The earnings call highlighted strong revenue growth and strategic initiatives aimed at improving long-term profitability and shareholder value. However, challenges such as tariff impacts on margins and a significant decrease in GAAP net income were noted. The shift in capital allocation from dividends to share repurchases indicates a strategic focus on enhancing financial flexibility.
Company Guidance
During the third quarter of fiscal 2025, CONMED reported total sales of approximately $338 million, reflecting a 6.7% increase year-over-year as reported and 6.3% growth in constant currency. The company's general surgery segment grew 6.9% globally on a constant currency basis, while the orthopedics segment delivered a 5.3% constant currency growth globally. Adjusted net income for the quarter was $33.4 million, showing a 2.2% year-over-year increase, and adjusted diluted earnings per share rose by 2.9% to $1.08. The company highlighted key growth drivers such as BioBrace and Foot and Ankle within the orthopedics portfolio, and Buffalo Filter and AirSeal in the general surgery portfolio. For Q4, CONMED projected revenue between $363 million and $370 million, and anticipated full-year 2025 revenue of $1.365 billion to $1.372 billion. Adjusted gross margin for Q4 was expected to be in the mid-55% range. The company also announced a shift in its capital allocation strategy, suspending its dividend in favor of a $150 million share repurchase program to enhance financial flexibility and create long-term shareholder value.
Strong Revenue Growth
Total sales for the third quarter were approximately $338 million, representing a 6.7% growth year-over-year as reported and 6.3% growth in constant currency.
Key Product Performance
General surgery grew 6.9% globally on a constant currency basis, and orthopedics delivered 5.3% constant currency growth globally.
Operational Improvements
Record manufacturing volumes for orthopedic products and a significant reduction in critical SKUs, indicating progress in supply chain improvements.
Strategic Portfolio Review
Engagement with top-tier consultants to assess product offerings, focusing on long-term return on invested capital and improving margin profile.
Share Repurchase Program
Board authorized a new $150 million share repurchase program, transitioning from legacy dividend policy to prioritize shareholder value.
Conmed (CNMD) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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
CNMD Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 05, 2025
$44.44
$44.21
-0.52%
Jul 30, 2025
$49.95
$50.96
+2.02%
Apr 30, 2025
$48.75
$56.77
+16.45%
Feb 05, 2025
$73.20
$66.63
-8.98%
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 Conmed (CNMD) report earnings?
Conmed (CNMD) is schdueled to report earning on Jan 29, 2026, After Close (Confirmed).
What is Conmed (CNMD) earnings time?
Conmed (CNMD) earnings time is at Jan 29, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.