OrthoPediatrics
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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.
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Goldman Sachs 47th Annual Global Healthcare Conference 2026 summary8 Jun, 2026

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.

Margin impact of the Brazil retail transition
VertiGlide surgeon training and adoption
Set deployment strategy for 2026 FCF goals
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Q2 20264 Aug, 2026
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