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13:00
Jul 16 ◎

ABT FY2026 Q2 Watch

Abbott Laboratories (ABT) FY2026 Q2 Earnings Call

ABT DXCM BSX MDT EXAS ▾

Robert Ford

Guidance is maintained on revenue and raised on EPS, with momentum building across nutrition, EP, core lab, and cancer diagnostics; management is confident in second-half acceleration.

"we are reaffirming our full year guidance for comparable sales growth of 6.5% to 7.5%. and raising our EPS guidance range to $5.45 to $5.60."

ABT WATCH

Robert Ford

U.S. Type-2 CGM reimbursement could land in the fall, unlocking roughly 10 million Medicare beneficiaries and a multi-billion dollar opportunity; Abbott is pre-positioning sales force and distribution. — A CGM reimbursement expansion at CMS would enlarge the addressable market for both Abbott and Dexcom, with meaningful timing-driven sales upside.

"the U.S. Type II is a huge opportunity. It's going to unlock, you know, around 10 million Medicare beneficiaries. It's going to accelerate commercial insurance coverage. This could be a multi-billion dollar opportunity."

DXCM WATCH

Robert Ford

Electrophysiology share inflection: Volt 2.0 goes from limited to full U.S. market release in Q3, and European EP sales grew over 20% on Volt/TactiFlex Duo rollout. — PFA competition is shifting; Abbott's launch momentum and mapping integration threaten the leading EP players' share in the highest-growth ablation category.

"we expect to transition from limited market to full market release in the third quarter. Internationally, the expanding rollout of Volt and TactiFlex Duo is gaining strong traction, driving growth of more than 20% in Europe."

BSX WATCH MDT WATCH

Robert Ford

Cologuard second-half acceleration is tied to CareGap programs, which ramp as health systems chase HEDIS and CMS star ratings late in the year. — The growth profile of Exact's oncology screening business is seasonal and policy-driven, so H2 consensus depends on health systems' year-end quality-score behavior.

"we grew 13% in the first half. Our deal model that we put together to support the acquisition for 2026 had mid-teens. I feel confident that we'll achieve that."

EXAS WATCH

HIGH

13:00
Apr 16 ◎

ABT FY2026 Q1 Watch

Abbott Laboratories (ABT) FY2026 Q1 Earnings Call

EXAS ABT ▾

Robert Ford

EXAS (now acquired) is performing strongly, growing 13% with Cologuard in mid-teens, and management is bullish on sustaining this growth through international expansion and rescreen momentum.

"In cancer diagnostics, sales grew 13% on a comparable basis, driven by mid-teens growth of Cologuard and high teens growth in international markets."

EXAS WATCH

Robert Ford

Guidance is maintained but the tone is cautious: management guided EPS down due to Exact Sciences dilution and refused to bake in a strong respiratory season, signaling conservative near-term outlook despite H2 acceleration plans.

"So in summary, our results in the quarter were in line with our expectations to start the year. We remain confident in our expectation for an acceleration in growth in the second half of the year"

ABT WATCH

HIGH

14:00
Jan 22 ◎

ABT FY2025 Q4 Watch

Abbott Laboratories (ABT) FY2025 Q4 Earnings Call

EXAS ABT DHR HOLX BSX ▾

Robert Ford

The statement references the integration of Lara Lab AI technology into Abbott's structural heart business, which highlights the continued tech-driven approach in device innovation that competes with Exact Sciences' digital tools.

"Our announced acquisition of Exact Sciences will allow Abbott to enter and lead in the fast-growing cancer diagnostics market"

EXAS WATCH

Robert Ford

Management projected accelerating growth and improved performance for 2026, driven by new product launches and strategic initiatives, despite short-term expected weakness in nutrition. The tone is confident about long-term sustainability and margin expansion.

"So in summary, despite facing some challenges in 2025, we achieved our original target of double digit earnings per share growth Our new product pipeline continues to be highly productive. And combined with the strategic steps we took to"

ABT WATCH

Robert Ford

Abbott's continuous glucose monitoring (CGM) growth is slowing in percentage terms but maintaining a billion-dollar annual increase, with management citing SGLT2 crossover (only 1 million out of 6 million users on CGM) as a significant untapped market expansion opportunity. — This highlights a major growth segment for CGM that competitors like Dexcom (DXCM) and Medtronic (MDT) are also chasing, but Abbott's dominant market position and new dual-glucose ketone sensor could give it a decisive edge.

"You got about 6 million SGLT2 users in the U.S. And if you cross-reference their usage of CGM through all the databases, only about a million of those six are on CGMs. So I think there's going to be an opportunity here also to kind of"

DHR WATCH HOLX WATCH

Robert Ford

The electrophysiology (EP) market is shifting towards a 'toolbox' approach where physicians will use both balloon/basket and dual-energy catheters depending on patient profiles, with Abbott positioning its Volt and TactiFlex Duo as complementary rather than competing. — This implies that the competitive battleground will be about portfolio breadth and physician preference, not just who has the fastest single catheter, potentially mitigating the impact of Boston Scientific's (BSX) earlier PFA launches.

"I think it comes down to we always wanted to make sure that we had a toolbox approach here for the physicians. so they can have choice and they can have greater flexibility about how they use these products. I'm sure that there will be"

BSX WATCH MDT WATCH

HIGH

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