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Zimmer Biomet Holdings (ZBH)
NYSE:ZBH
Earnings Data
Report Date
May 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.86Last Year’s EPS
1.81Same Quarter Last Year
Based on 20 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced encouraging operational and product momentum (notably product adoption in hips/knees, robotics strength, robust free cash flow generation, and a sizable buyback program) with significant near-term execution risks (a large U.S. salesforce transformation, pricing/gross margin pressure, higher interest expense and fragile international pockets). Management provided concrete guidance (1%–3% revenue growth and $8.30–$8.45 adjusted EPS for 2026) and emphasized long-term upside from innovation and channel changes while acknowledging short-term disruption.Company Guidance
Solid Q4 and FY25 Organic Revenue Growth
Q4 organic constant-currency sales grew 5.4% (consolidated); U.S. organic growth 5.7% and International organic growth 5.0%. Full-year 2025 organic constant-currency sales grew 3.9%.
Strong Product Adoption in Joints
U.S. knee revenue +6% in Q4 with Persona OsteoTide ~35% penetration and high adoption of Oxford partial cementless knee; U.S. hip revenue nearly +8% in Q4 with implant C1 representing >35% of U.S. hip stems.
Robotics, Technology and Capital Sales Momentum
U.S. technology/data/bone cement/surgical cells increased >10% in Q4, driven by the strongest robotic capital sales quarter in over two years; continued expansion of robotics/navigation offerings including MBOS (Monogram).
Healthy Cash Generation and Free Cash Flow
Q4 operating cash flow $517M and Q4 free cash flow $368M; full-year 2025 free cash flow $1.172B, up >11% year-over-year; company expects free cash flow growth of 8%–10% in 2026 and ~80% FCF conversion.
Adjusted EPS Growth and Share Count Reduction
Q4 adjusted diluted EPS $2.42, up 4.8% year-over-year; full-year adjusted EPS $8.20. Fully diluted shares were 198.1M (down YoY), aided by share repurchases of $250M in Q4.
Capital Return and Balance Sheet Actions
Board approved buyback authority and activity: $250M repurchased in Q4 2025, board authorization up to $1.5B, and management disclosed share buybacks in 2026 of up to $750M; cash & cash equivalents ~ $592M at year-end.
Robust Innovation and Portfolio Progress
Management highlighted closed core portfolio gaps, the 'magnificent seven' platform, iodine-coated devices (Japan launch), Oxford partial cementless knee, and Monogram/MBOS—pipeline ~3x what it was a few years ago with multiple launches planned in 2026.
Progress on U.S. Go-to-Market Changes
Company has completed ~one-third of the transition to a dedicated/specialized U.S. sales channel; plans to complete majority conversion by end of 2027 and to add specialized reps (e.g., 200+ robotics reps) to target higher growth areas like SCT and ASCs.
ZBH 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
ZBH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 10, 2026 | $89.73 | $91.40 | +1.86% |
Nov 05, 2025 | $102.91 | $87.32 | -15.15% |
Aug 07, 2025 | $90.69 | $97.93 | +7.99% |
May 05, 2025 | $101.59 | $89.79 | -11.62% |
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 Zimmer Biomet Holdings (ZBH) report earnings?
Zimmer Biomet Holdings (ZBH) is schdueled to report earning on May 05, 2026, Before Open (Confirmed).
What is Zimmer Biomet Holdings (ZBH) earnings time?
Zimmer Biomet Holdings (ZBH) earnings time is at May 05, 2026, Before Open (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 ZBH EPS forecast?
ZBH EPS forecast for the fiscal quarter 2026 (Q1) is 1.86.