Zimmer Biomet to Report Q2 Earnings: Here's What to Expect

Zimmer Biomet Holdings, Inc. ZBH is scheduled to report second-quarter 2025 results on Aug. 7, before market open.In the last reported quarter, the company’s earnings of $1.81 surpassed the Zacks Consensus Estimate by 2.84%. ZBH beat on earnings in three of the trailing four quarters and missed on one occasion, the average earnings surprise being 1.06%. Q2 Estimates for ZBHThe Zacks Consensus Estimate for revenues is pegged at $2.04 billion, suggesting a 5.3% rise from the year-ago reported figure.The Zacks Consensus Estimate for earnings is pinned at $1.98 per share, indicating a 1.5% decline from the year-ago reported number.The bottom-line estimate has moved south 0.5% over the past 30 days.Factors at Play for ZBH's Q2 EarningsThe Hips business is expected to have witnessed growth on the back of the company’s comprehensive suite of solutions in navigation, direct anterior stems and surgical impactors. The company is anticipated to have generated strong sales with Z1, the new triple-taper hip system for interior heap implant procedures, and the automated hip surgical impactor system HAMMR. Further, robotics and navigation platforms like OrthoGrid are expected to have gained market share in the second quarter. Following the completion of the OrthoGrid acquisition in the fourth quarter of 2024, the company now has a complete product portfolio in hips.Banking on these developments, the company is expected to report a strong second-quarter revenue increase within this category.Our model estimates ZBH’s total Hips business to report 4% year-over-year growth.Within the Knees business, Zimmer Biomet is likely to have gained from the ongoing rapid traction of the Persona portfolio and increased penetration of ROSA. During the previous quarter, the company received FDA clearance for Persona Revision SoluTion Femur, a revision knee implant component and an alternative for patients with sensitivities to certain metals. This might have had a positive impact on the company’s second-quarter top-line performance.As per our model, the total Knee business is expected to report 6.2% year-over-year growth this time around.In the second quarter, the S.E.T business is expected to have continued its growth run led by key areas like CMFT and Sports. The previous quarter marked the sixth consecutive quarter of mid-single-digit growth for the segment. We expect this trend to have continued in the second quarter of 2025 as well. Zimmer Biomet Holdings, Inc. Price and EPS Surprise Zimmer Biomet Holdings, Inc. price-eps-surprise | Zimmer Biomet Holdings, Inc. QuoteDuring the to-be-reported quarter, the company completed the acquisition of Paragon 28, Inc. This agreement has expanded the foot and ankle deformity offerings while bolstering the existing fracture and trauma as well as joint replacement portfolios. Additionally, Zimmer Biomet’s RibFix Advantage Fixation System has received CE Mark certification. These developments might have had a positive impact on the company’s second-quarter top-line performance.Our model estimates ZBH’s total S.E.T. business to report 2.6% year-over-year growth for the quarter.Sales in the Technology & Data, Bone Cement and Surgical business (historically referred to as "Other") declined in the first quarter due to tough prior-year comparisons and a mix shift toward ROSA volume-based placements over outright sales. We expect this trend to have continued in the second quarter as well. Our model estimates ZBH’s total Technology & Data, Bone Cement and Surgical business to report 4.7% year-over-year growth for the quarter.What Our Model Suggests for ZBHPer our proven model, a stock with a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) has a higher chance of beating estimates. This is not the case here, as you can see below.Earnings ESP: Zimmer Biomet has an Earnings ESP of +0.97%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.Zacks Rank: The company currently carries a Zacks Rank #4 (Sell).Stocks Worth a LookHere are some medical stocks worth considering, as these have the right combination of elements to post an earnings beat this reporting cycle:Exact Sciences EXAS has an Earnings ESP of +475.00% and a Zacks Rank #2 at present. The company is slated to release second-quarter 2025 results on Aug. 6. You can see the complete list of today’s Zacks #1 Rank stocks here.EXAS’ earnings surpassed estimates in three of the trailing four quarters and missed on one occasion, the average surprise being 48.8%. As per the Zacks Consensus Estimate, the company’s second-quarter EPS may increase 77.8% from the year-ago quarter’s figure.Cencora COR has an Earnings ESP of +1.49% and a Zacks Rank #2 at present. The company is slated to release third-quarter fiscal 2025 results on Aug. 6.The company’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 6.00%. The Zacks Consensus Estimate for fiscal third-quarter EPS implies a year-over-year increase of 13.2%.Cardinal Health CAH has an Earnings ESP of +0.68% and a Zacks Rank #2 at present. The company is expected to release fiscal fourth-quarter 2025 results on Aug. 12. CAH’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 10.30%. The Zacks Consensus Estimate for fiscal fourth-quarter EPS suggests a year-over-year improvement of 1.3%.Zacks Names #1 Semiconductor StockThis under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Cardinal Health, Inc. (CAH): Free Stock Analysis Report Cencora, Inc. (COR): Free Stock Analysis Report Exact Sciences Corporation (EXAS): Free Stock Analysis Report Zimmer Biomet Holdings, Inc. (ZBH): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks