Globus Medical (GMED) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Brian Kearns - SVP - Corporate Development & IRDaniel Scavilla - President & CEOKeith Pfeil - CFO & COOPhillip Dantoin - Assistant Vice PresidentRichard Newitter - Managing DirectorMathew Blackman - Managing DirectorCaitlin Cronin - DirectorMatt Taylor - Managing Director Conference Call Participants Matthew Miksic - AnalystVikramjeet Chopra - AnalystShagun Singh Chadha - AnalystDavid Saxon - Senior AnalystNone - Analy ...

Globus Medical (GMED) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Speaker0 Welcome to the Globus Medical's First Quarter twenty twenty five Earnings Call. At this time, all lines will be on mute and a Q and A session will be held after the prepared remarks. To ask a question during the session, you will need to press 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press 11 again. I will now turn the call over to Brian Kearns, S ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 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. 001-35621 GLOBUS MEDICAL, INC. (Exact name of registrant as specified in its charter) DELAWARE 04-3744954 (State or oth ...

Exhibit 99.1 Globus Medical Reports First Quarter 2025 Results AUDUBON, PA, May 8, 2025: Globus Medical, Inc. (NYSE: GMED), a leading musculoskeletal solutions company, today announced its financial results for the quarter ended March 31, 2025. "Our first quarter results were impacted by softer Enabling Technology deal closures, temporary integration related supply chain disruption, and timing of international distributor orders, partially offset by strength in our core US spine business," commented Dan Sca ...

AUDUBON, Pa., May 08, 2025 (GLOBE NEWSWIRE) -- Globus Medical, Inc. (NYSE: GMED), a leading musculoskeletal solutions company, today announced its financial results for the quarter ended March 31, 2025. Worldwide net sales were $598.1 million, a decrease of 1.4%, or a decrease of 0.8% on a constant currency basisGAAP net income for the quarter was $75.5 millionGAAP diluted earnings per share (“EPS”) was $0.54 and non-GAAP diluted EPS was $0.68 “Our first quarter results were impacted by softer Enabling Tech ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Globus Medical (GMED) reports results for the quarter ended March 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on May 8. On ...

The first-quarter reporting cycle is off to a positive start, with most companies beating on estimates. However, uncertainty about the overall macroeconomic picture continues to be a significant drag on the earnings outlook as a whole, prompting analysts to cut their estimates for future quarters. Meanwhile, the Medical sector’s earnings growth seems to outshine other sectors significantly. This sector can act as a cushion amid rising volatility across global markets due to increasing tariffs.The key medica ...

公司财务信息 - 公司将于2025年5月8日美股收盘后公布2025年第一季度（截至3月31日）财务结果，发布内容可在公司网站查看 [1] 业绩讨论安排 - 财务结果公布后，公司将于美东时间下午4:30举行电话会议与投资界讨论业绩，可通过公司网站直播参与，也可提前注册电话参会，会议音频存档将在会后发布于公司网站 [2][3] 公司简介 - 公司是全球领先的肌肉骨骼技术公司，致力于解决未满足的临床需求，在脊柱、骨科创伤、关节重建等领域创新并提供支持 [4] 联系方式 - 投资者联系：高级副总裁Brian Kearns，电话(610) 930 - 1800，邮箱investors@globusmedical.com [6][7] - 媒体联系：高级总监Moran Chavez，电话(619) 318 - 7681，邮箱media@globusmedical.com [7]

文章核心观点 - 公司收购Nevro Corp拓展了在肌肉骨骼市场的业务，有望带来积极影响，且行业前景向好 [1][2] 公司收购情况 - 公司完成对全球医疗设备公司Nevro Corp的收购，拓展了在肌肉骨骼市场的业务 [1] - 收购推进公司成为全球领先肌肉骨骼技术公司的目标，解锁25亿美元的市场机会 [4] - 交易使公司进入新市场，获得Nevro的先进技术，有助于优化财务表现和创造长期价值 [5] 公司股票表现 - 自4月3日收购消息宣布以来，公司股价下跌4.6%，上周四收于72.02美元 [2] - 过去一年，公司股价上涨29.5%，而行业下跌18.8% [10] - 公司目前Zacks排名为3（持有） [11] 公司财务预期 - 按Zacks共识估计，公司2025年营收预计同比增长6.5% [3] - 过去四个季度，公司平均盈利惊喜为19.86% [3] - 收购Nevro后，公司预计2025年净销售额在28 - 29亿美元之间（之前为26.6 - 26.9亿美元） [6] 行业前景 - 据Future Business Insights报告，2023年全球骨科设备市场价值594亿美元，预计到2032年复合年增长率为5.3% [7] - 市场增长受骨质疏松和肌肉骨骼疾病患病率上升、技术进步、运动和创伤性损伤增加以及人口老龄化等因素驱动 [7] 公司其他动态 - 上个月，公司推出COHERE ALIF Spacer和Modulus ALIF Blades [9] 其他相关公司情况 - Masimo目前Zacks排名为1（强力买入），过去一年股价上涨18.6%，2024年每股收益估计在过去30天内增加1.2%至4.10美元，过去四个季度平均盈利惊喜为17.1% [11][12] - 波士顿科学目前Zacks排名为2（买入），过去一年股价上涨49.5%，2025年每股收益估计在过去30天内增加2.9%至2.85美元，过去四个季度平均盈利惊喜为8.25% [11][13] - 卡地纳健康目前Zacks排名为2（买入），过去一年股价上涨23.9%，2025财年每股收益估计在过去30天内增加1.5%至7.94美元，过去四个季度平均盈利惊喜为9.6% [11][14]

文章核心观点 - 格洛布斯医疗公司完成对奈夫罗公司的收购，将扩大其在肌肉骨骼市场的影响力，解锁25亿美元的市场机会 [1][3] 收购情况 - 2025年4月3日格洛布斯医疗宣布完成此前披露的对全球医疗设备公司奈夫罗的收购 [1] - 4月3日开盘前奈夫罗普通股停止在纽约证券交易所交易，交易详情可在两家公司提交给美国证券交易委员会的8 - K表格中查看 [4] 收购意义 - 格洛布斯医疗总裁兼首席执行官表示收购后将加速奈夫罗差异化高频技术的市场渗透，为慢性疼痛患者提供治疗选择 [2] - 收购扩大了格洛布斯医疗在肌肉骨骼市场的影响力，解锁25亿美元市场机会，有望丰富其产品组合，改变神经调节领域的护理标准 [3] - 格洛布斯医疗计划在5月第一季度财报会议上讨论收购完成情况和产品扩展预期收益 [3] 财务和法律顾问 - 摩根士丹利有限责任公司是格洛布斯医疗的财务顾问，Wyrick Robbins Yates & Ponton LLP是法律顾问 [5] - 美国银行证券有限责任公司是奈夫罗的财务顾问，盛信律师事务所是法律顾问 [5] 公司介绍 - 格洛布斯医疗是全球领先的肌肉骨骼公司，致力于解决未满足的临床需求，业务涵盖脊柱、骨科创伤、关节重建等领域 [6] - 奈夫罗总部位于加州红木城，是全球医疗设备公司，专注于慢性疼痛治疗，其HFX™脊髓刺激平台包括Senza®脊髓刺激系统及相关服务，还提供慢性骶髂关节疼痛微创治疗方案 [7] 联系方式 - 投资者联系人为Brian Kearns，电话610 - 930 - 1800，邮箱investors@globusmedical.com [10] - 媒体联系人为Moran Chavez，邮箱media@globusmedical.com [10]