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Merit Medical Systems
Merit Medical Systems (MMSI) investor relations material
Merit Medical Systems 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 summary14 Jan, 2026
Leadership transition and strategic focus
New CEO Martha Aronson appointed in October 2025, succeeding the founder, with a new executive team and global operating committee established.
Transition from founder-led to founder-inspired organization, emphasizing continuity in mission and values.
Board leadership transitioned smoothly to F. Ann Millner as chair, with no anticipated strategic changes.
CEO's early focus includes a listening tour, reinforcing infrastructure, and preparing for global scaling.
Strategy remains customer-focused, combining organic innovation and disciplined M&A.
Business performance and financial outlook
Achieved $1.5 billion in 2025 revenue, with 11% annual growth and 8%-10% Q4 constant currency growth.
Revenue is globally diversified: 40% international, 60% U.S.
Operating margin improved to nearly 20%, targeting 20%-22% for 2026.
Cumulative free cash flow of nearly $300 million (2021-2023), targeting $400 million for 2024-2026.
2026 is the final year of the Continued Growth Initiatives (CGI) program, with strategic planning for 2027-2030 underway.
Product portfolio and growth drivers
Portfolio split between foundational (two-thirds of revenue, 6% CAGR) and therapeutic products (one-third, 19% CAGR).
Cardiac therapies and vascular interventions are high-growth segments, boosted by acquisitions like Cook Medical's lead extraction technology.
Non-vascular growth driven by endoscopy and oncology, with notable products like SCOUT for breast cancer and C2 CryoBalloon for GERD.
WRAPSODY, a PMA-approved product for dialysis, is margin accretive and targets a U.S. market of ~95,000 stents annually.
Product development is increasingly cross-functional, integrating R&D, marketing, and reimbursement expertise.
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Next Merit Medical Systems earnings date
Q4 202524 Feb, 2026
Merit Medical Systems
Next Merit Medical Systems earnings date
Q4 202524 Feb, 2026
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Frequently asked questions
Merit Medical Systems Inc. designs, manufactures, and markets disposable medical devices used in interventional, diagnostic, and therapeutic procedures. The company serves various clinical specialties including cardiology, radiology, oncology, critical care, and endoscopy. Its product portfolio includes catheter-based technologies, vascular access products, embolotherapy devices, and biopsy systems, among others. Merit Medical sells its products to hospitals, clinics, and healthcare providers through a combination of direct sales force and distribution partners. The company is headquartered in South Jordan, Utah, and its shares are listed on the NASDAQ.
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