Avanos Medical, Inc. (AVNS): Análise de Pestle [Jan-2025 Atualizada]

No cenário dinâmico da tecnologia médica, a Avanos Medical, Inc. (AVNS) navega em uma rede complexa de desafios e oportunidades globais. Desde a mudança das políticas de saúde para as inovações tecnológicas, essa análise abrangente de pestles revela os fatores externos multifacetados que moldam a trajetória estratégica da empresa. Mergulhe em uma exploração intrincada de influências políticas, econômicas, sociológicas, tecnológicas, legais e ambientais que definem o ecossistema de negócios da Avanos Medical, revelando as interconexões críticas que impulsionam seu posicionamento competitivo na indústria de dispositivos médicos em constante evolução.

Avanos Medical, Inc. (AVNS) - Análise de Pestle: Fatores Políticos

A política de saúde dos EUA muda de impacto nos regulamentos de dispositivos médicos

A Lei de Cura do Século XXI, assinada em 2016, continua influencia os regulamentos de dispositivos médicos com US $ 4,8 bilhões alocados para inovação médica e modernização regulatória. O orçamento total da FDA para a supervisão de dispositivos médicos em 2023 foi de US $ 3,2 bilhões.

Categoria regulatória	2023 Impacto
Tempo de aprovação do dispositivo médico	Média 177 dias para os envios tradicionais de 510 (k)
Custo de conformidade regulatória	US $ 24,5 milhões de investimentos anuais médios para empresas de dispositivos médicos

Processos de aprovação da FDA para desenvolvimento de tecnologia médica

Em 2023, a FDA recebeu 5.712 envios de dispositivos médicos, com 4.389 limpados através da via 510 (k).

• Designação de dispositivos inovadores: 389 dispositivos recebidos revisão acelerada
• Aprovação de pré -mercado (PMA) Submissões: 312 em 2023
• Orçamento total para dispositivos médicos da FDA: US $ 406 milhões para supervisão regulatória

Políticas comerciais internacionais que afetam as cadeias de suprimentos médicos

A seção 301 tarifas em dispositivos médicos da China permaneceu em 25% em 2023, impactando os custos de importação.

Métrica de política comercial	2023 valor
Tarifas de importação de dispositivos médicos	25% nas importações chinesas
Importações de dispositivos médicos totais	US $ 54,3 bilhões em 2023

Políticas de reembolso do Medicare e Medicaid

O reembolso do Medicare para dispositivos médicos em 2023 totalizou US $ 37,6 bilhões, com o Medicaid contribuindo com US $ 22,4 bilhões adicionais.

• Taxa de reembolso do Medicare: média de 80% do custo do dispositivo
• Cobertura do dispositivo Medicaid: 67% do mercado total de dispositivos médicos
• Tempo médio de processamento de reembolso: 28 dias

Avanos Medical, Inc. (AVNS) - Análise de Pestle: Fatores econômicos

As pressões contínuas de contenção de custos de saúde afetam os preços dos dispositivos médicos

Em 2023, os gastos com saúde dos EUA atingiram US $ 4,5 trilhões, representando 17,3% do PIB. Os preços dos dispositivos médicos enfrentaram pressão significativa, com reduções médias de preços de 3-5% nas categorias de produtos cirúrgicos e intervencionistas.

Ano	Gastos com saúde	Pressão de preço do dispositivo médico
2023	US $ 4,5 trilhões	Redução de 3-5%
2024 (projetado)	US $ 4,7 trilhões	4-6% de redução

A recessão econômica potencial pode reduzir os investimentos em procedimentos médicos eletivos

Os indicadores econômicos sugerem possíveis riscos de recessão. Os volumes de procedimentos médicos eletivos podem diminuir em 7 a 10% durante as crises econômicas. Espera-se que os prestadores de serviços de saúde reduzam os investimentos em equipamentos de capital em aproximadamente 12 a 15% em ambientes econômicos desafiadores.

O aumento dos gastos com saúde em mercados emergentes cria oportunidades de expansão

Os mercados emergentes demonstram potencial significativo de investimento em saúde:

• Os gastos com saúde da China projetados para atingir US $ 1,9 trilhão até 2026
• O mercado de saúde da Índia deve crescer a 22% CAGR
• O mercado de dispositivos médicos do Brasil previsto para se expandir em 6,5% anualmente

País	Projeção de gastos com saúde	Crescimento do mercado de dispositivos médicos
China	US $ 1,9 trilhão (2026)	15% CAGR
Índia	US $ 372 bilhões (2024)	22% CAGR
Brasil	US $ 89 bilhões (2024)	6,5% anualmente

Taxas de câmbio flutuantes afetam os fluxos de receita internacional

A volatilidade da moeda afeta significativamente a receita internacional da Avanos Medical. Flutuações de taxa de câmbio de USD para EUR de 5-7% podem alterar as projeções de receita. Em 2023, as receitas internacionais representaram 28% da receita total da empresa.

Par de moeda	2023 Faixa de volatilidade	Impacto de receita
USD/EUR	5-7%	± 2,3% Variação de receita
USD/CNY	3-5%	± 1,8% variação de receita

Avanos Medical, Inc. (AVNS) - Análise de Pestle: Fatores sociais

O envelhecimento da população aumenta a demanda por dispositivos médicos e soluções de gerenciamento da dor

De acordo com o US Census Bureau, até 2030, todos os baby boomers terão 65 anos ou mais. A população de 65 anos ou mais deve atingir 73,1 milhões até 2030.

Faixa etária	Projeção populacional (2024)	Impacto do mercado de dispositivos médicos
65-74 anos	33,2 milhões	US $ 45,2 bilhões em gastos com dispositivos médicos
75-84 anos	19,5 milhões	US $ 62,7 bilhões em gastos com dispositivos médicos

Crescente preferência do paciente por tecnologias médicas minimamente invasivas

O mercado global de dispositivos cirúrgicos minimamente invasivos foi avaliado em US $ 43,6 bilhões em 2022 e deve atingir US $ 78,3 bilhões até 2030.

Tipo de tecnologia	Participação de mercado (2024)	Taxa de crescimento anual
Dispositivos laparoscópicos	37.5%	8.2%
Cirurgia assistida por robótica	22.3%	12.5%

A escassez de força de trabalho da saúde afeta a adoção e o treinamento de dispositivos médicos

A American Hospital Association relata uma escassez projetada de 124.000 médicos até 2034. A escassez de enfermagem é estimada em 195.400 enfermeiros registrados anualmente até 2030.

Profissional de saúde	Escassez atual	Impacto projetado em dispositivos médicos
Médicos	124.000 até 2034	7,2% redução da taxa de adoção de tecnologia
Enfermeiros registrados	195.400 anualmente	5,8% Implementação de tecnologia reduzida

Aumentar a conscientização e o envolvimento dos pacientes em tecnologias pessoais de saúde

O mercado global de saúde digital foi avaliado em US $ 211,2 bilhões em 2022 e deve atingir US $ 536,1 bilhões até 2030.

Segmento de tecnologia	Valor de mercado 2024	Taxa de adoção
Monitoramento remoto de pacientes	US $ 43,5 bilhões	38.7%
Dispositivos de saúde vestíveis	US $ 29,6 bilhões	45.2%

Avanos Medical, Inc. (AVNS) - Análise de Pestle: Fatores tecnológicos

Investimento contínuo em inovação avançada de dispositivos médicos e pesquisa e desenvolvimento

A Avanos Medical, Inc. investiu US $ 53,2 milhões em pesquisa e desenvolvimento para o ano fiscal de 2022. As despesas de P&D da empresa representaram 6,8% da receita total.

Ano	Investimento em P&D	Porcentagem de receita
2022	US $ 53,2 milhões	6.8%
2021	US $ 47,6 milhões	6.3%

Integração de inteligência artificial e aprendizado de máquina em diagnóstico médico

Avanos Medical desenvolveu 3 tecnologias de diagnóstico movidas a IA nos segmentos de manejo da dor e cuidados respiratórios.

• Taxa de precisão do algoritmo AI: 92,4%
• Aplicações de patentes de aprendizado de máquina: 7 em 2022
• Orçamento de desenvolvimento de ferramentas de diagnóstico digital: US $ 12,3 milhões

Desenvolvimentos de tecnologia de monitoramento de telemedicina e monitoramento remoto

Métrica de tecnologia	2022 dados
Investimentos da plataforma de telemedicina	US $ 8,7 milhões
Lançamento de dispositivo de monitoramento remoto	2 novas plataformas
Dispositivos médicos conectados	17 dispositivos habilitados para IoT

Plataformas de saúde digital emergentes transformando interações de dispositivos médicos

Receita da plataforma de saúde digital: US $ 42,5 milhões em 2022, representando um crescimento de 14,3% em relação ao ano anterior.

• Taxa de integração da interface digital: 68%
• Sistemas de gerenciamento de dispositivos médicos baseados em nuvem: 5 implantados
• Investimento de segurança de dados do paciente: US $ 6,9 milhões

Avanos Medical, Inc. (AVNS) - Análise de Pestle: Fatores Legais

Requisitos rigorosos de conformidade regulatória da FDA para dispositivos médicos

A Avanos Medical, Inc. enfrenta uma rigorosa supervisão regulatória da FDA, com 510 (k) folga necessária para 87% de seu portfólio de dispositivos médicos. A partir de 2024, a empresa tem 23 Instalações de fabricação registradas em FDA ativas.

Métrica regulatória	Status de conformidade	Valor
FDA 510 (k) Apuração	Obtido	87%
Instalações de fabricação	FDA registrado	23
Despesas anuais de conformidade regulatória	Investido	US $ 12,4 milhões

Riscos potenciais de responsabilidade por dispositivos médicos e litígios de segurança do produto

Em 2023, o Avanos Medical relatou 3 reivindicações de responsabilidade do produto, com potencial exposição a litígios estimados em US $ 4,7 milhões.

Métrica de litígio	2023 dados
Reivindicações de responsabilidade do produto	3
Potencial exposição a litígios	US $ 4,7 milhões
Cobertura de seguro legal	US $ 25 milhões

Proteção de propriedade intelectual para inovações de tecnologia médica

Avanos Medical Holds 47 patentes ativas com um Avaliação do portfólio de patentes de US $ 63,2 milhões.

Métrica de propriedade intelectual	2024 Status
Patentes ativas	47
Avaliação do portfólio de patentes	US $ 63,2 milhões
Despesas anuais de proteção IP	US $ 3,6 milhões

Desafios de conformidade regulatória de privacidade e segurança de dados de assistência médica

Avanos Medical Alocates US $ 8,9 milhões anualmente para a HIPAA e a conformidade de proteção de dados, com Zero relatou incidentes de violação de dados em 2023.

Métrica de privacidade de dados	2023-2024 Status
Despesas anuais de conformidade	US $ 8,9 milhões
Dados Brecha Incidentes	0
Investimento de segurança cibernética	US $ 5,3 milhões

Avanos Medical, Inc. (AVNS) - Análise de Pestle: Fatores Ambientais

Foco crescente em práticas sustentáveis ​​de fabricação de dispositivos médicos

A Avanos Medical, Inc. relatou uma redução de 15,2% no total de emissões de gases de efeito estufa em 2022 em comparação com 2021. A empresa investiu US $ 3,7 milhões em tecnologias de fabricação sustentável durante o ano fiscal de 2022.

Métrica ambiental	2022 Performance	2021 desempenho
Emissões totais de gases de efeito estufa (toneladas métricas)	24,560	28,950
Investimentos de eficiência energética	US $ 3,7 milhões	US $ 2,9 milhões
Uso de energia renovável	22.6%	17.3%

Reduzindo a pegada de carbono no desenvolvimento e distribuição de produtos médicos

Em 2022, a Avanos Medical reduziu as emissões de carbono relacionadas ao transporte em 8,7%, implementando estratégias de logística mais eficientes. A otimização da cadeia de suprimentos da empresa resultou em uma diminuição de 12,4% no impacto ambiental relacionado à distribuição.

Categoria de redução de pegada de carbono	2022 Porcentagem de redução
Emissões de transporte	8.7%
Impacto ambiental da cadeia de suprimentos	12.4%
Desperdício de material de embalagem	6.3%

Crescente demanda por materiais de fornecimento médico ecológico

A Avanos Medical relatou um aumento de 27,5% nas vendas de produtos de suprimentos médicos ecológicos em 2022. A Companhia alocou US $ 5,2 milhões para a pesquisa e o desenvolvimento de materiais médicos sustentáveis.

Desempenho de Materiais Sustentáveis	2022 dados
As vendas de produtos ecológicos aumentam	27.5%
Investimento em P&D em materiais sustentáveis	US $ 5,2 milhões
Porcentagem de componentes de produto reciclável	42.6%

Implementando princípios de economia circular no gerenciamento do ciclo de vida do dispositivo médico

A Avanos Medical implementou um programa abrangente de reciclagem de dispositivos, alcançando um aumento de 19,3% na reutilização e reciclagem dos componentes do produto em 2022. A Companhia desenvolveu 6 novas iniciativas de economia circular durante o ano fiscal.

Métricas de economia circular	2022 Performance
Aumento de reciclagem de componentes do produto	19.3%
Novas iniciativas de economia circular	6
Porcentagem de redução de resíduos	14.7%

Avanos Medical, Inc. (AVNS) - PESTLE Analysis: Social factors

Strong societal push for non-opioid pain management alternatives drives demand for Radio Frequency Ablation (RFA) and ON-Q.

The social response to the US opioid crisis is a major tailwind for Avanos Medical's Pain Management & Recovery (PM&R) segment. You're seeing a massive, sustained societal shift away from addictive narcotics toward non-pharmacological and minimally invasive alternatives like Radio Frequency Ablation (RFA) and the ON-Q pain pump (a non-opioid regional anesthesia system). This isn't just a clinical preference; it's a public health mandate.

The global non-opioid pain treatment market is a huge opportunity, estimated at $51.86 billion in 2025 and projected to grow at a Compound Annual Growth Rate (CAGR) of 7.12% through 2034. Avanos Medical is capitalizing on this with RFA net sales growing 10.5% in the third quarter of 2025 alone. That's a clear indicator that the market is actively adopting these solutions. Honestly, the public push for safer pain relief is defintely one of the strongest drivers for the PM&R portfolio right now.

Here's the quick market context for non-opioid solutions:

• Non-Opioid Pain Treatment Market Size (2025): $51.86 billion
• Projected CAGR (2025-2034): 7.12%
• Avanos RFA Net Sales Growth (Q3 2025): 10.5%

Increasing need for home and long-term care supports strong demand for enteral feeding products.

The move to home healthcare is fundamentally changing how nutritional support is delivered, and this directly benefits Avanos Medical's Specialty Nutrition Systems (SNS) business. Patients prefer recovering at home, and healthcare systems want to lower costs by reducing long hospital stays. This means a growing reliance on user-friendly, reliable enteral feeding devices (products that deliver nutrition directly to the stomach or small intestine) for long-term care outside of a hospital setting.

The global enteral feeding device market is projected at $2,912.0 million in 2025, with a forecast CAGR of 4% through 2035. More than 61.4% of enteral feeding formula product usage was already in home care settings in 2023, showing the established shift. For Avanos Medical, this trend translated into a robust 9.1% volume growth in the SNS segment for the first nine months of 2025. That's above-market performance, driven by the sustained demand for home-based nutritional therapy. You can't ignore a market where the primary care location is shifting to your advantage.

Aging US population increases the prevalence of chronic pain conditions treatable by RFA solutions.

The demographic reality of the US population is a powerful, long-term driver for Avanos Medical's chronic pain solutions. As people live longer, the prevalence of age-related conditions like osteoarthritis and degenerative disc disease-the key targets for RFA-rises significantly. In 2023, nearly one in four US adults, or over 60 million people, reported chronic pain, and this prevalence is much higher in older demographics.

Specifically, 36.0% of US adults aged 65 and older reported chronic pain in 2023, compared to just 12.3% of those aged 18-29. This aging cohort is seeking durable, non-surgical treatment options to maintain their quality of life, and RFA procedures fit that need perfectly. This demographic trend provides a stable, expanding foundation for the Interventional Pain portion of the PM&R segment.

US Adult Chronic Pain Prevalence (2023)	Percentage	Implication for Avanos
Overall US Adults	24.3% (Over 60 million people)	Large, growing base for all PM&R solutions.
Adults Age 65 and Older	36.0%	Directly drives demand for RFA, which treats age-related chronic pain.

Acquisition of Nexus Medical strengthens focus on high-acuity Neonatal and Pediatric Intensive Care Units (NICUs/PICUs).

Avanos Medical's acquisition of Nexus Medical, LLC, announced in September 2025, is a strategic move to focus on a high-acuity, specialized patient population: neonates and pediatrics. Socially, there is an extremely high sensitivity and demand for the safest possible care in Neonatal and Pediatric Intensive Care Units (NICUs/PICUs). This acquisition aligns with that social value.

The Nexus TKO anti-reflux needleless connector technology is an evidence-based solution designed to prevent blood reflux in IV catheters, which reduces the risk of catheter failure and infection-critical concerns in vulnerable patients. This move immediately strengthens Avanos Medical's Specialty Nutrition Systems business with a complementary, high-value product. The company expects the acquisition to be immediately accretive to both revenue growth and earnings per share, showing a clear financial benefit from addressing this high-need segment of the market.

Avanos Medical, Inc. (AVNS) - PESTLE Analysis: Technological factors

Avanos Medical is strategically using technology to drive growth and improve patient safety, shifting capital investment toward its highest-return product lines. The company's focus on minimally invasive pain management and advanced nutrition delivery is evident in key 2025 performance metrics and strategic moves, confirming a clear path to a higher-growth profile.

Double-digit growth in Radio Frequency Ablation (RFA) product sales reflects adoption of minimally invasive technology.

You can see the market's appetite for less invasive procedures reflected directly in Avanos Medical's Pain Management & Recovery (PM&R) segment. Radio Frequency Ablation (RFA) products, which include the ESENTEC and TRIDENT lines, are driving this growth, offering an opioid-sparing solution for chronic pain. This technology uses heat to disrupt nerve signals, a clear technological shift away from traditional, more invasive surgical or pharmacology-heavy approaches.

The numbers are strong: RFA product sales grew 13.7% in the second quarter of 2025 and continued with 10.5% growth in the third quarter of 2025, compared to the prior year periods. This sustained, double-digit performance is fueled by increased sales of RFA generators, which then drives higher procedural volumes-it's a classic razor-and-blade model. Here's the quick math on the segment's Q3 2025 performance:

Segment	Q3 2025 Net Sales	RFA Product Sales Growth (Q3 2025)
Pain Management & Recovery (PM&R)	$59.0 million	10.5%

That kind of organic, double-digit growth in a core technology is defintely a key strategic advantage.

Acquisition adds Nexus TKO anti-reflux needleless connector, improving IV therapy safety technology.

Avanos Medical strengthened its Specialty Nutrition Systems (SNS) segment with the acquisition of Nexus Medical in September 2025, adding a critical, safety-focused technology. This is a smart, targeted move to enhance the quality of care in high-acuity settings like Neonatal and Pediatric Intensive Care Units (NICUs and PICUs). The acquisition was funded with available cash and is expected to be immediately accretive to both revenue growth and earnings per share (EPS).

The core technology acquired is the TKO anti-reflux needleless connector. This device features a patented, pressure-activated tri-seal silicone valve. Why does this matter? It minimizes blood reflux, which is a significant clinical problem that contributes to catheter occlusions, treatment delays, and infection risk during IV-based nutrition and medication delivery. This technology helps clinicians provide consistent care, which is the whole point.

• Nexus TKO: Patented, tri-seal silicone valve technology.
• Clinical Benefit: Minimizes blood reflux, reducing catheter occlusion and infection risk.
• Financial Impact: Expected to be immediately accretive to revenue and EPS.

Recent launch of CORGRIP SR Nasogastric/Nasointestinal Tube Retention System addresses tube dislodgement risk.

In the Specialty Nutrition Systems segment, Avanos Medical is tackling a long-standing, costly problem in enteral feeding: tube dislodgement. The CORGRIP SR Nasogastric/Nasointestinal Tube Retention System, launched in late 2024, is a technological upgrade from older methods. It's a specialized nasal bridle solution designed to secure feeding tubes more reliably than tape.

The need for this technology is clear: research shows that between 40% and 63% of feeding tubes secured with tape can become inadvertently dislodged. The CORGRIP SR system uses a monofilament thread and includes user-friendly features like color-coded clips and printed centimeter markings to reduce the incidence of accidental tube removal and improve overall tube survival rates. This small but significant innovation directly improves patient outcomes and reduces the costs associated with tube replacement and therapy disruption.

Divestiture of the Hyaluronic Acid (HA) business focuses R&D capital on core, higher-growth med-tech.

The decision to divest the Hyaluronic Acid (HA) product line, which included the TriVisc® and GenVisc® 850 injection products, on July 31, 2025, was a decisive strategic move. This wasn't a distress sale; it was a choice to focus capital and R&D resources on the higher-growth, technologically advanced PM&R and SNS segments. The HA products, which were indicated for osteoarthritis knee pain, had been a drag on profitability, contributing to lower pricing and unfavorable tariff impacts that decreased the adjusted gross margin in Q2 2025.

By shedding this lower-growth, non-core asset to Channel-Markers Medical, Avanos Medical has streamlined its portfolio. This focus gives management the clarity to invest more heavily in technologies like RFA and advanced nutrition delivery. The company's full-year 2025 guidance reflects this sharpened focus, with estimated revenue now between $690 million and $700 million and adjusted diluted EPS in the range of $0.85 to $0.95. This is what a focused technology strategy looks like.

Avanos Medical, Inc. (AVNS) - PESTLE Analysis: Legal factors

CMS final rule for 2025 implements the NOPAIN Act, creating a new, favorable reimbursement structure

The Centers for Medicare and Medicaid Services (CMS) finalized its 2025 Hospital Outpatient Prospective Payment System (OPPS) and Ambulatory Surgical Center (ASC) Payment System rule, which is a major legal tailwind for Avanos Medical. This rule, effective January 1, 2025, implements the Non-Opioids Prevent Addiction in the Nation (NOPAIN) Act.

The NOPAIN Act mandates separate Medicare payment for qualifying non-opioid drugs and devices used in Hospital Outpatient Departments (HOPDs) and ASCs through December 31, 2027. This unbundles the payment, meaning facilities get reimbursed for the non-opioid pain management device in addition to the surgical procedure payment.

Avanos Medical's ON-Q elastomeric infusion pump and ambIT disposable electronic infusion pump are the only infusion pain pumps included under this policy, a clear competitive advantage. The payment limitation published by CMS for both the ON-Q and ambIT systems is up to $2,284.98 per device.

Avanos Product	HCPCS Code (2025)	CMS Payment Limitation (Up To)	Policy Duration
ON-Q Infusion System	C9804	$2,284.98	Jan 1, 2025 - Dec 31, 2027
ambIT Infusion System	C9806	$2,284.98	Jan 1, 2025 - Dec 31, 2027

Compliance costs are rising due to stringent FDA requirements for new medical devices and acquisitions

You need to see compliance as a cost of doing business, not just a risk. For Avanos Medical, this cost is defintely elevated and structural due to past issues and the increasingly stringent regulatory environment for new medical devices.

The company is still operating under heightened scrutiny following its 2021 deferred prosecution agreement with the Department of Justice, where it agreed to pay over $22 million to resolve criminal charges related to the fraudulent misbranding of surgical gowns and obstruction of an FDA inspection.

This settlement mandated significant, costly compliance enhancements, which are ongoing operational expenses in 2025. Here's the quick math on the structural changes:

• Substantially increased the budget and headcount of its compliance and quality departments.
• Created a stand-alone Compliance Committee of the Board of Directors.
• Appointed a full-time Chief Ethics and Compliance Officer who reports directly to the CEO.

Plus, every new device or acquisition, like the recent Nexus Medical deal, requires rigorous regulatory clearance and compliance integration with the FDA's Unique Device Identification (UDI) Rule and Quality Systems (QS) regulation, adding to the total compliance spend.

Intellectual property (IP) protection is crucial for proprietary systems like COOLIEF and Nexus TKO

Strong intellectual property protection is the legal moat around Avanos Medical's high-margin products. The company's core growth drivers in pain management and specialty nutrition rely heavily on patents and trademarks to maintain market exclusivity.

The COOLIEF Cooled Radiofrequency system, a key interventional pain management product, is protected IP. The company must actively monitor and defend against infringement to protect its market share in the chronic pain space.

Furthermore, the acquisition of Nexus Medical in September 2025 was fundamentally about securing the proprietary Nexus TKO anti-reflux needleless connector technology. This technology features a patented, pressure-activated tri-seal silicone valve, which is a critical piece of IP that reinforces the Specialty Nutrition Systems business. The legal team's job is to ensure the patent remains defensible.

Delays in reimbursement decisions, such as the O Pay Act, can still impact the surgical pain business

While the NOPAIN Act is a major win, the broader legal landscape still poses risks from reimbursement delays and administrative hurdles. The complexity of the healthcare revenue cycle means that even with a favorable law, cash flow can be impacted by slow payer processes.

The issue of delayed payments is a systemic industry problem. As of mid-2025, there is legislative action-specifically the proposed No Surprises Enforcement Act (H.R. 4710 / S. 2420)-aimed at penalizing health insurance companies that fail to pay physicians within 30 days after losing an Independent Dispute Resolution (IDR) case under the No Surprises Act (NSA).

This legislation, if passed, would impose a penalty of three times the difference between the insurer's initial payment and the IDR ruling, plus interest. This is a positive legal development for Avanos's customers (physicians/hospitals) that should ultimately improve the speed and consistency of payments for the company's devices. Still, until enacted, delayed reimbursement remains a working capital risk for providers, which can slow adoption of new devices.

Avanos Medical, Inc. (AVNS) - PESTLE Analysis: Environmental factors

Here's the quick math: The $18 million tariff hit is real, but the $15 million to $20 million in cost savings by 2026 should offset it, plus the NOPAIN Act is a pure revenue tailwind. You need to monitor the execution of those cost cuts. Finance: draft a 13-week cash view by Friday, specifically modeling the tariff mitigation timeline.

Accelerating supply chain diversification away from China, while cost-driven, reduces geographic environmental risk concentration.

You are seeing Avanos Medical strategically de-risk its supply chain, and while the primary driver is financial-mitigating the impact of rising tariffs-this shift has a clear, positive environmental side effect. The company is actively moving production closer to its end markets, a trend called nearshoring, which inherently reduces the carbon footprint associated with long-haul ocean freight.

The financial pressure is significant: in May 2025, the company lowered its adjusted diluted earnings per share (EPS) forecast to a range of $0.75-$0.95, down from the previous $1.05-$1.25, largely due to tariff headwinds. The counter-move is increasing the reliance on its Latin America (LATAM) manufacturing base, which includes three facilities in Mexico (Nogales and Tijuana) employing over 1,400 people. Shifting production to Mexico, and away from China, shortens the supply chain and provides a buffer against geopolitical trade risks, plus it cuts down on the environmental risk concentration that comes from having a single, distant manufacturing hub.

Increased investor scrutiny on ESG (Environmental, Social, and Governance) requires better reporting on medical device waste and sterilization.

Investor focus on ESG is no longer a soft issue; it directly impacts valuation and cost of capital. Avanos Medical is responding by providing more transparent data, as seen in their 2024 Corporate Citizenship Report (released April 2025). The company tracks its direct and indirect environmental footprint, showing a commitment to managing its operational impact.

In 2024, Avanos achieved a 2% reduction in total Greenhouse Gas (GHG) emissions (Scope 1 and 2) from the previous year, bringing the total down to 14,112.15 metric tons of $\text{CO}_2$ equivalent ($\text{tCO}_2\text{e}$). That's a solid step, but the total number is what matters to institutional investors like BlackRock, who are pushing for net-zero roadmaps. They are also making progress on waste, reducing the percentage of total waste sent to landfill to 30% in 2024, down from 33% in 2023.

Here is a snapshot of the 2024 operational environmental metrics:

Environmental Metric (2024)	Value (2024)	Change from 2023	Significance
Total GHG Emissions (Scope 1 & 2)	14,112.15 $\text{tCO}_2\text{e}$	-2% Reduction	Operational efficiency improvement
Total Non-Hazardous Waste Generated	1,722.09 MT	-1.9% Reduction	Waste reduction through Lean methods
Percentage of Total Waste Recycled	57%	+1 Percentage Point	Improved circularity
Total Influent Water Use	92,768 $\text{m}^3$	-0.3% Reduction	Water conservation in manufacturing

Focus on single-use devices (e.g., infusion pumps) presents ongoing challenges for sustainable waste management in hospitals.

The core of Avanos Medical's Pain Management & Recovery business relies on single-use devices, specifically the ON-Q elastomeric and ambIT disposable electronic infusion pumps. This is a major environmental challenge for the entire MedTech industry, as disposable products account for up to 90% of medical device waste. The safety benefits of single-use devices are clear, but the waste footprint is a growing liability.

Avanos is mitigating this product-level impact through smart, non-device-related initiatives like Electronic Instructions for Use (eIFUs) for its US-based professional customers. This is a simple, effective change.

• Eliminates over 275 tons of paper consumption annually.
• Reduces oil consumption by more than 100,000 gallons.
• Cuts water consumption by over 2,600,000 gallons.

Still, the single-use nature of the pumps themselves is the elephant in the room. You should be watching the industry trend toward third-party reprocessing of single-use devices (SUDs), a regulated practice that saves U.S. hospitals over $400 million per year and diverts over 6,000 tons of solid waste annually. Avanos needs a clear, public strategy on whether it will support or participate in reprocessing for its high-volume single-use products to defintely address this long-term environmental risk.