Guidance
Company raises full-year sales growth guidance to high end of 9-10%
Guidance · revenue to $1.55B
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수요
EW
FY2025 Q3
IMPROVING
Edwards Lifesciences Corporation 실적 발표
Buzzberg 분석
Company raises full-year sales growth guidance to high end of 9-10%
Edwards Lifesciences reported strong Q3 FY2025 results with total revenue of $1.55B (+12.6% cc) and adj. EPS of $0.67, beating expectations. Management raised full-year TAVR and EPS guidance, citing renewed clinical focus, positive data from TCT (7-year PARTNER 3 and 10-year durability), and strong TMTT growth (Pascal, Evoque, M3). Guidance for Q4 implies a sequential dip but full-year raised. No specific cross-company mentions were made. Q3 total revenue $1.55B (+12.6% cc) beat expectations; TAVR $1.15B (+10.6% cc), TMTT $144M (+53%), Surgical $258M (+5.6%).
Buzzberg 분석 Company raises full-year sales growth guidance to high end of 9-10% Edwards Lifesciences reported strong Q3 FY2025 results with total revenue of $1.55B (+12.6% cc) and adj. EPS of $0.67, beating expectations. Management raised full-year TAVR and EPS guidance, citing renewed clinical focus, positive data from TCT (7-year PARTNER 3 and 10-year durability), and strong TMTT growth (Pascal, Evoque, M3). Guidance for Q4 implies a sequential dip but full-year raised. No specific cross-company mentions were made. Q3 total revenue $1.55B (+12.6% cc) beat expectations; TAVR $1.15B (+10.6% cc), TMTT $144M (+53%), Surgical $258M (+5.6%). 전체 분석 보기분석 접기
Edwards Lifesciences reported strong Q3 FY2025 results with total revenue of $1.55B (+12.6% cc) and adj. EPS of $0.67, beating expectations. Management raised full-year TAVR and EPS guidance, citing renewed clinical focus, positive data from TCT (7-year PARTNER 3 and 10-year durability), and strong TMTT growth (Pascal, Evoque, M3). Guidance for Q4 implies a sequential dip but full-year raised. No specific cross-company mentions were made. Q3 total revenue $1.55B (+12.6% cc) beat expectations; TAVR $1.15B (+10.6% cc), TMTT $144M (+53%), Surgical $258M (+5.6%).
- Full-year TAVR growth guidance raised to 7-8% (from 6-7%), EPS raised to $2.56-$2.62.
- TCT 2025 highlighted 7-year PARTNER 3 data confirming durability and 10-year Sapien outcomes, supporting long-term TAVR adoption.
- TMTT momentum driven by Pascal and Evoque; Sapien M3 U.S. approval expected early 2026.
Revenue
$1.5531B
reported
EPS
$0.67
reported
Gross margin
77.88%
reported
Op margin
27.37%
reported
이번 분기에 달라진 점
Guidance
TAVR growth raised to 7-8%, driven by evidence and guidelines
Guidance · revenue to $1.55B
Demand
TMTT sales grew 53%, fueled by Pascal and Evoque
Management expressed strong confidence in the business, citing better-than-expected results, raising guidance, and emphasizing long-term growth drivers.
Product
Sapien M3 US approval expected by early 2026
TCT 2025 highlighted 7-year PARTNER 3 data confirming durability and 10-year Sapien outcomes, supporting long-term TAVR adoption.
수요
수주 및 전환
TMTT sales grew 53%, fueled by Pascal and Evoque. Management expressed strong confidence in the business, citing better-than-expected results, raising guidance, and emphasizing long-term growth drivers.
톤 · Confident
Management expressed strong confidence in the business, citing better-than-expected results, raising guidance, and emphasizing long-term growth drivers.
향후 가이던스
ImprovingGuidance · revenue to $1.55B
| 지표 | 기간 | 범위 | 중간값 | 상태 |
|---|---|---|---|---|
| EPS | FY2025 | $2.56–$2.62 | $2.59 | RAISED |
| EPS | FY2025 Q4 | $0.58–$0.64 | $0.61 | GUIDED |
| Revenue | FY2025 Q4 | $1.51B–$1.59B | $1.55B | GUIDED |
가이던스 신뢰도
4 / 4달성 또는 상회
| 제시 시점 | 지표 | 목표 기간 | 가이던스 | 실제 | 결과 |
|---|---|---|---|---|---|
| FY2026 Q1 | EPS | FY2026 Q2 | $0.70–$0.76 | $0.78 | Met / beat |
| FY2026 Q1 | Revenue | FY2026 Q2 | $1.66B–$1.74B | $1.741B | Met / beat |
| FY2025 Q4 | EPS | FY2026 Q1 | $0.70–$0.76 | $0.78 | Met / beat |
| FY2025 Q4 | Revenue | FY2026 Q1 | $1.55B–$1.63B | $1.6486B | Met / beat |