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Globus Medical, Inspire, and Penumbra offer differing growth paths
Globus Medical reported Q1 2026 revenue up 27% year over year to nearly $760 million and raised full-year EPS guidance to $4.70 to $4.80.
Medical device companies are taking center stage as a different healthcare angle than drug makers, with Globus Medical, Inspire Medical Systems, and Penumbra each reflecting distinct revenue drivers and analyst sentiment, according to MarketBeat Ratings.
The piece highlights that Globus Medical, an $11 billion company that designs and builds implantable devices and surgical instruments for spinal disorders, showed strong Q1 2026 results, with revenue rising 27% year over year to nearly $760 million and EPS increasing to $1.12 from 68 cents.
It also notes that management attributed growth to improving market share, operational discipline, stronger free cash flow, and the rollout of dozens of new products, adding that the U.S. business has posted at least 10% growth for three straight quarters and that the company continues to secure new FDA clearances.
MarketBeat Ratings says Globus raised its full-year EPS guidance by 30 cents to a range of $4.70 to $4.80, while shares were down about 7% year to date, with analysts expecting potential upside of nearly 29%.