Globus Medical Q1 Revenue Jumps 27% but Stock Slips as Sector Exceeds Estimates

Globus Medical (NYSE:GMED) posted first-quarter 2026 revenue of $759.9 million, a 27% year-over-year increase that beat analyst expectations by 2.7%. The company also lifted its full-year earnings-per-share outlook. Despite the strong print, shares fell 3.7% to $81.91 since the Q1 report. The seven specialty medical-device stocks tracked in the analysis delivered aggregate revenue 5.2% above consensus. STAAR Surgical (STAA) revenue surged 120% to $93.5 million, the group’s fastest growth, while Haemonetics (HAE) stock rose 28.2% after topping estimates. Inspire Medical Systems (INSP) slipped 24.5% on weak guidance. Globus Medical’s organic growth hit 13%, driven by spine-market share gains and expansion of its Enabling Technologies platform. Long-term demand tailwinds from aging populations support the sector, though pricing pressures tied to value-based care remain a headwind.