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OrthoPediatrics (KIDS) investor relations material
OrthoPediatrics 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
Strategic focus and market overview
Solely dedicated to pediatric orthopedics, serving a $6 billion global market with a focus on trauma, deformity, scoliosis, specialty bracing, and enabling technology.
Over 80 systems in the portfolio, with a consistent cadence of new product launches and a strong commitment to clinical education, hosting 300+ training sessions annually.
U.S. market focus on 300-400 children's hospitals, avoiding adult hospitals entirely, and expanding internationally to over 75 countries.
Business expansion through R&D and multiple M&A acquisitions, including recent specialty bracing and enabling technology companies.
Specialty bracing and enabling technology are key new growth areas, with significant investments and acquisitions since 2022.
Product innovation and pipeline
Accelerated product introduction since 2017, now offering advanced systems for trauma, deformity, and scoliosis, including 3D-printed navigation and zero-radiation systems.
Recent launches include the VertiGlide system for severe early-onset scoliosis and the DF2 Brace for hip dysplasia, with upcoming launches like 3P Mini and eLLi mechanical growing rod in 2026-2027.
Specialty bracing division (OPSB) is growing over 20% annually, with expansion of clinics from 26 to nearly 40, including the first international clinic in Ireland.
Enabling technology such as Playbook enhances OR workflow, surgeon support, and procedure safety, with strong surgeon adoption.
Continued investment in R&D and new technologies, with a robust pipeline for trauma, deformity, and scoliosis products.
Financial performance and outlook
Historical revenue growth over 20% annually (except during COVID), with 2025 guidance at $233.5M-$234.5M revenue and $15M-$17M adjusted EBITDA.
Third quarter is seasonally strongest due to school schedules, with unique sales patterns compared to other OEMs.
Significant improvement in free cash flow, targeting break-even in 2026, down from $40M cash usage two years ago to about half in 2025.
Strategic shift in the last 18 months to prioritize EBITDA and cash flow over pure growth, supported by $60M cash on hand at Q3 2024.
Anticipates continued aggressive growth, improved profitability, and financial independence over the next 18 months.
Specialty Bracing: How to sustain 20%+ growth
Path to FCF break-even in 2026
Enabling tech: Impact on market share & adoption
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Next OrthoPediatrics earnings date
Piper Sandler 37th Annual Healthcare Conference4 Dec, 2025
Next OrthoPediatrics earnings date
Piper Sandler 37th Annual Healthcare Conference4 Dec, 2025
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Frequently asked questions
OrthoPediatrics Corp. is a medical device company specializing in the design and manufacture of orthopedic solutions for pediatric patients. The company’s product portfolio includes implants, surgical instruments, and biologics to address conditions such as scoliosis, trauma, and deformities. OrthoPediatrics collaborates with surgeons to develop specialized systems tailored to the unique needs of children and adolescents. The company is headquartered in Warsaw, Indiana, and its shares are listed on the NASDAQ.
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