FN2 Earnings Intelligence
ZBH revenue earnings history
Zimmer Biomet Holdings, Inc. (ZBH) quarterly reported and estimated revenue history by fiscal quarter.
Earnings History
Zimmer Biomet Holdings, Inc.
Zimmer Biomet's Q2 update supports a constructive operating thesis: hip, robotics, navigation, and acquired-product momentum helped management raise its outlook. The thesis remains dependent on executing the sales-force transition, converting product launches into sustained growth, and containing pricing, reimbursement, China, and supply pressures.
Zimmer Biomet Holdings, Inc.
Zimmer Biomet delivered a solid Q1 beat with adjusted EPS of $2.09 (12.4% above consensus) and revenue of $2.087B (0.8% above estimates), while raising both EPS and free cash flow guidance for 2026. Despite these positives, the stock fell roughly 10% on 5x normal volume. The market punished management's decision to hold revenue guidance unchanged at 1-3% organic growth despite the strong quarter. A $0.20 per-unit tariff benefit that padded Q1 results was disclosed as a pull-forward rather than a sustainable tailwind, and an unexpected CFO departure added to investor unease. The gap between a confident management tone and a sharply negative market reaction signals skepticism about the durability of the beat.
Zimmer Biomet Holdings, Inc.
Zimmer Biomet enters 2026 with product and robotics momentum, but the investment case depends on executing its U.S. salesforce transformation without allowing disruption, pricing pressure, or acquisition integration costs to dilute growth.
Zimmer Biomet Holdings, Inc.
The quarter supports a constructive but qualified view: product innovation, robotics adoption and procedure-volume tailwinds can support growth, but the durability of demand and execution against regional, restorative-therapy and revision-market headwinds remain important tests.
Zimmer Biomet Holdings, Inc.
The quarter supports a constructive but conditional view: product adoption, robotics, ASC expansion and operational improvements provide potential growth support, while tariff, integration, regulatory and competitive risks remain material.
Zimmer Biomet Holdings, Inc.
The call supports a cautiously constructive growth case: management points to new products, ASC expansion, ROSA robotics, and Paragon 28 as growth drivers, but the lower EPS outlook and tariff, competitive, and execution risks temper the evidence.
Zimmer Biomet Holdings, Inc.
The transcript supports a constructive but qualified view: management is pairing a broad product and robotics pipeline with ASC expansion and a maintained outlook. The case is tempered by foreign-exchange pressure, pricing and interest-cost risks, and the execution demands of the Paragon 28 integration.
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