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TickerENOV
SectorIndustrial - Machinery
Mkt cap$1.5B
EV / EBITDAN/A
PostureHigh Velocity
Composite78/100
LensBuyer-side
SE-Cluster Research·Issuer Brief·Q2 2026CIK 1420800

Enovis Corp

ENOVHIGH VELOCITYFILING INTENSITY

Enovis Corp reads as an High Velocity (composite 78/100); Consistent Strategic Buyer deploying $950M across 13 disclosed transactions, up 159% vs the prior cycle · primary market Machinery & Automation, ranked #8 on disclosed spend.

Lens

Disclosed M&A capital (2023–2025)

$950M

+159%

vs $367M in 2020–2022

Disclosed transactions

13

−28%

3/3 active fiscal years in window

Buyer archetype

Consistent Strategic Buyer

Meaningful spend appears across repeat years.

Composite score

78

/100

High Velocity dominates · Filing Intensity

Financial snapshot
Revenue$2.3B
EBITDAN/A
Enterprise value$1.6B
EV / Revenue0.7×
EV / EBITDAN/A
P/EN/A
Cash$33M
Total debt$1.3B
as of 2026-05-10
§ I·SE-Cluster Issuer Brief

Behavioral posture, nine reads.

Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.

Active Acquirer

52/100

Companies actively deploying disclosed capital into M&A

  • $8.7B disclosed buyer spend
  • Filed within 19d

Buyer Cadence

32/100

Buyer-side companies with recent filing activity

  • Filed within 19d
  • 227 8-Ks

Target Probability

24/100

Issuers showing target-side patterns from filings

  • 10 activism filings

Spin/Carve

0/100

Issuers showing spin-off, carve-out, or sum-of-parts posture

  • 10 activism filings

Pressure Watch

23/100

Issuers facing activism, governance, or control pressure

  • 10 activism filings
  • Latest activism 6.6y ago; heavily discounted

Distress Watch

18/100

Issuers showing financial-distress filing patterns

  • 10 activism filings

Restatement Risk

1/100

Issuers with accounting-integrity flags from filings

  • 1 non-reliance 8-K
  • 1 NT late filing
  • Latest event 16y ago; heavily discounted

Capital Velocity

Dominant
78/100

Issuers with the highest filing-activity intensity

  • 227 8-Ks
  • Filed within 19d
  • 5 form types

Quiet Power

0/100

Large issuers with low signal volume and clean disclosure cadence

  • Enterprise value $1.6B
  • 10-Q 19d ago
  • 3 active signals
§ II·SE-Cluster Issuer Brief

Capital cadence.

Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.

16
17
18
19
20
21
22
23
24
25

Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $3,151M · Peak count: 7

FYDisclosed buysDisclosed spendAvg ticketAudited tier
20257$27M$4MN/A
20243$770M$257MN/A
20233$153M$51MN/A
20227$74M$11MN/A
20216$223M$37MN/A
20205$70M$14MN/A
§ III·SE-Cluster Issuer Brief

Strategy posture.

The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.

Archetype mix

  • Geographic Expansion
    20%
  • Bolt On
    20%
  • Horizontal Consolidation
    20%
  • Platform
    20%
  • Technology Acquisition
    20%

Strategy keywords

Terms recurring across recent 10-K acquisition disclosures.

  • geographic_expansion
  • bolt_on
  • horizontal_consolidation
  • platform
  • technology_acquisition
  • tuck_in
§ IV·SE-Cluster Issuer Brief

Filing language.

Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.

professional and consulting fees specifically incurred to consummate the acquisition and advise and facilitate on post-acquisition integration matters

10-KFY2025

The 360 Med Care acquisition broadens our customer base in Australia and adds to our overall product offerings.

10-KFY2022

The Lima Acquisition extends the Company’s current footprint to emerging and growing markets

10-KFY2024

We complement our organic growth plans with strategic acquisitions and other investments.

10-KFY2022

Enovis uses its experience and EGX business management system to integrate acquisitions

10-KFY2024
§ V·SE-Cluster Issuer Brief

Market context.

Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.

Primary market

Machinery & Automation

Market spend (2023–2025)
$92.5B
Market spend (2020–2022)
$69.9B
Recent vs prior
+32%
Issuer rank in market
#8 of 126
Share of market capital
2.5%

Valuation positioning

N/AEV / EBITDA

ENOV trades at a -19.7-turn discount to the Machinery & Automation peer median of 17.6×.

EV / Revenue
0.7×
Net debt / EBITDA
N/A
Peer median EV / EBITDA
17.6×

Trading comparables

FMP market data · 2026-05-10

CompanyEV / EBITDAEV / RevNet debt / EBITDARevenueM&A 2023–2025
24.3×7.2×0.3×$7.6B$3.3B
21.5×3.1×5.3×$4.3B$8.7B
17.6×5.0×1.1×$18.3B$9.1B
17.5×3.8×1.3×$8.3B$1.8B
15.8×3.1×-0.3×$6B$5.1B
13.8×5.5×3.1×$8.1B$8.1B

Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Machinery & Automation. Bars scaled to the highest EV/EBITDA in the set.

§ VI·SE-Cluster Issuer Brief

Target landscape.

Public-issuer targets that fit this buyer's archetype and target categories from filing-derived signal. Scores reflect cross-signal fit; reasons cite the EDGAR-anchored facts that drove the match.

No qualifying public-issuer targets surfaced from the current signal mix.

Stated target categories

No target categories enumerated in the audited corpus for this issuer.

§ VII·SE-Cluster Issuer Brief

Filing activity & signal stream.

Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.

Filing cadence

  • 10-K (annual)192026-02-26
  • 10-Q (quarterly)572026-05-07
  • 8-K (event)2272026-05-07
  • Proxy / DEF 14A412026-04-06
  • Activism (13D / DFAN / PREC)102019-11-01

Signals on file

  • critical

    Non-reliance disclosure

    2010-10-25

    1 Item 4.02 filing on file; financial-statement non-reliance.

  • watch

    Late-filing notice

    2010-11-10

    1 NT 10-K/10-Q filing on file.

  • elevated

    Activism on file

    2019-11-01

    10 activist filings on file (13D, DFAN14A, PREC14A series).

  • info

    Signal

    Serial acquisition history

  • info

    Signal

    10-K strategy themes

  • info

    Signal

    Restatement risk

§ VIII·SE-Cluster Issuer Brief

Audited corpus.

No audited record on file for this CIK in the current v6 corpus.

This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.

Enovis Corp: Issuer Brief | SE-Cluster