Conmed (CNMD) AI Stock Analysis
Conmed
(BMV:CNMD)
No summary available
Conmed (CNMD) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- MXN 1.32B
- Dividend Yield
- ―
- Average Volume (3M)
- ―
- Price to Earnings (P/E)
- 18.3
- Beta (1Y)
- -0.06
- Revenue Growth
- -8.48%
- EPS Growth
- 3.53%
- Country
- Mexico
- Employees
- 3,900
- Sector
- Healthcare
- Sector Strength
- 51
- Industry
- Medical - Devices
Conmed Business Overview & Revenue Model
Company Description
CONMED Corporation functions as a medical technology enterprise, specializing in the global development, production, and distribution of surgical instruments and related apparatus for a variety of surgical procedures. Its comprehensive product portfo...
Conmed Earnings Call Summary
The call was broadly positive. Third-quarter organic revenue growth was 6.7%, both major product lines grew organically, AirSeal, direct Buffalo Filter, and BioBrace performed well, and adjusted EPS exceeded expectations with higher full-year EPS guidance. The main negatives were declining reported revenue and adjusted EPS, lower free cash flow, weaker U.S. orthopedic and OEM smoke-evacuation sales, higher interest expense, tariff exposure, and a narrowed high end of revenue guidance. Overall, the highlights significantly outweighed the lowlights.
Q3-2026 Updates
Positive Updates
Negative Updates
Company Guidance
For full year 2026, ConMed expects at least 5% organic constant currency revenue growth, with net sales growth of 5% to 5.5%, GI revenue of approximately $20 million, and changes in foreign currency exchange rates representing a tailwind to GAAP results of approximately $9 million; non GAAP adjusted diluted earnings per share are expected in the range of $4.54 to $4.61, adjusted gross margin of approximately 57.5%, adjusted interest expense of approximately $33.7 million, adjusted effective tax rate of approximately 24.5%, free cash flow of approximately $115 million, weighted average shares outstanding of 30.2 million, and $62 million allocated to share repurchase. Fourth-quarter guidance is GAAP net sales of between $364 million and $370 million, organic constant currency growth in the range of 5.1% to 6.8% excluding expected GI revenue of approximately $3.7 million and an FX tailwind of approximately $650 thousand, and adjusted EPS of between $1.23 and $1.30; the company also expects a $0.35 tariff impact ignoring the tariff refunds and 50 to 100 basis points of gross margin expansion with and without the refund.
Conmed Risk Analysis
Conmed disclosed 37 risk factors in its most recent earnings report. Conmed reported the most risks in the "Finance & Corporate" category.
Latest Risks Added
0 New RisksConmed Peers Comparison
Overall Rating
SNN73.8Outperform
SYK71Outperform
ZBH69Neutral
ENOV50Neutral
IART44Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| SNN | 74Outperform | $12.42B | 19.52 | 12.25% | 2.67% | 5.26% | 31.02% |
| SYK | 71Outperform | $111.95B | 30.88 | 15.61% | 1.21% | 7.87% | 22.82% |
| ZBH | 69Neutral | $18.03B | 22.89 | 6.36% | 1.02% | 8.62% | 0.09% |
| Sector * | 51Neutral | $7.86B | -0.30 | -43.30% | 2.27% | 22.53% | -2.21% |
| ENOV | 50Neutral | $1.15B | -1.03 | -68.17% | ― | 4.89% | -30.14% |
| IART | 44Neutral | $991.96M | 75.98 | 1.24% | ― | 0.84% | ― |
* Healthcare Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| MX:CNMD | Conmed Corporation | 863.99 | -271.07 | -23.88% | |
| ENOV | Enovis Corporation | 19.91 | -11.47 | -36.55% | |
| IART | Integra Lifesciences | 12.75 | 1.26 | 10.97% | |
| SNN | Smith & Nephew Snats | 29.70 | -6.13 | -17.11% | |
| SYK | Stryker Corp | 291.86 | -62.38 | -17.61% | |
| ZBH | Zimmer Biomet Holdings | 94.52 | -4.30 | -4.35% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.