NYSE$CNMD

Conmed Corp. · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Conmed reported a 5.8% increase in sales and a 26.4% increase in adjusted diluted EPS for the fourth quarter of 2024.

CONMED Corporation announced solid sales and earnings growth for the fourth quarter and full-year 2024, with Q4 sales increasing 5.8% to $345.9 million and adjusted diluted EPS rising 26.4% to $1.34, despite persistent supply challenges.

  • Sales for Q4 2024 increased by 5.8% year-over-year to $345.9 million, or 6.0% in constant currency.
  • Diluted net earnings per share (GAAP) for Q4 2024 were $1.08, up from $1.05 in Q4 2023.
  • Adjusted diluted net earnings per share for Q4 2024 increased by 26.4% to $1.34.
  • Domestic revenue grew by 6.8% year-over-year, while international revenue increased by 4.4% (5.0% in constant currency).

Headline financials

Total Revenue

$346M

Previous: $327M+5.8%
EPS (adj)

$1.34

Previous: $1.06+26.4%
Sales Growth

-0.8%

No prior period
Sales Growth (Constant Currency)

7.1%

No prior period
Domestic Revenue Growth

0.0%

No prior period
International Revenue Growth (Constant Currency)

-1.6%

No prior period
Adjusted Diluted EPS Growth

1.3%

No prior period
EPS Growth

1.1%

No prior period
Capital Expenditures

-$4.04M

Previous: $4.86M-183.2%
Net Income

$33.8M

Previous: $33.1M+2.1%
Operating Income

$52.5M

Previous: $43M+22.2%
Gross Profit

$198M

Previous: $184M+7.6%
R&D Expense

$13.2M

No prior period

Revenue & EPS history

Conmed · Revenue · Quarterly

$346M

Q4 2024+5.8%vs Q4 2023
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 expects full-year 2025 reported revenue to be between $1.344 billion and $1.372 billion, representing 4% to 6% constant currency growth, and adjusted diluted net earnings per share in the range of $4.25 to $4.40.

Tailwinds

  • Expected full-year 2025 revenue growth of approximately 4% to 6% in constant currency.
  • Anticipated full-year 2025 adjusted diluted net earnings per share in the range of $4.25 to $4.40.
  • Management is focused on improving operations and strengthening the foundation for future above-market revenue and profitability growth.
  • The company aims for continued solid sales and earnings growth.
  • The outlook suggests continued profitability.

Headwinds

  • Expected currency headwind of approximately 100 to 120 basis points on revenue growth.
  • Anticipated currency headwind of approximately $0.15 to $0.20 on adjusted diluted net earnings per share.
  • Guidance excludes any potential impact from recently announced tariffs, which could be a future negative.
  • The company navigated persistent supply challenges in 2024, which may continue.
  • The company is unable to provide a quantitative reconciliation for forward-looking adjusted diluted net earnings per share due to uncertainty and unreasonable effort regarding acquisition, integration, and other charges.

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 2024

Historical avgQ4 2024

-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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