Orthofix Medical INC. (OFIX) — SEC Filings

Overview

Orthofix Medical INC. (OFIX) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 8-K filed on Apr 9, 2026: Orthofix Medical Inc. filed an 8-K on April 9, 2026, reporting on its results of operations and financial condition. The filing also disclosed information regarding the departure or election of directors and officers, as well as compensatory arrangements for certain officers. Additionally, it includ

Sentiment Summary

Across 32 filings, the sentiment breakdown is: 2 bullish, 1 bearish, 28 neutral, 1 mixed. The dominant filing sentiment for Orthofix Medical INC. is neutral.

Filing Type Overview

Orthofix Medical INC. (OFIX) has filed 11 8-K, 6 10-Q, 2 DEF 14A, 2 10-K, 5 SC 13G/A, 4 SC 13G, 1 DEFA14A, 1 SC 13D/A with the SEC between Jan 2024 to Apr 2026.

Filings by Year

2026 · 2025 · 2024

Recent Filings (32)

• Orthofix Medical Inc. Files 8-K: Operations, Officers, and Exhibits — 8-K · Apr 9, 2026 Risk: medium
  Orthofix Medical Inc. filed an 8-K on April 9, 2026, reporting on its results of operations and financial condition. The filing also disclosed information regar
• Orthofix Narrows Losses, Boosts Sales Amidst Cash Burn — 10-Q · Nov 4, 2025 Risk: medium
  Orthofix Medical Inc. reported a net loss of $22.795 million for the three months ended September 30, 2025, an improvement from a net loss of $27.388 million in
• Orthofix Q2 Net Loss Widens to $10.2M Amid Rising Costs — 10-Q · Aug 5, 2025 Risk: high
  Orthofix Medical Inc. reported a net loss of $10.2 million for the three months ended June 30, 2025, a significant increase from the $3.5 million net loss in th
• Orthofix Medical Inc. Files 8-K on Shareholder Votes and Financials — 8-K · Jun 20, 2025 Risk: low
  Orthofix Medical Inc. filed an 8-K on June 20, 2025, reporting on matters submitted to a vote of security holders and financial statements as of June 18, 2025.
• Orthofix Medical Files Q1 2025 10-Q — 10-Q · May 6, 2025 Risk: low
  Orthofix Medical Inc. filed its 10-Q for the period ending March 31, 2025. The filing details financial performance and operational updates for the first quarte
• Orthofix Medical Inc. Files 2025 Proxy Statement — DEF 14A · Apr 30, 2025 Risk: low
  Orthofix Medical Inc. filed a DEF 14A on April 30, 2025, detailing executive compensation and board member information for the fiscal year ending December 23, 2
• Orthofix Medical Inc. Enters and Terminates Agreements — 8-K · Apr 7, 2025 Risk: medium
  Orthofix Medical Inc. announced on April 1, 2025, the entry into a material definitive agreement and the termination of a material definitive agreement. Specifi
• Orthofix Medical Inc. Files 8-K on Officer/Director Changes — 8-K · Mar 12, 2025 Risk: medium
  Orthofix Medical Inc. filed an 8-K on March 11, 2025, reporting on the departure of directors or certain officers, the election of directors, the appointment of
• Orthofix Medical Files 2024 10-K — 10-K · Feb 25, 2025 Risk: medium
  Orthofix Medical Inc. filed its 2024 10-K on February 25, 2025, reporting on its fiscal year ending December 31, 2024. The company, headquartered in Lewisville,
• SC 13G/A Filing — SC 13G/A · Nov 14, 2024
• SC 13G Filing — SC 13G · Nov 13, 2024
• Orthofix Medical Inc. Files 8-K with Agreement Updates — 8-K · Nov 8, 2024 Risk: medium
  Orthofix Medical Inc. announced on November 7, 2024, the entry into a material definitive agreement and the termination of another. The company also disclosed t
• SC 13G/A Filing — SC 13G/A · Nov 8, 2024
• Orthofix Medical Files Q3 2024 10-Q — 10-Q · Nov 7, 2024 Risk: medium
  Orthofix Medical Inc. filed its 10-Q for the period ending September 30, 2024. The filing details financial performance and operational updates for the third qu
• Orthofix Medical Inc. Files Q2 2024 10-Q Report — 10-Q · Aug 6, 2024 Risk: medium
  Orthofix Medical Inc. filed its 10-Q for the period ending June 30, 2024. The company reported on its financial performance, including details on its Global Spi
• Orthofix Medical Appoints New CFO, Elects Directors — 8-K · Jun 20, 2024 Risk: medium
  Orthofix Medical Inc. announced on June 18, 2024, the appointment of Brad Cannon as its new Chief Financial Officer, effective immediately. Cannon previously se
• Orthofix Medical Inc. Files Definitive Proxy Statement — DEFA14A · Jun 6, 2024 Risk: low
  Orthofix Medical Inc. filed a Definitive Proxy Statement (DEFA14A) on June 6, 2024. This filing is related to the company's proxy materials and is not a prelimi
• Orthofix Medical Inc. Files 10-Q for Period Ending March 31, 2024 — 10-Q · May 7, 2024 Risk: medium
  Orthofix Medical Inc. (OFIX) filed a Quarterly Report (10-Q) with the SEC on May 7, 2024. Orthofix Medical Inc. filed a 10-Q report for the period ending March
• Orthofix Medical Inc. Files Definitive Proxy Statement (DEF 14A) — DEF 14A · Apr 29, 2024 Risk:
  Orthofix Medical Inc. (OFIX) filed a Proxy Statement (DEF 14A) with the SEC on April 29, 2024. Orthofix Medical Inc. filed a DEF 14A form on April 29, 2024. The
• Engine Capital Amends Orthofix Medical Stake Filing — SC 13D/A · Apr 22, 2024 Risk: medium
  Engine Capital, L.P. filed an amendment (No. 2) to its Schedule 13D on April 22, 2024, regarding its holdings in Orthofix Medical Inc. The filing indicates a ch
• Orthofix Medical Inc. Enters Material Definitive Agreement — 8-K · Apr 22, 2024 Risk: medium
  Orthofix Medical Inc. announced on April 19, 2024, that it entered into a Material Definitive Agreement. The filing does not provide specific details about the
• Orthofix Medical Inc. Appoints New Directors, Updates Executive Compensation — 8-K · Apr 12, 2024 Risk: low
  Orthofix Medical Inc. announced on April 11, 2024, changes in its board of directors and executive compensation. Specifically, the company elected two new direc
• Orthofix Medical Inc. Files 2023 Annual Report on Form 10-K — 10-K · Mar 5, 2024 Risk:
  Orthofix Medical Inc. (OFIX) filed a Annual Report (10-K) with the SEC on March 5, 2024. Orthofix Medical Inc. filed its 2023 Form 10-K on March 5, 2024. The fi
• SC 13G Filing — SC 13G · Feb 14, 2024
• Vanguard Discloses 14.2% Stake in Orthofix Medical Inc. — SC 13G/A · Feb 13, 2024 Risk: low
  The Vanguard Group, a major investment firm, filed an amended SC 13G/A on February 13, 2024, disclosing its ownership in Orthofix Medical Inc. As of December 29
• Rubric Capital Takes 16.5% Stake in Orthofix Medical — SC 13G · Feb 12, 2024 Risk: low
  Rubric Capital Management LP, an investment firm based in New York, has reported a significant stake in Orthofix Medical Inc. As of December 31, 2023, Rubric Ca
• SEGALL BRYANT & HAMILL AMENDS OFIX STAKE AS OF DEC 31, 2023 — SC 13G/A · Feb 9, 2024 Risk: low
  SEGALL BRYANT & HAMILL, LLC filed an amended SC 13G/A on February 9, 2024, indicating a change in their ownership of Orthofix Medical Inc. (OFIX) common stock a
• Morgan Stanley Discloses 11.8% Stake in Orthofix Medical (OFIX) — SC 13G · Feb 9, 2024 Risk: low
  Morgan Stanley, a major financial institution, filed an SC 13G on February 9, 2024, disclosing its ownership of 2,476,700 shares of Orthofix Medical Inc. (OFIX)
• Orthofix 8-K: Executive Changes, Compensation & Disclosure — 8-K · Jan 17, 2024
  Orthofix Medical Inc. filed an 8-K on January 17, 2024, reporting an event that occurred on January 15, 2024. This filing indicates a change in executive leader
• Orthofix Files 8-K on Operations, Financials, Officer Compensation — 8-K · Jan 9, 2024
  Orthofix Medical Inc. filed an 8-K on January 8, 2024, reporting on its results of operations, financial condition, and changes in officers' compensatory arrang
• BlackRock Amends Orthofix Stake, Signals Passive Investment Update — SC 13G/A · Jan 8, 2024
  BlackRock Inc. filed an amended SC 13G/A on January 8, 2024, indicating a change in its ownership of Orthofix Medical Inc. common stock as of December 31, 2023.
• Orthofix Medical Files 8-K, Confirms Nasdaq Listing — 8-K · Jan 8, 2024
  Orthofix Medical Inc. filed an 8-K on January 8, 2024, to report a current event. This filing indicates that the company's common stock, with a $0.10 par value

Risk Profile

Risk Assessment: Of OFIX's 22 recent filings, 1 were flagged as high-risk, 12 as medium-risk, and 9 as low-risk. The overall risk profile suggests moderate risk with a balanced mix of positive and cautionary disclosures.

Financial Highlights

Key financial metrics from Orthofix Medical INC.'s most recent 10-Q filing (Nov 4, 2025):

• Revenue: $205.634M
• Net Income: -$22.795M
• Cash Position: $62.860M
• Total Assets: $832.610M

Key Executives

• Jon C. Serbousek
• Catherine Burzik
• Keith C. Valentine
• Massimo Calafiore
• Brad Cannon
• Dr. Kevin Lobo
• Ms. Jennifer L. Plosser
• Ms. Catherine R. Vail
• Mr. Douglas W. Butler
• DAVID ROSEN
• Paul Lythberg
• December 31, 2023
• February 9, 2024

Industry Context

Orthofix Medical operates in the highly competitive orthopedic and spine industry, characterized by innovation in surgical techniques and implantable devices. Key trends include the increasing demand for minimally invasive procedures, advancements in biologics, and a growing aging population requiring orthopedic solutions. The market is subject to stringent regulatory oversight and reimbursement pressures from healthcare providers and insurers.

Top Tags

medical-devices (5) · institutional-ownership (5) · 10-Q (4) · corporate-governance (4) · financials (3) · Medical Devices (3) · Orthofix Medical (3) · amendment (3) · officer-changes (2) · Earnings Report (2)

Executive Compensation

From the most recent DEF 14A filing (Apr 29, 2024):

• Jon C. Serbousek — Member
• Keith C. Valentine — Member
• Catherine Burzik — Member

Key Numbers

• Net Sales (Q3 2025): $205.634M — Increased from $196.606M in Q3 2024, a 4.6% rise.
• Net Loss (Q3 2025): $22.795M — Improved from a $27.388M net loss in Q3 2024.
• Cash and Cash Equivalents: $62.860M — Decreased from $83.238M at Dec 31, 2024, indicating significant cash burn.
• Net Loss (YTD Sep 2025): $89.970M — Improved from $96.851M in the prior year period.
• Net Sales (YTD Sep 2025): $602.401M — Increased from $583.834M in the prior year period, a 3.2% rise.
• Accumulated Deficit: $366.111M — Increased from $276.141M at Dec 31, 2024, reflecting ongoing losses.
• Inventory Reserve Expenses (YTD Sep 2025): $27.776M — Increased from $19.347M in the prior year, suggesting potential inventory management issues.
• Operating Loss (Q3 2025): $17.046M — Improved from $18.899M in Q3 2024.
• Q2 2025 Revenue: $190.5M — Increased from $185.0 million in Q2 2024, a 3.0% rise.
• Q2 2025 Net Loss: $10.2M — Widened from a $3.5 million net loss in Q2 2024.
• Global Spine Q2 2025 Revenue: $105.0M — Contribution to total revenue.
• Global Orthopedics Q2 2025 Revenue: $85.5M — Contribution to total revenue.
• Q2 2025 Cost of Sales: $60.0M — Increased from $58.0 million in Q2 2024.
• Q2 2025 SG&A Expenses: $95.0M — Increased from $92.0 million in Q2 2024.
• Q2 2025 R&D Expenses: $15.0M — Increased from $14.0 million in Q2 2024.

Forward-Looking Statements

• {"claim":"Vanguard will maintain a significant stake in Orthofix Medical Inc.","entity":"The Vanguard Group","targetDate":"Next 12 months","confidence":"medium"}
• {"claim":"Rubric Capital Management LP may seek to influence Orthofix Medical Inc.'s corporate strategy or governance.","entity":"Orthofix Medical Inc.","targetDate":"Within 12 months","confidence":"medium"}
• {"claim":"Orthofix Medical Inc.'s stock price could experience increased volatility due to the significant institutional ownership.","entity":"Orthofix Medical Inc.","targetDate":"Within 6 months","confidence":"medium"}
• {"claim":"Orthofix Medical Inc. (OFIX) stock may experience increased investor interest due to Morgan Stanley's significant stake.","entity":"Orthofix Medical Inc.","targetDate":"Q1 2024","confidence":"medium"}

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