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Zimmer Biomet (ZBH) investor relations material
Zimmer Biomet 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
Market outlook and demand trends
Orthopedic markets remain healthy with stable volumes and sustainable pricing projected for the next two to three years.
U.S. market strength is driven by a shift to Ambulatory Surgical Centers, supporting robust demand.
Medicaid represents less than 3% of volumes, with no imminent threat from changes in Medicaid exchanges.
Ten countries account for 90% of revenue, with contract cycles providing pricing visibility.
No expectation of a return to pre-pandemic price erosion; positive pricing delivered for seven consecutive quarters.
Innovation and product pipeline
All portfolio gaps in hips, knees, and SCT have been closed, with a shift to customer-centric innovation.
Launching the first anti-infective platform in Japan, with a 40%-50% price premium and global expansion planned.
Full launches of smart implants and solder robotics set for 2026, with semi-autonomous robotics expected in early 2027.
Monogram acquisition to enable launch of a fully autonomous robot, aiming for faster, more accurate, and reproducible procedures.
Multiple robotics and navigation platforms provide category leadership and flexibility.
Execution and operational performance
Organic growth accelerated to 5.6% in Q3 2025, driven by innovation and strong U.S. performance.
Q3 growth impacted by $24 million in missed distributor orders in non-core geographies; management and forecasting changes underway.
Commitment to more measured quarterly guidance and prudent revenue recognition, especially for volatile regions.
U.S. commercial organization restructuring to accelerate growth and ensure best-in-class talent.
Focus on consistent execution to avoid operational surprises and deliver reliable results.
Anti-infective hip: US launch timeline & impact?
How will future guidance address quarterly volatility?
What is the strategic rationale for CVH acquisition?
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Next Zimmer Biomet earnings date
Q4 20255 Feb, 2026
Next Zimmer Biomet earnings date
Q4 20255 Feb, 2026
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Frequently asked questions
Zimmer Biomet Holdings Inc. designs, manufactures and markets musculoskeletal healthcare products and related surgical products. It operates in two segments: Spine and Craniomaxillofacial and Thoracic; and Dental, which provides hardware, software, technology and services that support dental and oral health; sports medicine, knee, hip and extremities reconstructive joint replacement equipment; bracing, trauma and patient care products; power tools and implants for use in orthopedic reconstructive procedures; products used for the treatment of foot or ankle conditions; biologics products that promote bone growth for spinal fusion surgeries; minimally invasive therapies for the treatment of spinal degenerative diseases.
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