NYSE$CNMD

Conmed Corp. · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

CONMED faced a challenging macro environment but demonstrated organizational resilience, growing revenue over the third quarters of both 2020 and 2019.

CONMED Corporation announced its third quarter financial results, highlighting revenue growth compared to the third quarters of 2020 and 2019, despite facing a challenging macro environment. The company is now targeting the lower end of its previously issued full-year 2021 revenue guidance and expects full-year 2021 adjusted diluted net earnings per share to be in the range of $3.18 to $3.23.

  • CONMED's revenue grew despite a challenging macro environment.
  • The company is targeting the lower end of its previously issued full-year 2021 revenue guidance.
  • CONMED expects approximately 100 basis points of foreign exchange headwind to fourth quarter revenue growth.
  • Full-year 2021 adjusted diluted net earnings per share are expected to be in the range of $3.18 to $3.23.

Headline financials

Total Revenue

$249M

Previous: $238M+4.6%
EPS (adj)

$0.80

Previous: $0.88-9.1%
Capital Expenditures

-$11.7M

Previous: -$9.86M-18.4%
Free Cash Flow

$3.27M

Previous: -$3.01M+208.5%
Net Income

$14.9M

Previous: $6.85M+118.2%
Operating Income

$26.7M

Previous: $29.4M-9.1%
Gross Profit

$142M

Previous: $134M+6.4%
Cash & Equivalents

$31.5M

Previous: $35.6M-11.5%
Total Assets

$1.75B

Previous: $1.74B+0.6%
Stock-Based Comp

$4.33M

Previous: $3.53M+22.5%

Revenue & EPS history

Conmed · Revenue · Quarterly

$249M

Q3 2021+4.6%vs Q3 2020
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

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

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

Forward guidance

Given the continued uncertainty related to the global pandemic and the impact on hospitals, the Company is now targeting the lower end of its previously issued full-year 2021 revenue guidance of $1.015 billion to $1.035 billion. Based on recent exchange rates, the Company expects approximately 100 basis points of foreign exchange headwind to fourth quarter revenue growth. The Company now expects full-year 2021 adjusted diluted net earnings per share in the range of $3.18 to $3.23, compared to its prior range of $3.15 to $3.25.

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 Q3 2021

Historical avgQ3 2021

-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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