OrthoPediatrics Corp. (KIDS)

In October 2025, OrthoPediatrics announced preliminary Q3 net revenue of $61.2 million, a 12% year-over-year growth, but revised its full-year 2025 revenue guidance downwards. In August 2025, the company reported record high total revenue of $61.1 million for Q2, a 16% increase year-over-year, and increased its full-year 2025 revenue guidance. In January 2026, OrthoPediatrics announced record preliminary full-year 2025 net revenue of $236.1 million, a 15% increase over 2024, and issued 2026 financial guidance projecting revenue between $262 million and $266 million, leading to a stock surge. Despite positive revenue, the company remains unprofitable, with increasing net losses. Analyst ratings show a consensus of "Moderate Buy," with an average 12-month target price of $23.89.

The demand for OrthoPediatrics Corp. products and services exhibits some seasonality, particularly for its scoliosis business, with the summer months being important. The non-elective nature of many pediatric orthopedic procedures provides resilience against economic downturns.

OrthoPediatrics Corp. is a medical device company focused on designing, developing, and marketing orthopedic implants, instruments, and specialized braces for children. The company operates in the pediatric orthopedic market, offering over 85 products across trauma and deformity correction, scoliosis, and sports medicine/other procedures. Key products include PediLoc, PediPlates, cannulated screws, PediFlex nail, and RESPONSE Spine, among others. The company also provides orthopedic implants for children and clinical education.

OrthoPediatrics Corp. is headquartered in Warsaw, Indiana, and distributes its products both domestically and internationally, reaching over 70 countries. The company's global sales organization focuses on pediatric orthopedics. OrthoPediatrics operates over 40 clinics worldwide and aims to serve all 300 U.S. children's hospitals with its OrthoPediatrics Specialty Bracing (OPSB) clinics.

OrthoPediatrics has a strong brand reputation as the first company focused solely on pediatric orthopedic solutions since 2006, having treated nearly 1.3 million children. The company received a "Breakthrough Device" designation from the FDA for its eLLi™ Growing Rod System. Its partner iotaMotion received FDA clearance to expand the use of its iotaSOFT® cochlear implant insertion system to younger patients.

OrthoPediatrics Corp. has 267 institutional owners and shareholders holding 20,124,755 shares. Major institutional owners include Brown Advisory Inc., BlackRock, Inc., and Morgan Stanley. David R. Pelizzon is the largest individual shareholder, owning 13.84 million shares, representing 55.18% of the company. The company's CEO, David Bailey, directly owns 1.27% of the company's shares.