NYSE$CNMD

Conmed Corp. · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Conmed's second quarter results for 2023 showed growth in both Orthopedics and General Surgery.

CONMED Corporation reported strong growth in both Orthopedics and General Surgery for the second quarter of 2023. The company is raising its revenue guidance for the full year 2023 and now expects revenue between $1.230 billion and $1.260 billion. The Company now expects full-year 2023 adjusted diluted net earnings per share in the range of $3.40 to $3.55.

  • Excellent growth in both Orthopedics and General Surgery.
  • Built on the momentum generated during the first three months of the year.
  • Confident in ability to grow above market.
  • Continue to deliver clinical innovation to customers.

Headline financials

Total Revenue

$318M

Previous: $277M+14.6%
EPS (adj)

$0.83

Previous: $0.76+9.2%
Capital Expenditures

-$8.78M

Previous: -$9.4M+6.5%
Free Cash Flow

$4.95M

Previous: -$178M+102.8%
Net Income

$13.7M

Previous: -$168M+108.2%
Operating Income

$27.4M

Previous: $24.5M+12.1%
Gross Profit

$171M

Previous: $152M+12.5%
Cash & Equivalents

$27.8M

Previous: $53.2M-47.6%
Total Assets

$2.32B

Previous: $2.07B+12.1%
Stock-Based Comp

$6.42M

Previous: $5.76M+11.6%

Revenue & EPS history

Conmed · Revenue · Quarterly

$318M

Q2 2023+14.6%vs Q2 2022
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Conmed · $277M total across 2 segments · Q2 2022

  • General Surgery
    $157M
  • Orthopedic Surgery
    $120M

Forward guidance

CONMED is raising its revenue guidance for the full year 2023 and now expects revenue between $1.230 billion and $1.260 billion, compared to its prior guidance of between $1.205 billion and $1.250 billion. The Company now expects full-year 2023 adjusted diluted net earnings per share in the range of $3.40 to $3.55, compared to its prior range of $3.30 to $3.50.

Tailwinds

  • Revenue guidance raised for full year 2023.
  • Revenue now expected between $1.230 billion and $1.260 billion.
  • Prior revenue guidance was between $1.205 billion and $1.250 billion.
  • Full-year 2023 adjusted diluted net earnings per share expected in the range of $3.40 to $3.55.
  • Prior range for adjusted diluted net earnings per share was $3.30 to $3.50.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

-0.0%

Avg return

Earnings day

+0.4%

Avg return

5 days after

+3.0%

Avg return

30 days after

45%

29 / 65 earnings

Positive

+16.5%

Q1 2025

Best reaction

-18.5%

Q3 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.6%+1.9%-0.8%
Q4 2025-4.0%+0.3%+18.9%
Q3 2025-0.1%+0.6%-9.8%
Q1 2025+16.5%+13.8%+15.6%
Q4 2024-9.0%-12.1%-15.2%
Q3 2024+5.5%+9.0%+14.5%
Q2 2024-6.0%-5.6%+5.3%
Q1 2024-13.2%-5.7%+3.9%
Q4 2023-11.7%-13.0%-15.7%
Q3 2023-0.3%+3.1%+15.0%
Q2 2023-1.6%+0.8%-10.1%
Q1 2023+11.2%+9.2%+2.7%
Q4 2022+3.3%+6.4%+0.4%
Q3 2022-3.3%-1.0%+3.2%
Q2 2022-2.5%-4.5%-10.0%
Q1 2022-8.5%-19.2%-17.3%
Q4 2021+4.9%+11.0%+19.6%
Q3 2021+1.5%+2.0%-5.9%
Q2 2021+1.3%-0.2%-1.4%
Q1 2021+4.8%+7.0%+1.5%
Q4 2020-4.6%-6.1%+3.1%
Q3 2020+2.8%-3.9%+29.6%
Q2 2020+5.5%-0.4%+4.8%
Q1 2020+9.2%+0.5%+8.5%
Q4 2019-2.6%-4.7%-11.9%
Q3 2019+10.4%+12.9%+13.7%
Q2 2019+7.3%+4.5%+15.3%
Q1 2019+0.7%-2.6%+0.8%
Q4 2018+6.1%+4.9%+12.8%
Q3 2018-0.6%+1.3%+0.8%
Q2 2018+8.6%+5.5%+8.7%
Q1 2018+7.2%+5.3%+10.7%
Q4 2017+10.2%+7.1%+6.3%
Q3 2017+1.9%-2.7%+0.7%
Q2 2017-1.3%+1.3%-4.1%
Q1 2017+4.2%+6.9%+7.6%
Q4 2016-6.9%-4.0%-6.8%
Q3 2016+5.0%+3.3%+18.3%
Q2 2016-17.5%-16.9%-17.0%
Q1 2016-4.1%
Q4 2015-5.9%
Q3 2015-18.5%
Q2 2015-4.3%
Q1 2015+10.7%
Q4 2014-1.4%
Q3 2014+4.4%
Q2 2014-9.5%
Q1 2014-2.8%
Q4 2013+4.2%
Q3 2013-2.7%
Q2 2013+2.8%
Q1 2013-2.7%
Q4 2012+4.6%
Q3 2012+0.3%
Q2 2012-0.4%
Q1 2011+0.8%
Q1 2012-2.1%
Q1 2010-0.2%
Q4 2009-0.2%
Q4 2011-0.2%
Q3 2010-1.8%
Q3 2011-1.8%
Q2 2011-2.3%
Q4 2010-2.3%
Q2 2010-2.3%

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