NYSE$GMED

Globus Medical Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Globus Medical's Q3 2024 results reflected strong sales growth and earnings, driven by the addition of NuVasive and increased volume of spine and enabling technology products.

Globus Medical reported a strong third quarter with worldwide net sales of $625.7 million, a 63.1% increase year-over-year. GAAP net income was $51.8 million, and non-GAAP diluted EPS was $0.83. The company raised its full-year revenue guidance to $2.49 to $2.50 billion and non-GAAP EPS guidance to $2.90 to $3.00.

  • Worldwide net sales increased by 63.1% to $625.7 million.
  • GAAP net income was $51.8 million, with diluted EPS at $0.38.
  • Non-GAAP diluted EPS increased by 45.2% to $0.83.
  • Non-GAAP adjusted EBITDA was $193.7 million, representing 31.0% of net sales.

Headline financials

Total Revenue

$626M

Previous: $384M+63.1%
EPS (adj)

$0.83

Previous: $0.57+45.6%
Capital Expenditures

-$98.3M

Previous: -$55.4M-77.5%
Free Cash Flow

-$46.5M

Previous: -$54.4M+14.5%
Net Income

$51.8M

Previous: $998K+5094.0%
Operating Income

$48.1M

Previous: $404K+11805.4%
Gross Profit

$355M

Previous: $248M+43.1%
Total Assets

$5.09B

Previous: $5.36B-5.0%
Stock-Based Comp

$12.2M

Previous: $22.8M-46.3%

Revenue & EPS history

Globus Medical · Revenue · Quarterly

$626M

Q3 2024+63.1%vs Q3 2023
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

Globus Medical · $375M total across 2 segments · Q3 2023

  • Musculoskeletal Solutions
    $347M+51.0%
  • Enabling Technologies
    $27.7M+14.8%

Forward guidance

Globus Medical raised its guidance for full year 2024 revenue to be in the range of $2.49 to $2.50 billion, and non-GAAP fully diluted earnings per share to be in the range of $2.90 to $3.00. The revised non-GAAP fully diluted earnings per share guidance includes a $0.09 impact of no longer adjusting for the acquisition of in-process research and development.

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 2024

Historical avgQ3 2024

+0.8%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+0.9%

Avg return

30 days after

57%

34 / 60 earnings

Positive

+36.0%

Q3 2025

Best reaction

-23.0%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-5.1%-14.6%-10.4%
Q4 2025+4.6%+2.1%-8.8%
Q3 2025+36.0%+37.3%+47.6%
Q1 2025-23.0%-19.7%-17.3%
Q4 2024-4.6%-4.9%-12.5%
Q3 2024+10.7%+8.2%+11.2%
Q2 2024+4.0%+8.0%+4.4%
Q1 2024+22.8%+28.7%+31.6%
Q4 2023+2.2%+4.6%-3.1%
Q3 2023-1.4%-5.1%-2.5%
Q2 2023-5.0%-4.8%-9.1%
Q1 2023+2.9%-0.3%-1.8%
Q4 2022-1.2%-21.9%-29.2%
Q3 2022-4.2%+9.4%+11.5%
Q2 2022+5.4%+6.9%-2.4%
Q1 2022+0.1%+5.2%+0.1%
Q4 2021-3.1%-3.7%+1.3%
Q3 2021+0.2%-4.3%-19.4%
Q2 2021-3.3%-3.0%+1.3%
Q1 2021+3.1%+3.0%-0.9%
Q4 2020-5.7%-5.2%-10.2%
Q3 2020+2.4%+3.5%+16.9%
Q2 2020+18.5%+13.4%+13.3%
Q1 2020+8.1%+0.6%+21.4%
Q4 2019-2.1%-9.7%-29.0%
Q3 2019+3.6%+4.2%+8.2%
Q2 2019+9.9%+6.1%+12.0%
Q1 2019-1.9%-2.0%-11.0%
Q4 2018+0.2%-2.2%-0.3%
Q3 2018-8.7%-9.9%-19.4%
Q2 2018+4.7%+1.7%+3.5%
Q1 2018-3.4%+0.7%+12.6%
Q4 2017+0.5%-1.8%+2.2%
Q3 2017+9.8%+19.7%+24.3%
Q2 2017-5.2%-3.7%-1.7%
Q1 2017+4.9%+1.0%+4.7%
Q4 2016-3.1%-2.1%+2.5%
Q3 2016-5.6%-4.9%+7.1%
Q2 2016-14.3%-11.7%-13.1%
Q1 2016-9.4%
Q4 2015+4.2%
Q3 2015+12.3%
Q2 2015+2.5%
Q1 2015+4.8%
Q4 2014-0.9%
Q3 2014+7.0%
Q2 2014-16.8%
Q1 2014+6.1%
Q4 2013+1.4%
Q3 2013+7.1%
Q2 2013+2.3%
Q1 2013+7.9%
Q1 2011+0.4%
Q4 2010+0.4%
Q4 2012+5.8%
Q3 2011-20.7%
Q3 2012-16.2%
Q4 2011-0.7%
Q2 2011-0.7%
Q2 2012+0.0%
Q1 2012

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