The beat and reaffirmed guidance reinforce the recovery narrative. Monitor conference call for margin trajectory and Recon sales sustainability. Given the 89% analyst bullishness on ENOV, further upside possible if guidance is raised later in the year.
Price Chart
Executive Summary
Enovis reported Q1 2026 adjusted EPS of $0.89, beating consensus of $0.82 by 8.5%, and revenue of $589M (+5.4% YoY), driven by 10.8% growth in Reconstructive sales. The company reaffirmed full-year 2026 guidance for revenue ($2.31-2.37B), adjusted EBITDA ($425-435M), and adjusted EPS ($3.52-$3.73), signaling continued operational improvement and confidence.
Key Financial Metrics
Key Facts
- Q1 2026 net sales $589.2M, +5.4% reported, +3.3% organic YoY
- Reconstructive sales +10.8% reported, +5.5% organic
- GAAP net loss $8.5M (-$0.15/share) vs loss $55.7M (-$0.98) a year ago
- Adjusted EPS $0.89 vs consensus $0.82 (beat by 8.5%)
- Adjusted EBITDA $103.6M (17.6% margin) vs $87.1M (15.6%) a year ago
- Full-year 2026 guidance reaffirmed: rev $2.31-2.37B, adj. EBITDA $425-435M, adj. EPS $3.52-$3.73
- Operating cash flow $24.0M vs -$1.6M a year ago
Financial Impact
Adjusted EPS beat consensus by $0.07 (8.5%), revenue slightly above prior-year level with guidance maintained
Risk Factors
- Macroeconomic headwinds and geopolitical tensions could pressure elective surgery volumes
- Tariff exposure and supply chain disruptions in international markets
- Integration risks from the Lima acquisition still ongoing
- Negative free cash flow in Q1 ($-28.9M) warrants monitoring
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001420800-26-000017 |
| Document: cfx-20260507.htm | 0001420800-26-000017 |
| Document: 0001420800-26-000017-index-headers.html | 0001420800-26-000017 |
| Document: 0001420800-26-000017-index.html | 0001420800-26-000017 |
| Document: 0001420800-26-000017.txt | 0001420800-26-000017 |
| 8-K Data (Synthetic) | 0001420800-26-000017 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | Institutional Cluster | $20.81 $21.59 | ▼ −3.75% | ▼ −4.93% | $21.10 (−1.39%) |
Sep 8, 2026 6w ago | Insider Cluster | $19.03 $18.41 | ▼ −3.26% | ▼ −2.66% | $21.10 (+10.88%) |
Sep 4, 2026 7w ago | Insider Cluster | $19.98 $19.03 | ▼ −4.75% | ▼ −4.29% | $21.10 (+5.61%) |
Sep 1, 2026 8w ago | 8-K | $20.53 $20.20 | ▼ −1.61% | ▼ −2.05% | $21.10 (+2.78%) |
Jul 17, 2026 14w ago | Press Release | $27.07 $26.84 | ▼ −0.85% | ▼ −0.69% | $21.10 (−22.05%) |
May 7, 2026 24w ago | 8-K | $27.25 $26.52 | ▼ −2.68% | ▼ −3.51% | $21.10 (−22.57%) |
May 7, 2026 24w ago | Press Release | $27.25 $26.52 | ▼ −2.68% | ▼ −3.51% | $21.10 (−22.57%) |
Apr 10, 2026 28w ago | Press Release | $24.42 $24.86 | ▲ +1.80% | ▲ +0.83% | $21.10 (−13.60%) |
Feb 26, 2026 34w ago | 8-K | $25.42 $25.47 | ▲ +0.20% | ▲ +0.65% | $21.10 (−16.99%) |
US Market Status
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