| ZBH |
Report |
Net sales |
IN-LINE |
pred ~$2.14B vs. cons $2.13B |
MEDIUM |
| ZBH |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$2.04 vs. cons $2.01 |
MEDIUM |
| ZBH |
Report |
Adjusted operating margin |
MISS |
pred ~25.7% vs. cons 26.0% |
MEDIUM |
| ZBH |
Guide |
FY2026 adjusted diluted EPS guidance |
UNCHANGED |
guide ~$8.48 midpoint vs. cons $8.48 (FY2026) |
HIGH |
| ZBH |
Guide |
FY2026 organic constant-currency revenue-growth guidance |
LOWER |
guide ~2.0% midpoint vs. cons 2.4% (FY2026) |
MEDIUM |
| ZBH |
Guide |
3Q26 adjusted operating-margin commentary |
LOWER |
guide ~25.2% vs. cons 25.6% (3Q2026) |
MEDIUM |
| ZBH |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.5% |
— |
MEDIUM |
| ZBH |
Return |
5-day cumulative residual |
-5.5% (FOLLOW-THROUGH) |
A modest EPS beat is likely to be outweighed by ~25.7% margin versus 26.0% consensus and organic growth that remains below the ~2.4% implied Street expectation. Reaffirming ~$8.48 FY EPS leaves more second-half revenue and productivity execution embedded in estimates, so out-period revisions should move lower after the report. |
MEDIUM |