Earnings summaries and quarterly performance for ORTHOPEDIATRICS.
Executive leadership at ORTHOPEDIATRICS.
David R. Bailey
President and Chief Executive Officer
Daniel J. Gerritzen
Executive Vice President (Legal), General Counsel, and Secretary
Fred L. Hite
Chief Operating Officer and Chief Financial Officer
Gregory A. Odle
President of Scoliosis
Joseph W. Hauser
President of Trauma, Deformity, and OPSB
Board of directors at ORTHOPEDIATRICS.
Bryan W. Hughes
Director
David R. Pelizzon
Director
George S. M. Dyer, MD
Director
Harald Ruf
Director
Jimmy D. McDonald
Director
Kelly Fischer
Director
Marie C. Infante
Director
Mark C. Throdahl
Chairman of the Board
Samuel D. Riccitelli
Director
Research analysts who have asked questions during ORTHOPEDIATRICS earnings calls.
Matthew O'Brien
Piper Sandler & Co.
4 questions for KIDS
Mike Matson
Needham & Company, LLC
4 questions for KIDS
Benjamin Haynor
Lake Street Capital Markets
3 questions for KIDS
Ryan Zimmerman
BTIG
3 questions for KIDS
Caitlin Cronin
Canaccord Genuity
2 questions for KIDS
Frederick Wise
Stifel
2 questions for KIDS
Joseph Conway
Needham & Company, LLC
2 questions for KIDS
Mathew Blackman
Stifel
2 questions for KIDS
Matthew O'Brien
Piper Sandler
2 questions for KIDS
Ravi Misra
Truist Securities
2 questions for KIDS
Ben Haynor
Lake Street Capital Markets
1 question for KIDS
Richard Newitter
Truist Securities
1 question for KIDS
Recent press releases and 8-K filings for KIDS.
- OrthoPediatrics is undergoing a "Super Cycle" of new product launches, significantly expanding its offerings to 87 different systems today, up from 17 in 2017. This includes new products like the 3P Hip (launched 2025, ramping 2026), VertiGlide (launched 2026), and eLLi (first-in-human fall 2026, launching into 2027-2028).
- The company expects to achieve free cash flow break-even in 2026, supported by an anticipated increase in EBITDA from $15 million in 2025 to $25 million in 2026, more efficient set deployment, and working capital improvements.
- The OPSB Specialty Bracing business is projected to grow greater than 20% this year and for several years, with ongoing expansion of its clinic network.
- The competitive landscape is becoming more favorable as other companies withdraw products from the market due to EU MDR regulations, allowing OrthoPediatrics to introduce new and improved solutions.
- OrthoPediatrics is launching a "Super Cycle" of new products, including the Pediatric Nailing Platform, Pediatric Plating Platform (3P), VertiGlide, eLLi, and a next-gen fusion system, with launches spanning from 2025 through 2028.
- The company expects to achieve positive free cash flow in 2026, with EBITDA projected to increase from $15 million in 2025 to $25 million in 2026.
- The OPSB (Specialty Bracing) business is forecast to grow greater than 20% in 2026 and for several subsequent years, having expanded its clinic count from 25 to over 45.
- Competitors are withdrawing products from the market due to EU MDR regulations, which is reducing competition and creating opportunities for OrthoPediatrics' new product offerings.
- OrthoPediatrics is launching a "Super Cycle" of new products, significantly expanding its system offerings from 17 in 2017 to 87 today, covering both surgical and bracing options.
- Key product launches include the 3P Hip (ramping in 2026), 3P Small and Mini plating system (launching spring 2026), and scoliosis solutions like VertiGlide (launching in 2026) and ELLi (first in human this fall, launching into 2027).
- The company anticipates achieving free cash flow break-even in 2026, driven by an expected increase in EBITDA from $15 million in 2025 to $25 million in 2026, more efficient set deployment, and improved working capital management.
- The OPSB Specialty Bracing business is projected to grow greater than 20% this year and for several years, with plans to expand its clinic footprint to service more children's hospitals.
- OrthoPediatrics is benefiting from reduced competition as larger companies withdraw products from the market due to EU MDR regulations, creating opportunities for its new and improved solutions.
- OrthoPediatrics reported a strong Q4 2025, achieving $10 million in free cash flow and nearly doubling its EBITDA on an annualized basis, marking its first quarter of positive free cash flow.
- The company provided 2026 guidance, projecting 11%-13% top-line growth, $25 million in adjusted EBITDA, and at minimum, break-even cash flow.
- Strategic growth drivers for 2026 include the full launch of the 3P Hip System and a limited launch of the Small-Mini System within the Trauma and Deformity business, as well as continued strong growth in the OPSB segment, which is expected to grow in excess of 20%.
- Recent EU MDR approvals are anticipated to accelerate international growth, particularly for scoliosis and trauma/limb deformity products, where the company previously had limited product availability.
- OrthoPediatrics emphasizes its unique position as a pediatric-focused company, distinct from general orthopedic or spine companies, benefiting from less competitive pressure and longer product life cycles.
- OrthoPediatrics reported strong Q4 2025 results, including $10 million in positive free cash flow, marking its first quarter of positive free cash flow, and nearly doubled EBITDA on an annualized basis.
- The company provided 2026 guidance for 11%-13% top-line growth, $25 million in positive adjusted EBITDA, and at least break-even cash flow.
- OrthoPediatrics anticipates a "super cycle" of new product launches, including the full launch of the 3P Hip System and a limited launch of the Small-Mini System in 2026, alongside EU MDR approvals expected to accelerate international growth.
- The OPSB (OrthoPediatrics Specialty Bracing) business, with an estimated $500 million addressable market, is expected to grow north of 20% for a long time and offers a capital-efficient growth model.
- OrthoPediatrics reported FY2025 revenue of $236.3 million, a net loss of ($39.6 million), and diluted EPS of ($1.69), while providing Full Year 2026 guidance for revenue between $262.0 million and $266.0 million, Adjusted EBITDA of approximately $25.0 million, and breakeven Free Cash Flow.
- The company expanded its market through the acquisition of Boston Orthotics & Prosthetics for $22 million cash on January 5, 2024, and plans an aggressive market-based clinic expansion strategy for its OrthoPediatrics Specialty Bracing (OPSB) division, targeting 18 new markets by 2027.
- OrthoPediatrics continues to drive growth with new product launches, including the Rib & Pelvic System in January 2024 and VerteGlide™ in August 2025, with the ELLI™ system expected for FDA submission by early 2026.
- OrthoPediatrics reported strong Q4 2025 revenue growth of 17% to $61.6 million and achieved its first-ever quarter of positive free cash flow at $10 million. For the full year 2025, revenue grew 15%, Adjusted EBITDA increased by nearly 75%, and cash usage significantly improved to $15 million from $41 million in 2024.
- The company reiterated its 2026 revenue guidance of $262 million to $266 million (11%-13% annual growth) and anticipates approximately $25 million in Adjusted EBITDA, aiming for free cash flow breakeven for the full year.
- OrthoPediatrics initiated a multiyear "super cycle" of product innovation in 2025, with notable developments including the successful beta launch of the VerteGlide system and the upcoming full commercial launch of the 3P Hip system in the first half of 2026.
- Strategic moves in Q4 2025 included the acquisition of Brazilian distributor Foliumed and securing EU MDR approvals for several products, which are expected to drive international growth in 2026.
- OrthoPediatrics reported strong financial results for Q4 2025, with revenue growing 17% to $61.6 million and full-year 2025 revenue increasing 15%.
- The company achieved its first quarter of positive free cash flow at $10 million in Q4 2025, contributing to a significant improvement in full-year free cash usage, which decreased to $15 million from $41 million in 2024.
- For 2026, OrthoPediatrics reiterated its guidance for revenue between $262 million and $266 million (11%-13% annual growth), anticipates approximately $25 million in adjusted EBITDA, and expects to reach free cash flow breakeven for the full year.
- The company is embarking on a multi-year "super cycle" of product innovation, including new launches like 3P Hip and VerteGlide, and plans to broaden its footprint into other pediatric subspecialties.
- OrthoPediatrics reported strong financial results for Q4 2025, with revenue growth of 17% to $61.6 million and adjusted EBITDA of $4.8 million, a 59% improvement over the prior year.
- The company achieved its first quarter of positive free cash flow, generating $10 million in Q4 2025, and significantly improved full-year 2025 cash usage to $15 million from $41 million in 2024.
- For 2026, OrthoPediatrics reiterated its guidance, expecting revenue between $262 million and $266 million (11%-13% annual growth), approximately $25 million in adjusted EBITDA, and free cash flow breakeven for the full year.
- The company commenced a multi-year "super cycle" of product innovation in 2025, launching products such as 3P Hip, VerteGlide, and PNP Tibia, and plans to expand its footprint into other pediatric subspecialties.
- OrthoPediatrics Corp. reported record full year 2025 revenue of $236.3 million, an increase of 15% compared to the prior year, and $61.6 million for the fourth quarter of 2025, up 17% from Q4 2024.
- The company achieved record full year adjusted EBITDA of $14.8 million in 2025, compared to $8.5 million in 2024, and $4.8 million in the fourth quarter of 2025, up from $3.0 million in Q4 2024.
- OrthoPediatrics generated $9.8 million of free cash flow in the fourth quarter of 2025, marking the first quarter of positive free cash flow in company history, and reduced full year 2025 free cash flow usage by 61% compared to 2024.
- For full year 2026, the company reiterated revenue guidance in the range of $262.0 million to $266.0 million, representing 11% to 13% growth over 2025, and expects adjusted EBITDA of $25 million and breakeven free cash flow.
Quarterly earnings call transcripts for ORTHOPEDIATRICS.
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