Earnings summaries and quarterly performance for ORTHOPEDIATRICS.
Executive leadership at ORTHOPEDIATRICS.
David R. Bailey
Detailed
President and Chief Executive Officer
CEO
Daniel J. Gerritzen
Detailed
Executive Vice President (Legal), General Counsel, and Secretary
Fred L. Hite
Detailed
Chief Operating Officer and Chief Financial Officer
Gregory A. Odle
Detailed
President of Scoliosis
Joseph W. Hauser
Detailed
President of Trauma, Deformity, and OPSB
Board of directors at ORTHOPEDIATRICS.
Bryan W. Hughes
Detailed
Director
David R. Pelizzon
Detailed
Director
George S. M. Dyer, MD
Detailed
Director
Harald Ruf
Detailed
Director
Jimmy D. McDonald
Detailed
Director
Kelly Fischer
Detailed
Director
Marie C. Infante
Detailed
Director
Mark C. Throdahl
Detailed
Chairman of the Board
Samuel D. Riccitelli
Detailed
Director
Research analysts who have asked questions during ORTHOPEDIATRICS earnings calls.
Matthew O'Brien
Piper Sandler & Co.
4 questions for KIDS
Also covers: APYX, ATEC, ATRC +18 more
Ryan Zimmerman
BTIG
3 questions for KIDS
Also covers: ALC, GEHC, GKOS +23 more
Frederick Wise
Stifel
2 questions for KIDS
Also covers: AORT, ATRC, AVNS +13 more
Joseph Conway
Needham & Company, LLC
2 questions for KIDS
Also covers: AORT, ATRC, ENOV +6 more
Mike Matson
Needham & Company, LLC
2 questions for KIDS
Also covers: CNMD, ENOV, ESTA +16 more
Ben Haynor
Lake Street Capital Markets
1 question for KIDS
Also covers: APYX, ATEC, BFLY +6 more
Benjamin Haynor
Lake Street Capital Markets
1 question for KIDS
Also covers: BFLY, EKSO, IDXG +6 more
Richard Newitter
Truist Securities
1 question for KIDS
Also covers: AXNX, DXCM, GKOS +18 more
Recent press releases and 8-K filings for KIDS.
OrthoPediatrics Discusses Q3 Performance, Guidance Reset, and Future Growth Drivers
KIDS
Guidance Update
Product Launch
New Projects/Investments
- OrthoPediatrics faced challenges in Q3 2025 due to no completed 7D capital orders and a strategic decision to reduce low-margin Latin America set sales, leading to a reset of forward-looking guidance to a 12% baseline growth for its core business.
- The company anticipates a substantial step function increase in EBITDA in 2026, building on the growth from $8-$8.5 million to $15-$17 million this year, driven by profitability initiatives.
- Key growth drivers for the 12% baseline include the T&D implant business, the OPSB business (expected to grow north of 20%), and the scoliosis implant side, with strong international agency growth.
- A new product launch cycle is kicking off, with significant products like the 3P Hip and 3P Small Mini expected to be transformational, and the company is aggressively pursuing free cash flow generation, anticipated in Q4 for the first time.
- The OPSB segment continues rapid expansion, growing from 26 to over 40 clinics exiting Q3, including its first international business, with aspirations for clinics in every U.S. children's hospital.
Dec 4, 2025, 2:30 PM
OrthoPediatrics Corp. Discusses Q3 Performance, Guide Reset, and Future Growth Strategy
KIDS
Guidance Update
Product Launch
New Projects/Investments
- OrthoPediatrics Corp. (KIDS) adjusted its Q3 guide due to no completed 7D capital orders and a strategic decision to remove Latin America set sales from its guide, aiming to focus on free cash flow generation.
- The company is resetting its long-term baseline growth to approximately 12%, emphasizing predictable, high-margin areas such as the T&D implant business, OPSB (expected to grow north of 20%), and scoliosis implants.
- A new product development cycle is commencing, with transformational products like the 3P Hip and 3P Small Mini (approved by the FDA in 52 days) anticipated to drive growth from 2026 to 2029, particularly within the plating platform.
- The OrthoPediatrics Surgical Bracing (OPSB) business is expanding rapidly, growing over 20%, with the number of operational clinics increasing from 26 to over 40 by the end of Q3, including its first international business.
- OrthoPediatrics anticipates a substantial step-function increase in EBITDA in 2026, following an expected increase from $8.5 million to $15-$17 million this year, driven by efforts to improve profitability and cash flow.
Dec 4, 2025, 2:30 PM
OrthoPediatrics Provides Business Update and 2025 Guidance
KIDS
Guidance Update
Product Launch
M&A
- OrthoPediatrics (KIDS) is the sole orthopedic company focused exclusively on pediatrics, having helped 1.3 million children cumulatively and anticipating 150,000+ in 2025.
- The company operates in an estimated $6 billion global market and has significantly expanded its product portfolio to over 80 systems from 17 in 2017, including recent innovations like the VertiGlide system launched in 2025 and the upcoming Ellie mechanical growing rod in late 2026/early 2027.
- For 2025, OrthoPediatrics projects revenue of $233.5 million-$234.5 million (representing 14%-15% growth) and adjusted EBITDA of $15 million-$17 million.
- The company aims for positive free cash flow in Q4 2025 and free cash flow break-even in 2026, supported by $60 million in cash at the end of Q3 2025.
- Strategic growth drivers include continued R&D, M&A such as the 2024 acquisition of Boston O&P (a $20 million business), and the Specialty Bracing division (OPSB) which is growing at over 20% annually.
Nov 18, 2025, 5:00 PM
OrthoPediatrics (KIDS) Updates on 2025 Outlook and Strategic Growth
KIDS
Guidance Update
M&A
Product Launch
- OrthoPediatrics (KIDS) is the only orthopedic company solely focused on pediatrics, serving an estimated global market of $6 billion and having cumulatively helped 1.3 million kids.
- The company provided 2025 guidance for revenue between $233.5 million and $234.5 million, with adjusted EBITDA projected at $15 million to $17 million, reflecting a 14% revenue growth rate.
- OrthoPediatrics has expanded its product portfolio to over 80 systems and made strategic acquisitions, including Boston O&P, which has grown to just under 40 domestic clinics and recently opened its first international clinic in Ireland.
- The company is committed to achieving positive free cash flow in Q4 2025 and free cash flow break-even in 2026, holding $60 million in cash on its balance sheet at the end of Q3 2025.
Nov 18, 2025, 5:00 PM
OrthoPediatrics (KIDS) Provides 2025 Guidance and Strategic Update
KIDS
Guidance Update
Product Launch
M&A
- OrthoPediatrics (KIDS) is the only orthopedic company solely focused on pediatrics, addressing an estimated $6 billion global market and a $1.6 billion U.S. market within children's hospitals.
- The company has expanded its product portfolio to over 80 systems from 17 in 2017, driven by R&D and strategic acquisitions such as Boston O&P in 2024, which added specialty bracing and clinics.
- For 2025, OrthoPediatrics anticipates revenue between $233.5 million and $234.5 million and adjusted EBITDA of $15 million to $17 million, representing 14%-15% revenue growth.
- The company is committed to achieving positive free cash flow in Q4 2025 and free cash flow break-even in 2026, holding $60 million in cash at the end of Q3 2025.
Nov 18, 2025, 5:00 PM
Orthopediatrics Updates Guidance and Highlights Product Innovation and Strategic Growth
KIDS
Guidance Update
Product Launch
New Projects/Investments
- Orthopediatrics (KIDS) lowered its full-year sales guidance and rebased its long-term growth outlook to 12% or better due to unpredictable capital equipment sales (7D units) and the removal of zero-margin set sales in Latin America. Despite a Q3 sales miss from no 7D unit closures, the underlying business (excluding 7D and Brazil set sales) grew 17% globally and 19% in the US.
- The company anticipates generating free cash for the first time in Q4 of this year, having significantly reduced cash usage in Q3 to $3.2 million from $11 million in the prior year. Profitability is expected to improve by eliminating low-margin sales.
- KIDS is undergoing a significant R&D cycle, with the OPSB division recently launching two new PD HIP products and planning four new products next year. The Trauma & Deformity segment launched the 3P hip system in July and expects the 3P small and mini system in H1 2026, alongside new scoliosis products like VertiGlide.
- The OPSB division is expanding rapidly, already in seven markets year-to-date against a 2025 commitment of four, with a long-term target of 80 US markets. The company notes an increasingly benign competitive environment, particularly in trauma limb deformity, as larger players exit certain product lines, creating opportunities for market share gains and sole vendor contracts.
Nov 13, 2025, 6:20 PM
OrthoPediatrics Corp. Reports Q3 2025 Results and Provides Full-Year Guidance
KIDS
Earnings
Guidance Update
M&A
- OrthoPediatrics Corp. reported total revenue of $61.2 million for the three months ended September 30, 2025, marking a 12% increase compared to Q3 2024.
- For Q3 2025, the company recorded a net loss of ($11.8 million) and a diluted EPS of ($0.50), while Adjusted EBITDA was $6.2 million.
- The company provided full-year 2025 guidance, projecting revenue between $233.5 to $234.5 million, representing a 14% to 15% total revenue growth, and Adjusted EBITDA of $15.0 to $17.0 million.
- Strategic expansion includes the acquisition of Boston Orthotics & Prosthetics for $22 million cash in January 2024, establishing the OrthoPediatrics Specialty Bracing (OPSB) division, which plans to launch 4 products in 2024 and 5 in 2025 and expand into 4 new markets in 2025.
Oct 28, 2025, 8:32 PM
OrthoPediatrics Corp. Reports Q3 2025 Financial Results and Updates Full-Year Guidance
KIDS
Earnings
Guidance Update
Product Launch
- OrthoPediatrics Corp. reported Q3 2025 worldwide revenue of $61.2 million, an increase of 12% compared to the prior year period, driven by strong performance in Trauma and Deformity, Scoliosis, and OPSB, but offset by a decline in 7D unit sales and LATSAM stocking.
- The company's gross profit margin improved to 74% in Q3 2025, up from 73% in Q3 2024, primarily due to a favorable product sales mix. Adjusted EBITDA for Q3 2025 was $6.2 million, a 56% improvement over Q3 2024.
- OrthoPediatrics adjusted its full-year 2025 revenue guidance to $233.5 million-$234.5 million, representing 14%-15% year-over-year growth, while reiterating full-year adjusted EBITDA guidance of $15 million-$17 million.
- The company anticipates achieving its first quarter of free cash flow positivity in Q4 2025 and significantly improved free cash flow usage to $3.4 million in Q3 2025 compared to $11.7 million in Q3 2024.
- Key product developments include the FDA approval of the 3P Small and Mini system, with first cases expected early next year, and continued expansion of OPSB clinics from 26 to over 40 since January 2024.
Oct 28, 2025, 8:30 PM
OrthoPediatrics Corp. Reports Q3 2025 Results, Adjusts Full-Year Revenue Outlook
KIDS
Earnings
Guidance Update
Demand Weakening
- OrthoPediatrics Corp. reported Q3 2025 worldwide revenue of $61.2 million, a 12% increase compared to the prior year, driven by strong performance in Trauma and Deformity, Scoliosis, and OrthoPediatrics Specialty Bracing (OPSB).
- Revenue growth was below expectations due to zero 7D capital sales in the quarter and continued headwinds from stocking and set sales in Latin and South America (LATSAM).
- Despite the revenue shortfall, the company achieved a 56% improvement in Adjusted EBITDA to $6.2 million and significantly reduced free cash flow usage to $3.4 million.
- For the full year 2025, OrthoPediatrics adjusted its revenue outlook to a range of $233.5 million to $234.5 million but reiterated its Adjusted EBITDA guidance of $15 million to $17 million.
- The company expects to achieve positive free cash flow in Q4 2025 and breakeven free cash flow in 2026.
Oct 28, 2025, 8:30 PM
OrthoPediatrics Corp. Announces Q3 2025 Results and Reaffirms Profitability Outlook
KIDS
Earnings
Guidance Update
New Projects/Investments
- OrthoPediatrics Corp. reported Q3 2025 worldwide revenue of $61.2 million, an increase of 12% compared to the prior year, driven by strong performance in Trauma and Deformity, Scoliosis, and OrthoPediatrics Specialty Bracing (OPSB).
- Adjusted EBITDA for Q3 2025 significantly improved by 56% to $6.2 million, and free cash flow usage decreased by $8.2 million.
- Revenue fell short of expectations due to 7D capital sales not closing and continued headwinds from LATSAM international stocking and set sales.
- The company reaffirmed its full-year 2025 Adjusted EBITDA outlook of $15 million to $17 million and expects full-year revenue to range from $233.5 million to $234.5 million.
- Management is confident in generating positive free cash flow in Q4 and achieving breakeven free cash flow in 2026, focusing on profitable revenue and improved cash flow.
Oct 28, 2025, 8:30 PM
Quarterly earnings call transcripts for ORTHOPEDIATRICS.
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