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Dec 31, 2025
Globus Medical Q4 2025 Earnings Report
Globus Medical reported strong fourth quarter 2025 results with significant revenue growth and margin expansion following the integration of NuVasive and Nevro.
Key Takeaways
Globus Medical delivered a record fourth quarter with worldwide net sales of $826.4 million, up 25.7% year-over-year. The growth was driven by the successful integration of NuVasive and the acquisition of Nevro, alongside double-digit growth in the base business. GAAP net income rose significantly to $140.6 million, and the company updated its 2026 EPS guidance upward.
Worldwide net sales grew 25.7% to $826.4 million in Q4, or 24.7% on a constant currency basis.
The US Spine business grew 10% and Enabling Technologies grew 19% over the prior-year quarter.
Non-GAAP diluted EPS increased 52.1% to $1.28, reflecting strong operational leverage and integration synergies.
The Nevro acquisition contributed $99.7 million to Q4 sales, while the base business grew 10.6%.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
The company reaffirmed its 2026 revenue guidance and raised its non-GAAP EPS outlook.
Positive Outlook
- Reaffirmed full-year 2026 revenue guidance of $3.18 billion to $3.22 billion.
- Increased non-GAAP fully diluted EPS guidance to $4.40 - $4.50 (previously $4.30 - $4.40).
- Confidence in launching a robust new product pipeline in 2026.
- Focus on scaling growth and sustainable operating leverage.
- Successful integration of NuVasive and Nevro providing a strong foundation for 2026.
Challenges Ahead
- Potential impact of foreign currency exchange rate fluctuations.
- Uncertainty regarding the timing and impact of litigation provisions.
- Risks associated with the medical device industry's general economic conditions.
- Dependence on the ability to attract and retain high-touch sales force.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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