Boston Scientific(BSX)

Search documents
40余家“首批”签约第九届进博会,多领域新品首秀在即
Guo Ji Jin Rong Bao· 2025-07-25 13:35
7月25日,在第八届进博会倒计时100天之际,2026年第九届中国国际进口博览会招展工作正式启动。 现场,40余家企业完成签约,成为第九届进博会首批参展商,签约展览面积3万平方米。其中,GE医疗、纽仕兰、诺华、霍尼韦尔、三菱电机、捷豹路 虎、欧莱雅、乐斯福、汇丰银行等20余家企业,成为进博会首批九年"全勤生"。 首创"跨境电商甄选平台" 记者从今日举办的新闻通气会上获悉,第八届进博会各项筹备工作进展顺利,截至目前,企业商业展已签约展览面积超过33万平方米,170家企业和27 家机构成为签约参展的八届"全勤生"。 另外,来自40个国家和地区的60个海外展团已确认参展,加拿大、马来西亚、新西兰、挪威、秘鲁等国参展企业规模创下历史新高,这充分体现出各方 对中国经济的信心和对进博会的热情。 中国国际进口博览局副局长吴政平透露,本届企业商业展首次为最不发达国家产品设立专区,首创"跨境电商甄选平台"。目前,技术装备展区将有80多 家世界500强及行业龙头企业参展,医疗展区将有10家世界500强药企、医学影像三大巨头、放疗设备三大巨头等领军企业参展,汽车展区升级为汽车及智慧 出行展区,创新孵化专区规模再创新高,将汇聚500 ...
波士顿科学亮相第八届进博会倒计时100天活动,并锚定第九届
Guo Ji Jin Rong Bao· 2025-07-25 12:35
"我们对本届进博会满怀期待,并始终以饱满热情与信心投身其中。 一方面,我们期待借助进博会 的聚势效应,与中国医疗健康事业同频共振。通过这一平台,我们可以更精准地捕捉本土医患的临床痛 点与未被满足的需求,加速引入更加符合中国诊疗场景的创新产品,让中国患者同步享受到全球领先的 医疗科技成果,为"健康中国 2030"贡献切实力量。另一方面,我们也期待以进博会为纽带,推动'中国 范式'的医疗创新走向世界。进博会的深层价值在于搭建起开放协作的桥梁,让本土创新力量与国际资 源更高效地对接。我们希望通过研发合作、商业推广等多元生态协作,推动更多贴合临床需求的创新方 案落地和服务本土患者,也助力'中国智造'优质成果走向更广阔的世界舞台,提升全球医疗健康领域的 协作效能。"波士顿科学表示。 资料显示,波士顿科学是全球领先的创新医疗科技公司,1979年成立于美国。46年来,波士顿科学 始终致力于为生命创新,每年研发投入占营收10%以上,目前共有10款产品或技术获得被誉为医药界诺 贝尔奖的"盖伦奖"或被提名,2016至2025年连续十年入选《财富》全球最受赞赏公司榜单。1997年,波 士顿科学正式进入中国市场,在华业务覆盖心脏、外 ...
362亿!增长22.8%!波士顿科学季报发布
思宇MedTech· 2025-07-24 08:27
招商通知: 2025年9月4-5日,第三届全球手术机器人大会 2025年7月23日, 波士顿科学公司(NYSE: BSX) 发布2025年第二季度财务报告。 期内公司实现销售收入50.61亿美元(约合人民币 362亿 ),同比增长22.8%, 在有机、运营及报告基础三项口径均超出此前给出的指导区间。净利润同比翻番,调整后每股收益超过分析师一致预期,全年营收和利润指引同步上调。心血管与 医疗外科业务构成主要增长动力,Farapulse与Watchman产品组合在监管、临床和市场端协同发力,构筑差异化优势。 # 核心财务表现 :营 收与利润全 面超预期 2025年第二季度,波士顿科学实现 净销售额 50.61亿美元 ,同比 增长22.8% , 显著高于分析师预期的48.9亿美元。按运营基础计算增长21.6%,剔除外汇波动与部 分收并购影响后,有机增长达17.4%,同样超过公司此前13%-15%的指引区间上限。 GAAP净利润为7.97亿美元,合每股收益0.53美元,较去年同期的3.24亿美元(EPS 0.22美元)增长超过一倍。调整后每股收益为0.75美元,高于公司此前指引 (0.71–0.73美元)及市场共识( ...
Boston Sci Q2 Revenue Up 23 Percent
The Motley Fool· 2025-07-23 18:52
Boston Scientific (BSX 4.21%), a leader in medical devices for cardiovascular and surgical markets, reported its second-quarter 2025 results on July 23, 2025. The company posted revenue and earnings well above Wall Street expectations for the period, with revenue of $5.06 billion topping analyst estimates of $4.89 billion. Adjusted (non-GAAP) earnings per share (EPS) landed at $0.75, also ahead of the projected $0.73. Both numbers exceeded the upper end of Boston Scientific's own guidance. Management charac ...
Boston Scientific Beats on Q2 Earnings, Raises 2025 View, Stock Up
ZACKS· 2025-07-23 17:01
Key Takeaways BSX posted Q2 adjusted EPS of 75 cents, up 20.9% and above guidance and consensus estimates. Q2 revenues rose 22.8% to $5.06B, driven by 26.8% Cardiovascular growth and strong U.S. performance. BSX raised 2025 sales growth forecast to 18-19% and EPS guidance to $2.95-$2.99 on solid portfolio momentum.Boston Scientific Corporation (BSX) posted second-quarter 2025 adjusted earnings per share (EPS) of 75 cents, up 20.9% from the year-ago figure. The figure beat the Zacks Consensus Estimate by 4 ...
Cramer's Stop Trading: Boston Scientific
CNBC Television· 2025-07-23 14:46
Jim and stop trading. >> The most reliable medical equipment company. I'm not ISRG.I really like Intuitive. Boston Scientific. Another great quarter.Mike Mahoney quietly puts up fantastic number, a fantastic number, fantastic big revenue beat. Some people are just so unheralded. And this again is the broading out.I know that we can worry about 2008. I know we can worry about 2021, but there are sectors of the market where the companies are just crushing >> like that. >> Yes.We'll keep an eye on. I mean, the ...
Boston Scientific(BSX) - 2025 Q2 - Earnings Call Transcript
2025-07-23 13:02
Financial Data and Key Metrics Changes - In Q2 2025, total company operational sales grew 22% and organic sales grew 17%, exceeding the guidance range of 13% to 15% [6][23] - Adjusted EPS for Q2 was $0.75, representing a 23% increase, also surpassing the guidance range of $0.71 to $0.73 [6][23] - Adjusted operating margin was 27.6%, an increase of 50 basis points compared to Q2 2024 [7][24] Business Line Data and Key Metrics Changes - Urology sales grew 28% operationally and 6% organically, driven by stone management and prosthetic urology franchises [11] - Endoscopy grew 8% globally, with double-digit growth in the U.S., supported by strong performance in key products [12] - Cardiology sales increased by 28%, with interventional cardiology therapy sales growing 9% [13] Market Data and Key Metrics Changes - U.S. operational growth was 31%, primarily driven by the cardiovascular portfolio [8][9] - EMEA grew 2% operationally, with 7% growth excluding the Accurate Valve discontinuation [9] - Asia Pacific saw a 15% operational growth, led by strong performance in Japan, China, and Australia [10] Company Strategy and Development Direction - The company is focusing on expanding its portfolio and investing in clinical evidence to support new technologies [15][21] - There is a commitment to strategic acquisitions and high-growth adjacencies, with recent acquisitions of Sonae V and Entera Medical [26] - The company aims to continue outpacing market growth through organic portfolio enhancements and strategic M&A [94] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth trajectory, expecting full-year organic growth to be in the range of 14% to 15% [28][29] - The anticipated impact of tariffs and the Accurate Valve discontinuation was discussed, with expectations for gross margin to remain flat for the year [24][45] - Management highlighted the importance of clinical data and reimbursement developments in driving future growth [72][75] Other Important Information - The company received a credit rating upgrade from Moody's to A3, reflecting improved financial stability [26] - Free cash flow for Q2 was $1,129 million, with expectations for full-year free cash flow to be approximately $3,500 million [26] Q&A Session Summary Question: WATCHMAN growth and durability - Management noted strong growth in WATCHMAN, driven by safety and efficacy, with expectations for continued growth in the future [35][38] Question: Gross margin concerns - Management addressed the impact of the Accurate Valve discontinuation on gross margin, emphasizing strong sales performance and cost controls [42][44] Question: Growth vectors for EP business - Management highlighted market growth, PFA adoption, and new product introductions as key growth drivers for the electrophysiology business [49][50] Question: MedSurg business performance - Management emphasized strong performance in Endoscopy and Neuromodulation, with expectations for continued growth despite some competitive pressures [55][60] Question: ASC setting and growth implications - Management expressed optimism about the ASC setting, viewing it as a positive development for future growth despite potential challenges [64][68] Question: Renal denervation market potential - Management discussed the potential of the renal denervation market, emphasizing the importance of clinical trials and market positioning [71][75] Question: Evolution of the EP portfolio - Management outlined plans for expanding the EP portfolio, including new product launches and indication expansions [78][82]
Boston Scientific(BSX) - 2025 Q2 - Earnings Call Transcript
2025-07-23 13:00
Financial Data and Key Metrics Changes - In Q2 2025, total company operational sales grew 22% and organic sales grew 17%, exceeding the guidance range of 13% to 15% [5][20] - Adjusted EPS for Q2 was $0.75, a 23% increase, surpassing the guidance range of $0.71 to $0.73 [5][20] - Adjusted operating margin was 27.6%, reflecting a 50 basis point increase compared to Q2 2024 [5][21] Business Line Data and Key Metrics Changes - Urology sales grew 28% operationally and 6% organically, driven by stone management and prosthetic urology franchises [9] - Endoscopy grew 8% globally, with double-digit growth in the U.S., supported by strong performance in key products [10] - Cardiology sales increased by 28%, with interventional cardiology therapy sales growing 9% [11] Market Data and Key Metrics Changes - U.S. operational growth was 31%, primarily from the cardiovascular portfolio [7] - EMEA grew 2% operationally, with 7% growth excluding the Accurate Valve discontinuation [7] - Asia Pacific saw a 15% operational growth, led by strong performance in Japan, China, and Australia [8] Company Strategy and Development Direction - The company is focused on expanding its portfolio and investing in clinical evidence to drive growth, particularly in the electrophysiology market [17][18] - Strategic acquisitions, such as Entera Medical, are aimed at enhancing the interventional oncology portfolio [19][23] - The company anticipates continued high single-digit growth in the second half of the year, driven by proprietary technologies and strategic partnerships [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving organic growth of 14% to 15% for the full year 2025, reflecting strong momentum across global businesses [6][24] - The anticipated impact of tariffs has been revised down to approximately $100 million for the full year [21][24] - Management highlighted the importance of clinical data and reimbursement decisions in shaping future growth, particularly in the WATCHMAN and FerriPulse markets [36][99] Other Important Information - The company received a credit rating upgrade from Moody's to A3, indicating improved financial stability [23] - Free cash flow for Q2 was $1.129 billion, with expectations of approximately $3.5 billion for the full year 2025 [23][24] Q&A Session Summary Question: WATCHMAN growth and durability - Management noted a 28% growth in WATCHMAN, driven by its safety and efficacy profile, and expects continued growth as more physicians adopt concomitant procedures [34][36] Question: Gross margin concerns - Management acknowledged a $130 million write-down related to the Accurate exit but emphasized strong sales performance and cost controls that offset this impact [40][43] Question: Growth vectors for electrophysiology business - Management highlighted market growth, PFA adoption, and new product launches as key growth drivers for the electrophysiology segment [48][50] Question: Capacity issues with WATCHMAN and FerriPulse - Management indicated no current capacity constraints but noted that hospitals are investing in additional labs to accommodate growing demand [102][106] Question: Impact of Medicare rule changes - Management expressed concerns about proposed reimbursement cuts but remains confident that physicians will prioritize appropriate treatments for patients [98][99]
Boston Scientific (BSX) Q2 Earnings and Revenues Surpass Estimates
ZACKS· 2025-07-23 12:41
Company Performance - Boston Scientific reported quarterly earnings of $0.75 per share, exceeding the Zacks Consensus Estimate of $0.72 per share, and up from $0.62 per share a year ago, representing an earnings surprise of +4.17% [1] - The company posted revenues of $5.06 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.48%, compared to revenues of $4.12 billion in the same quarter last year [2] - Over the last four quarters, Boston Scientific has consistently surpassed consensus EPS and revenue estimates [2] Stock Performance - Boston Scientific shares have increased approximately 15.5% since the beginning of the year, outperforming the S&P 500's gain of 7.3% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating expectations of outperforming the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.70 on revenues of $4.85 billion, and for the current fiscal year, it is $2.91 on revenues of $19.5 billion [7] - The outlook for the industry, particularly the Medical - Products sector, is currently in the bottom 30% of Zacks industries, which may impact stock performance [8]
Boston Scientific(BSX) - 2025 Q2 - Earnings Call Presentation
2025-07-23 12:00
Financial Performance - The company's reported net sales reached $5061 billion, demonstrating a 228% increase year-over-year[21] - Operational net sales grew by 216% year-over-year[14] - Organic net sales increased by 174% compared to the previous year[14] - Reported earnings per share (EPS) stood at $053, compared to $022 in Q2 2024[18] - Adjusted EPS was $075, up from $062 in Q2 2024[18] - The company's free cash flow reached $1129 million in Q2 2025, compared to $660 million in Q2 2024[35] Segment Performance - MedSurg segment reported net sales of $1716 billion, a 157% increase year-over-year[22] - Cardiovascular segment reported net sales of $3345 billion, a 268% increase year-over-year[25] - Cardiology segment net sales increased by 293% to $2647 billion[27] - Electrophysiology (EP) net sales surged by 961% to $840 million[27] Guidance - The company projects Q3 2025 reported net sales growth of 17%-19% and organic net sales growth of 12%-14%[18] - Q3 2025 reported EPS is expected to be $044-$046, with adjusted EPS of $070-$072[18] - For the full year 2025, the company anticipates reported net sales growth of 18%-19% and organic net sales growth of 14%-15%[18] - Full year 2025 reported EPS is projected to be $189-$193, with adjusted EPS of $295-$299[18]