Q3 2025 Zimmer Biomet Holdings Inc Earnings Call Transcript

Nov 5, 2025 / 01:30 PM GMT

Release Date Price: CHF81.5

Transcript 10-Q8-K

Key Points

Positve

Zimmer Biomet Holdings Inc (ZBH) reported a 5% sales growth on an organic constant currency basis, with adjusted earnings per share up 9.2% year over year.
The US business showed strong performance with a 5.6% growth, driven by new product cycles and strong robotic placements.
The company's robotics and navigation strategy is resonating well with surgeons, with US technology and data sales increasing by 20.3% this quarter.
Zimmer Biomet Holdings Inc (ZBH) is making significant strides in innovation, with the acquisition of Monogram Technologies and the launch of new products like the iodine-reed hip in Japan.
The company is maintaining its adjusted EPS guidance of $8.10 to $8.30 for 2025, despite challenges, indicating strong financial management.

Negative

Zimmer Biomet Holdings Inc (ZBH) faced unexpected weaknesses in Eastern Europe, Latin America, and non-core segments, impacting growth by 120 basis points.
The company had to lower its full-year organic constant currency revenue growth expectations due to continued weakness in restorative therapies and challenges in certain international markets.
There were last-minute cancellations of distributor orders in emerging markets, particularly in Europe, affecting the quarter's performance.
The US revision market for both hips and knees showed a modest slowdown, which is expected to persist throughout the rest of 2025.
Zimmer Biomet Holdings Inc (ZBH) acknowledged challenges in commercial execution, particularly in non-core areas, which impacted their overall performance.

Refinitiv StreetEvents Event Transcript
P R E L I M I N A R Y V E R S I O N

ZBH.N - Zimmer Biomet Holdings Inc
Q3 2025 Zimmer Biomet Holdings Inc Earnings Call
Nov 05, 2025 / 01:30PM GMT

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THIS TRANSCRIPT IS THE INITIAL PRELIMINARY VERSION WHICH LEVERAGES MACHINE LEARNING TECHNOLOGY. AS SUCH, PLEASE BE AWARE THERE MAY BE INACCURACIES IN THE TEXT DISPLAYED. FUTURE EDITED VERSIONS WILL BE REVIEWED FOR GREATER ACCURACY.

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Please stand by Good morning ladies and gentlemen and welcome to the Zimmer biomed 3rd quarter, 2025 earnings

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