NYSE$CNMD

Conmed Corp. · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

CONMED delivered record revenue in both the fourth quarter and for the full year.

CONMED Corporation reported strong financial results for Q4 2023, achieving record revenue for both the quarter and the full year. The company's balanced growth across various businesses and geographies demonstrates the strength of its portfolio. Looking ahead to 2024, CONMED is focused on delivering innovative technology solutions in General Surgery and Orthopedics.

  • CONMED achieved record revenue in both the fourth quarter and full year of 2023.
  • The company saw balanced growth across various businesses and geographies.
  • CONMED is focused on delivering innovative technology solutions in General Surgery and Orthopedics.
  • Full-year 2024 reported revenue is expected to be between $1.340 billion and $1.365 billion, representing year-over-year growth of approximately 8% to 10%.

Headline financials

Total Revenue

$327M

Previous: $251M+30.4%
EPS (adj)

$1.06

Previous: $0.42+152.4%
Capital Expenditures

$4.86M

Previous: $5.68M-14.5%
Net Income

$33.1M

Previous: $0.00
Operating Income

$43M

Previous: $0.00
Gross Profit

$184M

Previous: $132M+39.8%
Stock-Based Comp

$5.92M

Previous: $5.76M+2.9%

Revenue & EPS history

Conmed · Revenue · Quarterly

$327M

Q4 2023+30.4%vs Q4 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

The Company expects full-year 2024 reported revenue between $1.340 billion and $1.365 billion. The Company expects full-year 2024 adjusted diluted net earnings per share in the range of $4.30 to $4.40.

Tailwinds

  • Full-year 2024 reported revenue is expected to be between $1.340 billion and $1.365 billion.
  • Year-over-year revenue growth of approximately 8% to 10% is expected.
  • Full-year 2024 adjusted diluted net earnings per share is expected in the range of $4.30 to $4.40.
  • Year-over-year adjusted diluted net earnings per share growth of approximately 25% to 28% is expected.
  • The impact of foreign currency exchange rates in 2024 is expected to be immaterial.

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 Q4 2023

Historical avgQ4 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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