Edwards Lifesciences' Q4 Earnings on Deck: Here's What to Expect

Core Viewpoint - Edwards Lifesciences Corp. is expected to report strong fourth-quarter 2025 results, with revenue and earnings estimates indicating significant year-over-year growth [1][9]. Group 1: Earnings and Revenue Estimates - The Zacks Consensus Estimate for revenues is $1.54 billion, reflecting an 11.1% increase from the previous year [2]. - The earnings estimate is set at 62 cents per share, indicating a 5.1% rise from the year-ago figure [2]. - The company has consistently beaten earnings estimates in the past four quarters, with an average surprise of 8.89% [1]. Group 2: Segment Performance - The Transcatheter Aortic Valve Replacement (TAVR) segment is projected to generate $1.13 billion in sales, representing an 8.6% year-over-year increase, driven by strong performance and clinical community focus [6][9]. - The Transcatheter Mitral and Tricuspid Therapies (TMTT) segment is expected to see revenues of $151.6 million, implying a 44.2% improvement from the previous year, supported by the PASCAL, EVOQUE, and SAPIEN M3 systems [10][9]. - The Surgical Structural Heart segment is estimated to generate $259.8 million, suggesting a modest 6.3% rise from the year-ago quarter, aided by the global adoption of the RESILIA portfolio [12][11]. Group 3: Market Trends and Guidance - Edwards has raised its 2025 sales growth guidance for the TAVR segment to 7-8%, up from the previous 6-7% [6]. - The company is expected to benefit from global procedure growth and expanded education in the TAVR market, particularly in the U.S. [4][5]. - The recent FDA approval of the SAPIEN M3 mitral valve replacement system is anticipated to contribute positively to the company's top-line growth [8].