Enovis CORP (ENOV) · Nov 5, 2026 · Earnings

Enovis earnings raise 2026 guidance as Recon growth offsets P&R drag

Guidance raised — FY26 adjusted EBITDA $428–438M vs $425–435M; adjusted EPS $3.58–3.79 vs $3.52–3.73

Enovis earnings show solid organic growth and stronger margins, prompting higher 2026 EBITDA and EPS guidance despite a weak Prevention & Recovery segment.

Enovis is in the middle of a medical-technology repositioning: integrating the Lima acquisition, leaning into faster-growing reconstructive products, and building a surgical-robotics platform around ARVIS and the planned eCential Robotics acquisition. The eCential deal is expected to close by year-end 2026 and is intended to broaden Enovis’ enabling-technology portfolio.

The quarter itself was broadly on plan, not a major upside surprise. Management said growth was “consistent with our expectations for the quarter.” Reported sales rose only 1.8%, but organic growth was 4.6%, with Reconstructive up 6.3% organically while Prevention & Recovery grew 3.0% organically. The reported result was held back by divestitures, especially in P&R. 〔0〕

Metric	Q3 2026	Q3 2025	Prior FY26 guide
Net sales (Financial Statements)	$558.7M (+1.8%)	$548.9M
Organic sales growth (Segment results)	4.6%
Adjusted EPS (Adjusted Net Income)	$0.88	$0.75
Adjusted EBITDA (Adjusted EBITDA reconciliation)	$103.5M (+9.2%)	$94.8M
FY26 revenue guidance (Outlook)	$2.32–2.35B		$2.31–2.37B
FY26 adjusted EBITDA guidance (Outlook)	$428–438M		$425–435M
FY26 adjusted EPS guidance (Outlook)	$3.58–3.79		$3.52–3.73

The important change is the raised profit outlook. Revenue guidance was narrowed rather than materially lifted, with the midpoint moving only slightly from $2.34 billion to $2.335 billion and organic growth now centered at 5%. But adjusted EBITDA and adjusted EPS guidance both moved higher, implying that cost control, mix and operating execution are running ahead of the prior plan. 〔1〕〔2〕

Reconstructive is carrying the growth story while P&R remains uneven. Reconstructive sales grew 6% on both reported and organic bases in the quarter, while P&R declined 2% reported despite 3% organic growth. That mix supports the company’s strategy, but it also means the headline growth rate remains less impressive than the underlying performance and leaves execution dependent on the stronger Recon franchise.

The new buyback authorization is supportive but not an immediate capital return. The board replaced the existing $100 million authorization with a new authorization of up to $200 million, but the filing makes clear that timing and amount depend on management’s discretion. With only $13.0 million of cash and roughly $1.26 billion of long-term debt at quarter-end, this is optionality rather than a committed near-term use of cash. 〔3〕

Bottom line: This was an in-line operating quarter with a modestly better profit outlook. The raised EBITDA and EPS guidance strengthens Enovis’ execution story, but the underlying business still depends on Recon momentum to offset uneven Prevention & Recovery performance and the costs of its robotics expansion.

What to watch next

eCential Robotics closing expected by year-end 2026

Original filing on SEC EDGAR

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AllSight · BlackBerry Q2 FY27

Revenue $163.3M vs ~$144M expected; adjusted basic EPS $0.07 vs ~$0.04 consensus — a real upside surprise.Income statement
QNX revenue +27% to $80.3M; segment EBITDA $29.0M from $20.5M. “Record performance… core automotive.”Segment — QNX
Licensing jumped to $22.1M from $6.6M — it amplified the beat, but it's less recurring than QNX, so the quality sits in QNX.Segment — Licensing
FY27 guide lifted to $616–636M rev / $141–158M EBITDA, above the prior $594–621M / $119–139M framework.Guidance
QNX growth, margins, cash and a raised outlook all beat. But licensing amplified it and Secure Comms is flat — net retention 91% from 93%.Segment — Secure Comms

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Events/ANDE/8-K · Earnings

8-K · Item 2.02 · Earnings

The Andersons — a record Renewables quarter that beat profit expectations

Filed Aug 3, 2026ANDE · NASDAQ

AllSight readBeatPriced in▲ 1.8% since filed · reaction agrees

adj. EPS $2.15 vs ~$1.48 consensus

This filing tests whether The Andersons' sharp profit increase reflects broad operating improvement or a one-off renewable-fuels boost. It also separates strong adjusted earnings and cash generation from the quarter's legal and impairment charges.

The quarter was substantially stronger than both last year and the published earnings expectation. Adjusted EPS reached $2.15, versus $0.24 a year earlier and above the published consensus of about $1.48; reported EPS was $1.65. Adjusted EBITDA more than doubled to $140 million, while sales slipped modestly — the improvement came from margins and operating performance rather than higher revenue. Financial Highlights · Statements of Operations

Q2 ($M, exc. per-share)	Q2 2026	Q2 2025	YoY
Sales & merchandising revenue	3,097.7	3,135.9	−1%
Net income (attributable)	56.6	7.9	+48.7
Diluted EPS	1.65	0.23	+1.42
Adjusted EPS	2.15	0.24	+1.91
Adjusted EBITDA	140.3	65.2	+75.1
Agribusiness adj. pretax	20.3	16.8	+3.5
Renewables adj. pretax	88.4	9.6	+78.8
Cash from operations	487.9	299.3	+188.6
Cash from ops (pre-WC)	112.9	42.9	+70.1

Renewables drove nearly all of the upside — the operating backdrop was strong, but the result also benefited materially from tax credits. Renewables' adjusted pretax income rose to $88 million on record production, stronger ethanol margins and merchandising gains. It also received $24 million of 45Z producer tax credits, so this was not solely a repeatable plant-margin improvement; the company did cite healthy export and domestic ethanol demand as supportive. Renewables — Record Q2 · Segment Data

Agribusiness improved, but it was a supporting contributor rather than the main earnings engine. Adjusted pretax income increased to $20 million as fertilizer margins improved and merchandising benefited from commodity-price volatility, despite lower fertilizer volumes. Agribusiness — Improved Q2 · Segment Data

Cash generation improved and funding capacity is comfortable, while reported earnings still absorbed meaningful non-core costs. Operating cash flow was $488 million ($113 million before working-capital changes); capital spending was $76 million. Adjusted EPS excludes $0.50 of legal-settlement, impairment and transaction items, so the $2.15 adjusted result runs ahead of the $1.65 reported. Leverage stays below the <2.5× debt-to-EBITDA target; no new quantified full-year outlook was given. Cash & Liquidity · Adjusted Net Income

Community sentiment · 612 votes

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Enovis earnings raise 2026 guidance as Recon growth offsets P&R drag

What to watch next

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