Q3 2025 Enovis Corp Earnings Call Transcript
Key Points
- Enovis Corp (ENOV) reported a 9% revenue growth on a reported basis and 7% organically for the third quarter.
- The company's recon business showed strong growth, with US recon growing 7% and international growth at 12%, driven by the Lima integration.
- The Augmented Reverse Glenoid System (ARG) is gaining traction, with additional products in the pipeline to support ongoing innovation.
- Enovis Corp (ENOV) completed the divestiture of Dr. Comfort, which is expected to positively impact growth and margins.
- The company generated nearly $30 million in free cash flow during the quarter, indicating strong financial health.
- The US hip and knee market faced a 1% decline due to capital order comparisons from the previous year.
- Tariffs have impacted EBITDA margins by approximately 50 basis points, with $10 million paid year-to-date.
- There are concerns about potential headwinds from entitlement cuts, government policy changes, and inflationary pressures.
- The delay in the ARVIS launch has paused capital sales, impacting revenue from this segment.
- The divestiture of Dr. Comfort, while beneficial in the long term, may have a modest short-term impact on revenue.
Good morning. My name is [Carrie], and I will be your conference operator today. At this time, I would like to welcome everyone to the Enovis third quarter 2025 financial results conference call.
(Operator Instructions) I would now like to turn the call over to Kyle Rose, Vice President of Investor Relations. Please go ahead.
Good morning everyone and thank you for joining us today for our third quarter 2025 results conference call. I'm Kyle Rose, Vice President of Investor Relations. Joining me on the call today are Damien McDonald, Chief Executive Officer; and Ben Barry, Chief Financial Officer.
Our earnings release was issued earlier this morning and is available in the investor section of our website enovis.com. We have also posted a slide presentation in relation to today's call, which can also be found on our website. Both the audio and the slide presentation of this call will be archived on the website later today.
During this call, we'll be making some forward
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