Zimmer Biomet Embarks on US Channel Transformation

Zimmer Biomet reported 4Q25 orthopedic sales of $2.2 billion, up 10.9% compared to the fourth quarter of 2024. For the full year, the company generated $8.2 billion in orthopedic sales, up 7.2% compared to the prior year.

The company’s strong quarter was driven by healthy end markets, momentum from new products and improved performance of the U.S. sales channel. Zimmer Biomet saw its highest robotic capital sales quarter in over two years, increased its cementless knee penetration to 35% and drove meaningful adoption of its Z1 hip.

The evolution of its U.S. sales channel represents the final core initiative for Zimmer Biomet to become a durable mid-single-digit growth company. About a third of the work is done, and the entire project is likely to wrap up by the end of 2027.

“We’re moving from being a channel here in the U.S. that has a lot of nondedicated employees,” said Zimmer Biomet CEO Ivan Tornos. “We’ve got people that have 2 or 3 jobs while working at Zimmer Biomet. It’s part of the nature of the 1099 model here in the U.S. That’s not something that we want to keep. We want to have 100% of our U.S. salesforce being dedicated.”

Given the improved, more comprehensive nature of Zimmer Biomet’s portfolio now, the company feels that it is the right time to overhaul its U.S. commercial channel. However, the process is sure to create some short-term disruption.

Zimmer Biomet expects 2026 organic, constant currency growth in the range of 1% to 3%.

Orthopedic Sales Data

Unless otherwise noted, all orthopedic sales data is provided in USD millions. We estimate orthopedic sales and growth rates on an as-reported basis.

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