OrthoPediatrics (KIDS) Goldman Sachs 47th Annual Global Healthcare Conference 2026 summary

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.