CONMED (CNMD) Q2 FY26 earnings call

CONMED delivered strong Q2 FY26 results, surpassing expectations for organic sales growth and adjusted EPS, largely aided by a tariff refund benefit. The company completed its GI product line divestiture and refinanced debt, strengthening its balance sheet and focusing on core growth platforms. While key product lines like AirSeal and domestic orthopedics saw some growth moderation, management remains confident in a second-half acceleration and long-term potential, despite updated, more conservative full-year guidance for sales and free cash flow.