Tear Sheet: Zimmer Biomet Holdings Inc.

Revenue growth rates in Zimmer Biomet Holdings Inc.?s Knees and Hips segments in the first quarter 2025 were below our expected range for the year (1.9% and 2.4% constant currency growth for knees and hips, respectively, compared with the first quarter of 2024). However, we believe Zimmer?s recent product launches and better sales execution will support revenue expansion over 2025-2026. For example, in its Knees segment, Zimmer recently introduced the Oxford Partial Cementless Knee and Persona OsseoTi cementless knee. Additionally, the U.S. Food and Drug Administration's recent approval for Persona Revision Solution will help Zimmer expand its proprietary surface-hardening technology into the revision knee space, further strengthening its Knee portfolio. In its Hips portfolio, we believe the recent launch of

...July 10, 2025 We expect organic constant currency revenue growth of 3%-5% in the coming years aided by new product launches. Revenue growth rates in Zimmer Biomet Holdings Inc.'s Knees and Hips segments in the first quarter 2025 were below our expected range for the year (1.9% and 2.4% constant currency growth for knees and hips, respectively, compared with the first quarter of 2024). However, we believe Zimmer's recent product launches and better sales execution will support revenue expansion over 2025-2026. For example, in its Knees segment, Zimmer recently introduced the Oxford Partial Cementless Knee and Persona OsseoTi cementless knee. Additionally, the U.S. Food and Drug Administration's recent approval for Persona Revision Solution will help Zimmer expand its proprietary surface-hardening technology into the revision knee space, further strengthening its Knee portfolio. In its Hips portfolio, we believe the recent launch of Z1 Triple taper stem, HAMMR surgical impactor, and its acquisition...

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