Earnings summaries and quarterly performance for GLOBUS MEDICAL.
Executive leadership at GLOBUS MEDICAL.
Board of directors at GLOBUS MEDICAL.
Research analysts who have asked questions during GLOBUS MEDICAL earnings calls.
Caitlin Cronin
Canaccord Genuity
6 questions for GMED
David Saxon
Needham & Company
6 questions for GMED
Mathew Blackman
Stifel
5 questions for GMED
Richard Newitter
Truist Securities
5 questions for GMED
Ryan Zimmerman
BTIG
4 questions for GMED
Shagun Singh Chadha
RBC Capital Markets
4 questions for GMED
Craig Bijou
Bank of America Securities
3 questions for GMED
Matthew Miksic
Barclays PLC
3 questions for GMED
Vikramjeet Chopra
Wells Fargo & Company
3 questions for GMED
Anna Geng
Piper Sandler
2 questions for GMED
Jason Wittes
Roth Capital Partners, LLC
2 questions for GMED
Keith Hinton
Freedom Capital Markets
2 questions for GMED
Matthew O'Brien
Piper Sandler & Co.
2 questions for GMED
Matt Miksic
Barclays Investment Bank
2 questions for GMED
Matt Taylor
Jefferies & Company Inc.
2 questions for GMED
Namrata Marathe
Wells Fargo
2 questions for GMED
Shagun Singh
RBC
2 questions for GMED
Thomas Stephan
Stifel
2 questions for GMED
Travis Steed
Bank of America
2 questions for GMED
Amir Trabelsi
Oppenheimer & Co. Inc.
1 question for GMED
Ben Clevenger
Truist Securities
1 question for GMED
Matthew Taylor
Jefferies
1 question for GMED
Matt Miksich
Barclays
1 question for GMED
Matt O'Brien
Piper Sandler Companies
1 question for GMED
Steven Lichtman
Oppenheimer & Co. Inc.
1 question for GMED
Vik Chopra
Wells Fargo & Company
1 question for GMED
Young Li
Jefferies
1 question for GMED
Recent press releases and 8-K filings for GMED.
- Totaligent executed a binding Letter of Intent (LOI) on February 22, 2026, to form a joint venture (JV) with GloMed Solutions Limited Liability Company ("GloMed"), a Japanese medical aesthetics and biologics distribution company.
- The LOI grants Totaligent a binding call option to acquire 100% of GloMed (including JV interests) at any time during the one-year period following JV closing.
- The JV will integrate Totaligent's Aetherium Medical platform into GloMed's operations; GloMed currently generates approximately $10 million in annual revenue and $1 million in free cash flow.
- The JV is targeted to close around March 22, 2026, subject to satisfactory completion of due diligence and negotiation of definitive agreements.
- Globus Medical reported record Q4 2025 revenue of $826.4 million and full year 2025 revenue of $2.939 billion, with non-GAAP EPS of $1.28 for Q4 2025 and $3.98 for full year 2025.
- The company provided 2026 revenue guidance of $3.18 billion to $3.22 billion and increased its non-GAAP fully diluted EPS guidance to $4.40 to $4.50.
- Globus Medical achieved $200 million in NuVasive synergies, exceeding its target, and the Nevro business became EPS accretive in fiscal year 2025, 15 months ahead of initial expectations.
- Adjusted gross profit margin improved to 69.2% in Q4 2025 and is projected to be in the 69%-70% range for full year 2026, reflecting continued margin expansion.
- Globus Medical reported record Q4 2025 revenue of $826.4 million, a 25.7% increase over Q4 2024, and full-year 2025 revenue of $2.939 billion, up 16.7%. Full-year 2025 fully diluted non-GAAP earnings per share (EPS) reached $3.98, growing 30.8%, while Q4 2025 non-GAAP EPS was $1.28, up 52.1% over Q4 2024.
- The company reaffirmed its full-year 2026 revenue guidance of $3.18 billion to $3.22 billion and increased its non-GAAP fully diluted EPS guidance to $4.40-$4.50 from a previous range of $4.30-$4.40.
- Globus Medical exceeded its NuVasive synergy target by $30 million, achieving $200 million in synergies through December 31, 2025, nearly a year ahead of schedule, and Nevro became EPS accretive in fiscal year 2025, 15 months sooner than initially expected.
- The base business revenue for Q4 2025 grew 10.6% to $726.7 million, driven by double-digit U.S. spine growth and record Enabling Technologies revenue, with U.S. spine showing 48 weeks of consecutive growth continuing into Q1 2026. Adjusted gross profit margin expanded to 69.2% in Q4 2025, marking the sixth consecutive quarter of expansion.
- Globus Medical achieved record financial performance in Q4 2025, with revenue totaling $826.4 million, a 25.7% increase over the prior year quarter, and non-GAAP EPS of $1.28, growing 52.1%. For the full year 2025, the company delivered $2.939 billion in revenue and $3.98 in fully diluted non-GAAP earnings per share.
- The company's base business revenue grew 10.6% in Q4 2025, driven by 10% U.S. spine growth and record Enabling Technologies revenue of $55.6 million.
- Globus Medical reaffirmed its full year 2026 revenue guidance of $3.18 billion to $3.22 billion and increased its non-GAAP fully diluted earnings per share guidance to a range of $4.40 to $4.50.
- Synergy execution for the NuVasive merger resulted in $200 million of synergies achieved by December 31, 2025, which is $30 million ahead of target and nearly a year early. Additionally, the Nevro business became EPS accretive in fiscal year 2025, 15 months sooner than initially expected.
- Adjusted gross profit margin expanded to 69.2% in Q4 2025, with expectations for at least a 100 basis point improvement in 2026, targeting a full year range of 69%-70%.
- Globus Medical, Inc. reported worldwide net sales of $826.4 million for Q4 2025, an increase of 25.7% over Q4 2024, and $2,938.9 million for the full year 2025, an increase of 16.7% over FY 2024.
- GAAP diluted EPS for Q4 2025 was $1.03, a 442.6% increase, and $3.92 for the full year 2025, a 425.4% increase.
- Non-GAAP diluted EPS for Q4 2025 was $1.28, up 52.1%, and $3.98 for the full year 2025, up 30.8%.
- The company highlighted double-digit sales and earnings growth and the successful integration of NuVasive and Nevro, with Nevro contributing $99.7 million to Q4 2025 net sales.
- Globus Medical reported worldwide net sales of $826.4 million for the fourth quarter of 2025 and $2,938.9 million for the full year 2025.
- GAAP diluted earnings per share was $1.03 for Q4 2025 and $3.92 for the full year 2025. Non-GAAP diluted earnings per share was $1.28 for Q4 2025 and $3.98 for the full year 2025.
- The company reaffirmed its full-year 2026 revenue guidance in the range of $3.18 to $3.22 billion and updated its non-GAAP fully diluted EPS guidance to $4.40 to $4.50 from the previous range of $4.30 to $4.40.
- Profusa, Inc. has received purchase orders for its Lumee™ tissue oxygen monitoring system from European distributors and expert physician customers.
- The company has increased its 2026 revenue guidance range to $1.5 million - $3 million, up from the previously announced range of $500 thousand - $2 million.
- Fulfillment of these orders and product shipments are contingent upon completing compliance with the European Union Medical Device Regulation, which is anticipated to be finalized in the second quarter of 2026.
- Mauna Kea Technologies has received CE MDR certification for its Cellvizio® system and associated probes under the new European Medical Device Regulation (MDR 2017/745).
- The company is currently the only endomicroscopy company to hold this certification under the new European regulation.
- This certification secures the commercialization of Cellvizio in the European Union and other countries recognizing the CE marking, while also enabling the deployment of new clinical applications and future integration of Artificial Intelligence solutions.
- CEO Sacha Loiseau stated that this certification is a powerful catalyst for commercial expansion in Europe, focusing on pancreatic cysts and food intolerances.
- Globus Medical announced preliminary unaudited fourth quarter 2025 sales of approximately $823.2 million, representing a 25.2% increase over the fourth quarter of 2024, and preliminary unaudited full year 2025 sales of approximately $2.936 billion, an increase of 16.5% over the prior year.
- The company established full year 2026 revenue guidance in the range of $3.18 billion to $3.22 billion and fully diluted non-GAAP earnings per share between $4.30 to $4.40.
- Excluding the impact of Nevro sales, total Globus base business revenue for the fourth quarter 2025 was $723.3 million, an increase of 10.0% over the prior year fourth quarter.
- Globus Medical reported preliminary unaudited fourth quarter 2025 sales of approximately $823.2 million, a 25.2 percent increase over Q4 2024, and full year 2025 sales of approximately $2.936 billion, up 16.5 percent over the prior year.
- The company provided full year 2026 revenue guidance ranging from $3.18 billion to $3.22 billion and fully diluted non-GAAP earnings per share guidance between $4.30 to $4.40.
- Excluding the impact of Nevro sales, the fourth quarter 2025 base business revenue was $723.3 million, representing a 10.0 percent increase over the prior year's fourth quarter.
Quarterly earnings call transcripts for GLOBUS MEDICAL.
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