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 due to unique events, but improvements are anticipated.

• International growth was 2.5%, in line with expectations, with ongoing market changes.

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

Product innovation and technology

• Launched several new products, including the iodine-coated hip in Japan, which offers a 40% price uplift and is a key growth driver for the second half of the year.

• Technology business grew 30% in Q1, with strong adoption of ROSA OptimiZe and record robot placements.

• The Magnificent Seven product launches are exceeding expectations, and further innovation is underway in digital and infection-prevention platforms.