GMEDGLOBUS MEDICAL INC
Surgical & Medical Instruments & Apparatus
- Revenue
- $2.9B
- 17% YoY
- Operating margin
- 16.3%
- 148% YoY
- EBITDA
- $757M
- 80% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear140% of net incomeCash flow under 80% of net income
- Dilutive SBCClear2% of revenueOver 10% of revenue
- Payouts exceed cash flowClear40% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear26% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $958M | $1.0B | $1.6B | $2.5B | $2.9B | 17% |
| Operating income | $172M | $228M | $133M | $166M | $480M | 189% |
| Net income | $149M | $190M | $123M | $103M | $538M | 422% |
| Operating cash flow | $276M | $178M | $243M | $521M | $753M | 45% |
| Capex | $57M | $74M | $78M | $115M | $165M | 43% |
| Stock-based comp | $31M | $33M | $53M | $54M | $50M | 8.1% |
| Buybacks | — | $144M | $226M | $86M | $300M | 250% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $2M · 1
- Net
- −$2M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | — | — | 134 | 127 |
| FY2024 | — | — | 127 | 117 |
| FY2023 | — | — | 82 | 106 |
| FY2022 | — | — | 114 | 97 |
| FY2021 | — | — | 111 | 119 |