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Zimmer Biomet Holdings, Inc. (ZBH) Q4 2025 Earnings Call Transcript

Seeking Alpha
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Zimmer Biomet reported Q4 2025 earnings on February 10, 2026, with CEO Ivan Tornos and CFO Suketu Upadhyay highlighting financial performance and strategic priorities during the call. Revenue growth was driven by strong demand in knee and hip implants, offsetting supply chain challenges that persisted through late 2025. Margins improved slightly due to cost-cutting measures. The company emphasized its $1B+ R&D pipeline, including AI-driven surgical robotics and next-gen biomaterials, aiming to accelerate commercialization by 2027. Analysts pressed executives on pricing pressures and regulatory hurdles, with leadership citing operational efficiencies as a counterbalance to inflationary costs. Guidance for 2026 projects mid-single-digit revenue growth, contingent on macroeconomic stability and successful product launches in emerging markets.
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SA Transcripts158.27K FollowersFollow5ShareSaveComments Zimmer Biomet Holdings, Inc. (ZBH) Q4 2025 Earnings Call February 10, 2026 8:30 AM EST Company Participants David DeMartino - Senior Vice President of Investor RelationsIvan Tornos - President, CEO & Chairman of the BoardSuketu Upadhyay - CFO and Executive VP of Finance, Operations & Supply Chain Conference Call Participants Mathew Blackman - TD Cowen, Research DivisionFrederick Wise - Stifel, Nicolaus & Company, Incorporated, Research DivisionPatrick Wood - Morgan Stanley, Research DivisionVijay Kumar - Evercore ISI Institutional Equities, Research DivisionRobert Marcus - JPMorgan Chase & Co, Research DivisionTravis Steed - BofA Securities, Research DivisionMatthew Taylor - Jefferies LLC, Research DivisionRyan Zimmerman - BTIG, LLC, Research DivisionDanielle Antalffy - UBS Investment Bank, Research DivisionLarry Biegelsen - Wells Fargo Securities, LLC, Research DivisionChristopher Pasquale - Nephron Research LLCCaitlin Cronin - Canaccord Genuity Corp., Research DivisionJoanne Wuensch - Citigroup Inc., Research DivisionMatthew Miksic - Barclays Bank PLC, Research Division Presentation Operator Good morning, ladies and gentlemen, and welcome to the Zimmer Biomet Fourth Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded today, February 10, 2026. [Operator Instructions] I would now like to turn the conference over to David DeMartino, Senior Vice President, Investor Relations. Please go ahead. David DeMartinoSenior Vice President of Investor Relations Thank you, operator, and good morning, everyone. Welcome to Zimmer Biomet's Fourth Quarter 2025 Earnings Conference Call. Joining me on today's call are Ivan Tornos, our Chairman, President and CEO; and Suky Upadhyay, our CFO and EVP Finance, Operations and Supply Chain. Before we get started, I'd like to remind you that our comments during this call will include forward-looking statements. Actual results may differ materially from those indicated by the forward-looking statements due to a variety of risks and uncertainties. For a detailed discussion of all these risks and uncertainties, in addition

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