ORTHOPEDIATRICS Business Summary

OrthoPediatrics Corp (KIDS) operates as a specialized medical device company focused exclusively on the pediatric orthopedic market, generating revenue through the design, development, and commercialization of anatomically appropriate implants, instruments, and non-surgical bracing solutions. The company’s primary business segments include Trauma and Deformity, Scoliosis, and Sports Medicine/Other, which now incorporates a strategic Specialty Bracing portfolio. For fiscal year 2025, the company reported record preliminary revenue of $236.1 million, a 15% year-over-year increase, and issued 2026 revenue guidance of $262 million to $266 million. OrthoPediatrics competes directly with diversified medical technology giants such as Medtronic, Smith & Nephew, Orthofix, and Globus Medical, maintaining a unique market position as the only pure-play provider in the pediatric space, which allows it to capture market share by addressing the specific physiological needs of children that larger, adult-focused competitors often overlook. Founded in 2006 by Nick Deeter and a group of industry veterans in Warsaw, Indiana, the company is currently led by President and CEO David Bailey, who has been with the firm since 2009 and assumed the top executive role in June 2021. The leadership team includes Fred Hite, who serves as both Chief Financial Officer and Chief Operating Officer, bringing extensive experience from his previous tenure at Symmetry Medical. Mark Throdahl, the former CEO who joined in 2009 from Zimmer and Becton Dickinson, remains a pivotal figure as Executive Chairman of the Board. Other key executives include Daniel Gerritzen (EVP Legal & General Counsel), Gregory Odle (President of Scoliosis), and Joe Hauser (President of Trauma). The company is backed by notable institutional investors, including Squadron Capital LLC, which is represented on the board by Harald Ruf, reflecting a stable governance structure supported by deep industry pedigree.