Q3: 2025-11-06 Earnings Summary
EPS of $0.75 beats by $0.10
| Revenue of $548.91M (8.65% Y/Y) beats by $10.30M
Enovis Corporation (ENOV) UBS Global Healthcare Conference 2025 November 10, 2025 2:45 PM EST
Company Participants
Damien McDonald - CEO & Director Phillip Berry - Senior VP & CFO
Conference Call Participants
Danielle Antalffy - UBS Investment Bank, Research Division
Presentation
Danielle Antalffy UBS Investment Bank, Research Division
All right. Good afternoon, everyone. Thank you so much for joining us. My name is Danielle Antalffy. I’m the U.S. med tech analyst here at UBS. Very l…
Q3: 2025-11-06 Earnings Summary
EPS of $0.75 beats by $0.10
| Revenue of $548.91M (8.65% Y/Y) beats by $10.30M
Enovis Corporation (ENOV) UBS Global Healthcare Conference 2025 November 10, 2025 2:45 PM EST
Company Participants
Damien McDonald - CEO & Director Phillip Berry - Senior VP & CFO
Conference Call Participants
Danielle Antalffy - UBS Investment Bank, Research Division
Presentation
Danielle Antalffy UBS Investment Bank, Research Division
All right. Good afternoon, everyone. Thank you so much for joining us. My name is Danielle Antalffy. I’m the U.S. med tech analyst here at UBS. Very lucky to have with us, the Enovis team, Damien McDonald, CEO, Ben Berry, CFO; and of course, Kyle Rose, Head of Investor Relations. So listen, maybe a good place to start, just what is Enovis?
Question-and-Answer Session
Danielle Antalffy UBS Investment Bank, Research Division
And Damien, I’d love to hear you’re getting settled into your role. What brought you to Enovis, what attracted you about the story? And where are you most excited about?
Damien McDonald CEO & Director
Well, first of all, thanks for having us today. I really appreciate UBS hosting us and you, Danielle. Thank you. I’ll try not to get into a monologue about why I’m so excited about this company, but it’s a few things. So firstly, on Enovis, if you don’t know the company, we’re a challenger brand in the orthopedic space to the big 4. I think really what differentiates us is 2 things. Firstly, if you think about the portfolio, we’re an innovative portfolio, but we cross over the whole spectrum of the patient continuum from prevention through implant into recovery. And I think that’s exciting because the whole patient revenue cycle is covered, the whole patient trust cycle is covered and we’ve worked really hard when we – the team before me because I’ve only been here about 6 months, worked really hard to build a really balanced portfolio where 50% U.S., 50% international, where 50% P&R, 50% Recon. In Recon, we’re 50% extremities, 50% large implant. And so I think the portfolio is really exciting. And that’s the first thing.