Orthofix Medical Inc., founded in 1980 and headquartered in Lewisville, Texas, operates as a global medical technology company focusing on devices and ...
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Est. EPS $-0.27 · Revenue $210.69M · 1 analysts
Est. EPS $0.03 · Revenue $232.75M · 1 analysts
Est. EPS $-1.18 · Revenue $850.96M · 1 analysts
Est. EPS $-0.52 · Revenue $203.23M · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $822.3M | +2.9% | +7.2% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-92.2M | +26.8% | +24.4% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +67.1% | -1.7% | +0.0% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -8.3% | +21.3% | +44.6% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -11.2% | +28.9% | +29.5% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-1.3M | +85.9% | +33.2% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -0.2% | +86.3% | +37.8% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 50.9% | +42.7% | +1.5% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.45x | -4.8% | -0.9% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $850.6M | -4.8% | -1.5% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -2.28 vs -2.26 | -0.9% | -0.39 vs -0.27 | -47.2% |
| Revenue Surprise | $822.3M vs $814.4M | +1.0% | $210.9M vs $210.7M | +0.1% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Fisher Patrick | officer: President, Global Limb Recon | Common Stock | D | 150 | $9.39 |
| Aug 18, 2026 | Fisher Patrick | officer: President, Global Limb Recon | Common Stock | D | 1,295 | $10.09 |
| Aug 17, 2026 | Juniper Investment Company, LLC | 10 percent owner | Common Stock, $0.10 par value per share | A | 20,000 | $10.01 |
| Aug 14, 2026 | Juniper Investment Company, LLC | 10 percent owner | Common Stock, $0.10 par value per share | A | 19,500 | $10.38 |
| Jun 18, 2026 | McPherron Aviva | officer: Pres, Global Ops & Qual | Common Stock | D | 3,670 | $9.38 |
Operator: Thank you for standing by. At this time, I would like to welcome everyone to the Orthofix Second Quarter 2026 Earnings Call. [Operator Instructions] I would now like to turn the call over to Julie Dewey. Julie Dewey: Thank you, and good morning, everyone. Welcome to Orthofix's Second Quarter 2026 Earnings Call. I'm Julie Dewey, Orthofix's Chief IR and Communications Officer. Joining me today are President and Chief Executive Officer, Massimo Calafiore; and Chief Financial Officer, Julie Andrews. Earlier today, Orthofix released its financial results for the second quarter ended June 30, 2026. A copy of the press release and supplemental presentation are available on our Investor Relations website, and a replay of this call will be posted shortly after we conclude. Before we begin, please note that our remarks include forward-looking statements. These statements involve risks and uncertainties, and actual results may differ materially. All statements other than those of historical facts are forward-looking statements. We do not undertake any obligation to revise or update such forward-looking statements. Factors that could cause actual results to differ materially are discussed in our most recent filings with the SEC and may be included in our future filings with the SEC. We will also reference certain non-GAAP financial measures during today's call, including certain growth rates presented on a pro forma constant currency basis and excluding discontinued M6 artificial disc product lines. Reconciliations to the most directly comparable U.S. GAAP measures and additional information are included in our press release and supplemental materials. Here's today's agenda. Massimo will start with business performance and operational highlights. Julie Andrews will follow with our financial results and guidance, then we'll open the call for Q&A. With that, I'll turn the call over to Massimo to discuss our second quarter performance and the progress we're making across our strategic priorities. Massimo? Massimo Calafiore: Thank you, Julie, and good morning, everyone. I appreciate you joining us today. Our second quarter results provide further evidence that the operational actions we have taken over the past year are showing up more clearly in the business. While that progress is encouraging, our transformation remains a work in progress, and we are staying disciplined in how we evaluate growth quality, commercial productivity, and returns. We delivered 5% pro forma constant currency net sales growth over prior year and saw encouraging trends across several areas of the portfolio, including double-digit growth in Global Limb Reconstruction and Spine Fixation, sequential momentum in Biologics, and the restoration of Medicare reimbursement for bone growth stimulators, which removes a meaningful headwind for our Therapeutic Solutions business as we enter the second half of the year. While we recognize that transformations are rarely linear and not …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Massimo Calafiore | President, Chief Executive Officer & Director | USD 1,310,042 | Male | 1972 | Active |
J. Andres Cedron | Chief Legal Officer & Corporate Secretary | USD 857,955 | Male | 1981 | Active |
Patrick Fisher | President of Global Biologics & Limb Reconstruction | USD 796,911 | Male | 1974 | Active |
Julie Andrews | Chief Financial Officer | USD 667,835 | Female | 1971 | Active |
Aviva McPherron | President of Global Operations & Quality | USD 611,909 | Female | 1977 | Active |
Geoffrey C. Gillespie | Chief Accounting Officer | USD 536,789 | Male | — | Active |
Beau Standish | Chief Enabling Technologies Officer | — | — | 1980 | Active |
Jill Mason | Chief Compliance & Risk Officer | — | Female | — | Active |
Julie D. Dewey | Chief Investor Relations & Communications Officer | — | Female | 1961 | Active |
Stephanie Walsh | Chief Human Resources Officer | — | Female | — | Active |
Orthofix Medical NASDAQ: OFIX executives said the company's updated outlook reflects the restoration of bone growth stimulation reimbursement, improving trends in biologics and limb reconstruction, and an expected European inventory order, partly offset by a steeper-than-anticipated decline among smaller U.S. spine distributors.
Orthofix Medical NASDAQ: OFIX reported second-quarter results that management said reflected improving operating trends across several businesses, while continued weakness among smaller U.S. spine distributors remained a headwind. The company reiterated its focus on commercial productivity, disciplined investment and profitable growth rather than pursuing revenue growth at any cost.
Orthofix Medical Inc. (OFIX) Q2 2026 Earnings Call Transcript
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Orthofix (OFIX) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of a loss of $0.03 per share. This compares to earnings of $0.13 per share a year ago.
