Investment Thesis
Zimmer Biomet manufactures orthopedic implants and surgical technologies for knees, hips, spine, and extremities. Procedure recovery, ROSA robotics, and new biologics support mid-single-digit growth with expanding margins.
- Knee & Hip Scale: Leading share globally with differentiated cementless and personalized implants.
- Innovation Stack: ROSA robotics, smart implants, and digital care pathways raise ASPs.
- Margin Playbook: Simplified portfolio and cost programs improve operating leverage.