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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Enovis
Enovis (ENOV) investor relations material
Enovis 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 summary13 Jan, 2026
Business transformation and growth
Achieved ~$2.24–2.25B in revenue with ~6% organic growth, driven by 20+ acquisitions since 2019, expanding global reach and product portfolio, especially in Recon and P&R segments.
Portfolio is now balanced 50/50 between orthopedics implants and prevention & recovery, and between US and international markets, with international sales rising from 27% in 2019 to over 42% in 2025.
Recent acquisition of LimaCorporate expanded global footprint and capabilities, especially in materials and talent.
Focused on embedding a unified operating model and continuous improvement culture post-acquisitions, emphasizing innovation, commercial excellence, and operational efficiency.
Positioned as an end-to-end mobility health MedTech company, leveraging digital workflow and connected medicine solutions.
Financial performance and outlook
Updated 2025 guidance projects $2.24–2.25B in revenue, 6% organic growth, $400–405M adjusted EBITDA, and $3.25–$3.35 adjusted EPS, with margin improvement from ~14% to ~18% and a pathway to 20%.
Free cash flow conversion targeted at 25%+ in 2026, aiming for 70%+ long-term as integration costs decline, with improvement from -43% in 2024 to over 25% in 2025.
Leverage reduced from 4x to 3.2x post-Lima acquisition, with a goal to drop below 3x before resuming M&A.
Margin expansion driven mainly by gross margin improvements, operating leverage, and cost synergies, with adjusted gross margin (non-GAAP) improved to 59.3% in 2024.
Capital expenditures in 2025 will focus on instruments, capacity expansion, and productivity, supporting long-term growth.
Innovation and product development
Record number of 510(k) submissions in the past year, with a robust innovation pipeline and over 30 new products planned in the next three years.
New product launches in 2025, such as Nebula hip system and cross-compatible shoulder portfolio, set to drive 2026 growth.
ARVIS 2.0 navigation system launching in March, targeting shoulder first, then knee and international markets.
Emphasis on organic R&D, leveraging acquired talent and technology, with less reliance on M&A for innovation.
Ongoing investments in R&D and medical education support continued innovation and market leadership.
How will P&R achieve MSD growth and margin?
What specific actions drive FCF conversion to 70%?
How will 30+ NPIs sustain Recon's market share?
Detail current commercial execution initiatives
How to achieve CapEx/working capital efficiency?
Arvis 2.0: How does its model differentiate?
Partial view of Summaries dataset, powered by Quartr API
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Next Enovis earnings date
Q4 202520 Feb, 2026
Enovis
Next Enovis earnings date
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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