Orthopedic Executive Commentary on the Third Quarter of 2025
Selected comments from the leaders of top orthopedic companies as they reported third quarter 2025 earnings. Nov 19, 2025
Smith+Nephew’s Trauma Growth Offsets Knee Softness
The company grew in the mid-single-digits for the third quarter of 2025, driven by strength in U.S. hips and global trauma. Nov 17, 2025
Shoulder Innovations Accelerates Growth, Raises Guidance
The company grew more than 57% in the third quarter of 2025 as it added surgeon users and expanded its portfolio. Nov 14, 2025
Medacta Looks to Bring Innovation and Growth Engine to Sports Medicine
Medacta is one of the largest and fastest-growing companies in orthopedics as it looks to expand its sports medicine footprint. Nov 12, 2025
Carlsmed Grows Surgeon Base, Raises Guidance
The company nearly doubled its sales quarter-over-quarter, increased its surgeon user base and reduced lead times. Nov 12, 2025
Globus Sees Broad Strength Across U.S. Spine Business
The company's base business grew 7% in the third quarter of 2025, driven by U.S. spine sales and offset by lagged enabling technology sales. Nov 11, 2025
Treace Downgrades Guidance on Volume Softness
The company grew in the low double-digits, but volume headwinds caused Treace to revise its 2025 guidance downward. Nov 11, 2025
Enovis Growth Driven by Extremities and International Sales
The company grew in the double digits for the third quarter of 2025, driven by shoulder and international sales. Nov 10, 2025
Orthofix Growth Driven by Trauma and BGT Sales
The company drove strong third quarter 2025 performance in the U.S. in both its spine and trauma businesses. Nov 07, 2025
CONMED in Later Innings of Ortho Supply Turnaround
The company's orthopedic business grew in the mid single digits in the third quarter of 2025 driven by an improving supply situation. Nov 07, 2025
