| ZBH |
Report |
Q2 2026 revenue |
IN-LINE |
pred ~$2.145B vs. cons $2.135B |
MEDIUM |
| ZBH |
Report |
Q2 2026 adjusted EPS |
BEAT |
pred ~$2.04 vs. cons $2.01 |
MEDIUM |
| ZBH |
Report |
Q2 2026 adjusted operating margin |
IN-LINE |
pred ~25.9% vs. cons 25.8% |
MEDIUM |
| ZBH |
Guide |
Adjusted EPS guidance |
BETTER |
guide ~$8.53 midpoint vs. cons $8.49 (FY2026) |
MEDIUM |
| ZBH |
Guide |
Reported revenue growth guidance |
LOWER |
guide ~3.5% midpoint vs. cons 3.9% (FY2026) |
MEDIUM |
| ZBH |
Guide |
Organic constant-currency revenue growth guidance |
LOWER |
guide ~2.0% midpoint vs. cons 2.4% (FY2026) |
MEDIUM |
| ZBH |
Guide |
Adjusted operating margin guidance |
LOWER |
guide ~25.3% vs. cons 25.4% (Q3 2026) |
LOW |
| ZBH |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| ZBH |
Return |
5-day cumulative residual |
-3.7% (FOLLOW-THROUGH) |
Despite Q2 adjusted EPS of ~$2.04 vs. $2.01 consensus, an FY2026 guide of ~$8.53 vs. $8.49 consensus implies limited underlying upside after buybacks and leaves second-half organic growth and margin estimates vulnerable to downward revisions. |
MEDIUM |