Logotype for OrthoPediatrics Corp

OrthoPediatrics (KIDS) investor relations material

OrthoPediatrics Piper Sandler 37th Annual Healthcare Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for OrthoPediatrics Corp
Piper Sandler 37th Annual Healthcare Conference summary4 Dec, 2025

Business performance and guidance reset

  • Q3 saw strong underlying performance despite missing guidance due to no 7D capital sales and strategic reduction of low-margin Latin America set sales.

  • Forward guidance now excludes most 7D and Latin America set sales to reduce volatility and clarify a 12% baseline growth expectation.

  • Reset aims to provide more predictable results and set up for a strong 2026, with 7D sales considered upside rather than baseline.

  • Core growth drivers are T&D implants, OPSB, and international agency business, with scoliosis implants in Latin America expected to be flat.

  • International expansion, especially in Europe and Australia, is contributing to growth, particularly in scoliosis.

Product innovation and market opportunities

  • Major R&D investments are culminating in new launches like Verticale, eLLi, and the 3P system, expected to drive growth from 2026 onward.

  • PNP Femur and Tibia products are growing rapidly, with 3P Hip and Small Mini recently approved and positioned as future workhorses.

  • The plating market opportunity is estimated at $50+ million, with significant runway for new devices and market expansion.

  • New product launches will require some capital deployment, but focus remains on high-return, non-legacy devices.

  • Verticale and eLLi offer high ASPs and efficient cash usage, with eLLi leveraging RF technology for unique clinical and digital benefits.

Scoliosis and OPSB portfolio strategy

  • Scoliosis strategy targets the most complex cases, with products like Rib & Pelvic System, Verticale, and eLLi differentiating the portfolio.

  • ApiFix is showing strong results in a narrow patient band, supporting a continuum from bracing to fusion.

  • Early onset scoliosis market is estimated at $50+ million in the U.S., with little competition.

  • OPSB portfolio continues to expand with new products and high demand, with four to five new devices expected annually.

  • Clinic network has grown from 26 to over 40, with strong same-store and greenfield growth, and ambitions for national and international coverage.

How does the guidance reset impact 2026 growth drivers?
Quantify new product revenue contribution by 2026-2029?
What sustains OPSB's accelerated growth trajectory?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next OrthoPediatrics earnings date

Logotype for OrthoPediatrics Corp
Q4 20256 Mar, 2026
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next OrthoPediatrics earnings date

Logotype for OrthoPediatrics Corp
Q4 20256 Mar, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

OrthoPediatrics Corp. is a medical device company specializing in the design and manufacture of orthopedic solutions for pediatric patients. The company’s product portfolio includes implants, surgical instruments, and biologics to address conditions such as scoliosis, trauma, and deformities. OrthoPediatrics collaborates with surgeons to develop specialized systems tailored to the unique needs of children and adolescents. The company is headquartered in Warsaw, Indiana, and its shares are listed on the NASDAQ.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage