Welcome to our dedicated page for Orthofix Med SEC filings (Ticker: OFIX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Orthofix Medical Inc. filings document regulatory disclosures for a medical technology company focused on spinal implants, therapeutic solutions, limb reconstruction systems, biologics and enabling technologies. Recent Form 8-K reports furnish quarterly and annual financial results, preliminary net sales, guidance-related exhibits and non-GAAP measures including constant currency, free cash flow, adjusted gross profit and adjusted margin.
The company’s proxy and governance filings cover director elections, executive compensation, equity award disclosures, auditor ratification and common-share voting matters. Other current reports document Spine leadership changes, annual meeting results and board committee appointments.
Orthofix Medical Inc. reported steady 2025 growth with improving profitability. Net sales reached $219.9 million in Q4 2025, up 2% year over year, and $822.3 million for the full year, up 2.9%. Pro forma constant-currency net sales grew 3.1% in Q4 and 4.1% for the year.
The company sharply narrowed its Q4 net loss to $2.2 million from $29.1 million, and full-year net loss to $92.2 million from $126.0 million. Non-GAAP pro forma adjusted EBITDA rose to $29.2 million in Q4 (13.4% margin) and $85.9 million for 2025 (10.6% margin), both higher than 2024. Q4 free cash flow was a strong $16.8 million, with near breakeven free cash flow for the year and positive $3.1 million excluding M6-related restructuring.
For 2026, Orthofix guides to net sales of $850–$860 million, non-GAAP adjusted EBITDA of $95–$98 million, and positive free cash flow. Updated 2026–2028 targets call for 6.5–7.5% annual net sales growth, mid-teens adjusted EBITDA margin by 2028, and sustained positive free cash flow.
Orthofix Medical Inc. disclosure: Armistice Capital, LLC and Steven Boyd reported beneficial ownership of 2,648,000 shares, equal to 6.69% of common stock. The filing states Armistice Capital is the investment manager of Armistice Capital Master Fund Ltd., and the Master Fund "disclaims beneficial ownership" of the shares.
The filing lists shared voting and dispositive power of 2,648,000 shares and is signed by Steven Boyd on 02/17/2025.
Juniper Investment Company and affiliated funds reported an increased ownership stake in Orthofix Medical Inc. common stock. The group now collectively holds 3,784,617 shares, representing approximately 9.6% of Orthofix’s 39,599,959 shares outstanding as of October 31, 2025.
Between October 20, 2025 and February 12, 2026, Juniper Targeted Opportunity Fund, L.P. purchased 541,333 shares in open-market transactions for an aggregate purchase price of approximately $7,916,857, including brokerage commissions. Individual funds within the Juniper complex hold positions ranging from 45,426 shares (about 0.1% of the company) to 2,803,290 shares (about 7.1%).
Juniper Investment Company acts as investment advisor to the funds and may be deemed to beneficially own the full 3,784,617-share position, while Juniper general-partner entities and managing members Alexis P. Michas and John A. Bartholdson may also be deemed beneficial owners, each disclaiming beneficial ownership for purposes other than securities law reporting.
Orthofix Medical Inc.'s CFO Julie Andrews reported a sale of 4,873 shares of common stock on January 16, 2026 at a price of $14.38 per share. This was a Form 4 insider transaction.
According to the footnotes, the shares were sold solely to cover tax withholding obligations tied to the settlement of restricted stock units under a pre-existing, mandatory sell-to-cover arrangement approved by the board’s Compensation and Talent Development Committee. The sale was made without any exercise of discretion by the reporting person.
After this transaction, Andrews beneficially owned 58,039 shares of Orthofix common stock, which includes 45,590 previously reported restricted stock units.
Orthofix Medical Inc. President & CEO Massimo Calafiore reported automatic sales of company stock to cover taxes linked to vesting equity awards. On January 9, 2026, 9,600 shares of common stock were sold at a weighted average price of $15.8235, and on January 12, 2026, 9,797 shares were sold at a weighted average price of $15.2138. The filing explains these transactions were made under a pre-existing, mandated sell-to-cover arrangement approved by the board’s Compensation and Talent Development Committee, with no discretion exercised by the executive. After these sales, Calafiore beneficially owned 217,237 shares of Orthofix common stock, including previously reported deferred stock units and shares acquired under the company’s stock purchase plan.
Orthofix Medical (OFIX) filed its Q3 2025 10‑Q reporting net sales of $205.6 million, up 4.6% year over year, and a net loss of $22.8 million (basic and diluted EPS $(0.57)). Gross margin expanded to 72.2% from 68.7%, driven by lower cost of sales. Bone Growth Therapies rose 5.7% to $61.2 million; Global Orthopedics grew 10.1% to $33.6 million. Pro forma adjusted EBITDA was $24.6 million, and management noted seven consecutive quarters of adjusted EBITDA margin expansion with positive free cash flow of $2.5 million in the quarter.
Cash and cash equivalents were $62.9 million with long‑term debt of $157.2 million. The Lattus contingent consideration declined to $7.3 million after a $6.33 million installment. The company accrued $18.3 million related to former executive arbitration matters and recorded an IMDP accrual of $10.3 million. Shares outstanding were 39.6 million as of October 31, 2025.
Orthofix Medical Inc. (OFIX) furnished an update on its business by announcing third‑quarter results for the period ended September 30, 2025 via a press release attached as Exhibit 99.1. The company also furnished an investor relations presentation as Exhibit 99.2. These materials were furnished under Items 2.02 and 7.01 and are not deemed “filed.”
The update outlines non‑GAAP frameworks used by management, including constant currency, free cash flow, adjusted gross profit/margin, adjusted net income (loss), adjusted operating and non‑operating expenses, EBITDA and adjusted EBITDA. It also notes a long‑term normalized effective tax rate assumption of 28% for 2024 and 2025 and lists typical adjustments such as share‑based compensation, merger and restructuring costs, and items related to the discontinued M6 artificial disc product lines.
Juniper-affiliated investors reported a collective 7.2% beneficial stake in Orthofix Medical Inc. The Schedule 13D/A shows Juniper Targeted Opportunity Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy together hold 2,845,106 common shares, calculated against 39,494,265 outstanding shares as of the July 31, 2025 record date. Juniper Targeted Opportunity Fund purchased 457,680 shares for approximately $6,357,158 between May 9, 2025 and September 25, 2025, and Juniper Multi-Strategy purchased 18,926 shares for approximately $220,256 between May 8, 2025 and June 17, 2025, all in the open market. The filing states no other contracts or arrangements regarding the shares and disclaims broader third-party rights to dividends or proceeds.
Orthofix Medical Inc. (OFIX) insider transaction: On 08/18/2025 Patrick Fisher, President, Global Orthopedics, sold 1,996 shares of common stock at $14.21 per share to satisfy tax withholding obligations arising from the settlement of restricted stock units. The sale was a pre-existing sell-to-cover action mandated by the Compensation and Talent Development Committee and executed without the reporting person’s discretion. Following the transaction Fisher beneficially owns 30,116 shares, which include 24,936 previously reported restricted stock units and 2,070 shares purchased under the company’s Stock Purchase Plan on 04/30/2025. The Form 4 was signed by an attorney-in-fact on 08/20/2025.
Armistice Capital, LLC and Steven Boyd filed an amended Schedule 13G reporting shared voting and dispositive power over 2,978,000 shares of Orthofix Medical Inc. common stock, equal to 7.54% of the class based on 39,494,265 shares outstanding. Armistice Capital is the investment manager of Armistice Capital Master Fund Ltd., the direct holder of the shares, and Mr. Boyd is the managing member of Armistice Capital. The filing states the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.