for a balanced mix in Recon (50% extremities, 50% large joints; 50% U.S., OUS).
- Enovis reported solid Ortho market procedural volumes for the current quarter, with U.S. hip and knee implants growing 6% (above market) despite a $3 million headwind from prior year capital sales, and double-digit growth in shoulder and foot and ankle.
- Innovation continues with key product launches like the Ultamate Reverse Shoulder (in its first year of a multi-year run) and the upcoming Arvis Gen 2 AR headset, which is a zero-footprint, low-cost alternative for surgical planning and navigation. These new products are expected to contribute to margin expansion.
- Financial goals include achieving high single-digit consistent top-line growth, expanding margins by at least 50 basis points annually, and reaching 70-80% free cash flow conversion. Leverage has been reduced from 3.5x to 3.2x, with a near-term target of sub-3x.
Nov 18, 2025, 3:30 PM
Quarterly earnings call transcripts for Enovis.
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