Core Insights - Edwards Lifesciences Corporation is positioned for growth due to its innovative Surgical Structural Heart segment and the successful TAVR platform, despite facing macroeconomic challenges and litigation expenses [1][8]. Business Performance - The Surgical Structural Heart segment grew by 5.3% year-over-year in Q3 2025, driven by the adoption of RESILIA tissue and technologies like INSPIRIS, MITRIS, and KONECT [3][4]. - The TAVR business experienced a 10.6% year-over-year growth in Q3 2025, supported by stable pricing and competitive positioning [5][6]. - The TMTT segment saw a remarkable 53% increase in sales in Q3 2025, fueled by the performance of PASCAL and EVOQUE systems [9][10]. Market Position - Edwards Lifesciences has a market capitalization of $48.33 billion and has outperformed the industry with a 13.4% stock increase over the past year, compared to a 2.1% decline in the industry [2]. - The company has consistently surpassed earnings estimates, achieving an average surprise of 8.89% over the last four quarters [2]. Challenges - The company faces macroeconomic pressures, including a 31.3% increase in cost of goods sold (COGS) due to inflation and supply chain issues [11]. - Ongoing litigation related to patent rights poses risks to the company's growth and reputation [12]. Future Outlook - The Zacks Consensus Estimate for Edwards Lifesciences' 2025 earnings per share (EPS) is $2.59, with projected revenues of $6.03 billion, indicating a 1% increase from the previous year [13].

Edwards Lifesciences 2025 Investor Conference 2025 Investor Conference Mark Wilterding Cautionary Statement Presentations and comments made today by management of Edwards Lifesciences Corporation (the "Company") will include forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements can sometimes be identified by the use of words, such as "may," "will," "should," ...