OrthoPediatrics Hits Record Revenue, Signals Niche Market Dominance

WARSAW, IN – January 12, 2026 – OrthoPediatrics Corp. (Nasdaq: KIDS), a medical device company exclusively focused on pediatric orthopedic care, today announced record-breaking preliminary financial results for 2025 and issued an optimistic forecast for 2026, signaling continued market share gains in its highly specialized niche. The company reported preliminary unaudited full-year revenue of $236.1 million, a 15% increase over the prior year, demonstrating robust growth that outpaces the broader pediatric orthopedic market.

The strong performance underscores the success of the company's unique strategy: designing and marketing orthopedic implants and devices solely for children, an underserved population often treated with modified adult products. This focused approach appears to be paying dividends, with the company projecting 2026 revenue to land between $262 million and $266 million, representing 11% to 13% further growth.

“Throughout 2025, we delivered another year of strong performance, advanced our strategic initiatives, and widened our leadership position in pediatric orthopedics,” commented David Bailey, President & CEO of OrthoPediatrics. “Our Trauma and Deformity and Scoliosis implant businesses continued to execute effectively, taking market share, driving topline revenue, and improving profitability.”

A Strategy of Specialization Pays Off

OrthoPediatrics' financial results reveal a company firing on all cylinders. The preliminary full-year 2025 revenue of $236.1 million was driven by solid performance both domestically and internationally. Domestic revenue is expected to reach $186.2 million, a 16% annual increase, while international revenue grew 15% to $49.9 million. The fourth quarter was particularly strong, with total revenue hitting $61.3 million, a 16% jump from the same period in 2024.

This double-digit growth is notable when set against the backdrop of the global pediatric orthopedic device market, which industry reports estimate is growing at a compound annual growth rate (CAGR) of between 7% and 11%. OrthoPediatrics' ability to consistently outpace the market average suggests its pure-play strategy is successfully capturing share from larger, more diversified competitors. Companies like Stryker, Medtronic, and DePuy Synthes have pediatric offerings, but they are part of much larger portfolios, whereas OrthoPediatrics dedicates its entire sales force and research and development to the anatomical needs of growing children.

The company’s commitment to this niche is its core competitive advantage. By developing over 85 product systems—from scoliosis correction to trauma plates and sports medicine solutions—specifically for pediatric anatomy, it addresses a critical need that surgeons and healthcare systems are increasingly recognizing.

Expanding Horizons: Bracing and Global Reach

A key element of the company’s recent success and future strategy lies in its expansion into non-surgical solutions through its OrthoPediatrics Specialty Bracing (OPSB) division. Bailey highlighted this segment, stating, “We are also extremely pleased with the specialty bracing (OPSB) business, which remains a tremendous market opportunity and a strategic catalyst for deepening customer relationships. OPSB is proving to be a capital-efficient driver of both revenue and earnings, and we are only beginning to unlock its full potential.”

The OPSB division, which significantly expanded the company's addressable market, was bolstered by key acquisitions, including MD Orthopaedics, the maker of the leading clubfoot brace, and Boston Orthotics & Prosthetics. This has allowed the company to offer a continuum of care, from non-operative bracing for conditions like hip dysplasia and femur fractures to complex surgical implants. This capital-efficient model, requiring less investment in surgical sets, is a significant contributor to the company’s improving profitability.

Simultaneously, OrthoPediatrics is making significant strides internationally. The company reported a remarkable 32% growth in international revenue during the fourth quarter. A critical enabler of this expansion is a recent regulatory victory: achieving European Union Medical Device Regulation (EUMDR) certification for several key product lines. This includes its Response Spine 4.5/5.0 and 5.5/6.0 systems, as well as numerous trauma and deformity plates, screws, and nails. Securing EUMDR certification is a complex and expensive process that has been a major hurdle for many medical device firms. This approval not only secures OrthoPediatrics' existing business in the EU but also clears the path for deeper penetration into key markets, such as Germany, where the company has recently established a direct sales organization.

Beyond the Balance Sheet: Impact on Pediatric Care

Behind the financial figures is a story of significant patient impact. OrthoPediatrics reported that it helped over 37,500 children in the fourth quarter of 2025 alone, bringing the total number of children treated with its products to nearly 1.3 million since its founding in 2006. This milestone highlights the growing demand for child-specific orthopedic solutions, driven by factors such as a rising incidence of congenital disorders and an increase in pediatric trauma injuries from sports and other activities.

The products that recently gained EUMDR certification, such as the Response Spine System, are vital for treating complex conditions like adolescent idiopathic scoliosis. By providing anatomically appropriate implants, the company aims to improve surgical outcomes and long-term quality of life for young patients. This focus on improving lives is a core part of the company's identity and a powerful motivator for its dedicated sales and development teams.

The company's financial discipline is also strengthening its ability to invest in future innovation. The press release noted that free cash flow usage in 2025 was over 50% lower than in 2024, and the company is guiding for approximately $25 million in Adjusted EBITDA in 2026. This move toward sustained profitability, combined with a clear growth strategy, positions OrthoPediatrics to continue its mission. As Bailey concluded, “Looking forward, we are confident that our growth drivers and operational discipline position us to execute on our long-term outlook and continue making a meaningful impact for children worldwide.”