Globus Medical (GMED) Q2 FY26 earnings call

Globus Medical delivered a strong second quarter, driven by robust U.S. and International Spine performance and significant margin expansion, leading to an upward revision of full-year non-GAAP EPS guidance. While Nevro and Enabling Technologies faced headwinds, the company is strategically integrating Nevro and shifting its capital deployment model for long-term implant pull-through. Management remains focused on organic product development, sales force expansion, and operational efficiency to sustain above-market growth.