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Enovis Corporation

ENOV

Healthcare · 18.47 -2.9% today

Isolated · not yet confirmedMarket checked 11 Sept, 11:25 GMT-4

Market read

Enovis Corporation's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 16 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.

Company-2.9% todayVolume comparison unavailable
Market group0 of 16 activeHealthcare & Real Estate · unavailable
Disclosed network0 of 4 confirmingNo filing-linked name is confirming now
What would change this read
  • ENOV's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if ENOV's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Healthcare · Medical Devices

No new filing conclusion is available. 0 of 16 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • ENOV's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations319
Usable filing statements177
Verified relationships5
Evidence supporting the case
  • Latest annual revenue changed +6.7% year over year.
  • Supply chain and availability has repeated favorable evidence across 4 filings.
  • Tariffs and trade policy has repeated favorable evidence across 3 filings.
Evidence challenging the case
  • Operating margin changed -13.2 percentage points in the latest annual period.
  • Net margin changed -13.5 percentage points in the latest annual period.
  • Diluted shares increased 3.2% in the latest annual period.
  • Credit and interest rates has repeated adverse evidence across 4 filings.
  • Restructuring and cost reductions has repeated adverse evidence across 4 filings.
Questions before a position
  • EV/sales is 88% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

18.40
6m-27.8%12m-40.7%24m—
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$1.4B+27.3%$1.40+12.2%
2022-12-31$1.6B+9.6%$-0.25+5.7%
2023-12-31$1.7B+9.2%$-0.61+0.8%
2024-12-31$2.1B+23.5%$-14.93+1.4%
2025-12-31$2.2B+6.7%$-20.75+3.2%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesnegative · 4 filings
“Interest expense, net was flat in the three months ended April 3, 2026 compared to the prior year period due to $2.6 million of interest income from our cross-currency swaps on undesignated derivatives now being presented in Other (income) expense, net in the…”
10-Q · May 7, 2026 ↗
Foreign exchangemixed · 4 filings
“Three Months Ended Net Sales Change % (In millions) For the three months ended April 4, 2025 $ 558.8 Components of Change: Existing Businesses (1) 18.4 3.3 % Acquisitions (2) 1.3 0.2 % Divestitures (3) (12.7) (2.3) % Foreign Currency Translation (4) 23.4 4.2…”
10-Q · May 7, 2026 ↗
Product pipeline and R&Dmixed · 4 filings
“Research and development expense increased compared to the prior year period due to an increase in new product development projects and 36 activities and spending within our recently acquired businesses, which are investing in surgical productivity solutions…”
10-Q · May 7, 2026 ↗
Restructuring and cost reductionsmixed · 4 filings
“The dedesignation of these agreements as of January 1, 2026 resulted from the aggregate notional amount of designated cross-currency swaps exceeding the Company’s net investment in its Swiss Franc-denominated legal entity and its subsidiaries due to the prior…”
10-Q · May 7, 2026 ↗

Valuation discipline

Descriptive valuation snapshot

Price/sales 0.5× · EV/sales 1.0×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

18.47-2.9% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 11:25 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for ENOV. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for ENOV. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind ENOV

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

ESABESAB CorporationpartnerFeb 26, 2026 ▾

“The Company sold its air & gas handling business in 2019 and completed the separation of its fabrication technology business into a into an independent, publicly traded company (ESAB) in 2022 (the “Separation”).”

SYKStryker CorporationcompetitorFeb 26, 2026 ▾

“Key competitors for our Reconstructive segment include Stryker, Zimmer Biomet, and DePuy Synthes, the medical device business within Johnson & Johnson.”

Depended on by

OFIXOrthofix Medical Inc.competitorFeb 24, 2026 ▾

“Our Bone Growth Therapies product category competes principally with similar products marketed by EBI, Enovis, Bioventus, Theragen, and Xstim.”

Filing peers

TFXCHRN

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

ENOV is currently a Follower in the organic co-movement group Healthcare & Real Estate. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for ENOV; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.