Will Robust MedSurg Performance Fuel Boston Scientific's Q2 Earnings?

Core Insights - Boston Scientific (BSX) is expected to report its second-quarter 2025 results on July 23, with prior EPS of 75 cents exceeding estimates by 11.94% [1] - The company has consistently surpassed earnings estimates over the last four quarters, with an average surprise of 8.79% [1] Revenue and EPS Estimates - The Zacks Consensus Estimate for BSX's Q2 2025 revenues is $4.89 billion, reflecting an 18.7% increase year-over-year [2] - The EPS estimate for Q2 2025 is projected at 72 cents, indicating a 16.1% rise compared to the previous year [2] Performance Influencers - The MedSurg division is anticipated to maintain strong sales momentum, particularly in the Endoscopy business, driven by the Axios platform and technologies like OverStitch and Mantis clip [4] - The Urology business is expected to benefit from its core stone management franchise and the integration of the Axonics acquisition [5] - Neuromodulation growth is likely supported by the Brain and Pain franchises, with positive trends from Deep Brain Stimulation and the Intercept product [6] Segment Performance - MedSurg revenues are estimated at $1.68 billion, a 13.1% year-over-year increase [7] - The Cardiovascular unit is projected to perform well, with revenues expected to rise 8.3% year-over-year to $719.95 million [14] - Key contributors to Cardiovascular growth include the AGENT Drug-Coated Balloon and the completion of the SoniVie acquisition [10][11] Earnings Expectations - Boston Scientific has an Earnings ESP of +0.88%, indicating a higher likelihood of beating estimates [15] - The company holds a Zacks Rank of 2 (Buy), suggesting favorable conditions for earnings performance [16]