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. $0.28), overshadowed by a downward revision to full-year revenue guidance ($211-213 million vs. prior $224-230 million), triggering a 27% stock drop. Market cap is now down to $284M.
OK let's get into the deep details below.
Globus Medical Q3 2025 Earnings
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.
Globus Medical, Inc. (NYSE: GMED), a leading musculoskeletal technology company, reported its Q3 2025 earnings on November 6, 2025,...
