CNMD at a glance
CONMED Corp (CNMD, SEC CIK 816956) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on July 29, 2026 and Form 4 insider filings as recently as September 10, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), CONMED Corp (CNMD) reported revenue of $1.4 billion (up 5.2% from FY2024) and net income of $47.1 million. Diluted EPS was $1.51.
- As of June 30, 2026, 29 institutional investment managers tracked by SignalX reported holding CONMED Corp (CNMD) shares worth $536.9 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.4B
- +5.2% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 29 funds
- $536.9M · +0 vs prior quarter
- Latest 8-K
- Jul 29, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model centered on medical industry products and services, emphasizing talent attraction and retention amid intense competition
- Suspension of quarterly dividend payments since October 2025 to extend share repurchase program, with future dividends uncertain due to financial and legal constraints
- Anti-takeover provisions enhanced through board powers to issue preferred stock and procedural safeguards delaying change of control transactions
- ESG regulatory compliance and corporate responsibility initiatives posing rising costs and risks, with potential fines, litigation, and reputational impact
- No new products or segments introduced; focus on governance measures and evolving ESG landscape as distinctive 2026 filing themes
Risk Factors
- Financial risk $840M long-term debt with $800M convertible notes due 2027 requiring incremental financing
- Operational risk increased capital spending expected in 2026 funded by operating cash flow with monitored control
- Market disruption risk share repurchase program $150M authorized, suspending dividends after $24.7M paid in 2025
- Financial risk $61.4M contingent consideration payments due entirely within 1 year creating payment uncertainty
- Financial risk revolving credit facility unused $648.5M availability with $40M term loan outstanding as of 12/31/25
Management Discussion & Analysis
- Revenue $555M, flat YoY with orthopedic surgery and general surgery stable at 42% and 58% of sales respectively
- Gross margin 48.3% vs 49.1% in prior year, reflecting inflationary cost pressures and supply chain challenges
- Best segment: General surgery $321M, stable at 58% of sales; worst segment: Orthopedic surgery $234M, stable at 42% of sales
- Capital allocation impacted by inflation with no specific buybacks, dividends, or capex disclosed in the section
- Management engaged consultant in 2025 to improve manufacturing operations amid inflation, tariffs, and supply chain risks
AI summary of the CNMD 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $343.5M, up 0.3% YoY from $342.3M
- Operating margin 10.6% vs 11.1% YoY; gross margin 57.5% vs 55.0%
- Orthopedic surgery best performer: $152.3M, up 8.2%; general surgery worst: $191.2M, down 5.2%
- Operating cash flow $50.6M vs $70.7M YoY; capital expenditures $5.8M vs $9.5M
- $637.2M spent repurchasing notes; $43.2M spent on common-stock repurchases
- Headwinds: inflation, supply-chain challenges, tariffs, and potential need for further cost reductions or debt refinancing
AI summary of the CNMD 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026, released July 29, 2026
- Detailed financial results and management commentary contained in Exhibit 99.1
Item 7.01: Regulation FD Disclosure
- Standard Regulation FD disclaimer limiting Exchange Act Section 18 liability for the disclosure
- Information excluded from incorporation into registration statements unless expressly referenced
Item 5.02: Departure/Appointment of Directors or Principal Officers
- John E. Gallagher becomes Executive Vice President, CFO, principal financial officer and principal accounting officer on July 15, 2026
- Gallagher brings CFO experience at Certara and Cue Health, plus medical technology finance leadership at Becton Dickinson
Item EX-99.1: Item EX-99.1
- John E. Gallagher appointed CFO effective July 15, 2026, replacing Todd Garner
- Garner remains as advisor through November 2, 2026, supporting leadership transition continuity
Item 1.01: Entry into a Material Definitive Agreement
- CONMED agreed to repurchase approximately $645.2 million of 2.25% convertible notes due 2027 for approximately $637.2 million cash
- Repurchase price implies approximately $8.0 million discount to principal, reducing outstanding convertible debt ahead of maturity
AI summaries of CNMD 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CNMD
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Kelderman Kim | M | Sep 8, 2026 | 500 | - |
| Kelderman Kim | M | Sep 8, 2026 | 500 | - |
| Gallagher John E | A | Jul 15, 2026 | 30,536 | - |
| Gallagher John E | A | Jul 15, 2026 | 26,875 | - |
| Gallagher John E | A | Jul 15, 2026 | 35,054 | - |
| Beyer Pat | A | Apr 1, 2026 | 28,145 | - |
| Lalomia Brent | M | Mar 6, 2026 | 75 | - |
| Lalomia Brent | M | Mar 6, 2026 | 75 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.3B | $1.4B |
| Gross Profit | - | $733.0M | $750.5M |
| Operating Income | - | $200.3M | $102.6M |
| Net Income | - | $132.4M | $47.1M |
| Gross Margin | - | 56.1% | 54.6% |
| Op. Margin | - | 15.3% | 7.5% |
| Net Margin | - | 10.1% | 3.4% |
| Balance Sheet | |||
| Total Assets | $2.3B | $2.3B | $2.3B |
| Equity | $834.2M | $962.7M | $1.0B |
| ROE | - | 13.8% | 4.6% |
| Per Share | |||
| EPS | - | $4.25 | $1.51 |
| Cash Flow | |||
| Operating CF | - | $167.0M | $170.7M |
| CapEx | - | $13.1M | $19.8M |
Source: XBRL data in CONMED Corp (CNMD)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CNMD share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 29 | $536.9M |
| Q1 2026 | 29 | $578.4M |
| Q4 2025 | 27 | $654.9M |
| Q3 2025 | 30 | $775.1M |
| Q2 2025 | 27 | $840.4M |
| Q1 2025 | 25 | $683.2M |
| Q4 2024 | 22 | $626.7M |
| Q3 2024 | 21 | $381.6M |
- AQR Capital Management+200.7K (+250%)
- Vanguard Portfolio Management LLC+112.3K (+5%)
- Millennium Management+38.7K (+51%)
- State Street Corp+33.5K (+2%)
- D.E. Shaw & Co+20.3K (+42%)
- Citadel Advisors LLC−104.7K (-42%)
- Dimensional Fund Advisors−75.5K (-5%)
- Bank of America Corp−61.2K (-4%)
- Two Sigma Investments−53.6K (-7%)
- Morgan Stanley−43.9K (-15%)
- Allstate+31.9K
- Mangrove Partners−12.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 210 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CNMD filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 10, 2026 | - | - | - |
| 10-Q | Jul 29, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 4 | Jul 17, 2026 | - | - | - |
| 8-K | Jun 17, 2026 | - | Analysis | - |
| 8-K | Jun 4, 2026 | - | Analysis | |
| 8-K | Jun 1, 2026 | - | Analysis | |
| 8-K | May 20, 2026 | - | Analysis | |
| 10-Q | Apr 30, 2026 | Mar 31, 2026 | Analysis | |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Apr 29, 2026 | - | Analysis | - |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Mar 18, 2026 | - | - | - |
| 4 | Mar 18, 2026 | - | - | - |
| 4 | Mar 18, 2026 | - | - | - |
| 4 | Mar 18, 2026 | - | - | - |
| 4 | Mar 18, 2026 | - | - | - |
| 8-K | Mar 13, 2026 | - | Analysis | - |
| 4 | Mar 10, 2026 | - | - | - |
| 4 | Mar 4, 2026 | - | - | - |
| 4 | Mar 4, 2026 | - | - | - |
| 4 | Mar 4, 2026 | - | - | - |
| 4 | Mar 4, 2026 | - | - | - |
| 4 | Mar 4, 2026 | - | - | - |
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CNMD SEC filings: frequently asked questions
Which institutions hold CNMD stock?
As of June 30, 2026, the largest CONMED Corp (CNMD) holders among the 13F filers tracked by SignalX were BlackRock ($157.8 million), Vanguard Portfolio Management LLC ($71.6 million), State Street Corp ($46.4 million), Vanguard Capital Management LLC ($44.4 million), Bank of America Corp ($43.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CNMD's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), CONMED Corp (CNMD) reported revenue of $1.4 billion (up 5.2% from FY2024) and net income of $47.1 million. Diluted EPS was $1.51. The figures come from the XBRL data in the 10-K.
What are the main risks in CNMD's latest 10-K?
In the 10-K filed February 17, 2026, CONMED Corp (CNMD) flagged: Financial risk $840M long-term debt with $800M convertible notes due 2027 requiring incremental financing. Operational risk increased capital spending expected in 2026 funded by operating cash flow with monitored control. (AI summary of the Risk Factors section.)
What did CNMD report in its latest 8-K?
CONMED Corp (CNMD) filed an 8-K on July 29, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 results for quarter ended June 30, 2026, released July 29, 2026.
What are the latest CNMD SEC filings?
CONMED Corp (CNMD) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on July 29, 2026 and a Form 4 insider filing on September 10, 2026.
What is CNMD's SEC CIK number?
CONMED Corp (CNMD)'s SEC Central Index Key (CIK) is 816956. EDGAR lists every CNMD filing under that number.
Ask anything about CNMD
The research agent reads CNMD's filings, financials, insider trades and 13F holders, then answers with sources.