Globus Medical Inc Class A (GMED)

In August 2025, Globus Medical won a patent infringement case against Life Spine. In November 2025, the company reported its Third Quarter results. In January 2026, Globus Medical announced preliminary record Fourth Quarter and Full Year 2025 sales results. As of February 6, 2026, the stock closed at $87.81, with a 3.99% increase in the past month, a 0.06% decrease over the last 12 months, and a year-to-date return of 5.27%. The 52-week high was $101.40, and the 52-week low was $51.79.

While specific demand seasonality data is not publicly detailed, the demand for elective orthopedic and spinal surgeries can exhibit some seasonal patterns. Demand for elective orthopedic procedures has been correlated with the health of the economy. Studies have indicated a seasonal effect on postoperative infection rates in spine surgery, with higher rates observed during summer and fall months compared to winter and spring. The aging global population is a tailwind driving increased demand for medical interventions and monitoring solutions in the spine market.

Globus Medical, Inc. is a medical device company focused on musculoskeletal disorders, operating through two segments: Musculoskeletal Solutions and Enabling Technologies. The Musculoskeletal Solutions segment includes implantable devices, biologics, surgical instruments, and neuromonitoring services used in spinal, orthopedic, and neurosurgical procedures. The Enabling Technologies segment focuses on computer systems designed to enhance surgical capabilities, including the ExcelsiusGPS platform and Surgimap surgical planning software. The majority of the company's revenue is generated from its musculoskeletal solutions.

Globus Medical has a significant international presence, operating in 64 countries, with over half of its revenue generated in the United States.

Globus Medical's brand reputation was impacted by an FDA warning letter issued in August 2024 citing violations at its Audubon, PA facility concerning the ExcelsiusGPS surgical robot. Conversely, the company's patent win against Life Spine in August 2025 could be viewed positively for its reputation in intellectual property and innovation.

Approximately 92.61% of Globus Medical's stock is held by institutional investors, including Vanguard Group Inc, BlackRock, Inc., and Janus Henderson Group Plc. Individuals hold about 20.56% of the shares.