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Enovis (ENOV) investor relations material
Enovis Jefferies London Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Jefferies London Healthcare Conference 2025 summary18 Nov, 2025
Leadership insights and business integration
New CEO highlighted strong product portfolio and high-caliber talent as key strengths, with integration of acquired businesses seen as a major opportunity for future growth.
Emphasis on embedding a lean business system, inspired by industrial benchmarks, to drive continuous improvement and operational excellence.
Integration of the LEMA acquisition expanded international sales from 22% to nearly 50%, boosting global visibility and talent pool.
Cross-selling between legacy and acquired product lines is in early stages but already contributing to double-digit international growth.
Focus on commercial and operational excellence, cash flow discipline, and debt reduction as strategic priorities.
Portfolio strategy and market positioning
Portfolio is balanced between OrthoRecon and PNR, with recent divestitures improving growth and margin profiles.
PNR business generates strong cash flow, supporting growth investments and M&A opportunities.
Recon business is positioned for high growth in targeted anatomies, with 50% of business in extremities and 50% in large joints.
Brand loyalty in PNR (DonJoy, Aircast) and innovation in bone stimulation are driving market share gains.
Deliberate portfolio mix is enabling above-market growth and improved gross margins.
Market trends and competitive dynamics
Procedural volumes in orthopedics remain solid in the U.S. and internationally, with some caution due to holiday schedules.
U.S. hip and knee implants grew 6%, outpacing the market, while shoulder and foot/ankle segments saw double-digit growth.
LEMA integration has enabled share gains in markets where competitors have exited.
Cross-selling and complementary strengths from acquisitions are expected to drive high single-digit international growth.
Company is positioned as an agile, challenger brand attractive to commercial talent seeking growth opportunities.
EGEBS: What specific areas will see impact first?
Future portfolio shaping: M&A focus areas?
Competitor split: Talent acquisition strategy?
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Q4 202520 Feb, 2026
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Frequently asked questions
Enovis Corporation is a medical technology company focused on developing innovative solutions for orthopedics and rehabilitation. The company designs, manufactures, and distributes medical devices, including braces, prosthetics, joint replacement implants, and rehabilitation equipment. Enovis serves healthcare providers, hospitals, and patients, offering products that support mobility, injury recovery, and surgical procedures. Enovis Corporation is headquartered in Wilmington, Delaware, and its shares are listed on the NYSE.
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