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Zimmer Biomet (ZBH) investor relations material

Zimmer Biomet Morgan Stanley 23rd Annual Global Healthcare Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Morgan Stanley 23rd Annual Global Healthcare Conference summary8 Sep, 2025

Financial performance and guidance

  • Earnings per share guidance was raised, supported by lower tariff estimates, reduced interest expenses, and strong cash flow generation.

  • Operating margins are expected to be at the favorable end of previous guidance, with operational improvements and FX tailwinds contributing.

  • Guidance for 2025 is 3.5% to 4.5% growth, with high confidence in achieving targets due to internal and external factors.

  • Q3 2025 is expected to approach 6% growth, with Q4 being seasonally softer.

  • International markets show healthy growth, with pricing as a tailwind for several years.

Product innovation and pipeline

  • New product launches, especially the "Magnificent Seven," are driving sequential improvements in key categories like hips and knees.

  • Major launches include Oxford Partial Cement, Z1 Triple Tapered Stem, and Persona Revision in Europe.

  • The impact of new products typically materializes 18–24 months post-launch, with further acceleration expected in 2026.

  • Upcoming innovations include iodine-coated devices and ROSA Optimize, with multiple new indications planned.

  • The Monogram acquisition aims to introduce fully autonomous robotics by 2027, offering a broad navigation and robotics portfolio.

Market dynamics and growth drivers

  • Demographic trends, increased activity among older adults, and the adoption of GLP-1s are boosting procedure volumes.

  • Ambulatory Surgery Centers (ASCs) now account for over 20% of U.S. sales, with dedicated strategies and partnerships enhancing performance.

  • Productivity and margins are higher in ASCs, with dedicated sales teams and efficient inventory allocation.

  • Pricing remains stable due to innovation and high contribution margins from orthopedic procedures.

  • The extremities business, including sports medicine and foot and ankle, is growing faster than large joint segments.

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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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