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OrthoPediatrics (KIDS) investor relations material
OrthoPediatrics Goldman Sachs 47th Annual Global Healthcare Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Market overview and business segments
Operates exclusively in pediatric orthopedics, serving a $1.6B U.S. and $3B global TAM.
Business split: 70% trauma/deformity correction, 30% scoliosis, plus specialty bracing and 45+ O&P clinics.
Implants sold in all 300 U.S. children's hospitals; clinics currently serve 20-25 hospitals, with plans to expand.
International expansion and regulatory milestones
International sales comprise 20-25% of revenue, with significant growth potential due to under-penetration.
Achieved EU MDR approval, enabling new product launches in Europe after a five-year hiatus.
Acquired a major Brazilian distributor, shifting from wholesale to direct sales, improving margins and cash flow.
Margin and cash flow improvements expected in Brazil by 2026, with revenue growth impact from 2027 onward.
Product innovation and pipeline
Entered a "super cycle" of new product launches following completion of EU MDR work.
Recent and upcoming launches: 3P Hip (full rollout Q2), 3P Small/Mini (beta Q3), VertiGlide (EOS market), eLLi (mechanical growing rod, first-in-human by year-end), Veraxis (fusion system, 2027), and TRAXIO (halo gravity traction).
Specialty bracing segment expanding with new hip braces and additional products over the next 6-9 months.
- Q1 2026 revenue rose 13% to $59.4M, adjusted EBITDA turned positive, and guidance was raised.KIDS
Q1 20265 May 2026 - New product launches and regulatory shifts are fueling growth and expanding market share.KIDS
The Citizens Life Sciences Conference 20264 May 2026 - 2026 outlook targets double-digit growth and profitability, fueled by innovation and global expansion.KIDS
TD Cowen 46th Annual Health Care Conference29 Apr 2026 - Votes will be held on director elections, executive pay, plan amendment, and auditor ratification.KIDS
Proxy filing20 Apr 2026 - Director elections, compensation, plan amendment, and auditor approval headline the annual meeting.KIDS
Proxy filing20 Apr 2026 - Clinic growth, innovation, and stable margins drive strong performance and future expansion.KIDS
25th Annual Needham Virtual Healthcare Conference14 Apr 2026 - Record 2025 revenue, double-digit Q4 growth, and strong 2026 outlook with positive cash flow.KIDS
Q4 20257 Apr 2026 - Projected 2026 revenue up to $266M, with breakeven adjusted EBITDA and positive free cash flow.KIDS
Investor presentation26 Feb 2026 - Record growth in pediatric orthopedics, driven by innovation and expanding specialty bracing.KIDS
Canaccord Genuity’s 45th Annual Growth Conference3 Feb 2026
Next OrthoPediatrics earnings date
Next OrthoPediatrics earnings date
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