Financial Data and Key Metrics Changes - Total revenue for Q1 2026 was $5.3 billion, reflecting a 0.4% increase year-on-year, with new BD growing by 2.5% [4][15] - Adjusted gross margin was 53.4%, down 140 basis points from the previous year, primarily due to tariffs [17] - Adjusted EPS was $2.91, a decrease of 15.2% year-on-year, driven mainly by the impact of tariffs [17][20] - Free cash flow for the quarter was $548 million, with a conversion rate of 66%, up from 59% in the prior year [18] Business Line Data and Key Metrics Changes - Medical Essentials saw mixed performance, with expected order timing dynamics affecting MDS, but continued share gains in the US vascular access management portfolio [15] - Connected Care delivered mid-single-digit growth, led by APM with high single-digit growth [15] - Biopharma Systems grew low single digits, with double-digit growth in biologics, particularly GLP-1s, offset by lower vaccine demand [16] - Interventional business experienced solid mid-single-digit growth, driven by high single-digit growth in UCC and double-digit growth in PureWick [16] Market Data and Key Metrics Changes - Growth was pressured by market dynamics in China, particularly in the life sciences segment, which declined due to headwinds in US point-of-care and difficult comparisons from the prior year [17] - The company expects the value-based procurement (VBP) in China to impact 80% of its portfolio by the end of 2026, with a projected headwind of about 250 basis points for the full year [36] Company Strategy and Development Direction - The company is focused on a balanced capital allocation strategy, prioritizing share repurchases and tuck-in M&A in high-growth markets [6][73] - The transformation into a pure-play med tech company is supported by divesting non-core assets and enhancing its portfolio through strategic acquisitions [7] - The company identified three key trends shaping healthcare: the rise of smart devices, the shift towards lower-cost care settings, and the growth in technologies addressing chronic diseases [7] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the trajectory of the business, maintaining a prudent approach to guidance for fiscal 2026, expecting low single-digit revenue growth [20] - The company anticipates that pricing dynamics will improve as VBP in China abates, potentially leading to positive pricing in the future [85] - Management highlighted strong execution in commercial initiatives and a robust innovation pipeline, which are expected to drive future growth [9][68] Other Important Information - The company completed a significant transaction with Waters, receiving a $4 billion cash distribution, with plans to allocate $2 billion for share repurchases and $2 billion for debt paydown [6][19] - The company has reduced its manufacturing network by nearly half, which is expected to lower costs and improve operational efficiency [13][50] Q&A Session Summary Question: Guidance for Q2 revenue and EPS - Management confirmed that Q2 guidance reflects modest timing benefits and remains aligned with Q1 performance, with no fundamental changes expected [23][44] Question: Structural changes affecting mid-single-digit growth - Management reassured that the fundamentals across the majority of the portfolio remain strong, with continued investment in high-growth areas [28] Question: Impact of Alaris and vaccines in China - Management indicated that Alaris is expected to improve in 2027, while vaccine impacts are anticipated to lessen over time [36][71] Question: Pricing environment and innovation impact - Management noted a stable pricing environment with slight positive trends expected, particularly as new product innovations are introduced [84][85]

Core Viewpoint - BD has successfully completed the spin-off of its Biosciences & Diagnostic Solutions business, combining it with Waters Corporation, marking a significant milestone in its BD 2025 strategy and positioning the company for future growth in the MedTech sector [1][3]. Transaction Details - BD shareholders will receive approximately 0.135 shares of Waters common stock for each share of BD common stock held as of February 5, 2026, along with cash for any fractional shares [2]. - BD received $4 billion in cash from the transaction, valuing the spun-off business at $18.8 billion based on Waters' stock price on February 6, 2026 [2]. - BD plans to utilize $2 billion of the proceeds for share repurchases and the remaining $2 billion for debt repayment, with both initiatives expected to occur in the near term [2]. Strategic Positioning - The combination with Waters is seen as a pivotal step in BD's transformation into a focused, pure-play MedTech company, enhancing its ability to capitalize on emerging healthcare trends such as connected devices and AI [3]. - BD has strategically shaped its portfolio by divesting non-core assets and making over 20 tuck-in acquisitions to strengthen its market presence [3]. Future Outlook - BD is implementing its Excellence Unleashed strategy to enhance its commercial capabilities, drive innovation, and ensure high-quality operations, which is expected to lead to sustainable revenue and cash flow growth [4]. - The company believes it is well-positioned to generate long-term shareholder value due to its global scale and recurring consumables model [4]. Leadership Changes - Claire M. Fraser, Ph.D., has been appointed to the Waters Corporation Board of Directors following the transaction, stepping down from BD's Board after nearly two decades [5]. - Her expertise in genomics and molecular diagnostics is expected to benefit Waters significantly [6].

Q1 FY26 Earnings Presentation February 9, 2026 Advancing the world of healthTM Caution Concerning Forward-looking Statements This presentation and accompanying webcast contain certain estimates and other forward-looking statements (as defined under Federal securities laws) regarding BD's future prospects and performance, including, but not limited to, future revenues, margins, earnings per share, leverage targets, capital deployment and the proposed combination of BD's Biosciences and Diagnostic Solutions b ...

Core Insights - TransMedics Group, Inc. has received full FDA approval for its Investigational Device Exemption (IDE) for the Next-Generation OCS ENHANCE Heart trial, following previous approvals for the OCS DENOVO Lung trial [1][3] - The ENHANCE trial aims to support prolonged heart perfusion and demonstrate the superiority of OCS Heart perfusion over traditional static cold storage methods, with a total sample size expected to exceed 650 patients, making it the largest heart preservation trial globally [2][3] Company Overview - TransMedics is a leader in portable extracorporeal warm perfusion and assessment of donor organs for transplantation, focusing on improving organ quality and increasing the utilization of donor organs for patients with end-stage heart, lung, and liver failure [4]

PRINCETON, N.J., Feb. 09, 2026 (GLOBE NEWSWIRE) -- Integra LifeSciences Holdings Corporation (NASDAQ: IART), a leading global medical technology company, will release fourth quarter and full year 2025 financial results on Thursday, February 26, 2026, prior to the market open. In conjunction with the earnings release, Integra’s management team will host a conference call at 8:30 a.m. ET. A live webcast will be available on the Investors section of the Company’s website at investor.integralife.com. For those ...

Core Insights - The article discusses the characteristics of good dividend stocks, emphasizing the balance between dividend yield and growth track record [1][2] Dividend Performance - Over the last 50 years, S&P 500 companies that increased their dividends delivered a 10.2% average annual return, while those with no change returned 6.8% annually [2] - Companies with higher dividend payout ratios outperformed the market more often than those with lower ratios [2] Company Profiles Johnson & Johnson - Johnson & Johnson has a dividend yield of 2.2%, nearly double the S&P 500's yield of 1.2% [5] - The company has a record of increasing its dividend for 63 consecutive years, qualifying it as a Dividend King [5] - Johnson & Johnson generated $20 billion in free cash flow last year, covering its $12.4 billion in dividends [6] - The company invested $14.7 billion in R&D last year and completed a $14.6 billion acquisition of Intra-Cellular Therapies [8] Medtronic - Medtronic has a dividend yield of 2.8% and delivered its 48th consecutive annual dividend increase last year [9] - The company generated $5.2 billion in free cash flow during its 2025 fiscal year, covering the $3.6 billion in dividends paid out [11] - Medtronic invested $2.7 billion in R&D and agreed to acquire Cathworks for $585 million to enhance its growth profile [12] Investment Consideration - Both Johnson & Johnson and Medtronic are highlighted as strong dividend stocks due to their high-yielding and steadily growing dividends, making them suitable for income portfolios [13]

The Stock Exchange of Hong Kong Limited and the Securities and Futures Commission take no responsibility for the contents of this announcement, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this announcement. Hangzhou Tangji Medical Technology Co., Ltd. 杭州糖吉醫療科技股份有限公司 (A joint stock company incorporated in the People's Republic of China with limited lia ...

Group 1: Market Overview - The Stoxx 600 index in Europe is near record highs, having recorded its 7th positive week in eight, contrasting with the significant declines in U.S. tech stocks [1] - The S&P 500 has dropped nearly 30% from its peak in October 2025, while European stocks appear more resilient [2] Group 2: Corporate Earnings and M&A Activity - UniCredit is a significant player in European M&A, with minority stakes in Commerzbank and Alpha Bank yielding around 20% returns on investment [3] - Commerzbank's CEO indicated that a deal with UniCredit is "not sensible" due to the high valuation of the German bank [4] - L'Oreal is reporting earnings and may pursue acquisitions, having raised 3 billion euros for M&A financing, and recently increased its stake in Galderma [9] Group 3: Healthcare Sector Developments - AstraZeneca is focusing on the Chinese market for weight-loss drugs, while Philips aims to maintain a positive performance with new AI tools [7] - There are concerns following a sell-off in Novo Nordisk shares, which may impact investor sentiment towards AstraZeneca and Philips [7]

（来源：新华日报） 冯少东：江苏高度重视人工智能与实体经济的深度融合，多措并举推动人工智能深度融入经济社会各领 域。在政策引领方面，省政府出台《江苏省"人工智能+"行动方案》等政策文件，系统布局人工智能技 术创新、产业培育和应用示范，为人工智能赋能应用落地提供坚实制度和要素保障。 深入实施"人工智能+应用场景示范工程"，江苏在智能制造、智慧医疗等重点领域鼓励各地各部门开放 应用场景，支持南京、苏州、无锡等地建设国家级先导区、试验区。与此同时，江苏加快推进算力基础 设施布局，综合算力评价排名全国第二。统筹建立数据交易运行体系，省数交所完成组建并整合交易资 源，形成高质量数据集，为AI模型训练与应用提供核心数据支撑。在培育产业生态上，江苏发挥科教 资源优势，通过组建重点实验室及研发中心，全方位优化产业创新环境。省科协牵头成立江苏省人工智 能学会，链接政产学研用资源，为全省AI创新发展提供坚实支撑。 主持人：AI不仅是研发工具，更是驱动企业战略转型、重构竞争力的核心力量。请问王委员，您如何 看待AI赋能企业带来新赛道？ 王卫：人工智能正从企业创新工具演变成不可缺少的核心驱动力。人工智能赋能企业可以从两方面看， 一是 ...

Core Insights - Doximity, Inc. reported adjusted earnings per share (EPS) of 46 cents for Q3 fiscal 2026, a 2.2% increase year over year, exceeding the Zacks Consensus Estimate by 4.5% [2] - The company's revenues for the quarter reached $185.1 million, marking a 10% year-over-year growth and surpassing the Zacks Consensus Estimate by 2.3% [3] Financial Performance - Subscription revenues amounted to $175.4 million, up 8.1% year over year, driven by a 112% net revenue retention rate and growth in large accounts [4] - Other revenues increased significantly by 52.6% year over year to $9.7 million [4] - Gross profit rose 7.7% year over year to $166.4 million, but gross margin contracted by 170 basis points to 89.9% [5] - Operating profit totaled $71.9 million, reflecting a 10% decline from the prior year, with operating margin contracting 855 basis points to 38.9% [6] Cash Position - Doximity ended Q3 fiscal 2026 with cash and cash equivalents of $64.8 million, down from $169.2 million at the end of Q2 [7] - Cumulative net cash provided by operating activities was $216.9 million, compared to $174.8 million a year ago [7] Guidance - For Q4 fiscal 2026, Doximity expects revenues between $143 million and $144 million, below the Zacks Consensus Estimate of $149.8 million [10] - The full fiscal year revenue outlook has been narrowed to between $642.5 million and $643.5 million, compared to the previous range of $640 million to $646 million, also below the consensus estimate of $645.3 million [10] Growth Drivers - Doximity experienced strong platform momentum with 3 million registered members, reaching over 85% of U.S. physicians [12] - Engagement metrics showed record highs, with significant increases in active users and workflow solutions [13] - AI adoption was a key growth driver, with over 300,000 prescribers using Doximity's AI tools during the quarter [14]