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ENOV · NYSE · Medical - Devices

Enovis (ENOV)

Builds orthopedic implants, bracing, rehabilitation, and recovery products for care teams and patients.

$18.31
vs last close+0.27 (+1.50%)
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Enovis CorporationENOV
Health Care

Sells orthopedic devices through Prevention & Recovery and Reconstructive segments, pairing braces, therapy equipment, and recovery technologies with joint implants, surgical instruments, and enabling tools. Sales are concentrated in the United States, with a meaningful international base in Europe and Asia-Pacific.

Operates as an orthopedic medical-technology company built from Colfax's DJO-centered medtech assets after the ESAB separation. Prevention & Recovery sells bracing, hot and cold therapy, bone-growth stimulation, compression, pain-management devices, and physical-therapy products. Reconstructive sells implants, instruments, and enabling technologies for shoulders, hips, knees, feet, ankles, and related procedures.

Most revenue comes from the United States, while international sales are anchored in Europe and Asia-Pacific. The portfolio connects orthopedic brands such as DonJoy, Aircast, Chattanooga, Enovis Surgical, LimaCorporate, ARVIS, STAR Ankle, and DynaNail.

Execution depends on product quality, surgeon and clinician relationships, reimbursement, healthcare regulation, and integrating acquired businesses such as Lima. Competition is fragmented in prevention and recovery and includes much larger reconstructive implant companies.

Company facts

CEODamien McDonald
ListedApr 5, 2022
ExchangeNYSE
HeadquartersWilmington, DE
CountryUnited States
Employees7,802
CIK0001420800
ISINUS1940145022

Market cap$1.04B
EPS (ttm)−$19.40
P/E (ttm)−0.9299
ROE-68.2%
P/B0.7030
P/S0.4522
Dividend yieldDiv yield—
Beta1.47vs XLV 0.98

Price target$36.00+99.6%Average of 15 analysts
ConsensusBuy12 of 15 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 1, 2026BTIGReiterate
Rating: —Target: $41
Rating: BuyTarget: $36
Sep 1, 2026BMO CapitalTarget
Target: $30
Target: $27
Aug 17, 2026Canaccord GenuityReiterate
Rating: —Target: $50
Rating: BuyTarget: $45
Aug 7, 2026BMO CapitalReiterate
Rating: —Target: $29
Rating: OutperformTarget: $30
Jul 28, 2026UBSTarget
Target: $50
Target: $51

Next report
Nov 5, 26
in 44 days
EPS estimate
$0.76
Revenue estimate
$557.5M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$0.98$0.81$0.79$0.75$0.95$0.89$0.90Pending
Estimate$0.92$0.74$0.74$0.67$0.81$0.82$0.85$0.76
Surprise+6.5%+9.5%+6.8%+11.9%+17.3%+8.5%+6.3%—

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$561.0M$558.8M$564.5M$548.9M$575.8M$589.2M$582.8MPending
Estimate$547.8M$551.1M$538.6M$584.3M$582.9M$572.0M$581.8M$557.5M
Surprise+2.4%+1.4%+4.8%−6.1%−1.2%+3.0%+0.2%—
Estimate$0.76
ReportedDue Nov 5, 2026
Estimate$557.5M
ReportedDue Nov 5, 2026
View details

Debt to equity92.70%
Current ratio198.50%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$505.2M$561.0M$558.8M$564.5M$548.9M$575.8M$589.2M$582.8M
Net income−$31.5M−$703.3M−$56.0M−$36.7M−$571.1M−$520.6M−$8.8M−$1.2M
Net margin0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income−$31.7M−$664.7M−$42.9M−$16.1M$9.0M$48.3M$20.3M$17.4M
YoY growthLoss widenedLoss widenedLoss widenedLoss narrowedTurned profitTurned profitTurned profitTurned profit

Balance sheet, Jul 3, 2026Cash & short-term investments $12.6M · Total debt $1.37B · Total assets $3.77B · Shareholders' equity $1.48B

Revenue
$582.8M
Operating income
$17.4M
Net income
−$1.2M
View details

No dividends on record.

Institutions123.78%71.25M shares
260 holders · as of Jun 30, 2026
Insiders7.54%4.34M shares
21 holders · as of Sep 8, 2026
Adds to131.32%

57.56M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 131.32%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
17.89%10.30Mas of Jun 30, 2026
American Century Companies IncInstitution
10.61%6.11Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
6.82%3.93Mas of Jun 30, 2026
Rubric Capital Management LPInstitution
6.78%3.90Mas of Jun 30, 2026
Durable Capital Partners LPInstitution
5.57%3.21Mfiled Apr 21, 2022

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Sep 4, 2026Oliver Engertofficer: Chief Administrative Officer+2,660$18.80
Sep 4, 2026Damien McDonalddirector, officer: Chief Executive Officer+13,035$19.15
Sep 3, 2026Oliver Engertofficer: Chief Administrative Officer+5,140$19.46
Sep 2, 2026Oliver Engertofficer: Chief Administrative Officer+2,458$20.32
Jun 15, 2026Oliver Engertofficer: Chief Administrative Officer+1,000$20.92
View details

  • Stryker

    Largest reconstructive overlap in joints, extremities, and robotics

  • Zimmer Biomet

    Focused joint-reconstruction peer with ROSA robotics

  • Johnson & Johnson

    DePuy Synthes overlap across joints, trauma, and VELYS robotics

  • Smith & Nephew (ADR)

    Additional reconstructive peer in joints and CORI robotics

Compare

CompanyPriceChange
Enovis$18.31+1.50%$1.04B—5.10.5+3.2%
Stryker$276.15+0.71%$105.11B28.417.24.1+9.4%
Zimmer Biomet$94.17−0.16%$18.25B22.910.72.1+4.8%
Johnson & Johnson$268.61−0.32%$649.40B31.222.66.6+6.6%
Smith & Nephew (ADR)$27.47−0.81%$11.63B19.0—1.8+4.6%
Median25.717.23.1+5.7%