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11:45
Jun 03 ◎

MDT FY2026 Q4 Watch

Medtronic plc (MDT) FY2026 Q4 Earnings Call

AVR EW ▾

Thierry Bouchard

Medtronic is strategically investing in Anteris to bolster its structural heart portfolio.

"targeted external investment in TAVR, including anteris paving the way forward."

AVR WATCH

Thierry Bouchard

The impact of the US low-risk TAVR data is reflected in a flattening of US revenue for this segment, but the company indicates stabilization over last 8 weeks, which could be a short-term bottoming in this market. — Signals a potential bottom in Medtronic's US TAVR market share and could relieve pressure on Edwards Lifesciences if the stabilization holds.

"The business has been pretty stable over the last weeks. And that's what we've incorporated in the guidance going forward."

EW WATCH

HIGH

13:00
Feb 17 ◎

MDT FY2026 Q3 Watch

Medtronic plc (MDT) FY2026 Q3 Earnings Call

BSX MDT ISRG SYK ▾

Jeff

Medtronic's renal denervation (Simplicity) direct-to-consumer website visits jumped from 50,000 to 2.5 million quarter-over-quarter, indicating significant patient demand and market development traction. — This early consumer demand signal suggests the RDN market could develop faster than expected, benefiting Medtronic and pressuring competitors like Boston Scientific.

"last quarter we had maybe 50,000, or Q2 rather, we had about 50,000 visits. In Q3, we had 2.5 million visits."

BSX WATCH

Jeff

Management is confident in accelerating growth driven by a broad pipeline (CAS, RDN, Hugo, neuroscience), with revenue growth expected to continue and EPS high single-digit growth reaffirmed for FY27.

"we are confident in our ability to deliver durably"

MDT WATCH

Jeff

Medtronic's new Stealth Access spinal surgery system is a new platform designed to integrate with the 70% of US spine procedures that are currently navigated, lowering barriers to robotics adoption. — By leveraging its dominant navigation install base (10,000 units), Medtronic could significantly accelerate robotics adoption in spine surgery, challenging competitors like Stryker and Intuitive Surgical.

"Stealth Access was designed around navigation, which is paramount to surgeons' workflow in the OR"

ISRG WATCH SYK WATCH

HIGH

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