Group 1 - Profound Medical Corporation held its Q1 2025 earnings conference call on May 8, 2025, at 4:30 PM ET [1] - The call featured key company participants including the Head of Investor Relations, CFO, COO, Chief Commercial Officer, and CEO [1] - The conference call was recorded and included a question and answer session following the presentations [1] Group 2 - The Head of Investor Relations, Stephen Kilmer, initiated the call and mentioned that it would include forward-looking statements as per applicable securities laws in the US and Canada [2][3] - Forward-looking statements are based on the company's current beliefs and expectations regarding future financial performance and the efficacy of its technologies in treating various medical conditions [3] - The company cautioned listeners about the inherent risks and uncertainties associated with forward-looking statements, emphasizing that actual results may differ materially from those implied [3]

Organogenesis (ORGO) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Gary Gillheeney, Sr - Director, President, CEO & Chair of the BoardDavid Francisco - Chief Financial OfficerAaron Wukmir - Healthcare Equity Research Associate Conference Call Participants Ryan Zimmerman - Managing Director & Medical Technology AnalystRoss Osborn - Director, Lead Research Analyst - MedTech and Diagnostics Operator Welcome, ladies and gentlemen, to the First Quarter twenty twenty five Earnings Conference ...

Profound Medical (PROF) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Stephen Kilmer - Investor RelationsRashed Dewan - CFOMathieu Burtnyk - PresidentTom Tamberrino - Chief Commercial OfficerArun Menawat - Chairman & CEOBen Haynor - Managing DirectorJohn McAulay - AVPScott McAuley - Head of Research Conference Call Participants Michael Freeman - Equity Research Analyst - Healthcare Operator Good day, and thank you for standing by. Welcome to the Profound Medical First Quarter twenty tw ...

Profound Medical (PROF) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Stephen Kilmer - Investor RelationsRashed Dewan - CFOMathieu Burtnyk - PresidentTom Tamberrino - Chief Commercial OfficerArun Menawat - Chairman & CEOBen Haynor - Managing DirectorJohn McAulay - AVPScott McAuley - Head of Research Conference Call Participants Michael Freeman - Equity Research Analyst - Healthcare Operator Good day, and thank you for standing by. Welcome to the Profound Medical First Quarter twenty tw ...

Core Viewpoint - Medtronic is facing challenges in the fiscal fourth quarter of 2025 due to rising costs, geopolitical pressures, and declining earnings estimates despite previous earnings beats [3][4][6]. Financial Performance - Medtronic's adjusted earnings for the last reported quarter were $1.39, exceeding the Zacks Consensus Estimate by 2.21% [1] - The Zacks Consensus Estimate for fiscal fourth-quarter revenues is $8.81 billion, indicating a year-over-year growth of 2.6% [2] - The consensus estimate for fourth-quarter earnings is $1.58 per share, reflecting an 8.2% rise year-over-year [2] - Earnings estimates for the fourth quarter have declined by 1.9% over the past 90 days [2] Challenges and Headwinds - Rising costs and expenses due to inflation and geopolitical pressures are impacting profitability [3] - The tariff environment is affecting financial outlook, particularly due to Medtronic's manufacturing presence in Mexico and Canada [4] - Lower procedural volumes in elective surgeries and other medical procedures are putting pressure on the bottom line [6] - Unfavorable currency movements are expected to negatively impact revenues by $125 million to $175 million in the fourth quarter [8] Growth Opportunities - Despite challenges, Medtronic has shown resilience with mid-single-digit organic revenue growth [9] - Key growth areas include pulse field ablation, TAVR, neuromodulation, and diabetes businesses, driven by new product launches [10][12][13] - The company has made foundational changes to improve operations and is focusing on fast-growth MedTech markets [15][16] Market Position - Medtronic's stock has declined 5.9% in the fiscal fourth quarter, underperforming compared to industry peers [20] - The company's shares trade at a Price/Earnings ratio of 14.24X, below the industry average of 21.71X and the S&P 500's 20.43X [24][25] Conclusion - Medtronic has significant long-term growth potential but faces macroeconomic headwinds and rising expenses that could impact bottom-line growth [26]

Core Viewpoint - Growth investors are focused on stocks with above-average financial growth, which can lead to solid returns, but finding such stocks is challenging due to inherent volatility and risks [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score system aids in identifying promising growth stocks by analyzing real growth prospects beyond traditional metrics [2] - Masimo (MASI) is currently highlighted as a recommended stock due to its favorable Growth Score and top Zacks Rank [2] Group 2: Earnings Growth - Earnings growth is a critical factor for growth investors, with double-digit growth seen as a strong indicator of future stock price gains [4] - Masimo's projected EPS growth for this year is 20%, significantly higher than the industry average of 14.2% [5] Group 3: Cash Flow Growth - Higher-than-average cash flow growth is essential for growth-oriented companies, allowing them to expand without relying on external funding [6] - Masimo's year-over-year cash flow growth is currently 13%, compared to an industry average of -0.4% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 10.7%, exceeding the industry average of 6.5% [7] Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions correlate strongly with near-term stock price movements [8] - Recent upward revisions in Masimo's current-year earnings estimates have seen a 0.8% increase in the Zacks Consensus Estimate over the past month [9] Group 5: Overall Positioning - Masimo has achieved a Growth Score of A and a Zacks Rank of 2, indicating strong potential for outperformance based on the discussed metrics [11]

Stryker (SYK) FY 2025 Annual General Meeting May 08, 2025 09:30 AM ET Speaker0 Welcome to Stryker's Annual Meeting of Shareholders. This meeting is being recorded. Before we begin, I would like to remind you that the discussions during the meeting will include forward looking statements. Factors that could cause actual results to differ materially are discussed in the company's most recent filings with the SEC. Also, the discussions will include certain non GAAP financial measures. Reconciliations to the mo ...

Southlake, TX, May 08, 2025 (GLOBE NEWSWIRE) -- HeartSciences Inc. (Nasdaq:HSCS) ("HeartSciences" or the "Company"), an artificial intelligence (AI)-powered medical technology company focused on transforming ECGs/EKGs to save lives through earlier detection of heart disease, today announced that it will host a live investor webinar on Wednesday, May 14, 2025, at 2:00 p.m. EDT | 11:00 a.m. PDT, featuring a presentation and Q&A session with CEO Andrew Simpson. Register Now To attend the webinar and participat ...

Core Insights - QIAGEN N.V. reported first-quarter 2025 adjusted earnings per share (EPS) of 55 cents, a 17% increase year-over-year, surpassing the Zacks Consensus Estimate by 10% [1][2] - The company’s net sales for the quarter were $483.5 million, reflecting a 5.4% increase from the previous year and exceeding the Zacks Consensus Estimate by 4.8% [3] Revenue Breakdown - Sample technologies revenues decreased by 3% to $150 million, while diagnostic solutions revenues increased by 9% to $187 million, driven by strong demand for QuantiFERON and QIAstat-Dx [4] - PCR/Nucleic acid amplification revenues rose by 13% to $76 million, and other revenues surged by 57% to $18 million [5] Operational Performance - The adjusted gross profit increased by 4.9% to $322.2 million, with a gross margin of 66.6%, down 29 basis points year-over-year [6] - Adjusted operating income grew by 20% to $140.4 million, with an operating margin expansion of 354 basis points to 29% [7] Financial Position - QIAGEN ended the first quarter with cash and short-term investments totaling $963.4 million, down from $1.20 billion at the end of the previous quarter [9] - The company reported long-term debt of $1.35 billion, slightly up from $1.34 billion in the prior quarter [10] Outlook - For 2025, QIAGEN expects net sales to increase by about 4% at constant exchange rates, with adjusted EPS projected at $2.35 [11] - The company anticipates second-quarter net sales to rise by approximately 5% at constant exchange rates, with adjusted EPS expected to be at least 60 cents [12] Overall Assessment - QIAGEN's first-quarter results indicate a resilient portfolio with strong recurring revenues, despite challenges in gross margins and rising costs [13][15] - The diagnostic solutions segment showed the highest growth, supported by the adoption of new technologies [14]

OrthoPediatrics (KIDS) Q1 2025 Earnings Call May 07, 2025 04:30 PM ET Company Participants Philip Taylor - PrincipalDavid Bailey - President, CEO & DirectorFred Hite - CFO & COORick Wise - Managing Director - Medical Technology & SuppliesBen Haynor - Managing DirectorJoseph Conway - Equity Research Associate Conference Call Participants Matt O'Brien - AnalystRyan Zimmerman - Managing Director & Medical Technology Analyst Operator Good day and thank you for standing by. Welcome to the OrthoPediatrics Corpora ...