Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

GLOBUS MEDICAL INC
Next earnings Aug 5, 2026 · consensus $1.12 EPS, $799M rev
Last earnings -4.7% on 2026-05-07
Post-NuVasive synergies are landing — spine leader with 16.7% growth, surging profit, near-zero debt, at a reasonable 20.2x P/E.
Sources: SEC EDGAR (CIK 0001237831, latest 10-Q filed 2026-05-07) · EODHD · analysis by claude-code · as of 6/21/2026, 8:48:40 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Quality fundamentals and an attractive price line up (~88% below fair value) — the rarer case where both the business and the entry look good.
Globus Medical is now a scaled musculoskeletal-implant leader following its NuVasive merger, and FY2025 is the year the integration math finally shows up in the P&L. Revenue grew 16.7% to $2.94B, but the real story is profitability normalizing as merger/integration drag rolls off: net income jumped 422.3% to $538M and operating income rose 189.1% to $480M — off a depressed FY2024 ($103M net income) that was burdened by integration costs. Net margin recovered to 18.3% and operating margin to 16.3%.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $958M | $1.02B | $1.57B | $2.52B | $2.94B |
| Gross profit | $719M | $759M | $1.02B | — | — |
| Operating income | $172M | $228M | $133M | $166M | $480M |
| Net income | $149M | $190M | $123M | $103M | $538M |
| Diluted EPS | $1.44 | $1.85 | $1.07 | $0.75 | $3.92 |
| Net margin | 15.6% | 18.6% | 7.8% | 4.1% | 18.3% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1 buy · 1 member · last 180d
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1482 tracked peers · median
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Last 90 days: 0 open-market buys · 1 sale
| 2026-06-05 | Davidar David D Director | Exercise | 25.0K @ $26.27 | $657K |
| 2026-06-05 | Davidar David D Director | Sell | 25.0K @ $80.76 | $2.02M |
| 2026-06-04 | RHOADS ANN D Director | Exercise | 25.0K @ $26.27 | $657K |
| 2026-02-25 | Huller Kelly EVP, GC, Corporate Secretary | Exercise | 20.0K @ $43.58 | $872K |
| 2026-02-25 | Huller Kelly EVP, GC, Corporate Secretary | Sell | 20.0K @ $94.50 | $1.89M |
| 2026-02-12 | Huller Kelly EVP, GC, Corporate Secretary | Exercise | 10.0K @ $45.64 | $456K |
| 2026-02-12 | Huller Kelly EVP, GC, Corporate Secretary | Sell | 10.0K @ $87.67 | $877K |