For the quarter ended March 2025, Boston Scientific (BSX) reported revenue of $4.66 billion, up 20.9% over the same period last year. EPS came in at $0.75, compared to $0.56 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $4.56 billion, representing a surprise of +2.31%. The company delivered an EPS surprise of +11.94%, with the consensus EPS estimate being $0.67.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and h ...

Core Viewpoint - Boston Scientific Corporation announces the retirement of Dan Brennan, the executive vice president and chief financial officer, after nearly 30 years with the company, effective at the end of June 2025, with a transition period as a senior advisor until early October 2025 [1][2] Company Leadership Transition - Jon Monson, currently senior vice president of Investor Relations, will succeed Dan Brennan as executive vice president and CFO, effective June 30, 2025, reporting to CEO Mike Mahoney [2][3] - Brennan and Monson will collaborate closely to ensure a smooth transition, with Monson taking on responsibilities including global controllership, corporate finance, and corporate business development [2][3] Dan Brennan's Contributions - Dan Brennan has been recognized for his exceptional leadership and contributions to Boston Scientific, particularly in transforming the company's financial performance and developing talent within the financial organization [2][3] - Under Brennan's leadership since 2014, the company has overseen numerous strategic investment opportunities [2] Jon Monson's Background - Jon Monson has over 25 years of experience with Boston Scientific, having held various roles in finance, including global controller and chief accounting officer [3] - He is a certified public accountant with a Bachelor of Arts degree in economics and accounting from the College of the Holy Cross [3] Company Overview - Boston Scientific is a global leader in medical technology, providing innovative solutions to improve patient health and reduce healthcare costs [4] - The company has been advancing science for life for over 45 years, offering a wide range of devices and therapies for various medical conditions [4]

Financial Performance - Boston Scientific reported net sales of $4.663 billion for Q1 2025, a 20.9% increase on a reported basis, 22.2% on an operational basis, and 18.2% on an organic basis compared to the prior year[1][3]. - GAAP net income attributable to common stockholders was $674 million, or $0.45 per share, compared to $495 million, or $0.33 per share a year ago; adjusted EPS was $0.75, up from $0.56[1][3]. - Net sales for Q1 2025 reached $4,663 million, a 21% increase from $3,856 million in Q1 2024[21]. - Gross profit for Q1 2025 was $3,210 million, up from $2,648 million in Q1 2024, reflecting a gross margin improvement[21]. - Operating income increased to $921 million in Q1 2025, compared to $675 million in Q1 2024, representing a 36% growth[21]. - Net income attributable to Boston Scientific common stockholders for Q1 2025 was $674 million, a 36% increase from $495 million in Q1 2024[21]. - Basic net income per share for Q1 2025 was $0.46, up from $0.34 in Q1 2024, indicating a 35% increase[21]. - Adjusted net income for Q1 2025 was $1,121 million, compared to $832 million in Q1 2024, reflecting a significant increase[23]. Sales Growth - The Cardiovascular segment achieved a reported sales growth of 26.2%, while MedSurg grew by 11.7% compared to the prior year[3]. - U.S. sales increased by 31.1% to $2.96 billion, while EMEA and APAC regions saw growth of 5.5% and 8.2%, respectively[9]. - Full year 2025 net sales growth is estimated to be approximately 15% to 17% on a reported basis and 12% to 14% on an organic basis[11]. - For Q2 2025, the company expects net sales growth in the range of 17.5% to 19.5% on a reported basis and 13% to 15% on an organic basis[12]. - The company expects Q2 2025 net sales growth to be between 17.5% and 19.5%, with full-year growth estimated at 15.0% to 17.0%[27]. - Organic growth for Q2 2025 is projected to be between 13.0% and 15.0%, and for the full year, it is expected to be between 12.0% and 14.0%[27]. Research and Development - The company plans to continue investing in research and development, with R&D expenses increasing to $443 million in Q1 2025 from $366 million in Q1 2024[21]. Acquisitions and Clinical Trials - Boston Scientific completed the acquisition of Bolt Medical, Inc., and announced an agreement to acquire SoniVie Ltd., focusing on innovative medical technologies[7]. - The company commenced enrollment in the ELEVATE-PF clinical trial for the FARAFLEX™ Mapping and Pulsed Field Ablation Catheter targeting persistent atrial fibrillation[7]. Product Performance - The FARAPULSE™ PFA System demonstrated superior effectiveness in treating symptomatic paroxysmal atrial fibrillation compared to Medtronic's Arctic Front Advance™ catheter[7]. Operational Challenges - Boston Scientific is focusing on operational growth while managing the impact of acquisitions and divestitures, which is expected to affect growth rates negatively by approximately 4.5% in Q2 2025[27].

MARLBOROUGH, Mass., April 23, 2025 /PRNewswire/ -- Boston Scientific Corporation (NYSE: BSX) generated net sales of $4.663 billion during the first quarter of 2025, growing 20.9 percent on a reported basis, 22.2 percent on an operational1 basis and 18.2 percent on an organic2 basis, all compared to the prior year period. The company reported GAAP net income attributable to Boston Scientific common stockholders of $674 million or $0.45 per share (EPS), compared to $495 million or $0.33 per share a year ago, ...

Boston Scientific (BSX) is slated to report first-quarter 2025 results on April 23, before market open.For first-quarter 2025, Boston Scientific projects adjusted earnings in the range of 66-68 cents per share. Revenue growth is projected in the range of approximately 17-19% on a reported basis (up 14-16% organically).The Zacks Consensus Estimate for earnings has been steady at 67 cents per share over the past 60 days, indicating 19.6% growth from the figure reported in the year-ago quarter. (Find the lates ...

The upcoming report from Boston Scientific (BSX) is expected to reveal quarterly earnings of $0.67 per share, indicating an increase of 19.6% compared to the year-ago period. Analysts forecast revenues of $4.56 billion, representing an increase of 18.2% year over year.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Ahead of a company's earnings disclos ...

Boston Scientific (BSX) shares rallied 6.8% in the last trading session to close at $96.77. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 5.1% loss over the past four weeks.Boston Scientific scored a strong price increase on investors’ optimism surrounding its impending 2025 first-quarter financial results, slated to release on Apr. 23, before the opening bell. In the last reported fourth quarter, both the ...

Economic Overview - Investors are concerned about the potential economic downturn due to new tariffs imposed by Trump, with Goldman Sachs raising its recession forecast from 20% to 35% [1][2] - Economists warn that these tariffs could lead to increased costs for businesses, a slowdown in hiring, and wage growth, prompting Wall Street firms to lower GDP growth projections [2] Medical Device Industry Outlook - The medical device industry is viewed as a stable investment during market volatility, with a promising long-term outlook despite short-term challenges such as tariffs and cost escalations [3] - Advancements in AI and predictive analytics are revolutionizing the medical device industry, enhancing diagnostics, patient monitoring, and personalized treatment [4] Company Highlights Masimo (MASI) - Masimo specializes in non-invasive patient monitoring systems and is benefiting from focused R&D efforts, with notable technologies like Measure-through Motion and Low Perfusion pulse oximetry [7] - MASI shares have increased by 1.4% year to date, outperforming the broader market, and the company is expected to report earnings growth of 20% in 2025 [8] Boston Scientific (BSX) - Boston Scientific is experiencing strength across its MedSurg and Cardiovascular lines, with strong demand and contributions from acquisitions driving growth [10] - BSX shares have risen 13.3% year to date, and the company is expected to report earnings growth of 13.6% in 2025 [12] Hims & Hers Health (HIMS) - Hims & Hers Health targets a $360 million U.S. total addressable market, focusing on mental health, weight loss, and dermatology, with over 2 million subscribers driving recurring revenues [15] - HIMS shares have surged 28.4% year to date, with an expected earnings growth of 133.3% in 2025 [16]

Core Viewpoint - Boston Scientific (BSX) is experiencing growth driven by product launches, strategic acquisitions, and international expansion, with a Zacks Rank of 2 (Buy) indicating positive market sentiment [1]. Group 1: Growth Drivers - The company is successfully expanding its operations internationally, particularly in Europe, the Middle East, and Africa (EMEA), where sales grew 11.6% year over year on an operational basis in the fourth quarter [2]. - New product launches, such as the next-generation accurate Prime Valve and LUX-Dx II, along with strong uptake of FARAPULSE, are contributing to growth in the EMEA region [2]. - The Endoscopy business within MedSurg is seeing strong growth in endoluminal surgery and single-use imaging franchises, supported by positive reimbursement wins for the ESG weight loss procedure [3]. Group 2: Strategic Acquisitions - Recent acquisitions, including Cortex for advanced AF mapping and Silk Road for vascular medicine, are expected to enhance the product portfolio and boost long-term revenue [4]. - The acquisition of Axonics in the fourth quarter of 2024 is also part of the company's strategy to expand its offerings [4]. Group 3: Stock Performance - Over the past three months, BSX shares have increased by 14.1%, outperforming the industry, which saw a decline of 5.7% [5]. - The company's international market expansion and new product launches are anticipated to sustain this upward trend in stock performance [5]. Group 4: Challenges - The company faces challenges from difficult macroeconomic conditions, including geopolitical pressures and disruptions in global supply chains, which may impact operating expenses [6]. - In the fourth quarter of 2024, BSX experienced a 27.9% increase in the cost of products sold, leading to a contraction in gross margin by 138 basis points [6]. - Currency fluctuations pose a risk, with 40% of sales coming from international markets, and a projected 100-basis point headwind from foreign exchange on revenues for 2025 [7]. Group 5: Competitive Landscape - The medical devices market is highly competitive, with Boston Scientific facing competition from major players like Johnson & Johnson, Abbott, Medtronic, Stryker, Smith & Nephew, and Edwards Lifesciences [8].

Core Viewpoint - Boston Scientific (BSX) is currently experiencing a temporary decline in stock performance after a significant increase of 54.5% in 2024, primarily due to broader market concerns and the Federal Reserve's cautious stance on interest rates and economic conditions [1][2]. Economic Environment - The Federal Reserve has warned of a potential "stagflationary" environment, leading to uncertainty in the market, with a maintained federal funds rate of 4.25% to 4.50% and an increased inflation forecast for 2025 to 2.7% from 2.5% [2][7]. - The projected real GDP growth for 2025 has been adjusted downward to 1.7% from 2.1%, indicating a slowdown in economic expansion [7]. Global Trade Risks - Boston Scientific faces significant risks from escalating global trade tensions, particularly due to its substantial operations in China and Europe [3][8]. - The U.S. administration's inconsistent tariff policies have created confusion, complicating the operational landscape for Boston Scientific and its peers [3][8]. Market Performance - Year-to-date, BSX has outperformed the Zacks Medical Products industry's decline of 4.4% and the S&P 500's dip of 4.8%, while also remaining above peers like Abbott (ABT) and Medtronic (MDT) [4]. Business Segments Growth - Boston Scientific is gaining market share in its MedSurg segment, particularly in Endoscopy, benefiting from strong growth in endoluminal surgery and positive reimbursement wins [9]. - The Urology segment is also expanding, with notable growth in the Stone management and prosthetic urology franchises [10]. - In Neuromodulation, the company anticipates improved growth in 2025, supported by recent FDA and CE Mark approvals [11]. Financial Outlook - The company expects organic revenue growth of 14% to 16% in Q1 2025 and 10% to 12% for the full year, with projected adjusted EPS between 66 cents and 68 cents for Q1 and $2.80-$2.87 for the full year [12][13]. - Operational revenues are anticipated to rise 18% to 20% in Q1, with a forecasted adjusted operating margin expansion of 50 to 75 basis points [13]. Analyst Estimates - The Zacks Consensus Estimate for 2025 EPS has increased, indicating a 2.9% growth from the previous year, with a trailing 12-month return on equity of 17.8%, outperforming the industry average of 17.3% [15][17]. - Analysts have set an average price target of $118.57 for BSX, suggesting a potential upside of 17.8% from its last closing price of $100.69 [19]. Strategic Positioning - Despite facing risks from global trade tensions and macroeconomic headwinds, Boston Scientific's strong international position, strategic acquisitions, and expansion in emerging markets provide long-term growth potential [21][22].