Medtronic(MDT)

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Why Is Medtronic (MDT) Up 6% Since Last Earnings Report?
ZACKS· 2025-06-20 16:36
Company Overview - Medtronic shares have increased by approximately 6% over the past month, outperforming the S&P 500 index [1] - The most recent earnings report is crucial for understanding the catalysts affecting the stock [1] Earnings Estimates - Estimates for Medtronic have trended downward, with a consensus estimate shift of -6.38% in the past month [2] - The overall direction of estimate revisions indicates a negative outlook for the stock [4] VGM Scores - Medtronic has a Growth Score of B, a Momentum Score of F, and a Value Score of C, resulting in an aggregate VGM Score of C [3] Market Outlook - The downward trend in estimates has led to a Zacks Rank of 4 (Sell) for Medtronic, suggesting expectations of below-average returns in the coming months [4] Industry Comparison - Medtronic is part of the Zacks Medical - Products industry, where Phibro Animal Health (PAHC) has gained 4.1% over the past month [5] - Phibro reported revenues of $347.8 million for the last quarter, reflecting a year-over-year increase of +32.1% [5] - Phibro's expected earnings for the current quarter are $0.52 per share, indicating a +26.8% change from the previous year, with a Zacks Rank of 1 (Strong Buy) [6]
Medtronic(MDT) - 2025 Q4 - Annual Report
2025-06-20 10:46
Company Overview - Medtronic serves over 95,000 patients and operates in more than 150 countries, with a research and development spend of $2.7 billion[18]. - The company has over 95,000 full-time employees, with 44% based in the U.S. or Puerto Rico[39]. - The company's principal executive office is located in Ireland, while its main operational offices are in Minneapolis, Minnesota[167]. Innovation and Product Development - The company aims to accelerate innovation-driven growth through recent product launches and a robust pipeline, targeting strong revenue growth in attractive end markets[20]. - Medtronic's diverse product offerings across multiple portfolios position it well for future market expansion and innovation[19]. - The company is committed to maintaining technological leadership through extensive R&D efforts, participating in hundreds of clinical trials each fiscal year[51]. - The company emphasizes the integration of data, AI, and automation to improve patient care and operational efficiency[20]. - The company continues to support patients with HVAD devices despite halting the distribution of the HVAD System in June 2021[22]. Financial Performance - For fiscal year 2025, the company reported net income attributable to Medtronic of $4,662 million, with diluted EPS of $3.61 and an effective tax rate of 16.6%[191]. - Non-GAAP net income for fiscal year 2025 was $7,079 million, with diluted EPS of $5.49 and a non-GAAP effective tax rate of 16.7%[191]. - Free cash flow for fiscal year 2025 was $5,185 million, compared to $5,200 million in fiscal year 2024[194]. - Total net sales for fiscal year 2025 increased by 4% to $33,537 million, driven by growth in several segments including Cardiac Rhythm & Heart Failure and Diabetes[199]. Market Segments - Medtronic's Cardiovascular Portfolio includes advanced products such as implantable cardiac pacemakers and defibrillators, contributing significantly to its revenue streams[21][22]. - The Structural Heart & Aortic division offers therapies for heart valve disorders and aortic disease, enhancing the company's treatment capabilities[23]. - The Neuroscience Portfolio includes products for spinal and cranial technologies, addressing a wide range of neurological conditions[25]. - Medtronic's Medical Surgical Portfolio focuses on advanced surgical products and therapies, catering to healthcare systems and alternate site providers[32]. Regulatory Environment - The global regulatory environment is increasingly stringent, impacting the cost and time needed for product approvals[67]. - The EU Medical Device Regulation (EU MDR) became effective on May 26, 2021, with an extended implementation period for high-risk devices until the end of 2027[66]. - Compliance with evolving data privacy and cybersecurity regulations has resulted in increased costs and compliance challenges[70]. - Regulatory compliance is complex and any adverse actions from agencies like the U.S. FDA could materially affect the company's operations and market position[99]. Competition and Market Challenges - The company faces competition from both large manufacturers and small companies, as well as pharmaceutical companies producing alternative therapies[58]. - The healthcare industry consolidation and the rise of ambulatory surgery centers (ASCs) could lead to increased competition and downward pricing pressure on the company's products[156][158]. - Cost-containment measures in the healthcare industry may result in reduced sales of medical devices, as third-party payors may deny payment approvals for procedures involving the company's products[159]. Supply Chain and Operational Risks - Supply chain disruptions, particularly for components like semiconductors, have previously affected manufacturing operations[86]. - The company faces risks related to supply chain disruptions, including reliance on petroleum-based materials, which can significantly affect manufacturing costs and sales[88]. - The company has plans in place to ensure continuity of supply for components and raw materials, despite potential regulatory challenges[62]. Corporate Social Responsibility - The company has a strong commitment to patient-centered solutions, enhancing experiences for both patients and healthcare providers[20]. - The Medtronic Employee Emergency Assistance Fund has provided $4 million in grants over the last five years to employees facing financial hardships due to unexpected events[49]. - The company achieved 100% pay equity for gender and ethnically diverse employees in the U.S. and 99% globally for gender[43]. Future Outlook - The company announced plans to separate its Diabetes business, aiming to create a new independent, publicly traded company within 18 months of the announcement[38]. - The company intends to expand operations in emerging markets, which could expose it to additional risks and costs[149]. - Continued global adoption of the TYRX Envelope for implantable devices is expected to drive future growth in Cardiovascular[207].
Medtronic: Solid Recent Performance But Better Options Available
Seeking Alpha· 2025-06-16 03:21
Group 1 - Medtronic is a large cap medical devices manufacturer and distributor that has performed well year-to-date in 2025, with shares outperforming both the S&P 500 and industry peers such as Stryker [1] - The focus of the analysis is on identifying high-quality companies with strong balance sheets and shareholder-friendly policies, utilizing a disciplined approach to valuation [1] Group 2 - The article does not provide any specific financial metrics or performance data for Medtronic or its competitors [1]
Should You Forget Johnson & Johnson and Buy This Magnificent High-Yield Stock Instead?
The Motley Fool· 2025-06-13 08:25
Several years ago I bought shares of 3M (MMM -1.73%) even though it was in the middle of a major class-action lawsuit. I believed the industrial giant would survive the legal issues, which it has. But I was surprised at how difficult it was for me to stick it out, given the lack of information from the company on the legal front.I think Johnson & Johnson (JNJ 0.90%) is a great company, but I see visions of 3M when I look at it -- which is why I opted for the high-yield stock of a competitor. Here's why you ...
Medtronic announces MiniMed as name for planned New Diabetes Company
Prnewswire· 2025-06-12 13:00
GALWAY, Ireland, June 12, 2025 /PRNewswire/ -- Medtronic plc (NYSE: MDT), a global leader in healthcare technology, today announced MiniMed as the name for the planned New Diabetes Company following the intended separation. The name honors the company's roots, reflecting its original name prior to its acquisition by Medtronic in 2001, and a deep 40-year history of being at the forefront of transforming diabetes care around the world. Key Payton with his wife Cheri Payton "Our journey began in 1983, w ...
5 Things You Need to Know If You Buy Medtronic Today
The Motley Fool· 2025-06-11 10:20
Medtronic (MDT 0.54%) is a large medical device maker, but its stock hasn't performed particularly well of late. After hitting a peak in 2021, the stock fell nearly 50% and has since moved roughly sideways. If you think in decades and not days, this is a long-term opportunity. Here are five reasons why. 1. Medtronic has a large and diversified business 2. Medtronic is an industry veteran One of the complexities of the healthcare sector is the importance of research and development. Smaller companies often e ...
Medtronic Announces Intent To Spin Diabetes Business
Forbes· 2025-06-09 16:30
(Photo Illustration by Cheng Xin/Getty Images)Getty ImagesDeal OverviewOn May 21, 2025, Medtronic plc (NYSE: MDT; $87.44, Market Capitalization: $112.1 billion), a global leader in medical technology, announced its intent to spin off its Diabetes business into a standalone entity (New Diabetes Company). This strategic move is designed to streamline Medtronic’s portfolio, sharpen its focus on high-margin growth areas, and unlock shareholder value.Post spin-off, Medtronic (RemainCo) will continue to operate a ...
最新!又1款创新器械获批上市!
思宇MedTech· 2025-06-06 09:56
思宇年度活动回顾: 首届全球眼科大会 | 首届全球骨科大会 | 首届全球心血管大会 即将召开: 2025年6月12日,首届全球医美科技大会 2025年7月17日,第二届全球医疗科技大会 2025年9月4-5日,第三届全球手术机器人大会 2025年6月6日,国家药品监督管理局批准了 美敦力公司 的 " 血管外植入式心律转复除颤器 "创新产品注册申请 。 截至目前,我国上市的创新医疗器械累计 354 项。 该款血管外植入式心律转复除颤器 Aurora EV-ICD™是 全球首款 可提供完整除颤复律和抗心动过速起搏治疗的血管外 ICD ,于 2023年8月取得 欧盟CE认证 ,同年10月取得 美国FDA认证 。 与传统的ICD不同的是, Aurora EV-ICD™ 植入在患者左腋下,不进入心血管系统, 可以减少血管闭塞和血液感染的风险,大幅提高安全性 。 得益于"先行 先试"政策, EV-ICD 于2024年率先 落地乐城先行区 ,为国内患者带来与国际同步的创新疗法 。 | 索引号 | XZXK-2025-236 | 主题分类 | | --- | --- | --- | | 标题 | 血管外植入式心律转复除颤器创 ...
Orchestra BioMed Holdings (OBIO) 2025 Conference Transcript
2025-06-05 20:45
Orchestra BioMed Holdings (OBIO) 2025 Conference June 05, 2025 03:45 PM ET Speaker0 Okay, Speaker1 good to go. So thanks everybody for joining for our next session. I'm Matt Taylor, the US Medical Supplies and Devices analyst here at Jefferies. I'm joined by David Hockman, the CEO of Orchestra Lab. Speaker0 Nice to be here. Speaker1 And we have about half an hour for moderated Q and A. And I'll get things rolling here with kind of a high level question. So I think let's start with your business model is rea ...
I'm Buying 2 Must-Own Dividend Bargains
Seeking Alpha· 2025-05-31 12:01
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