other_material
confidence high
sentiment neutral
materiality 0.75
CONMED to exit gastroenterology lines; terminates Gore VIABIL agreement effective Jan 1, 2026
CONMED Corp
- Gastroenterology product lines expected to generate $90M–$95M revenue in 2025 with ~45% gross margins.
- Exit projected to cause EPS dilution of $0.45–$0.55 in 2026.
- Consolidated gross margin expected to improve by ~80 bps after exit completion.
- CONMED reaffirms full-year 2025 revenue guidance of $1.365B–$1.372B and adjusted EPS of $4.48–$4.53.
- 2026 guidance to be provided on Q4 2025 earnings call.
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