The solid beat and reaffirmed guidance should provide a positive short-term catalyst. However, the stock has already priced in strong expectations; watch for any commentary on tariff impacts or macro headwinds on the earnings call. The reaffirmed outlook suggests management sees stable underlying demand.
Price Chart
Executive Summary
Enovis reported Q1 2026 adjusted EPS of $0.89, beating consensus of $0.81 by 9.9%, and revenue of $589M, beating $572.4M by 2.9%. Revenue grew 5% (3% organic) and adjusted EBITDA margin improved to 17.6% from 15.6% a year ago. The company reaffirmed full-year 2026 guidance, signaling confidence despite a dynamic macro environment.
Key Financial Metrics
Key Facts
- Q1 2026 adjusted EPS $0.89 vs consensus $0.81 (beat 9.9%)
- Revenue $589M vs consensus $572.4M (beat 2.9%)
- Total revenue growth 5% reported, 3% organic; Reconstructive grew 11% reported, 6% organic
- Adjusted EBITDA $104M, margin 17.6% vs prior year 15.6%
- GAAP net loss narrowed to $8.5M from $55.7M a year ago
- Full-year 2026 guidance reaffirmed: revenue $2.31-2.37B, adjusted EPS $3.52-$3.73, adjusted EBITDA $425-435M
- Free cash flow conversion expected to be 25% or higher for the full year
Financial Impact
EPS beat of ~$0.08 (9.9%) and revenue beat of ~$16.8M (2.9%); guidance unchanged
Risk Factors
- Macroeconomic and geopolitical uncertainty (tariffs, Middle East, Ukraine)
- Integration costs from Lima acquisition still weighing on GAAP profitability
- P&R segment flat growth (0.2% decline in Bracing & Support) could signal softness
- Free cash flow negative in Q1 due to capex; full-year conversion guidance may be challenged
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3289720 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 7d ago | Institutional Cluster | $20.81 $21.59 | ▼ −3.75% | ▼ −4.93% | $21.54 (−3.51%) |
Sep 8, 2026 6w ago | Insider Cluster | $19.03 $18.41 | ▼ −3.26% | ▼ −2.66% | $21.54 (+13.19%) |
Sep 4, 2026 7w ago | Insider Cluster | $19.98 $19.03 | ▼ −4.75% | ▼ −4.29% | $21.54 (+7.81%) |
Sep 1, 2026 8w ago | 8-K | $20.53 $20.20 | ▼ −1.61% | ▼ −2.05% | $21.54 (+4.92%) |
Jul 17, 2026 14w ago | Press Release | $27.07 $26.84 | ▼ −0.85% | ▼ −0.69% | $21.54 (−20.43%) |
May 7, 2026 24w ago | 8-K | $27.25 $26.52 | ▼ −2.68% | ▼ −3.51% | $21.54 (−20.95%) |
May 7, 2026 24w ago | Press Release | $27.25 $26.52 | ▼ −2.68% | ▼ −3.51% | $21.54 (−20.95%) |
Apr 10, 2026 28w ago | Press Release | $24.42 $24.86 | ▲ +1.80% | ▲ +0.83% | $21.54 (−11.79%) |
Feb 26, 2026 34w ago | 8-K | $25.42 $25.47 | ▲ +0.20% | ▲ +0.65% | $21.54 (−15.26%) |
US Market Status
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