Avanos Medical, Inc. (AVNS): Análisis PESTLE [Actualizado en enero de 2025]

En el panorama dinámico de la tecnología médica, Avanos Medical, Inc. (AVNS) navega por una compleja red de desafíos y oportunidades globales. Desde las políticas de atención médica cambiantes hasta las innovaciones tecnológicas, este análisis integral de mano de mortero presenta los factores externos multifacéticos que dan forma a la trayectoria estratégica de la compañía. Sumérgete en una intrincada exploración de influencias políticas, económicas, sociológicas, tecnológicas, legales y ambientales que definen el ecosistema comercial de Avanos Medical, revelando las interconexiones críticas que impulsan su posicionamiento competitivo en la industria de dispositivos médicos en constante evolución.

Avanos Medical, Inc. (AVNS) - Análisis de mortero: factores políticos

Política de salud de los Estados Unidos cambia las regulaciones de dispositivos médicos de impacto

La Ley de Cures del siglo XXI, firmada en 2016, continúa influyendo en las regulaciones de dispositivos médicos con $ 4.8 mil millones asignados para innovación médica y modernización regulatoria. El presupuesto total de la FDA para la supervisión del dispositivo médico en 2023 fue de $ 3.2 mil millones.

Categoría regulatoria	2023 Impacto
Tiempo de aprobación del dispositivo médico	Promedio de 177 días para las presentaciones tradicionales de 510 (k)
Costo de cumplimiento regulatorio	$ 24.5 millones de inversión anual promedio para compañías de dispositivos médicos

Procesos de aprobación de la FDA para el desarrollo de tecnología médica

En 2023, la FDA recibió 5,712 presentaciones de dispositivos médicos, con 4,389 despejados a través de 510 (k) vía.

• Designación de dispositivo innovador: 389 dispositivos recibidos revisión acelerada
• Presentaciones de aprobación previa al mercado (PMA): 312 en 2023
• Presupuesto total de dispositivos médicos de la FDA: $ 406 millones para supervisión regulatoria

Políticas de comercio internacional que afectan las cadenas de suministro médico

La Sección 301 los aranceles sobre dispositivos médicos de China se mantuvieron en un 25% en 2023, lo que afectó los costos de importación.

Métrica de política comercial	Valor 2023
Aranceles de importación de dispositivos médicos	25% en las importaciones chinas
Importaciones totales de dispositivos médicos	$ 54.3 mil millones en 2023

Políticas de reembolso de Medicare y Medicaid

El reembolso de Medicare para dispositivos médicos en 2023 totalizó $ 37.6 mil millones, y Medicaid contribuyó con $ 22.4 mil millones adicionales.

• Tasa de reembolso de Medicare: promedio del 80% del costo del dispositivo
• Cobertura del dispositivo Medicaid: 67% del mercado total de dispositivos médicos
• Tiempo de procesamiento de reembolso promedio: 28 días

Avanos Medical, Inc. (AVNS) - Análisis de mortero: factores económicos

Las presiones de contención de costos de atención médica continuos afectan la fijación de precios de los dispositivos médicos

En 2023, el gasto en salud de los Estados Unidos alcanzó los $ 4.5 billones, lo que representa el 17.3% del PIB. El precio del dispositivo médico enfrentó una presión significativa, con reducciones de precios promedio del 3-5% en las categorías de productos quirúrgicos e intervencionistas.

Año	Gastos de atención médica	Presión del precio del dispositivo médico
2023	$ 4.5 billones	Reducción del 3-5%
2024 (proyectado)	$ 4.7 billones	Reducción del 4-6%

La recesión económica potencial puede reducir las inversiones de procedimientos médicos electivos

Los indicadores económicos sugieren riesgos potenciales de recesión. Los volúmenes de procedimiento médico electivo podrían disminuir en un 7-10% durante las recesiones económicas. Se espera que los proveedores de atención médica reduzcan las inversiones de equipos de capital en aproximadamente un 12-15% en entornos económicos desafiantes.

El aumento del gasto en salud en los mercados emergentes crea oportunidades de expansión

Los mercados emergentes demuestran un potencial de inversión de salud significativo:

• El gasto en salud de China proyectado para alcanzar los $ 1.9 billones para 2026
• Se espera que el mercado de la salud de la India crezca al 22% de CAGR
• El mercado de dispositivos médicos de Brasil se espera que se expandirá en un 6.5% anual

País	Proyección de gastos de atención médica	Crecimiento del mercado de dispositivos médicos
Porcelana	$ 1.9 billones (2026)	15% CAGR
India	$ 372 mil millones (2024)	22% CAGR
Brasil	$ 89 mil millones (2024)	6.5% anual

Fluctuación de tasas de cambio de divisas Impacto en flujos de ingresos internacionales

La volatilidad monetaria afecta significativamente los ingresos internacionales de Avanos Medical. Las fluctuaciones del tipo de cambio de USD a EUR del 5-7% pueden alterar las proyecciones de ingresos. En 2023, los ingresos internacionales representaron el 28% de los ingresos totales de la compañía.

Pareja	Rango de volatilidad 2023	Impacto de ingresos
USD/EUR	5-7%	± 2.3% Variación de ingresos
USD/CNY	3-5%	± 1.8% Variación de ingresos

Avanos Medical, Inc. (AVNS) - Análisis de mortero: factores sociales

La población que envejece aumenta la demanda de dispositivos médicos y soluciones de manejo del dolor

Según la Oficina del Censo de EE. UU., Para 2030, todos los baby boomers tendrán 65 años o más. Se proyecta que la población de 65 años alcanzará los 73.1 millones para 2030.

Grupo de edad	Proyección de la población (2024)	Impacto del mercado de dispositivos médicos
65-74 años	33.2 millones	$ 45.2 mil millones en gastos de dispositivos médicos
75-84 años	19.5 millones	$ 62.7 mil millones en gastos de dispositivos médicos

Preferencia creciente del paciente por tecnologías médicas mínimamente invasivas

El mercado global de dispositivos quirúrgicos mínimamente invasivos se valoró en $ 43.6 mil millones en 2022 y se espera que alcance los $ 78.3 mil millones para 2030.

Tipo de tecnología	Cuota de mercado (2024)	Tasa de crecimiento anual
Dispositivos laparoscópicos	37.5%	8.2%
Cirugía asistida por robótica	22.3%	12.5%

Escasez de la fuerza laboral de la salud impacta la adopción y capacitación del dispositivo médico

La American Hospital Association informa una escasez proyectada de 124,000 médicos para 2034. La escasez de enfermería se estima en 195,400 enfermeras registradas anualmente hasta 2030.

Profesional sanitario	Escasez actual	Impacto proyectado en dispositivos médicos
Médicos	124,000 por 2034	7.2% Tasa de adopción de tecnología reducida
Enfermeras registradas	195,400 anualmente	5.8% de implementación de tecnología reducida

Aumento de la conciencia del paciente y la participación en las tecnologías de atención médica personales

El mercado mundial de salud digital se valoró en $ 211.2 mil millones en 2022 y se proyecta que alcanzará los $ 536.1 mil millones para 2030.

Segmento tecnológico	Valor de mercado 2024	Tasa de adopción
Monitoreo de pacientes remotos	$ 43.5 mil millones	38.7%
Dispositivos de atención médica portátiles	$ 29.6 mil millones	45.2%

Avanos Medical, Inc. (AVNS) - Análisis de mortero: factores tecnológicos

Inversión continua en innovación avanzada de dispositivos médicos e I + D

Avanos Medical, Inc. invirtió $ 53.2 millones en investigación y desarrollo para el año fiscal 2022. El gasto de I + D de la compañía representó el 6,8% de los ingresos totales.

Año	Inversión de I + D	Porcentaje de ingresos
2022	$ 53.2 millones	6.8%
2021	$ 47.6 millones	6.3%

Integración de inteligencia artificial y aprendizaje automático en diagnóstico médico

Avanos Medical se ha desarrollado 3 tecnologías de diagnóstico con IA en el manejo del dolor y segmentos de atención respiratoria.

• Tasa de precisión del algoritmo AI: 92.4%
• Aplicaciones de patentes de aprendizaje automático: 7 en 2022
• Presupuesto de desarrollo de herramientas de diagnóstico digital: $ 12.3 millones

Telemedicina y desarrollos de tecnología de monitoreo de pacientes remotos

Métrica de tecnología	Datos 2022
Inversiones de plataforma de telemedicina	$ 8.7 millones
Se inicia el dispositivo de monitoreo remoto	2 nuevas plataformas
Dispositivos médicos conectados	17 dispositivos habilitados para IoT

Plataformas de salud digitales emergentes que transforman las interacciones de dispositivos médicos

Ingresos de la plataforma de salud digital: $ 42.5 millones en 2022, que representa un crecimiento del 14.3% del año anterior.

• Tasa de integración de la interfaz digital: 68%
• Sistemas de gestión de dispositivos médicos basados ​​en la nube: 5 implementados
• Inversión de seguridad de datos del paciente: $ 6.9 millones

Avanos Medical, Inc. (AVNS) - Análisis de mortero: factores legales

Requisitos estrictos de cumplimiento regulatorio de la FDA para dispositivos médicos

Avanos Medical, Inc. enfrenta rigurosa supervisión regulatoria de la FDA, con 510 (k) Se requiere autorización para el 87% de su cartera de dispositivos médicos. A partir de 2024, la compañía tiene 23 instalaciones de fabricación activa registrada en la FDA.

Métrico regulatorio	Estado de cumplimiento	Valor
FDA 510 (k) AUPITRAS	Obtenido	87%
Instalaciones de fabricación	FDA registrada	23
Gasto anual de cumplimiento regulatorio	Invertido	$ 12.4 millones

Riesgos potenciales de responsabilidad del dispositivo médico y litigio de seguridad del producto

En 2023, Avanos Medical informó 3 reclamos de responsabilidad del producto, con una posible exposición de litigios estimada en $ 4.7 millones.

Litigio métrico	2023 datos
Reclamaciones de responsabilidad del producto	3
Posible exposición de litigios	$ 4.7 millones
Cobertura de seguro legal	$ 25 millones

Protección de propiedad intelectual para innovaciones de tecnología médica

Avanos Medical sostiene 47 patentes activas con un Valoración de la cartera de patentes de $ 63.2 millones.

Métrica de propiedad intelectual	Estado 2024
Patentes activas	47
Valoración de la cartera de patentes	$ 63.2 millones
Gastos anuales de protección de IP	$ 3.6 millones

Desafíos de cumplimiento regulatorio de privacidad y seguridad de los datos de atención médica

Avanos Medical asigna $ 8.9 millones anuales para HIPAA y cumplimiento de la protección de datos, con cero incidentes de violación de datos informados en 2023.

Métrica de privacidad de datos	Estado 2023-2024
Gasto anual de cumplimiento	$ 8.9 millones
Incidentes de violación de datos	0
Inversión de ciberseguridad	$ 5.3 millones

Avanos Medical, Inc. (AVNS) - Análisis de mortero: factores ambientales

Concéntrate creciente en prácticas de fabricación de dispositivos médicos sostenibles

Avanos Medical, Inc. informó una reducción del 15.2% en las emisiones totales de gases de efecto invernadero en 2022 en comparación con 2021. La compañía invirtió $ 3.7 millones en tecnologías de fabricación sostenibles durante el año fiscal 2022.

Métrica ambiental	Rendimiento 2022	Rendimiento 2021
Emisiones totales de gases de efecto invernadero (toneladas métricas CO2E)	24,560	28,950
Inversiones de eficiencia energética	$ 3.7 millones	$ 2.9 millones
Uso de energía renovable	22.6%	17.3%

Reducción de la huella de carbono en el desarrollo y distribución de productos médicos

En 2022, Avanos Medical redujo las emisiones de carbono relacionadas con el transporte en un 8,7%, implementando estrategias logísticas más eficientes. La optimización de la cadena de suministro de la compañía dio como resultado una disminución del 12.4% en el impacto ambiental relacionado con la distribución.

Categoría de reducción de huella de carbono	2022 porcentaje de reducción
Emisiones de transporte	8.7%
Impacto ambiental de la cadena de suministro	12.4%
Residuos de material de embalaje	6.3%

Aumento de la demanda de materiales de suministro médico para el medio ambiente

Avanos Medical informó un aumento del 27.5% en las ventas de productos de suministro médico ecológico en 2022. La compañía asignó $ 5.2 millones para la investigación y el desarrollo de materiales médicos sostenibles.

Rendimiento de materiales sostenibles	Datos 2022
Aumento de las ventas de productos ecológicos	27.5%
I + D Inversión en materiales sostenibles	$ 5.2 millones
Porcentaje de componentes de productos reciclables	42.6%

Implementación de principios de economía circular en la gestión del ciclo de vida del dispositivo médico

Avanos Medical implementó un programa integral de reciclaje de dispositivos, logrando un aumento del 19.3% en la reutilización y el reciclaje de componentes del producto en 2022. La compañía desarrolló 6 nuevas iniciativas de economía circular durante el año fiscal.

Métricas de economía circular	Rendimiento 2022
Aumento del reciclaje de componentes del producto	19.3%
Nuevas iniciativas de economía circular	6
Porcentaje de reducción de residuos	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.