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: CONMED Corporation Todd W. Garner Chief Financial Officer 727-214-2975 ToddGarner@conmed.com CONMED Corporation Announces Third Quarter 2022 Financial Results Largo, Florida

Key Takeaway: CONTACT : CONMED Corporation Todd W. Garner Chief Financial Officer 727-214-2975 ToddGarner@conmed.com CONMED Corporation Announces Third Quarter 2022 Financial Results Largo, Florida, October 26, 2022 - CONMED Corporation (NYSE: CNMD) today announced financial results

Full Press Release Details

CONTACT :
CONMED Corporation
Todd W. Garner
Chief Financial Officer
727-214-2975
ToddGarner@conmed.com
CONMED Corporation Announces Third
Quarter 2022 Financial Results
Largo, Florida, October 26, 2022 -
CONMED Corporation (NYSE: CNMD) today announced financial results for the third quarter ended September 30, 2022.
Third Quarter 2022 Highlights
"I'm proud that our third quarter results delivered strong top-line
growth in a tougher-than-expected environment," commented Curt R. Hartman, CONMED's
Chair of the Board, President, and Chief Executive Officer. "During the quarter we closed on our acquisition of Biorez, and I am
pleased that both our In2Bones and Biorez integrations are off to fantastic starts. I am confident that both of these businesses will
add to our future outlook of sustained growth in revenue and profitability."
The Company is narrowing its revenue guidance
for the full year 2022 and now expects revenue between $1.1 billion and $1.115 billion compared to its prior guidance of between $1.095
billion and $1.140 billion. Based on recent exchange rates, the Company now expects foreign exchange to have a 150 to 180 bps negative
impact on full-year 2022 revenue growth compared to its prior estimate of 100 to 150 bps negative impact.
The Company now expects full-year 2022
adjusted diluted net earnings per share in the range of $3.21 to $3.28, down from the prior range of $3.25 to $3.45.
Supplemental Financial Disclosures
(1) A reconciliation of
reported diluted net earnings per share to adjusted diluted net earnings per share, a non-GAAP financial measure, appears below.
The Company's management will host a conference call today
at 4:30 p.m. ET to discuss its third quarter 2022 results.
To participate in the conference call via telephone, please
click here to pre-register and obtain the dial-in number and passcode.
This conference call will also be webcast and can be accessed
from the "Investors" section of CONMED's website at www.conmed.com. The webcast replay of the call will be available at the
same site approximately one hour after the end of the call.
Consolidated Condensed Statements of Income (Loss)
(in thousands except per
share amounts, unaudited)
Three Months Ended Nine Months Ended
September 30, September 30,
2022 2021 2022 2021
Net sales $ 275,088 $ 248,827 $ 794,605 $ 736,665
Cost of sales 123,473 106,521 355,222 324,485
Gross profit 151,615 142,306 439,383 412,180
% of sales 55.1% 57.2% 55.3% 56.0%
Selling & administrative expense 114,600 104,736 333,302 307,476
Research & development expense 12,767 10,859 34,932 32,203
Income from operations 24,248 26,711 71,149 72,501
% of sales 8.8% 10.7% 9.0% 9.8%
Interest expense 8,536 8,145 19,462 27,917
Other expense - 1,127 112,011 1,127
Income (loss) before income taxes 15,712 17,439 (60,324 ) 43,457
Provision (benefit) for income taxes (30,438 ) 2,491 46,842 5,359
Net income (loss) $ 46,150 $ 14,948 $ (107,166 ) $ 38,098
Basic EPS $ 1.51 $ 0.51 $ (3.59 ) $ 1.31
Diluted EPS 1.48 0.47 (3.59 ) 1.19
Basic shares 30,473 29,179 29,892 29,097
Diluted shares 31,103 32,143 29,892 32,020
millions, unaudited)
Three Months Ended September 30,
% Change
Domestic International
2022 2021 As Reported Impact of Foreign Currency Constant Currency As Reported As Reported Impact of Foreign Currency Constant Currency
Orthopedic Surgery $ 118.6 $ 105.7 12.2% 1.8% 14.0% 20.4% 7.6% 2.8% 10.4%
General Surgery 156.5 143.1 9.4% 1.3% 10.7% 11.8% 4.0% 4.5% 8.5%
$ 275.1 $ 248.8 10.6% 1.5% 12.1% 14.2% 6.2% 3.4% 9.6%
Single-use Products $ 231.3 $ 200.9 15.1% 1.6% 16.7% 18.8% 10.2% 3.8% 14.0%
Capital Products 43.8 47.9 -8.5% 1.2% -7.3% -9.0% -8.0% 2.3% -5.7%
$ 275.1 $ 248.8 10.6% 1.5% 12.1% 14.2% 6.2% 3.4% 9.6%
Domestic $ 155.7 $ 136.4 14.2% 0.0% 14.2%
International 119.4 112.4 6.2% 3.4% 9.6%
$ 275.1 $ 248.8 10.6% 1.5% 12.1%
Nine Months Ended September 30,
% Change
Domestic International
2022 2021 As Reported Impact of Foreign Currency Constant Currency As Reported As Reported Impact of Foreign Currency Constant Currency
Orthopedic Surgery $ 346.3 $ 320.8 8.0% 1.0% 9.0% 7.1% 8.4% 1.7% 10.1%
General Surgery 448.3 415.9 7.8% 0.9% 8.7% 8.3% 6.6% 3.0% 9.6%
$ 794.6 $ 736.7 7.9% 0.9% 8.8% 8.0% 7.7% 2.2% 9.9%
Single-use Products $ 663.1 $ 597.3 11.0% 1.0% 12.0% 11.0% 11.0% 2.3% 13.3%
Capital Products 131.5 139.4 -5.6% 0.9% -4.7% -7.8% -3.7% 1.7% -2.0%
$ 794.6 $ 736.7 7.9% 0.9% 8.8% 8.0% 7.7% 2.2% 9.9%
Domestic $ 436.1 $ 404.0 8.0% 0.0% 8.0%
International 358.5 332.7 7.7% 2.2% 9.9%
$ 794.6 $ 736.7 7.9% 0.9% 8.8%
Reconciliation of Reported Net Income to Adjusted Net Income
(in thousands, except per share amounts, unaudited)
Three Months Ended September 30, 2022
Gross Profit Selling & Administrative Expense Operating Income Interest Expense Other Expense Tax Expense/ (Benefit) Effective Tax Rate Net Income Basic EPS Adjustments (4) Diluted EPS
As reported $ 151,615 $ 114,600 $ 24,248 $ 8,536 $ - $ (30,438 ) -193.7% $ 46,150 $ - $ 46,150
% of sales 55.1% 41.7% 8.8%
EPS $ 1.51 $ 1.48
Shares 30,473 630 31,103
Acquisition costs (1) 2,096 (3,706 ) 5,802 - - 35,852 (30,050 )
$ 153,711 $ 110,894 $ 30,050 $ 8,536 $ - $ 5,414 $ 16,100
Adjusted gross profit % 55.9%
Amortization (2) $ 1,500 (7,193 ) 8,693 (1,488 ) - 2,484 7,697
As adjusted $ 103,701 $ 38,743 $ 7,048 $ - $ 7,898 24.9% $ 23,797 $ - $ 23,797
% of sales 37.7% 14.1%
Adjusted Diluted EPS $ 0.77
Shares 30,473 630 31,103
Convertible notes hedges (3) (45 )
Adjusted Diluted Shares 31,058
Three Months Ended September 30, 2021
Gross Profit Selling & Administrative Expense Operating Income Interest Expense Other Expense Tax Expense/ (Benefit) Effective Tax Rate Net Income Basic EPS Adjustments Diluted EPS
As reported $ 142,306 $ 104,736 $ 26,711 $ 8,145 $ 1,127 $ 2,491 14.3% $ 14,948 $ - $ 14,948
% of sales 57.2% 42.1% 10.7%
EPS $ 0.51 $ 0.47
Shares 29,179 2,964 32,143
Loss on early extinguishment of debt (5) - - - - (1,127 ) 281 846
$ 142,306 $ 104,736 $ 26,711 $ 8,145 $ - $ 2,772 $ 15,794
Adjusted gross profit % 57.2%
Amortization (2) $ 1,500 (6,796 ) 8,296 (3,410 ) - 2,798 8,908
As adjusted $ 97,940 $ 35,007 $ 4,735 $ - $ 5,570 18.4% $ 24,702 $ - $ 24,702
% of sales 39.4% 14.1%
Adjusted Diluted EPS $ 0.80
Shares 29,179 2,964 32,143
Convertible notes hedges (3) (1,244 )
Adjusted Diluted Shares 30,899
(1) In 2022, the Company incurred inventory step-up adjustments associated with the acquisition of In2Bones Global, Inc. and consulting fees, legal fees and other integration related costs associated with the acquisitions of In2Bones Global, Inc. and Biorez, Inc.
(2) Includes amortization of intangible assets, deferred financing fees and debt discount.
(3) Non-GAAP adjusted dilutive weighted average shares outstanding exclude dilution that is expected to be offset by the Company's convertible notes hedge transactions.
(4) The Company adopted ASU 2020-06, effective January 1, 2022. As a result of the adoption, the Company is required to compute diluted EPS using the if-converted method. Under the if-converted method, the numerator is adjusted for interest expense applicable to its convertible notes (net of tax) and the denominator includes additional common shares assuming conversion premium and principal portion of the notes (when permitted or required) are settled in shares. Subsequent to June 6, 2022, the Company is required to settle the principal value of its convertible notes in cash.
(5) In 2021, the Company incurred costs related to a loss on early extinguishment and third party fees associated with the seventh amended and restated senior credit agreement.
Reconciliation of Reported Net Income (Loss) to Adjusted Net Income
(in thousands, except per share amounts, unaudited)
Nine Months Ended September 30, 2022
Gross Profit Selling & Administrative Expense Operating Income Interest Expense Other Expense Tax Expense Effective Tax Rate Net Income (Loss) Basic EPS Adjustments (8) Diluted EPS
As reported $ 439,383 $ 333,302 $ 71,149 $ 19,462 $ 112,011 $ 46,842 -77.7% $ (107,166 ) $ - $ (107,166 )
% of sales 55.3% 41.9% 9.0%
EPS $ (3.59 ) $ (3.59 )
Shares 29,892 - 29,892
Acquisition costs (1) 2,445 (6,306 ) 8,751 - - 34,092 (25,341 )
Legal matters (2) - (775 ) 775 - - (462 ) 1,237
Convertible notes premium on extinguishment (3) - - - - (103,125 ) (61,521 ) 164,646
Change in fair value of convertible notes hedges upon settlement (4) - - - - (5,460 ) (3,257 ) 8,717
Loss on early extinguishment of debt (5) - - - - (3,426 ) (2,044 ) 5,470
$ 441,828 $ 326,221 $ 80,675 $ 19,462 $ - $ 13,650 $ 47,563
Adjusted gross profit % 55.6%
Amortization (6) $ 4,500 (20,563 ) 25,063 (3,404 ) - 6,934 21,533
As adjusted $ 305,658 $ 105,738 $ 16,058 $ - $ 20,584 23.0% $ 69,096 $ 2,978 $ 72,074
% of sales 38.5% 13.3%
Adjusted Diluted EPS $ 2.22
Shares 29,892 3,392 33,284
Convertible note hedges (7) (771 )
Adjusted Diluted Shares 32,513
Nine Months Ended September 30, 2021
Gross Profit Selling & Administrative Expense Operating Income Interest Expense Other Expense Tax Expense Effective Tax Rate Net Income Basic EPS Adjustments Diluted EPS
As reported $ 412,180 $ 307,476 $ 72,501 $ 27,917 $ 1,127 $ 5,359 12.3% $ 38,098 $ - $ 38,098
% of sales 56.0% 41.7% 9.8%
EPS $ 1.31 $ 1.19
Shares 29,097 2,923 32,020
Restructuring and related costs (9) - (414 ) 414 - - 109 305
Loss on early extinguishment of debt (5) - - - - (1,127 ) 281 846
$ 412,180 $ 307,062 $ 72,915 $ 27,917 $ - $ 5,749 $ 39,249
Adjusted gross profit % 56.0%
Amortization (6) $ 4,500 (20,323 ) 24,823 (10,557 ) - 8,653 26,727
As adjusted $ 286,739 $ 97,738 $ 17,360 $ - $ 14,402 17.9% $ 65,976 $ - $ 65,976
% of sales 38.9% 13.3%
Adjusted Diluted EPS $ 2.14
Shares 29,097 2,923 32,020
Convertible note hedges (7) (1,213 )
Adjusted Diluted Shares 30,807
(1) In 2022, the Company incurred inventory step-up adjustments
associated with the acquisition of In2Bones Global, Inc. and consulting fees, legal fees and other integration related costs associated
with the acquisitions of In2Bones Global, Inc. and Biorez, Inc.
(2) In 2022, the Company incurred costs related to the settlement of litigation.
(3) In 2022, the Company incurred costs related to the conversion premium on the repurchase and extinguishment of $275.0 million of its 2.625% Convertible Notes.
(4) In 2022, the Company incurred costs related to the settlement of convertible notes hedge transactions associated with the repurchase and extinguishment of $275.0 million of its 2.625% Convertible Notes.
Company incurred costs related to the write-off of deferred financing fees associated with the repurchase and extinguishment of $275.0
million of its 2.625% Convertible Notes and term loan paydown. In 2021, the Company incurred costs related to a loss on early extinguishment
and third party fees associated with the seventh amended and restated senior credit agreement.
(6) Includes amortization of intangible assets, deferred financing fees and debt discount.
(7) Non-GAAP adjusted dilutive weighted average shares outstanding exclude dilution that is expected to be offset by the Company's convertible notes hedge transactions.
(8) The Company adopted ASU 2020-06, effective January 1, 2022. As a result of the adoption, the Company is required to compute diluted EPS using the if-converted method. Under the if-converted method, the numerator is adjusted for interest expense applicable to its convertible notes (net of tax) and the denominator includes additional common shares assuming conversion premium and principal portion of the notes (when permitted or required) are settled in shares. Subsequent to June 6, 2022, the Company is required to settle the principal value of its convertible notes in cash. Adjustments in 2022 are applicable on a non-GAAP basis only since GAAP results are in a loss position and therefore exclude dilutive potential shares.
Company incurred restructuring costs related to restructuring of our sales force.
Reconciliation of Reported Net Income (Loss) to EBITDA & Adjusted EBITDA
(in thousands, unaudited)
Three Months Ended Nine Months Ended
September 30, September 30,
2022 2021 2022 2021
Net income (loss) $ 46,150 $ 14,948 $ (107,166 ) $ 38,098
Provision (benefit) for income taxes (30,438 ) 2,491 46,842 5,359
Interest expense 8,536 8,145 19,462 27,917
Depreciation 3,938 3,778 12,028 12,519
Amortization 13,689 13,432 39,754 40,747
EBITDA $ 41,875 $ 42,794 $ 10,920 $ 124,640
Stock based compensation 5,754 4,327 15,972 12,003
Acquisition costs 5,802 - 8,751 -
Legal matters - - 775 -
Convertible notes premium on extinguishment - - 103,125 -
Change in fair value of convertible notes hedges upon settlement - - 5,460 -
Loss on early extinguishment of debt - 1,127 3,426 1,127
Restructuring and related costs - - - 414
Adjusted EBITDA $ 53,431 $ 48,248 $ 148,429 $ 138,184
EBITDA Margin
EBITDA 15.2% 17.2% 1.4% 16.9%
Adjusted EBITDA 19.4% 19.4% 18.7% 18.8%
About CONMED Corporation
CONMED is a medical technology company
that provides surgical devices and equipment for minimally invasive procedures. The Company's products are used by surgeons and
physicians in a variety of specialties, including orthopedics, general surgery, gynecology, thoracic surgery, and gastroenterology. For
more information, visit www.conmed.com.
Forward-Looking Statements
and the associated conference call may contain forward-looking statements based on certain assumptions and contingencies that involve
risks and uncertainties, which could cause actual results, performance, or trends to differ materially from those expressed in the forward-looking
statements herein or in previous disclosures. For example, in addition to general industry and economic conditions, factors that could
cause actual results to differ materially from those in the forward-looking statements may include, but are not limited to, the risks
posed to the Company's business, financial condition, and results of operations by the COVID-19 global pandemic and the various
government responses to the pandemic, including deferral of surgeries, reductions in hospital and ambulatory surgery center operating
volumes, disruption to potential supply chain reliability; any assumptions underlying any of the foregoing as well as the risk factors
discussed in the Company's Annual Report on Form 10-K for the full year ended December 31, 2021. Any and all forward-looking statements
are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 and relate to the Company's
performance on a going-forward basis. The Company believes that all forward-looking statements made by it have a reasonable basis, but
there can be no assurance that management's expectations, beliefs or projections as expressed in the forward-looking statements
will actually occur or prove to be correct.
Supplemental Information - Reconciliation
of GAAP to Non-GAAP Financial Measures
The Company supplements
the reporting of its financial information determined under generally accepted accounting principles in the United States (GAAP) with
certain non-GAAP financial measures, including percentage sales growth in constant currency; adjusted gross profit; cost of sales excluding
specified items; adjusted selling and administrative expenses; adjusted operating income; adjusted interest expense; adjusted other expense;
adjusted income tax expense (benefit); adjusted effective income tax rate; adjusted net income, adjusted diluted shares and adjusted diluted
net earnings per share (EPS). The Company believes that these non-GAAP measures provide meaningful information to assist investors and
shareholders in understanding its financial results and assessing its prospects for future performance. Management believes percentage
sales growth in constant currency and the other adjusted measures described above are important indicators of its operations because they
exclude items that may not be indicative of, or are unrelated to, its core operating results and provide a baseline for analyzing trends
in the Company's underlying business. Further, the presentation of EBITDA is a non-GAAP measurement that management considers useful
for measuring aspects of the Company's cash flow. Management uses these non-GAAP financial measures for reviewing the operating
results and analyzing potential future business trends in connection with its budget process and bases certain management incentive compensation
on these non-GAAP financial measures.
Net sales on a constant
currency basis is a non-GAAP measure. The Company analyzes net sales on a constant currency basis to better measure the comparability
of results between periods. To measure percentage sales growth in constant currency, the Company removes the impact of changes in foreign
currency exchange rates that affect the comparability and trend of net sales. To measure earnings performance on a consistent and comparable
basis, the Company excludes certain items that affect the comparability of operating results and the trend of earnings. These adjustments
are irregular in timing, may not be indicative of past and future performance and are therefore excluded to allow investors to better
understand underlying operating trends.
Because non-GAAP financial
measures are not standardized, it may not be possible to compare these financial measures with other companies' non-GAAP financial measures
Last updated: Oct 26, 2022