Globus Medical (GMED) Q1 FY26 earnings call

Globus Medical delivered a strong Q1 FY26, driven by robust U.S. Spine performance and significant margin expansion, leading to a substantial raise in full-year non-GAAP EPS guidance. The company is strategically shifting its Enabling Technologies approach to prioritize recurring revenue and is actively managing the Nevro integration, which experienced expected sequential revenue lumpiness. Management remains focused on organic growth, new product innovation, and financial discipline to achieve long-term profitability targets.