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    ZBH
    Earnings call· Jun 2026(Q2 FY26)

    ZIMMER BIOMET HOLDINGS Q2 FY26 earnings call ZBH

    Aug 5, 2026 Source

    Executive summary

    Zimmer Biomet Q2 FY26 — Strong Performance Drives Upgraded Full-Year Outlook

    Zimmer Biomet delivered strong second-quarter results, exceeding expectations with robust organic growth, particularly in the U.S. and key segments like Hips and Technology. This performance, coupled with better-than-expected progress on its U.S. sales force transformation and new product momentum, led the company to raise its full-year revenue and adjusted EPS guidance. Management remains focused on operational excellence and innovation, while navigating pricing pressures and international headwinds, with a clear strategy for long-term growth and market share gains.

    Highlights

    5
    • Net sales of $2.177 billion, representing 4.8% reported growth and 4% organic constant currency growth.

    • U.S. organic constant currency growth of 4.6%, demonstrating strong progress in sales force transformation.

    • Hips segment delivered 5.1% constant currency growth, with U.S. Hips up 5.9% driven by the 'hip triple play'.

    • Technology & Data, Bone Cement and Surgical segment grew 21.5%, with U.S. technology sales up over 50%.

    • Full-year organic constant currency revenue guidance raised to 2.25%-3.25% from 1%-3%, and adjusted EPS guidance raised to $8.47-$8.59 from $8.40-$8.55.

    Concerns

    5
    • Pricing was an 80 basis point headwind in the quarter.

    • Adjusted gross margin declined 120 basis points year-over-year to 71.1% due to increased manufacturing costs.

    • Adjusted operating margin decreased 210 basis points year-over-year to 25.7% due to investments in the U.S. commercial organization.

    • MIS segment declined 1.5% internationally, heavily impacted by China and core emerging markets.

    • Continued pressure in the trauma and restorative therapies segments partially offset S.E.T. growth.

    Guidance & targets

    17
    CategoryTargetConfidence
    Full-year organic constant currency revenue growth
    2.25% to 3.25%
    high materiality
    High
    Full-year adjusted EPS
    $8.47 to $8.59
    high materiality
    High
    Full-year foreign exchange impact on revenue
    approximate 50 basis point tailwind
    medium materiality
    High
    Paragon 28 contribution to full-year reported sales growth
    110 basis points
    medium materiality
    High
    Full-year reported sales growth
    3.9% to 4.9%
    high materiality
    High
    Full-year pricing erosion
    up to 100 basis points
    medium materiality
    High
    Q3 foreign exchange impact
    50 basis point headwind
    medium materiality
    High
    Full-year gross margin
    around 71%
    medium materiality
    High
    Full-year operating margins
    decline a little more than 50 basis points
    medium materiality
    High
    Q3 operating margins
    down slightly on a sequential basis from the second quarter
    low materiality
    High
    Full-year net interest and other nonoperating expense
    $295 million
    medium materiality
    High
    Full-year tax rate
    18%
    medium materiality
    High
    Share repurchases
    up to $1 billion
    high materiality
    High
    Fully diluted weighted average shares outstanding
    about 193 million
    medium materiality
    High
    Free cash flow growth
    9% to 11%
    medium materiality
    High
    Weighted Average Market Growth Rate (WAMGR)
    5% to 6%
    high materiality
    Medium
    Sales force transition completion
    by the end of 2027
    high materiality
    High

    Segment performance

    5
    SegmentRevenueYoYQoQMargin
    Total Company
    Strong second quarter results, above expectations.
    Organic constant currency growth: 4%U.S. organic constant currency growth: 4.6%International organic constant currency growth: 3.1%
    $2.177 billion4.8% reported
    Hips
    Driven by U.S. hip triple play and iodine core launch in Japan.
    U.S. growth: 5.9%International growth: 4.2%Z1 penetration: >40% of U.S. hip stemsHAMMR utilization: >25% of U.S. primary hip casesOrthoGrid cases: as many in H1 2026 as full year 2025
    5.1% constant currency
    MIS (Minimally Invasive Solutions)
    International decline heavily impacted by China and core emerging markets. Expect improved performance from new product launches and go-to-market changes.
    U.S. growth: 1.4%International decline: 1.5%
    0.1% constant currency
    S.E.T. (Surgical, Extremities, Trauma)
    Strong performance in Paragon 28, CMFT, and upper extremities, partially offset by pressure in trauma and restorative therapies.
    Acceleration from Q1: 180 basis pointsU.S. growth: mid-single-digitParagon 28 sales growth: mid-teensCMFT growth: double digitsUpper extremities growth: upper single-digit
    3.4% organic constant currency
    Technology & Data, Bone Cement and Surgical
    Driven by record capital sales, ROSA with Optimize, and early contribution from ROSA Shoulder launch.
    U.S. technology sales growth: >50%
    21.5%

    Operational metrics

    22
    Adjusted EPS
    $2.07in line with prior year quarter
    Q2 FY26

    Higher revenue and lower share count offset by Paragon 28 dilution and U.S. commercial investments.

    Pricing headwind
    80
    Q2 FY26

    Within guidance range of up to 100 basis points for the year.

    Adjusted gross margin
    71.1down 120 basis points year-over-year
    Q2 FY26

    In line with expectations.

    Adjusted operating margin
    25.7down 210 basis points year-over-year
    Q2 FY26

    In line with expectations, reflecting investments in U.S. channel.

    Adjusted net interest and nonoperating expenses
    $71 millionmodestly below the prior year
    Q2 FY26
    Adjusted effective tax rate
    18
    Q2 FY26
    Fully diluted shares outstanding
    192.8 milliondown year-over-year
    Q2 FY26

    Due to $500 million in share repurchases during H1 2026, including $250 million in Q2.

    Cash and cash equivalents
    $410 million
    Q2 FY26

    As of quarter end.

    Share repurchases
    $500 million
    H1 FY26

    Executed during the first half of 2026, including $250 million in Q2.

    R&D spend shift
    ongoing

    Shifting certain R&D spend to newly opened global capability center in India to access strong talent and improve cost structure.

    New manufacturing plant
    ongoing

    Opening in Costa Rica to increase supply chain resilience and access lower cost geographies. Construction is well underway.

    AI initiatives for operating expenses
    ongoing

    Aggressively implementing AI to address operating expenses cost base and drive long-term margin improvement.

    Orthopedic market growth
    4% to 5%
    overall market

    Management's estimate for the overall market health.

    China revenue contribution
    2
    current

    China represents 2% of Zimmer Biomet's total revenue.

    China EBITDA contribution
    1
    current

    China represents 1% of Zimmer Biomet's total EBITDA.

    China revenue decline
    20
    this year

    China has been declining 20% this year, creating a headwind.

    Percentage of surgeons using robotics
    20
    current

    20% of orthopedic surgeons in the U.S. use robotics.

    Percentage of surgeons using robotics
    10
    current

    10% of orthopedic surgeons outside the U.S. use robotics.

    Shoulder arthroplasty doctors
    20
    current

    Only about 20% of doctors perform shoulder arthroplasties due to complexity.

    Reverse shoulder arthroplasty percentage
    70
    current

    Roughly 70% of all shoulder arthroplasties are reverse procedures.

    Implant cost as percentage of overall cost
    14% to 15%
    current

    The implant is only around 14% to 15% of the overall cost in ASCs, shifting focus to efficiency and outcomes.

    Book of business contracted
    85
    current

    85% of the company's book of business is contracted, providing visibility into pricing dynamics.

    Industry KPIs

    9
    MetricValueDetails
    System utilizationstrongest quarter to date
    Pricing realized price80bps
    New product launch rampover 50products
    Procedure volume growth4% to 5%%
    FCF conversion leverage guidance9% to 11%%
    Installed base system placementsrecord capital sales
    Segment franchise organic growth4.0%%
    Sales force commercial capacity build200reps
    Indicated addressable patient population$0.5 billionUSD

    Product announcements

    5
    ProductTypeDetails
    ROSA Shoulder (next-generation)launch
    iodine core hip implantlaunch
    Z1 (triple-taper hip stem)milestone
    HAMMR (Surgical Impactor)milestone
    OrthoGrid (AI-based navigation solution)milestone

    Deals & partnerships

    2
    Paragon 28Integration of a fast, agile, entrepreneurial culture into Zimmer Biomet.

    Acquisition closed on April 21, 2025. Goal was to balance integration with preserving Paragon 28's culture, which has been successful.

    Deerfield Management and the Hospital for Special Surgery in New York CityMusculoskeletal venture capital fund focused on disruptive technology.

    Zimmer Biomet is the exclusive orthopedic investor in the Mobility Revolution Fund, launched through this collaboration, demonstrating commitment to innovation and diversification.

    Risks & headwinds

    6
    Pricing pressureQ2 FY26, FY26

    80 basis point headwind in Q2; up to 100 basis points for the full year

    Mitigation: 85% of book of business is contracted; focus on comprehensive value and efficiency in ASCs.

    Increased manufacturing costsQ2 FY26

    Contributed to 120 basis point decline in adjusted gross margin year-over-year

    Mitigation: Shifting R&D spend to India; opening new manufacturing plant in Costa Rica; aggressively implementing AI initiatives to address operating expenses.

    International MIS declineQ2 FY26

    1.5% decline internationally

    Mitigation: New product launches and go-to-market changes in key OUS markets are expected to lead to improved performance.

    Pressure in Trauma and Restorative Therapies segmentsQ2 FY26

    Partially offset strong S.E.T. growth

    Mitigation: Addressing changes needed in these two businesses.

    Impact from China and core emerging marketsQ2 FY26, FY26

    Heavily impacted international MIS decline; China declining 20% this year

    Mitigation: Expect favorable comps in 2027 as these headwinds are anticipated to dissipate.

    Disruption from U.S. and international go-to-market changesFY26

    Balanced with healthy orthopedic procedural market and new product momentum

    Mitigation: Transition is progressing as planned with less customer disruption and sales force turnover than initially expected.

    What to watch in Q3 FY26

    5

    Sales force transition completion

    next quarter
    CurrentProgressing as planned, 6 months in with less disruption and turnover than expected
    TargetContinued progress towards completion by end of 2027

    Why it matters

    Successful completion of the sales force transformation is critical for establishing a more productive, diversified, and scalable growth engine.

    We are on track to complete all of these by the end of 2027.

    Q&A highlights

    5

    How is the U.S. sales force transition progressing, what remains to be done, and why is SG&A increasing due to related investments?

    The sales force transition is progressing better than expected, evidenced by strong U.S. growth and low turnover. It's a growth strategy, not a cost-saving one, involving significant investments in retention agreements, adding 200 tech reps, and improving comp plans. The company expects to complete the transition by the end of 2027, with investments yielding better results in 2027.

    The sales force transition, the go-to-market changes are going better, if not much better than expected. And I think that's evidenced in the numbers that we posted for the quarter.

    asked by Frederick Wise · answered by Ivan Tornos

    2 min read6 chapters

    Detailed Narrative

    01

    Strong Q2 Performance and Upgraded Outlook

    Zimmer Biomet delivered net sales of $2.177 billion in the second quarter, growing 4.8% on a reported basis and 4% organically constant currency, surpassing internal expectations. This robust performance was driven by strong U.S. growth of 4.6% organic constant currency. Consequently, the company raised its full-year organic constant currency revenue guidance to 2.25%-3.25% (from 1%-3%) and adjusted EPS guidance to $8.47-$8.59 (from $8.40-$8.55), reflecting confidence in its strategic initiatives and market conditions.

    02

    U.S. Sales Force Transformation Progress

    The transition to a dedicated and specialized U.S. sales organization is progressing ahead of schedule and with less disruption and turnover than initially anticipated. This transformation is yielding increased productivity, as evidenced by strong U.S. organic growth and segment-specific performance. The company is investing in retention agreements, adding 200 tech reps, and implementing new sales excellence programs, with the goal of completing the full transition by the end of 2027 to establish a more productive and scalable commercial channel.

    03

    Innovation Driving Growth

    New product launches are significant growth catalysts. The iodine core hip implant in Japan is exceeding expectations, driving market share and competitive conversions, with plans for U.S. FDA submission. In the U.S., the 'hip triple play' (Z1 hip stem, HAMMR Surgical Impactor, and OrthoGrid AI-based navigation) is gaining momentum. The next-generation ROSA Shoulder robotic system, capable of both anatomic and reverse procedures and dual resection, is also receiving strong early feedback following its limited market release and upcoming full launch.

    04

    Operational Excellence and Cost Structure

    Zimmer Biomet is focused on driving efficiencies through operational excellence. This includes strategically shifting R&D spend to a new global capability center in India to leverage talent and improve cost structure. Additionally, a new manufacturing plant in Costa Rica is under construction, aiming to enhance supply chain resilience and access lower-cost geographies. The company is also aggressively implementing AI initiatives to optimize operating expenses and support long-term margin improvement.

    05

    M&A Strategy and WAMGR Aspiration

    The company's M&A strategy remains consistent, targeting higher-growth segments within recon (e.g., data, technology, infection) and S.E.T. (e.g., ankle, sports medicine, upper extremities, CMFT), as well as adjacent areas. The successful integration of Paragon 28, which is growing mid-teens with negligible turnover, serves as a template for future acquisitions. Zimmer Biomet aims to achieve a Weighted Average Market Growth Rate (WAMGR) of 5%-6% by the end of the decade through a combination of organic innovation and strategic M&A.

    06

    Market Dynamics and Pricing Stability

    Management maintains a positive outlook on the overall orthopedic market, estimating 4%-5% growth, and does not see a fundamental slowdown despite some quarterly fluctuations. Pricing dynamics remain stable, with an 80 basis point headwind in Q2, well within the full-year guidance of up to 100 basis points. The company believes that in the ASC environment, the focus is on comprehensive value and efficiency rather than solely implant price, as implants represent a small portion of overall procedure costs.

    AI-generated summary of the company’s earnings call. Not investment advice.