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Enovis (ENOV)
NYSE:ENOV
Earnings Data
Report Date
May 13, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.82Last Year’s EPS
0.81Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a predominantly positive operational and financial story: sustainable organic growth (6% full‑year), strong Recon performance (8% organic; 10% international), margin expansion at the gross level (+170 bps), a return to positive free cash flow and improved leverage/interest expense. Management also highlighted a robust innovation pipeline and actionable 2026 guidance that targets continued growth and improved cash conversion. Notable negatives include a sizeable $501M goodwill impairment, tariff impacts (~$15M), execution shortcomings in Q4 (4 fewer selling days / admitted missed execution), and ongoing integration and investment costs (including a $41M revenue headwind from the Dr. Comfort divestiture). On balance, the material positives around growth, margins, cash flow improvement, portfolio momentum and a clear 2026 outlook outweigh the lowlights, though shareholders should monitor the implications of the impairment, tariff exposure and near‑term operational cadence.Company Guidance
Full-Year Organic Revenue Growth
Full-year 2025 sales of $2.2B (+7% reported) with 6% organic revenue growth; Recon organic growth of 8% and Prevention & Recovery (P&R) organic growth of 4%.
Quarterly Revenue and Comparatives
Q4 2025 revenue of $576M, up 3% reported and 2% organic versus prior year (management noted a 4‑selling‑day headwind in Q4 equivalent to ~400 bps to organic growth).
Strong Recon Performance — U.S. and International
U.S. Recon grew 6% organic (double‑digit growth in extremities and strong shoulder performance driven by ARG); International Recon grew 10% organic with high single‑digit hips/knees and double‑digit extremities.
Product Launches and Innovation Momentum
Launched Nebula Stent and OrthoDrive Impactor in 2025 (Nebula: >60% sales to competitive users); 50% more 510(k) clearances than prior best year; Arvis rollout planned at AAOS with a flexible purchase/lease/per‑procedure model; robust new‑product pipeline for next 24 months.
Margin Expansion and Profitability Improvements
Adjusted gross margin improved to 61% (+170 bps year‑over‑year). Adjusted EBITDA margin maintained at ~17.9% (18% referenced) despite headwinds. Adjusted EPS was $3.30, up 16% year‑over‑year.
Return to Positive Free Cash Flow and Stronger Balance Sheet
Returned to positive free cash flow of $20M in 2025 (free cash flow conversion of 10% vs -43% prior year); leverage reduced to 3.1x; interest expense down to $35M from $57M; successfully refinanced term loan and upsized revolver.
2026 Guidance Reflects Continued Growth
2026 guidance: revenue $2.31B–$2.37B; mid‑single‑digit organic growth of 4%–6% (Recon high single‑digit, P&R low single‑digit); adjusted EBITDA $425M–$435M (≈+50 bps margin); adjusted EPS $3.52–$3.73; free cash flow conversion target 25%+ for 2026 and longer‑term goal of 70%–80%.
Portfolio Shaping and P&R Momentum
P&R accelerated to ~4% organic growth for the year (roughly 2x market), bone growth (BoneStim/Manafuse) and LiteCure showed double‑digit strength; management reported 50% of P&R revenue now growing faster than mid‑single digits following portfolio shaping (including Dr. Comfort divestiture).
ENOV Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ENOV Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $22.32 | $25.42 | +13.89% |
Nov 06, 2025 | $31.49 | $28.42 | -9.75% |
Aug 07, 2025 | $25.76 | $28.52 | +10.71% |
May 08, 2025 | $34.24 | $33.08 | -3.39% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Enovis (ENOV) report earnings?
Enovis (ENOV) is schdueled to report earning on May 13, 2026, TBA (Confirmed).
What is Enovis (ENOV) earnings time?
Enovis (ENOV) earnings time is at May 13, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ENOV EPS forecast?
ENOV EPS forecast for the fiscal quarter 2026 (Q1) is 0.82.