Enovis (ENOV) investor relations material

Strategic positioning and portfolio

• Maintains a balanced portfolio: 50% U.S./international, 50% PNR/recon, and within recon, 50% extremities/large implant.

• Focuses on agility and customer proximity, enabling rapid decision-making and innovation.

• Attracts commercial and innovative talent due to its dynamic environment.

• Covers the full patient continuum from prevention to recovery, enhancing patient trust and revenue cycle.

• Sees long-term tailwinds in orthopedics, with a strong organic innovation pipeline.

Growth, M&A, and capital allocation

• Recent M&A, including the Lima acquisition, has globalized the business and built a platform for organic growth.

• Near-term focus is on integrating recent acquisitions, driving cash flow, and reducing debt before pursuing further M&A.

• Future acquisitions will target channels and geographies within orthopedics, not outside adjacencies.

• Capital allocation prioritizes debt paydown and organic investment, with M&A as a future lever.

Product pipeline and innovation

• Arvis, a zero-footprint, flexible navigation system for knees and shoulders, will see broader release in the first half of next year.

• Recent launches include the augmented glenoid (ARG) for shoulder and Nebula stem/OrthoDrive for hip, filling portfolio gaps and driving double-digit growth.

• Focuses on both major innovations and incremental improvements (“singles and doubles”) to expand the portfolio.

• Emphasizes customer-centric, ROI-driven product models and rapid, intuitive clinician training.