ZBH
Zimmer BiometNYSEHealth CareMedical DevicesSnapshot 2026-05-08
As of May 8, 2026, ZBH has a composite score of 29.8, categorized with a signal label of "mild favorable." This score is influenced by a medium confidence level of 76.3 and reflects strengths in valuation at 87.6, indicating it is considered inexpensive. However, there are unfavorable scenarios that could impact the score, including potential guidance cuts and macroeconomic reversals related to labor and rates. The analysis is provisional.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)0.11
- Bonus0.00
Why this rank
Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $2.05 → $2.01 (-1.6% / 30d). 1 raised, 20 cut, 24 covering analysts.
0 upgrades, 0 downgrades / 30d, 7 maintained. 30% of analysts rate Buy.
5 PT revisions / 30d. Avg target 13.1% above current price.
1 positive, 0 negative / 30d. See F4 management tile for the event list.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
3 material events in the last 24 months — top 3 listed below.
Stated priorities
3 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.Increase EPS guidancegrowthbehind14% progress
4/28: “We are raising our adjusted EPS guidance and free cash flow expectations for the year.”
Why this status
Stated in 3 of last 3 quarters. EPS guidance was raised from $8.10 - $8.30 in 2025-Q3 to $8.40 - $8.55 in 2026-Q1. Despite the increase, the status remains 'behind' as per prior priorities, indicating limited progress in achieving the desired EPS growth.
- 2.Achieve revenue growthgrowthbehind14% progress
4/28: “2026 Reported Revenue Change 2.5% - 4.5%”
Why this status
Stated in 3 of last 3 quarters. Revenue decreased from $2.02B in 2024-Q4 to $1.71B in 2025-Q4, despite guidance for 2026 indicating a 2.5% - 4.5% increase. The status is 'behind', showing limited progress in achieving revenue growth.
- 3.Manage CFO transitiontalentmixed65% progress
4/28: “Suketu Upadhyay informed Zimmer Biomet of his intention to resign as CFO.”
Why this status
Newly stated in 2026-Q1. The CFO transition is being managed following Suketu Upadhyay's resignation announcement. The status is 'watch', indicating the need for careful management of this transition to ensure continuity in financial leadership.
Guidance track record
Insufficient guidance history for this ticker.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 40%; 252d 31%.
Drawdown — Max 1y −25%. Bad day move −2%.
Beta to sector ETF (XLV) — 0.71 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 48/100, drawdown 50/100, beta 71/100, earnings vol —.
via XLV
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
Increase EPS guidance
GrowthNew since 2026-05-04Zimmer Biomet aims to increase its EPS guidance for the fiscal year 2026.
BehindStated in 3 of last 3 quarters. EPS guidance was raised from $8.10 - $8.30 in 2025-Q3 to $8.40 - $8.55 in 2026-Q1. Despite the increase, the status remains 'behind' as per prior priorities, indicating limited progress in achieving the desired EPS growth.
14%CEO/CFO:“We are raising our adjusted EPS guidance and free cash flow expectations for the year.”Press releaseSource dated 2026-04-28Stated 3 of last 8 quartersFirst seen 2026-05-04Show history (3)
- 2026-Q1Press release
“We are raising our adjusted EPS guidance and free cash flow expectations for the year.”
- 2025-Q4Press release
“Adjusted Diluted EPS (2) $8.30 - $8.45”
- 2025-Q3Press release
“Adjusted Diluted EPS (2) $8.10 - $8.30”
- #2
Achieve revenue growth
GrowthNew since 2026-05-04Zimmer Biomet is focused on achieving revenue growth for the fiscal year 2026.
BehindStated in 3 of last 3 quarters. Revenue decreased from $2.02B in 2024-Q4 to $1.71B in 2025-Q4, despite guidance for 2026 indicating a 2.5% - 4.5% increase. The status is 'behind', showing limited progress in achieving revenue growth.
14%CEO/CFO:“2026 Reported Revenue Change 2.5% - 4.5%”Press releaseSource dated 2026-04-28Stated 3 of last 8 quartersFirst seen 2026-05-04Show history (3)
- 2026-Q1Press release
“2026 Reported Revenue Change 2.5% - 4.5%”
- 2025-Q4Press release
“2025 Organic Constant Currency Revenue Change (1) 3.5% - 4.0%”
- 2025-Q3Press release
“Company tightens full-year 2025 reported, constant currency 1 and organic constant currency 1 revenue growth guidance to 6.7% - 7.7%”
- #3
Manage CFO transition
TalentNew since 2026-05-04Zimmer Biomet is managing the transition of its Chief Financial Officer.
Watch →MixedNewly stated in 2026-Q1. The CFO transition is being managed following Suketu Upadhyay's resignation announcement. The status is 'watch', indicating the need for careful management of this transition to ensure continuity in financial leadership.
65%CEO/CFO:“Suketu Upadhyay informed Zimmer Biomet of his intention to resign as CFO.”Press releaseSource dated 2026-04-28Stated 1 of last 8 quartersFirst seen 2026-05-04Show history (1)
- 2026-Q1Press release
“Suketu Upadhyay informed Zimmer Biomet of his intention to resign as CFO.”
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Looks cheaper than most peers in the same business.
Cheaper than its own typical valuation.
P/E over the last 5 years
62 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
ZBH Zimmer Biomet | +30 | inexpensive | moderate |
LLY Lilly (Eli) | +21 | full | moderate |
JNJ Johnson & Johnson | +18 | full | low |
ABBV AbbVie | +12 | fair | low |
UNH UnitedHealth Group | +24 | fair | elevated |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If health_care sector trend rises from +0.06 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is cut (currently RAISED as of 2026-04-28)-16 pts
- If labor state reverses from -0.31 (negative) to +0.31 (positive)-6.8 pts
- If health_care sector trend falls from +0.06 into 'weakening' (<= -0.20)-5.0 pts
- If rates state reverses from -0.37 (negative) to +0.37 (positive)-2.9 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-04-2810d agoItem 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On April 22, 2026, Suketu Upadhyay informed Zimmer Biomet Holdings, Inc. (the “Company”) of his intention to resign from the position of Chief Financial Officer and Executive Vice President – Finance, Operations and Supply Chain of the Company, effective as of April 28, 2026, to pursue a new professional opportunity. Mr. Upadhyay’s departure is not…
executive changeneutralscore 63 - 2026-04-2810d agoItem 2.02
Results of Operations and Financial Condition. On April 28, 2026, Zimmer Biomet Holdings, Inc. (the “Company”) issued a press release reporting its financial results for the quarter ended March 31, 2026. A copy of the press release is attached as Exhibit 99.1 and the information set forth therein is incorporated herein by reference and constitutes a part of this report. The information contained in this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed to be “filed…
earnings preannouncementpositivescore 57 - 2026-02-102mo agoItem 2.02
Results of Operations and Financial Condition. On February 10, 2026, Zimmer Biomet Holdings, Inc. (the “Company”) issued a press release reporting its financial results for the quarter and year ended December 31, 2025. A copy of the press release is attached as Exhibit 99.1 and the information set forth therein is incorporated herein by reference and constitutes a part of this report. The information contained in this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deem…
earnings preannouncementneutralscore 9 - 2026-01-123mo agoItem 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers;Compensatory Arrangements of Certain Officers. On January 8, 2026, Mark Bezjak, a named executive officer in the 2025 proxy statement of Zimmer Biomet Holdings, Inc. (the “Company”), informed the Company that he will resign his employment, including all officer positions with the Company and its affiliates, effective as of January 16, 2026, to pursue another business opportunity. As previously r…
executive changeneutralscore 4 - 2025-09-048mo agoItem 8.01
Other Events. On September 4, 2025, Zimmer Biomet Holdings, Inc. (the “ Company ”) issued two new series of senior unsecured debt securities denominated in Swiss francs, comprising CHF 210,000,000 aggregate principal amount of the Company’s 0.930% Bonds 2025 – 2030 (the “ Tranche A Bonds ”) and CHF 390,000,000 aggregate principal amount of the Company’s 1.560% Bonds 2025 – 2035 (the “ Tranche B Bonds ” and, together with the Tranche A Bonds, the “ Bonds ”). The Bonds were issued pursuant to a…
capital allocationpositivescore 0
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.