Last 7 days
-3%
Last 30 days
-7.4%
Last 90 days
-13.7%
Trailing 12 Months
4.8%
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-08-07 | KLECKNER JOHN | sold | -10,297 | 59.18 | -174 | principal accounting officer |
2023-07-20 | KLECKNER JOHN | sold | -4,376 | 65.32 | -67.00 | principal accounting officer |
2023-06-30 | Lalor Angela S | acquired | - | - | 313 | - |
2023-06-02 | BERRY PHILLIP BENJAMIN (BEN) | sold | -34,939 | 54.17 | -645 | svp, chief financial officer |
2023-05-16 | Wienbar Sharon L | acquired | - | - | 1,875 | - |
2023-05-16 | Ortiz Christine | acquired | - | - | 1,875 | - |
2023-05-16 | Bodem Barbara W. | acquired | - | - | 1,875 | - |
2023-05-16 | PERFALL A CLAYTON | acquired | - | - | 1,875 | - |
2023-05-16 | Okala Philip | acquired | - | - | 1,875 | - |
2023-05-16 | Lalor Angela S | acquired | - | - | 1,875 | - |
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-09-20 | BARCLAYS PLC | added | 11.28 | 1,477,000 | 5,902,000 | -% |
2023-08-23 | WOLVERINE TRADING, LLC | new | - | 618,447 | 618,447 | -% |
2023-08-22 | VIRGINIA RETIREMENT SYSTEMS ET AL | reduced | -23.73 | -135,255 | 1,442,700 | 0.01% |
2023-08-21 | OSAIC HOLDINGS, INC. | added | 341 | 354,286 | 436,861 | -% |
2023-08-21 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | reduced | -1.64 | 591,726 | 3,895,480 | 0.01% |
2023-08-21 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | added | 11.23 | 139,000 | 554,000 | -% |
2023-08-17 | Durable Capital Partners LP | reduced | -43.88 | -47,514,700 | 97,658,900 | 0.86% |
2023-08-16 | Broadcrest Asset Management, LLC | sold off | -100 | -18,721,500 | - | -% |
2023-08-16 | Nuveen Asset Management, LLC | added | 36.65 | 9,380,430 | 24,079,400 | 0.01% |
2023-08-15 | Cornerstone Planning Group LLC | new | - | 3,398 | 3,398 | -% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Feb 14, 2023 | t. rowe price investment management, inc. | 11.2% | 6,040,170 | SC 13G/A | |
Feb 13, 2023 | rales mitchell p | 3.3% | 1,798,851 | SC 13G/A | |
Feb 13, 2023 | durable capital partners lp | 5.0% | 2,714,032 | SC 13G/A | |
Feb 09, 2023 | vanguard group inc | 8.45% | 4,574,286 | SC 13G/A | |
Jan 25, 2023 | blackrock inc. | 9.1% | 4,932,356 | SC 13G | |
Sep 20, 2022 | rales steven m | 4.9% | 2,645,578 | SC 13G/A |
Date Filed | Form Type | Document | |
---|---|---|---|
Sep 12, 2023 | 8-K | Current Report | |
Aug 07, 2023 | 4 | Insider Trading | |
Aug 03, 2023 | 8-K | Current Report | |
Aug 03, 2023 | 10-Q | Quarterly Report | |
Jul 20, 2023 | 4 | Insider Trading | |
Jul 03, 2023 | 4 | Insider Trading | |
Jun 29, 2023 | 11-K | Employee Benefit Details |
-0.8%
8.4%
7.2%
19.1%
84.6%
65%
36.5%
Y-axis is the maximum loss one would have experienced if Enovis was unfortunately bought at previous high price.
CONDENSED CONSOLIDATED STATEMENTS OF INCOME - USD ($) $ in Thousands | 3 Months Ended | 6 Months Ended | ||
---|---|---|---|---|
Jun. 30, 2023 | Jul. 01, 2022 | Jun. 30, 2023 | Jul. 01, 2022 | |
Income Statement [Abstract] | ||||
Net sales | $ 428,502 | $ 395,117 | $ 834,653 | $ 770,574 |
Cost of sales | 180,143 | 179,211 | 351,229 | 348,768 |
Gross profit | 248,359 | 215,906 | 483,424 | 421,806 |
Selling, general and administrative expense | 207,881 | 193,657 | 415,046 | 382,137 |
Research and development expense | 18,918 | 15,661 | 37,111 | 30,503 |
Amortization of acquired intangibles | 32,249 | 31,824 | 64,289 | 62,610 |
Insurance settlement gain | 0 | (33,034) | 0 | (33,034) |
Restructuring and other charges | 3,805 | 2,245 | 6,440 | 4,664 |
Operating income (loss) | (14,494) | 5,553 | (39,462) | (25,074) |
Interest expense, net | 4,076 | 4,546 | 9,728 | 11,610 |
Debt extinguishment charges | 0 | 20,104 | 0 | 20,104 |
Unrealized gain on investment in ESAB Corporation | 0 | (135,537) | 0 | (135,537) |
Other expense, net | 753 | 0 | 92 | 0 |
Income (loss) from continuing operations before income taxes | (19,323) | 116,440 | (49,282) | 78,749 |
Income tax benefit | (4,713) | (4,211) | (11,826) | (3,847) |
Net income (loss) from continuing operations | (14,610) | 120,651 | (37,456) | 82,596 |
Income (loss) from discontinued operations, net of taxes | 4,797 | (43,666) | 4,485 | 10,690 |
Net income (loss) | (9,813) | 76,985 | (32,971) | 93,286 |
Less: net income attributable to noncontrolling interest from continuing operations - net of taxes | 182 | 130 | 374 | 397 |
Less: net income attributable to noncontrolling interest from discontinued operations - net of taxes | 0 | 0 | 0 | 966 |
Net income (loss) attributable to Enovis Corporation | $ (9,995) | $ 76,855 | $ (33,345) | $ 91,923 |
Net income (loss) per share - basic | ||||
Net income (loss) per share, continuing operations, basic (in usd per share) | $ (0.27) | $ 2.23 | $ (0.70) | $ 1.52 |
Net income (loss) per share, discontinued operations, basic (in usd per share) | 0.09 | (0.81) | 0.08 | 0.18 |
Net income (loss) per share, consolidated, basic (in usd per share) | 1.42 | (0.61) | 1.70 | |
Net income (loss) per share, continuing operations, diluted (in usd per share) | (0.27) | 2.21 | (0.70) | 1.51 |
Net income (loss) per share, discontinued operations, diluted (in usd per share) | 0.09 | (0.80) | 0.08 | 0.18 |
Net income (loss) per share, consolidated operations, (in usd per share) | $ (0.18) | $ 1.41 | $ (0.61) | $ 1.69 |
CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($) $ in Thousands | Jun. 30, 2023 | Dec. 31, 2022 |
---|---|---|
ASSETS | ||
Cash and cash equivalents | $ 32,491 | $ 24,295 |
Trade receivable, less allowance for credit losses | 298,976 | 267,380 |
Inventories, net | 453,897 | 426,643 |
Prepaid expenses | 26,758 | 28,550 |
Other current assets | 75,117 | 48,155 |
Total current assets | 887,239 | 795,023 |
Property, plant and equipment, net | 260,754 | 236,741 |
Goodwill | 2,034,087 | 1,983,588 |
Intangible assets, net | 1,110,950 | 1,110,727 |
Lease asset - right of use | 61,739 | 66,881 |
Other assets | 88,784 | 80,288 |
Total assets | 4,443,553 | 4,273,248 |
LIABILITIES AND EQUITY | ||
Current portion of long-term debt | 0 | 219,279 |
Accounts payable | 147,180 | 135,628 |
Accrued liabilities | 206,493 | 210,292 |
Total current liabilities | 353,673 | 565,199 |
Long-term debt, less current portion | 400,000 | 40,000 |
Non-current lease liability | 47,567 | 51,259 |
Other liabilities | 191,553 | 166,989 |
Total liabilities | 992,793 | 823,447 |
Equity: | ||
Common stock, $0.001 par value; 133,333,333 shares authorized; 54,534,111 and 54,228,619 shares issued and outstanding as of June 30, 2023 and December 31, 2022, respectively | 55 | 54 |
Additional paid-in capital | 2,944,094 | 2,925,729 |
Retained earnings | 542,387 | 575,732 |
Accumulated other comprehensive loss | (37,898) | (53,430) |
Total Enovis Corporation equity | 3,448,638 | 3,448,085 |
Noncontrolling interest | 2,122 | 1,716 |
Total equity | 3,450,760 | 3,449,801 |
Total liabilities and equity | $ 4,443,553 | $ 4,273,248 |