CONMED 향후 성장
Future 기준 점검 3/6
CONMED (는) 각각 연간 30.8% 및 3.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 31.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11.3% 로 예상됩니다.
핵심 정보
30.8%
이익 성장률
31.63%
EPS 성장률
| Medical Equipment 이익 성장 | 16.1% |
| 매출 성장률 | 3.8% |
| 향후 자기자본이익률 | 11.32% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 18 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • May 20
CNMD: Execution And Margin Stability Will Be Tested In Medtech Reset
Analysts have reduced CONMED's fair value estimate and price target to $40 from $52. They cite a reset in medtech valuations, concerns around product cycles and utilization, and a lower assumed future P/E multiple, while keeping revenue growth and profit margin assumptions broadly steady.내러티브 업데이트 • May 01
CNMD: Execution Repairs And Margin Stability Will Support Future Upside
Narrative Update Overview Analysts have trimmed their average price targets on CONMED by $3, alongside neutral ratings and concerns around product execution and a lack of near term catalysts, even as updated assumptions reflect steady revenue growth, profit margins around 10.8% and a slightly lower future P/E multiple. Analyst Commentary Recent research on CONMED has centered on valuation reset, execution around key products, and the search for clear catalysts, with JPMorgan trimming its price target by $3 and other firms shifting to more neutral stances.
내러티브 업데이트 • Apr 17
CNMD: Execution Questions And Limited Catalysts Will Shape Balanced Risk Profile
Analysts have reset their price target on CONMED to $39, trimming it by $16 from the prior $55. They cite concerns around AirSeal competition, recent execution issues, and a lack of clear near term catalysts for a turnaround in sentiment.내러티브 업데이트 • Apr 02
CNMD: Execution Rebound And Margin Focus Will Support Future Upside
The analyst price target for CONMED has been reduced by $3 to $52, as analysts factor in a slightly higher discount rate and a lower future P/E multiple while still modeling modestly higher revenue growth and profit margins, and acknowledging recent downgrades that highlight concerns around execution and a lack of near term catalysts. Analyst Commentary Recent research on CONMED reflects a mixed setup, with some analysts focused on execution risks and a lack of clear near term catalysts, while others maintain a more balanced stance that supports a mid range valuation and steady expectations.내러티브 업데이트 • Mar 18
CNMD: Execution Concerns And Leadership Transition Will Shape Balanced Risk Profile
Narrative Update: CONMED Price Target Shift The analyst price target for CONMED has been revised from $42 to $39, with analysts pointing to execution missteps, weaker sentiment around the AirSeal product, and a lack of clear near term catalysts as key reasons for the adjustment. Analyst Commentary Recent Street research on CONMED has tilted more cautious, with several bearish analysts highlighting execution risk, questions around AirSeal, and a limited near term catalyst path to re-rate the shares.내러티브 업데이트 • Mar 04
CNMD: Portfolio Refocus And Leadership Change Will Shape Balanced Risk Profile
Narrative Update on CONMED Analysts kept their $42 price target for CONMED unchanged. They cited slightly higher assumed revenue growth and profit margins along with a modestly lower discount rate and future P/E, which together support a steady valuation view despite ongoing sector volatility highlighted in recent research.내러티브 업데이트 • Feb 17
CNMD: Portfolio Refocus And Higher Future P/E Will Support Returns
Analysts maintained their fair value estimate for CONMED at $55.00 and refreshed their price target framework to incorporate more conservative assumptions for revenue growth and profit margins, while also reflecting a higher future P/E multiple. Analyst Commentary Bullish analysts appear comfortable holding their US$55.00 fair value estimate for CONMED while updating models to reflect more conservative assumptions for revenue growth and margins.내러티브 업데이트 • Feb 03
CNMD: Future Portfolio Shift And Capital Moves Signal Balanced Risk Profile
Analysts have reduced their price target on CONMED to US$42 from US$55, citing a higher discount rate, more conservative revenue growth assumptions, improved profit margin expectations, and a lower future P/E multiple in their updated models. Analyst Commentary Bearish analysts are using the lower US$42 price target as a signal that they see less room for upside in CONMED at current levels, especially when they factor in higher discount rates and more cautious revenue assumptions.
내러티브 업데이트 • Jan 19
CNMD: Gastro Exit And Buybacks Will Support Future Margin Expansion
Analysts modestly adjusted their price target for CONMED, citing a slightly lower discount rate, unchanged fair value of $48.40, and minimal tweaks to long term growth and P/E assumptions that together fine tune their outlook rather than overhaul it. Analyst Commentary Bullish Takeaways Bullish analysts see the steady fair value estimate of $48.40, together with the slightly lower discount rate, as a sign that their view on CONMED’s risk profile and long term earnings power remains intact even after recent fine tuning.내러티브 업데이트 • Jan 05
CNMD: Gastro Exit And Buybacks Will Support Margin Expansion Ahead
Analysts have trimmed their price target for CONMED to about US$48.40 from roughly US$54.00, pointing to slightly lower growth assumptions and a reduced future P/E multiple, partly balanced by a marginally higher profit margin outlook. What's in the News CONMED plans to exit its gastroenterology product lines, aiming to focus resources on core areas such as minimally invasive, robotic and laparoscopic surgery, smoke evacuation, and orthopedic soft tissue repair (Key Developments).내러티브 업데이트 • Dec 20
CNMD: Focused Surgical Portfolio And Buybacks Will Support Stronger Future Returns
Analysts have lowered their price target on CONMED from 80.00 dollars to 55.00 dollars, citing slightly slower expected revenue growth and a higher discount rate that more than offset improved margin and valuation assumptions. What's in the News CONMED will exit its gastroenterology product lines to focus resources on core areas including minimally invasive, robotic, and laparoscopic surgery, smoke evacuation, and orthopedic soft tissue repair.Seeking Alpha • Dec 15
Conmed Taking On More Pain In The Pursuit Of Future Gain
Summary Conmed (CNMD) shares are nearing decade lows despite credible progress with supply issues and ongoing efforts to shift toward higher-growth, higher-margin products. Management accelerated the exit from the lower-margin gastroenterology business, trading near-term revenue and EPS dilution for an 80bp margin boost and improved strategic focus. AirSeal's attach rate remains pressured by Intuitive Surgical's dv5, but upside exists from non-robotic procedures and OUS and ACS market expansion. CNMD appears undervalued on DCF and EV/revenue, but lacks near-term growth catalysts and remains a high-risk value play pending tangible restructuring results. Read the full article on Seeking Alpha내러티브 업데이트 • Dec 06
CNMD: Margin Expansion And Buyback Program Will Drive Strong Future Returns
Analysts have nudged their price target on CONMED slightly higher to $54, citing modestly lower discount rate and revenue growth assumptions, offset by a slightly improved profit margin outlook and a marginally lower future P/E multiple that together support a stable valuation profile. Analyst Commentary Analyst views on CONMED remain balanced, with recent model tweaks reflecting a more nuanced outlook on growth, profitability, and valuation.내러티브 업데이트 • Nov 22
CNMD: Margin Initiatives And Robust Buyback Will Drive Long-Term Shareholder Value
CONMED's analyst price target has been reduced from $56 to $54 per share, as analysts cite modest cuts to growth and profit outlooks, along with slightly higher discount rates following recent sector updates. Analyst Commentary Analysts have provided a range of perspectives on CONMED’s outlook based on recent developments in company performance and sector trends.내러티브 업데이트 • Nov 07
CNMD: Improving Profit Margins And Robust Buyback Program Will Drive Shareholder Value
CONMED's analyst price target has been lowered from $61 to $56. This change reflects a more cautious stance as analysts point to expectations of slower revenue growth and a higher discount rate, despite improvements in underlying profit margins and future valuation multiples.분석 기사 • Oct 06
These 4 Measures Indicate That CONMED (NYSE:CNMD) Is Using Debt Reasonably Well
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Sep 12
CONMED (NYSE:CNMD) Has Announced A Dividend Of $0.20
CONMED Corporation ( NYSE:CNMD ) has announced that it will pay a dividend of $0.20 per share on the 3rd of October...분석 기사 • Aug 08
CONMED's (NYSE:CNMD) Solid Profits Have Weak Fundamentals
CONMED Corporation ( NYSE:CNMD ) just reported some strong earnings, and the market reacted accordingly with a healthy...분석 기사 • Jul 03
Are Investors Undervaluing CONMED Corporation (NYSE:CNMD) By 49%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, CONMED fair value estimate is US$107 Current share price of...분석 기사 • May 24
CONMED (NYSE:CNMD) Is Paying Out A Dividend Of $0.20
CONMED Corporation ( NYSE:CNMD ) will pay a dividend of $0.20 on the 3rd of July. This means the dividend yield will be...분석 기사 • May 17
CONMED Corporation's (NYSE:CNMD) Shares Bounce 26% But Its Business Still Trails The Market
Those holding CONMED Corporation ( NYSE:CNMD ) shares would be relieved that the share price has rebounded 26% in the...분석 기사 • Mar 31
Is CONMED (NYSE:CNMD) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Feb 28
Repeated Disappointments On Growth And Margins Leaves Conmed Even Deeper In The Doghouse
Summary Conmed's ambitious revenue growth targets and ongoing operational issues have led to underperformance, with shares down 10% since my last update and ongoing concerns about growth, margins, and tariffs. Despite a decent Q4, Conmed's 2025 guidance was disappointing, with no margin expansion expected and a need to remediate supply and inventory issues. The threatened 25% tariff on goods imported from Mexico could severely affect earnings, adding to the company's existing operational and competitive challenges. While Conmed's valuation appears undemanding, significant risks and uncertainties suggest it may be prudent to wait for clearer signs of improvement before investing. Read the full article on Seeking Alpha분석 기사 • Feb 28
CONMED (NYSE:CNMD) Is Paying Out A Dividend Of $0.20
CONMED Corporation ( NYSE:CNMD ) will pay a dividend of $0.20 on the 4th of April. This means the dividend yield will...분석 기사 • Feb 08
CONMED Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Shareholders might have noticed that CONMED Corporation ( NYSE:CNMD ) filed its full-year result this time last week...분석 기사 • Jan 20
CONMED Corporation (NYSE:CNMD) Looks Inexpensive But Perhaps Not Attractive Enough
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...분석 기사 • Jan 01
Is Now The Time To Look At Buying CONMED Corporation (NYSE:CNMD)?
CONMED Corporation ( NYSE:CNMD ), might not be a large cap stock, but it saw a decent share price growth of 11% on the...분석 기사 • Dec 13
CONMED (NYSE:CNMD) Has Affirmed Its Dividend Of $0.20
The board of CONMED Corporation ( NYSE:CNMD ) has announced that it will pay a dividend on the 3rd of January, with...분석 기사 • Nov 25
Does CONMED (NYSE:CNMD) Have A Healthy Balance Sheet?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...분석 기사 • Nov 07
CONMED's (NYSE:CNMD) Earnings Are Weaker Than They Seem
Unsurprisingly, CONMED Corporation's ( NYSE:CNMD ) stock price was strong on the back of its healthy earnings report...분석 기사 • Nov 02
Earnings Beat: CONMED Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
It's been a pretty great week for CONMED Corporation ( NYSE:CNMD ) shareholders, with its shares surging 13% to...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 1,514 | 154 | N/A | 174 | 4 |
| 12/31/2027 | 1,436 | 140 | 173 | 162 | 6 |
| 12/31/2026 | 1,362 | 120 | 195 | 195 | 6 |
| 3/31/2026 | 1,371 | 55 | 124 | 143 | N/A |
| 12/31/2025 | 1,375 | 47 | 151 | 171 | N/A |
| 9/30/2025 | 1,347 | 64 | 149 | 168 | N/A |
| 6/30/2025 | 1,326 | 110 | 148 | 165 | N/A |
| 3/31/2025 | 1,316 | 119 | 165 | 179 | N/A |
| 12/31/2024 | 1,307 | 132 | 154 | 167 | N/A |
| 9/30/2024 | 1,288 | 132 | 166 | 180 | N/A |
| 6/30/2024 | 1,276 | 99 | 159 | 175 | N/A |
| 3/31/2024 | 1,262 | 82 | 142 | 158 | N/A |
| 12/31/2023 | 1,245 | 64 | 106 | 125 | N/A |
| 9/30/2023 | 1,169 | 58 | 38 | 57 | N/A |
| 6/30/2023 | 1,139 | 88 | 16 | 37 | N/A |
| 3/31/2023 | 1,099 | -94 | 7 | 29 | N/A |
| 12/31/2022 | 1,045 | -81 | 12 | 33 | N/A |
| 9/30/2022 | 1,069 | -83 | 59 | 79 | N/A |
| 6/30/2022 | 1,042 | -114 | 56 | 74 | N/A |
| 3/31/2022 | 1,020 | 68 | 74 | 90 | N/A |
| 12/31/2021 | 1,011 | 63 | 97 | 112 | N/A |
| 9/30/2021 | 989 | 62 | 83 | 98 | N/A |
| 6/30/2021 | 979 | 54 | 99 | 112 | N/A |
| 3/31/2021 | 881 | 13 | 70 | 83 | N/A |
| 12/31/2020 | 862 | 10 | 52 | 65 | N/A |
| 9/30/2020 | 874 | 0 | 69 | 85 | N/A |
| 6/30/2020 | 870 | 0 | 69 | 87 | N/A |
| 3/31/2020 | 951 | 34 | 84 | 103 | N/A |
| 12/31/2019 | 955 | 29 | N/A | 95 | N/A |
| 9/30/2019 | 933 | 29 | N/A | 79 | N/A |
| 6/30/2019 | 901 | 28 | N/A | 47 | N/A |
| 3/31/2019 | 876 | 31 | N/A | 46 | N/A |
| 12/31/2018 | 860 | 41 | N/A | 75 | N/A |
| 9/30/2018 | 840 | 72 | N/A | 71 | N/A |
| 6/30/2018 | 828 | 73 | N/A | 80 | N/A |
| 3/31/2018 | 812 | 71 | N/A | 75 | N/A |
| 12/31/2017 | 796 | 55 | N/A | 66 | N/A |
| 9/30/2017 | 778 | 15 | N/A | 58 | N/A |
| 6/30/2017 | 773 | 16 | N/A | 70 | N/A |
| 3/31/2017 | 769 | 12 | N/A | 72 | N/A |
| 12/31/2016 | 764 | 15 | N/A | 40 | N/A |
| 9/30/2016 | 750 | 16 | N/A | 36 | N/A |
| 6/30/2016 | 735 | 17 | N/A | 24 | N/A |
| 3/31/2016 | 722 | 22 | N/A | 17 | N/A |
| 12/31/2015 | 719 | 30 | N/A | 51 | N/A |
| 9/30/2015 | 723 | 34 | N/A | 64 | N/A |
| 6/30/2015 | 729 | 27 | N/A | 65 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: CNMD 의 연간 예상 수익 증가율(30.8%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: CNMD 의 연간 수익(30.8%)이 US 시장(16.8%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: CNMD 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: CNMD 의 수익(연간 3.8%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: CNMD 의 수익(연간 3.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: CNMD의 자본 수익률은 3년 후 11.3%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/22 06:21 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
CONMED Corporation는 16명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Travis Steed | Barclays |
| Travis Steed | BofA Global Research |
| Travis Steed | BofA Global Research |