Zimmer Biomet (ZBH) Bank of America Global Healthcare Conference 2026 summary

Leadership and organizational updates

• Interim CFO transition was smooth due to strong succession planning and a robust finance team.

• The new CFO brings a diverse background in FP&A, investor relations, and public accounting, supporting seamless leadership changes.

Financial performance and guidance

• Achieved 3% organic revenue growth in Q1 2026, at the top of the 1%-3% guidance range; U.S. growth was 3.2%.

• U.S. knee growth was 2.2%, below expectations, impacted by strikes and account changes, but expected to improve.

• Technology business grew 30% in Q1, with strong capital sales and record robot placements.

• Guidance remains unchanged due to early-year caution and ongoing transformation initiatives.

Product innovation and market position

• Seven major product launches, including the Oxford Partial Cementless Knee and Persona Revision systems, are exceeding expectations.

• Iodine-coated hip implants launched in Japan offer a 40% price premium and are expected to drive growth in the second half of 2026.

• Company holds leading market share in Japan for hips and knees and anticipates upper single-digit growth in 2026.

• ROSA OptimiZe robotics platform adoption is strong, contributing to technology segment growth.