It's earnings season and we had two crazy stock moves after Q3 2025 earnings calls last week. Globus accelerated and Treace decelerated.
Let's look at these side-by-side.
GLOBUS - The major surprises were the significant beats on revenue ($769 million vs. expected $734.56 million) and non-GAAP EPS ($1.18 vs. $0.78), alongside an upward revision to full-year EPS guidance of $3.75-$3.85. Market cap is now a whooping $11B.
TREACE - The major surprises were a modest revenue beat ($50.2 million vs. expected $49.66 million) and a narrower-than-anticipated GAAP net loss ($0.26 per share vs. $0...
