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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.
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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