Enovis (NYSE:ENOV) Releases FY 2026 Earnings Guidance

Enovis (NYSE:ENOV) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 3.520-3.730 for the period, compared to the consensus 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.

Enovis Trading Up 13.8%

Shares of ENOV opened at $25.39 on Friday. Enovis has a one year low of $21.00 and a one year high of $40.69. The stock has a 50-day moving average price of $24.30 and a 200 day moving average price of $28.21. The company has a debt-to-equity ratio of 0.66, a quick ratio of 1.16 and a current ratio of 2.22. The company has a market capitalization of $1.45 billion, a P/E ratio of -1.07 and a beta of 1.52.

Enovis (NYSE:ENOV) last announced its earnings results on Thursday, February 26th. The company reported $0.95 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.81 by $0.14. Enovis had a positive return on equity of 7.79% and a negative net margin of 61.22%.The company had revenue of $575.76 million for the quarter, compared to analyst estimates of $584.30 million. During the same period in the prior year, the company posted $0.98 EPS. Enovis’s quarterly revenue was up 2.6% on a year-over-year basis. Enovis has set its FY 2026 guidance at 3.520-3.730 EPS. Sell-side analysts forecast that Enovis will post 2.79 EPS for the current fiscal year.

Analyst Ratings Changes

ENOV has been the topic of a number of research analyst reports. Evercore reiterated an “outperform” rating on shares of Enovis in a research note on Monday, January 12th. Canaccord Genuity Group decreased their price target on Enovis from $58.00 to $50.00 and set a “buy” rating for the company in a research note on Wednesday, December 17th. BTIG Research boosted their price objective on Enovis from $41.00 to $43.00 and gave the company a “buy” rating in a report on Thursday. UBS Group reaffirmed a “buy” rating and set a $50.00 target price on shares of Enovis in a report on Monday, January 5th. Finally, 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. Seven equities research analysts have rated the stock with a Buy rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $47.43.

Insider Activity at Enovis

In other news, EVP Daniel A. Pryor sold 999 shares of the stock in a transaction that occurred on Tuesday, December 9th. The stock was sold at an average price of $27.20, for a total transaction of $27,172.80. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Company insiders own 2.70% of the company’s stock.

Key Headlines Impacting Enovis

Here are the key news stories impacting Enovis this week:

• Positive Sentiment: Quarterly adjusted EPS beat and management raised FY‑2026 adjusted EPS guidance, signaling improved underlying profitability and margin expansion expectations. Read More.
• Positive Sentiment: Analysts showed renewed confidence — BTIG raised Enovis’ price target and carry a Buy rating, supporting demand for the stock. Read More.
• Positive Sentiment: Operational momentum: full‑year 2025 sales grew ~7% (6% organic) with Reconstructive segment strength and improved adjusted EBITDA — items investors view as evidence of a recovery in core operations. Read More.
• Neutral Sentiment: Revenue guidance was set to ~$2.31–2.37B for 2026 (4–6% organic growth) — constructive for growth but slightly below some street revenue expectations, making this a mixed read. Read More.
• Neutral Sentiment: Top-line was mixed: Q4 revenue (~$576M) came in below consensus, even as adjusted metrics beat; investors will watch whether volume/mix improvements sustain. Read More.
• Negative Sentiment: Large non‑cash goodwill impairment ($501M in Q4, ~$1.05B for full year) produced a GAAP net loss and raises questions about past acquisition valuations — a material accounting charge that can weigh on investor sentiment despite being non‑cash. Read More.

Institutional Investors Weigh In On Enovis

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

Enovis Company Profile

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.