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Edwards Lifesciences' Q4 Earnings on Deck: Here's What to Expect
ZACKS· 2026-02-04 16:25
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].
美股异动 | 2026财年业绩指引低于预期 波士顿科学(BSX.US)大跌超15%
Zhi Tong Cai Jing· 2026-02-04 16:09
Group 1 - Boston Scientific (BSX.US) experienced a significant drop of over 15%, marking its largest intraday decline since March 2020, with shares currently priced at $77.80 [1] - The company's fiscal year 2026 guidance indicates an adjusted earnings per share expectation of $3.43 to $3.49, slightly below the analyst average estimate of $3.47 [1] - The projected annual sales for the company are expected to be between $22.181 billion and $22.383 billion, which is lower than the analyst average forecast of $22.368 billion [1]
三角度参透业绩预告背后的投资“玄机”
Zheng Quan Ri Bao· 2026-02-04 16:09
A股2025年年度业绩预告披露正式收官。笔者认为,投资者可从行业景气度、内生增长韧性、困境反转 三个角度切入,参透上市公司业绩预告背后隐藏的投资"玄机"。 首先,锚定行业景气度,是解读业绩预告的首要前提。 行业赛道的冷暖,直接决定了企业业绩的基本盘。Wind资讯数据显示,在已披露去年业绩预告的上市 公司中,电子(半导体)、汽车零部件、电力设备行业是预增主力。具体来看,半导体领域,寒武纪受 益于行业算力需求的持续增长,预计2025年归属母公司的净利润超过18.5亿元,大幅扭亏;汽车零部件 领域,博俊科技受益于全国乘用车市场稳定增长及新能源汽车快速上量,预计去年盈利增超35%;电力 设备领域,明阳智能受益于全球新能源装机规模持续扩大,风机交付规模与销售收入同比显著扩张,预 计去年净利润同比增长超131.14%。这些行业或借国产化加速的东风,或乘新能源渗透率提升的浪潮, 持续夯实业绩增长的"压舱石"。 其次,聚焦经营韧性,辨别内生增长真实成色。 真正的增长应源于主营业务深耕,而非短期因素加持。例如,中科三环预计2025年扣非净利润大幅扭 亏,核心在于公司持续优化运营效率,稳步拓展市场份额;山外山作为国产血液净化设备 ...
2026财年业绩指引低于预期 波士顿科学(BSX.US)大跌超15%
Zhi Tong Cai Jing· 2026-02-04 16:07
Core Viewpoint - Boston Scientific (BSX.US) experienced a significant drop of over 15%, marking its largest intraday decline since March 2020, currently trading at $77.80 [1] Financial Guidance - The company provided its fiscal year 2026 earnings guidance, projecting adjusted earnings per share between $3.43 and $3.49, slightly below the analysts' average expectation of $3.47 [1] - The expected annual sales range is between $22.181 billion and $22.383 billion, which is lower than the analysts' average forecast of $22.368 billion [1]
微创机器人-B:就申请建议实行H股全流通获中国证监会发出备案通知书
Zhi Tong Cai Jing· 2026-02-04 15:04
微创机器人-B(02252)发布公告,近日公司接获中国证券监督管理委员会就其申请H股全流通发出的正式 备案通知书,据此,公司已完成有关公司两名股东持有的合共598.98万股非上市股份按一比一的基准转 换为598.98万股H股的中国证监会备案。该等598.98万股H股将于完成有关转换及联交所授出上市批准后 于联交所主板上市及买卖。通知自中国证监会批准之日起12个月内有效。 ...
锦好医疗(920925)披露2025年限制性股票激励计划预留权益授予公告,2月4日股价上涨0.09%
Sou Hu Cai Jing· 2026-02-04 15:00
以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成 投资建议。 截至2026年2月4日收盘,锦好医疗(920925)报收于22.7元,较前一交易日上涨0.09%,最新总市值为 22.35亿元。该股当日开盘22.75元,最高22.9元,最低22.62元,成交额达2551.43万元,换手率为 2.03%。 公司于近日披露《2025年限制性股票激励计划预留权益授予公告》。公告显示,惠州市锦好医疗科技股 份有限公司于2026年2月2日召开董事会,审议通过向3名激励对象授予20万股预留限制性股票,授予价 格为8.77元/股,股票来源为定向发行A股普通股。激励对象包括高级管理人员及核心员工,限售期分别 为12个月和24个月,分两期各解除限售50%。公司层面业绩考核目标为2026年营业收入不低于3.0亿元 或三年累计扣非净利润不低于5500万元,2027年营业收入不低于3.5亿元或三年累计扣非净利润不低于 9000万元。个人绩效考核达标方可解除限售。 最新公告列表 《关于惠州市锦好医疗科技股份有限公司2025 年限制性股票激励计划预留部分授予事项的法律意 见书》 ...
波士顿科学股价跌13%,创2020年3月以来最大盘中跌幅
Mei Ri Jing Ji Xin Wen· 2026-02-04 14:47
(文章来源:每日经济新闻) 每经AI快讯,2月4日,波士顿科学股价跌13%,创2020年3月以来最大盘中跌幅。 ...
赛诺医疗:关于公司冠脉产品获得国内医疗器械注册证的公告
Zheng Quan Ri Bao· 2026-02-04 14:05
证券日报网讯 2月4日,赛诺医疗发布公告称,公司收到国家药品监督管理局颁发的《中华人民共和国 医疗器械注册证》。本次获得《医疗器械注册证》的药物洗脱支架系统,是由公司自主研发并进行生产 的一款冠脉支架类产品。 (文章来源:证券日报) ...
Boston Scientific(BSX) - 2025 Q4 - Earnings Call Transcript
2026-02-04 14:02
Boston Scientific (NYSE:BSX) Q4 2025 Earnings call February 04, 2026 08:00 AM ET Company ParticipantsDavid Roman - Managing DirectorFrederick Wise - Managing DirectorJonathan Monson - CFOKenneth Stein - CMOLauren Tengler - Head of Investor RelationsMichael Mahoney - CEOPatrick Wood - Managing DirectorTravis Steed - Managing DirectorConference Call ParticipantsChris Pasquale with Nephron Research - Partner & Senior AnalystDanielle Antalffy - Senior AnalystJoanne Lynch - AnalystJoshua Jennings - Managing Dire ...
迪瑞医疗:截至2026年1月31日股东户数为15812户
Zheng Quan Ri Bao· 2026-02-04 13:39
Group 1 - The core point of the article is that as of January 31, 2026, the number of shareholders for DiRi Medical is reported to be 15,812 [2]