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Edge29 May 2026
Who You Gonna Call? The Story of Rollins
How Rollins built one of America's most consistent businesses through recurring pest control, trusted local brands, and decades of acquisitions.
Smith & Nephew
Smith & Nephew (SN) investor relations material
Smith & Nephew Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary27 May, 2026
Market positioning and portfolio
Operates in markets worth approximately $50bn, growing at 6% annually, with leading positions in Advanced Wound Management, Orthopaedics, Sports Medicine, and ENT.
Holds #2 share in Advanced Wound Management and Sports Medicine, #4 in Orthopaedics and ENT.
Portfolio includes advanced wound care, bioactives, devices, joint repair, trauma, extremities, and enabling technologies.
2025 revenues reached $6.2bn, reflecting a diversified product base.
Strategic priorities and growth ambitions
RISE strategy focuses on efficient execution, strategic investment, innovation, and expanding patient reach.
Aims for 6-7% organic revenue CAGR, 9-10% trading profit CAGR, and >$1bn FCF by 2028.
Capital allocation prioritizes innovation, acquisitions, maintaining balance sheet strength, and shareholder returns.
Announced a $500m share buyback funded by free cash flow and cash balances.
Financial and operational performance
Q1 2026 revenue was $1,501m, with underlying growth of 3.1% and reported growth of 6.6%.
Sports Medicine & ENT grew 6.7% underlying, Advanced Wound Management 2.2%, and Orthopaedics 0.8%.
Emerging Markets delivered 10.5% growth, while US and other established markets grew 2.1% and 1.0%, respectively.
Guidance for 2026 remains at ~6% revenue growth and ~8% trading profit growth.
Explain trade-offs impacting US knee performance
Detail China VBP impact on ENT revenue growth
Assess CMS reimbursement impact on bioactives
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Latest events from Smith & Nephew
- Q1 2026 delivered 3.1% underlying growth, guidance reaffirmed, and a $500M buyback announced.SN
Q1 2026 TU12 May 2026 - Strong FY 2025 growth, margin expansion, and new strategy set stage for accelerated 2026 performance.SNInvestor presentation16 Mar 2026
- Strong FY2025 growth, margin expansion, and cash flow set up for accelerated 2026 performance.SNQ4 20252 Mar 2026
- RISE strategy drives growth, innovation, and ASC leadership with strong financial targets for 2028.SNCMD 20253 Feb 2026
- Q2 revenue up 5.6%, margin and cash flow improved, guidance and dividend maintained.SNH1 20242 Feb 2026
- Q3 revenue up 4.0%, but China headwinds prompt lower 2024 margin and growth guidance.SNQ3 2024 TU17 Jan 2026
- Strong growth, margin expansion, and cash flow improvement, with China as a key headwind.SNH2 20247 Jan 2026
- Q1 2025 revenue grew 3.1% with innovation and margin guidance unchanged despite headwinds.SNQ1 2025 TU21 Dec 2025
- RISE strategy targets 6-7% revenue CAGR, >$1bn FCF, and innovation-led market leadership by 2028.SNCMD 202512 Dec 2025
Next Smith & Nephew earnings date
Q2 20264 Aug, 2026
Smith & Nephew
Next Smith & Nephew earnings date
Q2 20264 Aug, 2026
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