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ZBH ZIMMER BIOMET HOLDINGS
ROSA / OrthoGrid — not an AI result
What they are doing
Implant company with a robot attach. Same shape as Stryker. Q2: Technology & Data +21.5%, record capital sales from ROSA with OptimiZe and TMINI, US technology +50%, early ROSA Shoulder. OrthoGrid called AI-based navigation — strongest quarter, first-half 2026 cases equal all of 2025. 10-K: ZBEdge uses data, analytics and artificial intelligence. Capital sales and case counts are hardware volume. Do not promote them the way we refused 2.5 million Mako procedures.
Why the score
- Reach 2 not 3: ROSA / OptimiZe plus OrthoGrid are the tech attach. ZBEdge is the label.
- Weight 3 not 4: the robot changes the joint sale. That is not an intelligence result.
- Proof 2 not 3: +50% US tech and OrthoGrid case counts are hardware volume.
What would move it next quarter: An outcome or attach on OptimiZe / OrthoGrid / WalkAI — not another capital-sales print.
Open these first
Evidence
Suite of integrated digital and robotic technologies that leverage data, data analytics and artificial intelligence. ZBEdge Platform connects robotic and digital technologies to collect data before, during and after surgery.
Record capital sales: ROSA with OptimiZe and TMINI. OrthoGrid AI-based navigation: strongest quarter; 1H 2026 cases equal FY2025. US technology sales +50%.
FDA 510(k) for ROSA Knee with OptimiZe. Integrates with ZBEdge Analytics. US commercial availability expected Q1 2026.