文章核心观点 - 公司与Think Surgical Inc.签订有限分销协议,将提供Think Surgical的无线手持TMINI微型机器人系统,用于全膝关节置换手术 [1][2][3] - 这一合作将有助于公司在膝关节置换市场的地位 [3][4] - 公司计划于2024年下半年在美国部分市场推出TMINI系统 [5] - TMINI微型机器人系统旨在提高植入物放置的准确性,加快正骨机器人的采用,适用于门诊手术中心等门诊环境 [6] 行业概况 - 根据市场报告,全球膝关节手术机器人市场预计将从2023年的2.384亿美元增长到2030年的7.693亿美元,复合年增长率为16.4% [7] - 主要驱动因素包括个人支出增加、全球城市化程度提高以及先进技术的广泛应用,以及医院对微创手术机器人的采用率上升 [7] 公司近期动态 - 公司今年早些时候推出了ROSA Shoulder,这是全球首款用于肩关节置换手术的机器人手术系统 [8] - 公司于2024年4月成功完成了全球首例使用ROSA Shoulder系统进行机器人辅助肩关节置换手术 [9] - ROSA Shoulder于2024年2月获得510(k)认证 [10] 股价表现 - 过去一年,公司股价下跌24.4%,而同行业增长0.8% [10] 其他相关信息 - 公司目前评级为Zacks Rank 3(Hold) [11] - 同行业中Hims & Hers Health和Medpace评级为Zacks Rank 1(Strong Buy),ResMed评级为Zacks Rank 2(Buy) [12] - Hims & Hers Health过去一年股价上涨143.8%,业绩超预期 [13][14] - Medpace过去一年股价上涨81.4%,业绩持续超预期 [15][16] - ResMed过去一年股价上涨22.6%,业绩也有所超预期 [17][18]

DURHAM, N.C. and WARSAW, Ind., June 12, 2024 /PRNewswire/ -- RevelAi Health and Zimmer Biomet Holdings, Inc. (NYSE and SIX: ZBH), a global medical technology leader, today announced a multi-year co-marketing agreement to commercialize generative artificial intelligence (AI)-powered engagement solutions that advance value-based orthopedic care and health equity. During the multi-year agreement, Zimmer Biomet will commercialize RevelAi Health's patient care-management platform, care team dashboard for provide ...

--TMINI System Complements Company's Flagship ROSA® Robotics Portfolio Featuring Applications for Knee, Hip and Shoulder Arthroplasty-- WARSAW, Ind., June 11, 2024 /PRNewswire/ -- Zimmer Biomet Holdings, Inc. (NYSE and SIX: ZBH), a global medical technology leader, today announced a limited distribution agreement with THINK Surgical, Inc. regarding its wireless, handheld, TMINI Miniature Robotic System for total knee arthroplasty. The agreement will result in an exclusive offering, integrating Zimmer Biomet ...

Zimmer Biomet (ZBH) is witnessing volume improvement within Knee and Hip businesses. However, macroeconomic issues impede growth. The stock carries a Zacks Rank #3 (Hold) currently.Zimmer Biomet has witnessed a rebound in its business in the past few quarters despite macroeconomic challenges. According to the company, procedure recovery continues, aided by no meaningful impact from staffing challenges. Accordingly, the company is enjoying a tailwind from increased provider capacity, resulting in backlog pul ...

WARSAW, Ind., June 4, 2024 /PRNewswire/ -- Zimmer Biomet Holdings, Inc. (NYSE and SIX: ZBH), a global medical technology leader, today announced that members of the Zimmer Biomet management team will be presenting at the Goldman Sachs 45th Annual Healthcare Conference on Tuesday, June 11, 2024, at 8:40 a.m. ET. A live webcast of the presentation can be accessed via Zimmer Biomet's Investor Relations website at https://investor.zimmerbiomet.com. The webcast will be archived for replay following the conferenc ...

Zimmer Biomet Holdings, Inc. (ZBH) recently held its 2024 Investor Day and outlined its exciting long-term growth and value-creation plan as well as its strategic targets. The company provides a path for compelling and long term top-line growth, improved operational profitability, and increased free cash flow generation. In the past five years, Zimmer Biomet experienced a significant metamorphosis, emerging as a more robust enterprise with promising prospects. Being a provider of orthopedics and medical tec ...

文章核心观点 - 公司正在进行战略转型,未来5年将实现中单位数的收入复合年增长率,调整后每股收益增长将至少是收入增长的1.5倍,自由现金流增长将至少快于调整后每股收益100个基点[1][2] - 公司将通过多元化进入高增长市场、提高加权平均市场增长率、回购股票等方式来提升股东价值[2][3] - 公司与全球最大商业地产服务公司CBRE建立战略合作伙伴关系,共同开发和装配美国正骨手术中心[3] 根据目录分类总结 公司战略和财务目标 - 未来5年实现中单位数的收入复合年增长率[1] - 调整后每股收益增长将至少是收入增长的1.5倍[2] - 自由现金流增长将至少快于调整后每股收益100个基点[2] - 将至少65%的自由现金流用于股息和股票回购[2] 价值创造驱动因素 - 实现高于市场的收入增长[2] - 通过多元化进入高增长市场,提高加权平均市场增长率[2] - 利用财务灵活性和强大的并购实力进行战略性收购[3] 战略合作 - 与CBRE建立战略合作伙伴关系,共同开发和装配美国正骨手术中心[3]

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.Zacks Premium also includes the Zacks Style Scores.What are the Zacks Style Scores?Developed ...

WARSAW, Ind., May 20, 2024 /PRNewswire/ -- Zimmer Biomet Holdings, Inc. (NYSE and SIX: ZBH), a global medical technology leader, today announced that it will host an Investor Day on Wednesday, May 29, 2024, at 1:00 p.m. E.T. until approximately 4:30 p.m. ET at the New York Stock Exchange in New York City. The event will feature presentations by members of the senior management team, including President and CEO Ivan Tornos and Chief Financial Officer, EVP, Finance, Operations and Supply Chain Suky Upadhyay, ...

Zimmer Biomet (ZBH) is well-poised to grow in the coming quarters owing to the encouraging business recovery and increased provider capacity driving backlog pull-through. The company also progresses on the four-pillar strategy to expand the Knee business. Further, the global musculoskeletal market’s gradual stabilization bodes well for its operations.Meanwhile, unfavorable solvency and currency fluctuations raise concerns for Zimmer Biomet.In the past year, this Zacks Rank #3 (Hold) stock has declined 11% c ...