Enovis (NYSE:ENOV) Releases FY 2026 Earnings Guidance

Enovis (NYSE:ENOV) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 3.520-3.730 for the period, compared to the consensus earnings per share estimate of 3.350. The company issued revenue guidance of $2.3 billion-$2.4 billion, compared to the consensus revenue estimate of $2.4 billion.

Analyst Ratings Changes

A number of brokerages have issued reports on ENOV. BTIG Research lifted their price target on Enovis from $41.00 to $43.00 and gave the stock a “buy” rating in a report on Thursday. Evercore reiterated an “outperform” rating on shares of Enovis in a research note on Monday, January 12th. Wells Fargo & Company upped their target price on shares of Enovis from $41.00 to $42.00 and gave the company an “overweight” rating in a report on Friday, November 7th. Needham & Company LLC lifted their target price on Enovis from $49.00 to $52.00 and gave the stock a “buy” rating in a research report on Thursday. Finally, UBS Group reissued a “buy” rating and issued a $50.00 target price on shares of Enovis in a research report on Monday, January 5th. Seven equities research analysts have rated the stock with a Buy rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $47.43.

Enovis Price Performance

Enovis stock opened at $25.49 on Friday. The stock has a market capitalization of $1.46 billion, a PE ratio of -1.23 and a beta of 1.52. The company has a debt-to-equity ratio of 0.66, a current ratio of 2.22 and a quick ratio of 1.16. Enovis has a 12 month low of $21.00 and a 12 month high of $40.69. The business has a 50 day simple moving average of $24.27 and a 200-day simple moving average of $28.19.

Enovis (NYSE:ENOV) last issued its quarterly earnings results on Thursday, February 26th. The company reported $0.95 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.81 by $0.14. Enovis had a negative net margin of 52.69% and a positive return on equity of 7.91%. The business had revenue of $575.76 million for the quarter, compared to analyst estimates of $584.30 million. During the same period in the previous year, the business posted $0.98 earnings per share. The business’s revenue was up 2.6% compared to the same quarter last year. Enovis has set its FY 2026 guidance at 3.520-3.730 EPS. Equities analysts predict that Enovis will post 2.79 earnings per share for the current year.

Insiders Place Their Bets

In other news, EVP Daniel A. Pryor sold 999 shares of the company’s stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $27.20, for a total value of $27,172.80. The sale was disclosed in a filing with the SEC, which is available through this link. Insiders own 2.70% of the company’s stock.

More Enovis News

Here are the key news stories impacting Enovis this week:

• Positive Sentiment: Adjusted EPS beat — Enovis reported adjusted EPS $0.95 versus consensus ~$0.81, signaling underlying profitability on a non‑GAAP basis. Enovis Q4 2025 Earnings Call Highlights
• Positive Sentiment: Management raised FY2026 adjusted EPS guidance to $3.52–$3.73 (above consensus ~3.35) and expects adjusted EBITDA expansion, providing a clearer path to earnings recovery. Enovis targets $2.31–$2.37B 2026 revenue
• Positive Sentiment: Operational momentum — full‑year 2025 net sales grew ~7% (6% organic) with Reconstructive up ~10% Y/Y; adjusted EBITDA and adjusted EPS for the year improved on a non‑GAAP basis. Enovis Announces Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Analyst activity supportive — BTIG raised its price target to $43 and keeps a buy stance, signaling some sell‑side confidence in the recovery story. BTIG price target raise
• Neutral Sentiment: Guidance mix — revenue guidance of $2.31–$2.37B implies 4–6% organic growth (positive), but the top‑end sits below some street expectations — a watch item for revenue‑sensitive investors. Guidance detail
• Negative Sentiment: Revenue miss and GAAP impairment — Q4 revenue ~$575.8M missed consensus (~$584M) and the company took a $501M non‑cash goodwill impairment (Q4) that produced a large GAAP loss (Q4 net loss from continuing operations ~$519M), raising concerns about past acquisition valuation and near‑term GAAP volatility. Enovis Misses Q4 Sales Expectations
• Negative Sentiment: Significant non‑cash charges dent headline results — investors focused on GAAP losses and goodwill write‑downs may remain cautious despite positive adjusted metrics. Quiver/summary of results and impairment

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the business. Corient Private Wealth LLC boosted its holdings in Enovis by 540.7% in the 4th quarter. Corient Private Wealth LLC now owns 55,180 shares of the company’s stock worth $1,470,000 after acquiring an additional 46,568 shares during the period. Front Street Capital Management Inc. raised its stake in Enovis by 75.8% during the fourth quarter. Front Street Capital Management Inc. now owns 361,932 shares of the company’s stock worth $9,642,000 after acquiring an additional 156,069 shares during the period. XTX Topco Ltd bought a new stake in shares of Enovis in the 4th quarter worth approximately $561,000. Susquehanna Portfolio Strategies LLC increased its position in Enovis by 249.9% in the fourth quarter. Susquehanna Portfolio Strategies LLC now owns 140,997 shares of the company’s stock worth $3,756,000 after buying an additional 100,704 shares during the period. Finally, Twinbeech Capital LP acquired a new stake in shares of Enovis in the 4th quarter worth about $1,998,000. 98.45% of the stock is currently owned by institutional investors and hedge funds.

About Enovis

Enovis is a global medical technology company focused on advancing the field of musculoskeletal health. Formed through the separation of the MedTech business from Colfax Corporation in 2021, Enovis brings together a portfolio of specialized products and services designed to address conditions affecting the foot and ankle, hand and wrist, sports medicine, joint repair, biologics and rehabilitation.

The company’s flagship offerings include minimally invasive implants and instrumentation for foot and ankle surgery under the Treace Medical Concepts brand, focal joint resurfacing implants through Arthrosurface, and synthetic bone graft substitutes marketed as NovaBone.