AVNS
Avanos Medical, Inc.11.62
-0.24-2.02%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Tariff details, Nexus beats expectations.
Q&A drilled into tariff mitigation, affirming $30 million 2026 P&L hit—two-thirds China-sourced—with high-confidence exit by June via Mexico and Cambodia, plus Nairobi exemptions and USMCA coverage for most products. Nexus integration beat expectations, delivering $5 million revenue and poised for double-digit growth. Management flagged a next-gen product launch in Q4 2026 while keeping R&D spend steady via more outsourcing. Answers largely reaffirmed prepared guidance. China exit on track.
Key Stats
Market Cap
539.39MP/E (TTM)
-Basic EPS (TTM)
-10.18Dividend Yield
0%Recent Filings
8-K
CEO incentive grant increased
8-K
Board expansion deal signed
Avanos Medical struck a cooperation agreement with Bradley L. Radoff and his foundation on February 25, 2026, agreeing to nominate James L. Cunniff and independent director William P. Burke for election at the 2026 annual meeting. Radoff withdrew his nomination notice. Deal imposes standstill and voting commitments through mid-2027.
10-K
FY2025 results
Avanos Medical posted FY2025 net sales of $701.2M, up 1.9% y/y, with Specialty Nutrition Systems surging 9.2% to $432.9M on strong enteral feeding and neonate demand boosted by the Q4 Nexus acquisition, while Pain Management & Recovery edged 1.5% higher to $237.8M as RFA grew 10.1% but surgical pain dropped 8.5% from exited lines. Q4 saw HA and Game Ready rental asset sales aligning with transformation, alongside $32.4M restructuring costs, yet segments delivered $91.8M operating income. Cash hit $89.8M after $74.7M operating inflow, Nexus buy, and debt paydown; no dividends or buybacks. Q4 accelerated SNS momentum. Tariffs risk supply costs.
8-K
Q4/full-year results topped guidance
Avanos Medical topped full-year revenue guidance with $701.2M net sales, up 1.9%, driven by 9.2% growth in Specialty Nutrition Systems to $432.9M while Pain Management eked out 1.5%. Adjusted EPS hit $0.94 amid $77M PM&R goodwill hit, yet net debt fell to $10.7M. Transformation to yield $15-20M savings by 2026 end. 2026 sales eyed at $700-720M.
8-K
Avanos outlines growth strategy
Avanos Medical presented at the JP Morgan Healthcare Conference on January 13, 2026, highlighting solid mid-single digit organic growth in strategic SNS and PM&R segments, with YTD Q3 2025 SNS net sales at $317.8M up 9.5% YoY and PM&R at $176.2M up 2.7%. The company eyes $1B revenue by 2030 via M&A like the accretive Nexus Medical acquisition closed September 15, 2025, yet faces ~$18M 2025 tariff headwinds. Balance sheet stays strong below 0.5x leverage.
AORT
Artivion, Inc.
45.91+0.54
AVAH
Aveanna Healthcare Holdings Inc
8.84-0.05
BVS
Bioventus Inc.
7.52+0.02
CV
CapsoVision, Inc.
12.00-1.78
ENOV
Enovis Corporation
26.07-0.47
NAOV
NanoVibronix, Inc.
4.02-0.29
NUWE
Nuwellis, Inc.
2.21+0.03
NVNO
enVVeno Medical Corporation
0.32+0.01
PAVM
PAVmed Inc.
0.31-0.01
SNWV
SANUWAVE Health, Inc.
31.46-0.18