Orthopedic medtech company Zimmer Biomet reported second-quarter net sales of $2.2 billion, an increase of nearly 5%.
During the company’s earnings call, president and CEO Ivan Tornos walked through the state of each of Zimmer Biomet’s main segments.
Here are four things to know from Zimmer Biomet’s second-quarter earnings call, transcribed by Seeking Alpha.
1. The company’s “triple play” in the hips segment. Hips grew 5.1% on an organic constant-currency basis, the strongest of Zimmer Biomet’s four segments. Mr. Tornos attributed the growth to what the company calls its “hip triple play”: the Z1 stem, which is now used in more than 40% of Zimmer Biomet’s U.S. hip systems; the HAMMR impactor, used in more than 25% of U.S. primary hip cases; and OrthoGrid navigation, which he said had its strongest quarter to date, with first-half 2026 case volume already matching all of 2025.
2. Knees growth was flat overall, but still growing in the U.S. market. The knees segment grew just 0.1% on an organic constant-currency basis, as U.S. growth of 1.4% was offset by a 1.5% international decline. The company attributed the international softness largely to weakness in China and other emerging markets, rather than to any issue with the U.S. business specifically.
3. The Paragon 28 acquisition is paying off. The sports medicine, extremities and trauma segment, which also includes Zimmer Biomet’s craniomaxillofacial and thoracic business, grew 3.4% organically. Paragon 28, the extremities company Zimmer Biomet acquired in April 2025, delivered mid-teens growth. The craniomaxillofacial and thoracic business posted double-digit growth on its thoracic franchise, and upper extremities grew in the upper single digits.
4. Technology and robotics is the fastest-growing segment by far. The technology & data, bone cement and surgical segment grew 21.5% overall, and Mr. Tornos said U.S. technology sales alone rose more than 50%. He credited record capital sales of the company’s ROSA robotic system, including the OptimiZe and TMINI platforms, along with an early contribution from the newly launched next-generation ROSA Shoulder System, which the company says is the only robotic platform that can perform both anatomic and reverse shoulder procedures.
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