Boston Scientific(US:BSX) TMX Newsfile·2026-02-05 18:34Core Insights - Boston Scientific Corporation reported fourth-quarter 2025 results, exceeding analyst expectations for earnings per share and total revenue, but its electrophysiology segment sales fell short of consensus estimates by approximately $43 million [2][4] - The electrophysiology market is rapidly growing, with Boston Scientific's pulsed field ablation technology positioned as a potential alternative to traditional thermal ablation procedures [3] - Following the earnings release, Boston Scientific's shares dropped 17.5%, reaching a 52-week low of $75.50, indicating market reaction to the company's guidance on growth expectations [6] Company Performance - Boston Scientific's electrophysiology segment reported sales of $890 million, below the $933 million consensus estimate, despite being a key growth driver for the company [2] - The company had previously projected organic growth of 11% to 13% for Q4 2025, but management indicated confidence in only approximately 15% growth going forward, contrasting with market expectations of around 25% [4][5] Market Dynamics - The electrophysiology market is one of the fastest-growing areas in cardiovascular medicine, with expectations that global penetration of pulsed field ablation technology will reach 50% by the end of 2025 and approximately 80% by 2028 [3] - Boston Scientific's acquisition of Farapulse in 2021 has led to significant investments in manufacturing capacity and physician training programs to support growth in this segment [3]