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CONMED
CONMED (CNMD) investor relations material
CONMED 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary12 Jan, 2026
Strategic vision and portfolio focus
Focuses on empowering healthcare providers globally with innovative clinical solutions and a balanced portfolio between general surgery and orthopedics.
Prioritizes high-growth, high-margin platforms such as AirSeal, Buffalo Filter, and BioBrace, with ongoing portfolio optimization and realignment toward minimally invasive and orthopedic markets.
Exited the GI business to concentrate on high-return categories, expecting more additions than subtractions in the future.
Committed to ethical operations, engaged talent, and delivering exceptional results.
Portfolio optimization and supply chain transformation are ongoing to support growth and shareholder returns.
Growth drivers and market opportunities
AirSeal targets both robotic and laparoscopic surgery, with 60% of sales from robotics and 40% from laparoscopy; laparoscopy is growing faster.
Buffalo Filter benefits from global smoke evacuation legislation and new product launches, with the market expected to grow from $350M to $1B.
BioBrace is the only FDA-cleared implant for both mechanical reinforcement and bioinductivity in soft tissue repair, with strong clinical validation and expanding indications.
High-growth categories include sports medicine, AirSeal, smoke evacuation, and foot & ankle, with expected mid-term revenue growth of 4% to 11% across segments.
Direct smoke evacuation and sports medicine are expected to deliver high single-digit to double-digit growth.
Financial performance and guidance
Revenue has grown from $955M in 2019 to $1,372M in 2024; 2025 guidance is $1.365B–$1.372B, and 2026 guidance ranges from $1.345B–$1.450B after GI divestiture.
Adjusted EPS guidance for 2025 is $4.48–$4.53; 2026 adjusted EPS is $4.25–$4.45, reflecting headwinds from divestitures and tariffs but supported by strong organic growth.
$150M share buyback program announced, with at least $25M allocated for buybacks in 2026; dividend suspended in favor of repurchases.
Strong free cash flow conversion, exceeding 100% in recent years.
Capital allocation focuses on organic innovation, supply chain, and opportunistic M&A, with strict acquisition criteria and potential for additional buybacks if M&A does not occur.
AirSeal's growth strategy for laparoscopy?
BioBrace sales acceleration post-RCT data?
Share repurchase beyond the $0.07 EPS impact?
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Next CONMED earnings date
Q4 202528 Jan, 2026
CONMED
Next CONMED earnings date
Q4 202528 Jan, 2026
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Frequently asked questions
CONMED Corporation develops, manufactures, and sells surgical devices and related equipment for minimally invasive procedures worldwide. The company offers orthopedic surgery products, such as powered surgical instruments for use in arthroscopic and reconstructive orthopedic surgeries; sports medicine products; electrosurgical products that include generators, electrodes, and accessories; video equipment to facilitate visualization of the surgical field during minimally invasive procedures; and disposable fluid management systems to support various surgical procedures.
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