The Big Orthos continue to grow with their access advantages, new products from M&A, and organized sales force.
The pattern across these orthopedic giants is clear: strong top-line growth from new products, segment momentum in knees/hips, and merger synergies is being rewarded when paired with margin improvements and raised guidance, as seen with Globus (ranked #1 for growth at 18.4%), Alphatec (ranked #2 organic growth at 30%), Stryker (#3 at 9.5% organic), and J&J MedTech (#4 at 6.8%).
However, even solid beats can trigger caution if offset by external factors like tariffs or China...
