Zimmer Biomet appears well positioned for growth supported by its market strategies, though macroeconomic concerns and intense competition persist. The company's knee business is benefiting from robust adoption of cementless offerings, with first-quarter 2026 total Knees net sales up 1.8% on an organic constant currency basis. Overall net sales increased 6.8% on a constant currency basis and 2.9% organically, driven by momentum in S.E.T. and Technology & Data. However, management expects 2026 operating margins to decline about 50 basis points year over year due to lower gross margins, Paragon 28 dilution, and higher U.S. commercial investments. The Zacks Consensus Estimate for 2026 earnings per share has remained at $8.48 over the past 30 days, with revenues pegged at $8.53 billion, suggesting 3.6% growth.
Zimmer Biomet Holdings IncKnee business growing with cementless adoption, but margin pressure and competition offset
Globus Medical
Integra LifeSciences Holdings
Phibro Animal Health Corporation