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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Robbie Marcus | JPMorgan | 6 | 17% |
| Travis Steed | Bank of America | 6 | 33% |
| Larry Biegelsen | Wells Fargo | 5 | 20% |
| Caitlin Cronin | Canaccord Genuity | 5 | 0% |
| Rick Wise | Stifel | 5 | 0% |
| Dave Roman | Goldman Sachs | 5 | 60% |
| Matt Miksic | Barclays | 5 | 0% |
| Danielle Antalffy | UBS | 4 | 0% |
| Matt Taylor | Jefferies | 4 | 0% |
| Chris Pasquale | Nephron Research | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Wells Fargo | 2 | 6 | 17% |
| Bank of America | 1 | 6 | 33% |
| JPMorgan | 1 | 6 | 17% |
| Barclays | 1 |
| 5 |
| 0% |
| Canaccord Genuity | 1 | 5 | 0% |
| Goldman Sachs | 1 | 5 | 60% |
| Stifel | 1 | 5 | 0% |
| Morgan Stanley | 1 | 4 | 0% |
Zimmer Biomet delivered Q1 revenue growth of 9.3% reported and 2.9% organic constant currency with adjusted diluted EPS of $2.09 up from $1.81, raising EPS guidance to $8.40-$8.55 and free cash flow growth to 9-11%. The US salesforce transition progressed as planned while technology and robotics growth accelerated and Paragon 28 growth accelerated toward double digits. The CFO departure was announced and adjusted gross margin reached 73%, with $250M in share repurchases executed in Q1.
Competitive Dynamics | Revenue Growth | Innovation & R&D | Guidance Reliability | Product Launch | M&A | Margin | Trade Tariffs | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 2 | 2 | 1 | 3 | 3 | 2 | 2 | 1 |
| 2025Q1 | 5 | 3 | 3 | 2 | 2 | 2 | 3 | |
| 2025Q2 | 6 | 3 | 6 | 2 | 2 | 3 | 1 | 1 |
| 2025Q3 | 4 | 6 | 3 | 3 | 2 | 1 | 1 | |
| 2025Q4 | 5 | 6 | 1 | 4 | 3 | 2 | 2 | |
| 2026Q1 | 4 | 6 | 3 | 1 | 3 | 1 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Competitive Dynamics | 2 | 5 | 6 | 4 | 5 | 4 |
| Revenue Growth | 2 | 3 | 3 | 6 | 6 | 6 |
| Innovation & R&D | 1 | 3 | 6 | 3 | 1 | 3 |
| Guidance Reliability | 3 | 2 | 2 | 3 | 4 | 1 |
| Product Launch | 3 | 2 | 2 | 2 | 3 | 3 |
| M&A | 2 | 2 | 3 | 1 | 2 | 1 |
| Margin | 2 | 1 | 1 | 2 | 2 | |
| Trade Tariffs | 1 | 3 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ZBH Zimmer Biomet | 9 | +9.3% | |
| ABT Abbott Laboratories | 6 | +7.8% | |
| ALGN Align Technology | 6 | +6.2% | |
| BSX Boston Scientific | 6 | +11.6% | |
| DXCM DexCom | 9 | +15.1% | |
| EW Edwards Lifesciences | 9 | +16.7% | |
| MDT Medtronic | 7 | +8.8% | |
| PODD Insulet Corporation | 8 | +33.9% | |
| STE Steris | 7 | +7.3% | |
| SYK Stryker Corporation | 4 | +2.6% |