Overview

• Pediatric orthopedics device maker's Q1 revenue rose 13%, beating analyst expectations

• Q1 adjusted EBITDA turned positive and beat analyst estimates

• Company raised full-year 2026 revenue guidance, citing broad-based growth and new product launches

Outlook

• OrthoPediatrics raises 2026 revenue guidance to $263 mln-$267 mln from $262 mln-$266 mln

• Company expects about $25 mln adjusted EBITDA and breakeven free cash flow for 2026

• OrthoPediatrics anticipates annual set deployment of about $10 mln in 2026

Result Drivers

• TRAUMA & DEFORMITY GROWTH - Co said Q1 revenue growth was driven primarily by organic growth in Trauma and Deformity, Scoliosis and OPSB products

• INTERNATIONAL SALES - Co said international revenue rose 22% in Q1, driven by increased procedure volumes and limited set sales

• NEW PRODUCTS & CLINIC EXPANSION - Co cited OPSB growth supported by new products and clinic expansion as a driver of momentum in the quarter

Company press release: ID:nGNX2YXSfr

Key Details

Metric	Beat/Miss	Actual	Consensus Estimate
Q1 Revenue	Beat	$59.4 mln	$58.32 mln (9 Analysts)
Q1 EPS		-$0.45
Q1 Net Income		-$10.7 mln
Q1 Adjusted EBITDA	Beat	$2.2 mln	$913,630 (8 Analysts)

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the medical equipment, supplies & distribution peer group is "buy"

• Wall Street's median 12-month price target for OrthoPediatrics Corp is $24.00, about 63.9% above its April 29 closing price of $14.64

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