| ZBH |
Report |
Revenue |
IN-LINE |
pred ~$2.150B vs. cons $2.133B |
MEDIUM |
| ZBH |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$2.040 vs. cons $2.007 |
MEDIUM |
| ZBH |
Report |
Organic growth |
BEAT |
pred ~3.0% vs. cons 2.18% |
MEDIUM |
| ZBH |
Guide |
FY26 organic growth |
LOWER |
guide ~1.0%-3.0% vs. cons 2.33% |
MEDIUM |
| ZBH |
Guide |
FY26 reported revenue |
UNCHANGED |
guide ~2.5%-4.5% / $8.437B-$8.602B vs. cons $8.548B |
MEDIUM |
| ZBH |
Guide |
FY26 adjusted EPS |
UNCHANGED |
guide ~$8.40-$8.55 vs. cons $8.480 |
MEDIUM |
| ZBH |
Guide |
Q3 / 2H commentary |
UNCHANGED |
guide ~constructive products but continued Project Optima caution; consensus UNVERIFIED |
LOW |
| ZBH |
Return |
Day-1 residual (stock − beta × S&P 500) |
-7.0% |
— |
LOW |
| ZBH |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — lower implied H2 organic/revenue math should prompt estimate pressure |
LOW |