财务数据和关键指标变化 - 2022年第四季度销售增长5%,其中Recon业务增长14%,P&R业务增长低个位数 [13][20] - 2022年全年销售增长3.5%,Recon业务增长双位数,P&R业务增长3.5% [15][20] - 2022年第四季度毛利率提升190个基点,全年毛利率提升90个基点,主要得益于Recon业务占比提升和EGX系统带来的运营改善 [17][18] - 2022年第四季度EBITDA利润率为18.3%,全年EBITDA利润率提升70个基点 [17][19] 各条业务线数据和关键指标变化 Recon业务 - 2022年第四季度Recon业务增长14%,其中美国髋膝业务增长14%,四肢业务增长13% [14] - Recon业务毛利率持续提升,主要得益于创新产品EMPOWR Revision Knee和STAR Ankle的推出 [14] - 公司正在通过Mathys渠道将美国强势产品拓展至全球市场 [14] P&R业务 - 2022年第四季度P&R业务增长低个位数,全年增长3.5%,主要受到第三季度选择性手术放缓的滞后影响 [15] - 公司正在重塑P&R业务,目标是实现中单位数的持续增长,2022年创新活力从2018年接近0提升至双位数 [10][15] - 公司的MotionMD临床工作流解决方案增长30%,成为行业领先的解决方案 [15] 各个市场数据和关键指标变化 - 公司在美国和全球市场均实现了强劲增长,Recon业务在美国和全球市场均实现双位数增长 [14] - 公司在澳大利亚市场加强了业务布局,通过收购360 Med Care拓展了在该市场的业务 [12] 公司战略和发展方向及行业竞争 - 公司成功推出Enovis品牌,建立了由全球人才团队、EGX业务系统、创新引擎和强大资本结构支撑的医疗技术增长公司 [8] - 公司通过并购战略加速了增长,增强了创新能力并拓展了地理版图,过去几年的并购业务实现了双位数增长 [12] - 公司在Recon和P&R两大业务线均取得了良好进展,Recon业务保持了双位数增长,P&R业务正在重塑以实现中单位数的持续增长 [9][10] - 公司在2022年实现了25百万美元的固定成本削减,超出了原计划,为投资增长和应对工资通胀提供了空间 [12] 管理层对经营环境和未来前景的评论 - 管理层对2023年保持谨慎态度,预计Recon业务将保持双位数增长,P&R业务将温和改善 [22][38][45] - 管理层认为公司有能力保持Recon业务的双位数增长,并有信心P&R业务能够实现3%-5%的持续增长 [44][45] - 管理层表示公司有健康的并购机会管线,并有足够的资产负债表实力进行投资 [30][33][34] 问答环节重要的提问和回答 问题1 **Vik Chopra提问** 询问2023年EPS指引低于市场预期的原因 [28][29] **Phillip Berry回答** 解释EPS指引中对折旧、利息等因素的具体预测,整体上与市场预期基本一致 [29] 问题2 **Kyle Rose提问** 询问2023年收入和利润率的季度走势以及各业务线收入占比 [36][37][39] **Matthew Trerotola和Phillip Berry回答** 预计Recon业务将保持双位数增长,P&R业务增长存在一定不确定性,利润率的季度走势将与2022年类似 [37][38][39] 问题3 **Dane Reinhardt提问** 询问P&R业务短期压力的原因以及长期3%-5%增长目标的可信度 [43][44][45][46] **Matthew Trerotola回答** P&R业务受到选择性手术放缓的滞后影响,但公司有信心P&R业务能够实现3%-5%的持续增长 [44][45][46]

Recent Activity HSD Organic Revenue Growth Investing in Attractive Rehab/Recovery Modalities Rapidly Expanding High Growth & Margin Recon Platform • 3-5X market growth powered by Empowr3D® Knee and Taperfill® Hip Stem © 2023 Enovis Corporation 19 Expand Geographically Fill Product Line Gaps Expand Channels Apply Technology in Other Markets Enter Logical ClinicBased Adjacencies Expand along Continuum of Care Add Digital Solutions Build around Healthcare Provider Excel Win in the core Extend Build out from co ...

enovis. November 2, 2022 Third Quarter 2022 Financial Update © 2022 Enovis Corporation Forward-Looking Statement and Non-GAAP Disclaimer Forward-Looking Statements This presentation includes forward-looking statements, including forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. Such forward-looking statements include, but are not limited to, statements concerning Enovis' plans, goals, objectives, outlook, expectations and intentions, including the an ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended September 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number - 001-34045 Enovis Corporation | --- | --- | |----------------------------------------------------------------------------|----------------- ...

Enovis Corporation (NYSE:ENOV) Q2 2022 Results Conference Call August 4, 2022 8:00 AM ET Company Participants Derek Leckow - Vice President, Investor Relations Matt Trerotola - Chief Executive Officer Chris Hix - Executive Vice President & Chief Financial Officer Ben Berry - Interim Chief Financial Officer Conference Call Participants Jeff Johnson - Baird Vik Chopra - Wells Fargo Matthew Mishan - KeyBanc Jason Wittes - Loop Capital Operator Ladies and gentlemen, thank you for standing by, and welcome to the ...

Letter to Our Shareholders May 2022 Q1 2022 Fellow Shareholders, During the first quarter of 2022 we achieved two very important milestones: 1) we produced advanced 3D Silicon™ lithium-ion batteries for customers from our first production line for customer qualification, and 2) we announced BrakeFlow™, a breakthrough in advanced lithium-ion battery safety. This critical innovation was possible due to our unique battery architecture, and we believe it puts considerable distance between us and any competitor ...

Enovis Corporation (NYSE:ENOV) Q1 2022 Earnings Conference Call May 10, 2022 8:00 AM ET Company Participants Christopher Hix - Executive Vice President & Chief Financial Officer Matthew Trerotola - Chief Executive Officer Conference Call Participants Jeff Johnson - Robert W. Baird & Co. Matthew Mishan - KeyBanc Capital Markets Vijay Kumar - Evercore ISI Josh Jennings - Cohen Operator Good day and thank you for standing by. Welcome to the Enovis First Quarter 2022 Earnings Conference Call. At this time, all ...

| --- | --- | --- | |--------------------------|-------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Fourth Quarter 2021 | | | | | | | | Earnings Conference Call | | | | February 22, 2022 | | | | | | | | | | | | | | | | | | | | | | | Forward Looking Statement & Non-GAAP Disclaimer This presentation may contain forward-looking statements, including forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. Such forward-looking statements ...

Colfax Corporation (CFX) Q4 2021 Earnings Conference Call February 22, 2022 8:00 AM ET Company Participants Matt Trerotola – President and Chief Executive Officer Shyam Kambeyanda – Executive Vice President and Chief Executive Officer (ESAB) Chris Hix – Executive Vice Preside and Chief Financial Officer Mike Macek – Vice President of Finance Conference Call Participants Scott Davis – Melius Research Chris Snyder – Union Bank of Switzerland Joseph Giordano – Cowen and Company Jeff Hammond – KeyBanc Capital M ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________ Form 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______to_______ Commission File No. 001-34045 _________________________ COLFAX CORPORATION (Exact name of registrant as specified in its charter) D ...