Orthofix Medical Inc（OFIX）資訊與事件OFIXOrthofix Medical Inc

Orthofix Raises 2026 Net Sales Guidance to $845-$855 Million

Consensus $843.31M. Following the restoration of Medicare reimbursement for non-invasive bone growth stimulators to its prior level, second-quarter performance, and the Company's current expectations for the remainder of the year, Orthofix is increasing its full-year 2026 guidance for both net sales and adjusted EBITDA. Net sales are now expected to range from $845 million to $855 million, an increase of $7 million at both the low and high ends of the range from the Company's previous guidance of $838 million to $848 million issued on May 21, 2026. The updated range represents approximately 5% year-over-year pro forma constant currency growth at the midpoint and does not take into account any additional exchange rate changes that may occur this year. The Company is increasing its full-year 2026 non-GAAP adjusted EBITDA guidance to $95 million to $98 million, compared to its previous guidance of $90 million to $93 million issued on May 21, 2026. The updated range reflects continued operating discipline and cost management, while also balancing planned growth investments and geographic mix dynamics. At the midpoint, this represents 80 basis points of non-GAAP adjusted EBITDA margin expansion compared to 2025.

Orthofix Reports Q2 Revenue of $210.9M, Beating Expectations

Reports revenue $210.9M, consensus $209.28M. "Our second quarter results provide further evidence that the operational actions we have taken over the past year are beginning to show up more clearly in the business," said Massimo Calafiore, President and Chief Executive Officer of Orthofix. "We delivered 5% pro forma, constant-currency net sales growth, supported by double-digit growth in Global Limb Reconstruction and Spine Fixation, sequential momentum in Biologics, and the restoration of Medicare reimbursement for bone growth stimulators, which removes a meaningful headwind for our Therapeutic Solutions business as we enter the second half of the year. While our transformation remains a work in progress, we believe Orthofix is operating from a stronger position than it was a year ago. Our focus remains on improving the quality of growth, strengthening commercial productivity, and building a more consistent path to profitability and cash generation. As we continue to execute with discipline, we believe we are building a stronger foundation for durable, profitable growth and long-term shareholder value."

Nasdaq and S&P 500 Futures Rise as Chip Stocks Rebound

Nasdaq and S&P 500 futures are higher as chip stocks rebound after recent weakness. The Dow also enters the week near record territory. Markets are returning from the holiday weekend with a constructive tone, as investors look to extend last week's rally and begin the new week.Last week's weaker-than-expected labor report reduced some fears of additional near-term Federal Reserve tightening, which has helped improve risk appetite. Investors are now turning attention to Wednesday's Fed meeting minutes for clues on how policymakers view inflation and economic growth going into the second half of the year.Earnings season also begins to move into focus this week. Investors are looking for confirmation that corporate earnings can continue justifying elevated valuations after a strong first half of 2026. Analysts are expecting more than 20% year-over-year earnings growth for S&P 500 companies.In pre-market trading, S&P 500 futures rose 0.41%, Nasdaq futures rose 1.17% and Dow futures fell 0.07%.Check out this morning's top movers from around Wall Street, compiled by The Fly.HIGHER -Seerup 37% after receiving an unsolicited, non-binding proposal from Omid Farokhzad, Seer's chair and CEO, to acquire all of the outstanding shares of Seer's Class A common stock for $2.45 per share in cash plus two separate contingent value rightsTeraWulfup 17% after executing a 20-year lease agreement with Anthropic at its Justified Data campus in Hawesville, KentuckyOrthofixup 6% after disclosing that CMS had reversed itself on its very recent 10% reimbursement cut within traditional Medicare for non-invasive bone growth stimulatorsBroadcomup 4% after disclosing an agreement with Appleto expand their long-standing technology collaboration through 2031 by entering into new multi-year long-term agreements for Broadcom to develop and supply a range of custom ASIC silicon products for use in multiple generations of Apple productsKosmosup 3% after providing a portfolio updateOpus Geneticsup 3% after reaching alignment with the FDA in a Type B Rare Disease Evidence Principles meeting on the design of its registrational Phase 3 clinical trial evaluating OPGx-LCA5Comcastup 1% after announcing Sky has agreed terms to acquire ITV Media & Entertainment from ITV plc for a total consideration of up to GBP 1.6BAlibabaup 1% after BloombergU.S. District Judge Eumi Lee has ordered the Pentagon to give Alibaba reprieve from a law that led to many lobbyists dropping it as a client while she considers the constitutionality of the measureLOWER -Datadogdown 4% after Bernstein downgraded the stock to Market PerformJ.B. Huntdown 1% after Morgan Stanley downgraded shares to Underweight