智通财经APP获悉，周三，美敦力(MDT.US)涨逾4%，报94.04美元。财报显示，美敦力2026财年Q1营收 为86亿美元，超过市场预期的84亿美元，这主要受心血管产品部门增长的推动，其心脏消融产品营收增 长了近50%；调整后每股收益增长2%至1.26美元，高于市场预期的1.23美元。 与史赛克(SYK.US)、波士顿科学(BSX.US)和GE HealthCare Technologies(GEHC.US)等同行一样，美敦力 下调了关税成本预测。根据周二发布的声明，美敦力目前预计关税将带来1.85亿美元的损失，而此前的 预期为2.0亿至3.5亿美元。美敦力目前预计2026财年调整后每股收益为5.60美元至5.66美元，高于此前预 测的5.50美元至5.60美元。 ...

Group 1 - Medtronic's stock price has declined for two consecutive days, totaling a drop of 3.35%, reaching a new low since July 2025, which has attracted market attention [1] - Elliott Management has become a significant shareholder in Medtronic, advocating for changes in the company's governance structure, including the addition of two independent directors and the establishment of a special committee focused on growth and operations [1] - Despite Medtronic's Q1 FY2026 revenue of $8.6 billion, which exceeded market expectations of $8.4 billion, the stock price did not respond positively, indicating that the market may have already priced in the good news [1] Group 2 - Medtronic's recent actions reflect a proactive approach to seeking transformation through governance adjustments and sustained performance growth to enhance overall competitiveness [2] - Investors should monitor the subsequent impacts of these reforms and their support for the long-term development of the company's core business [2] - The stock price fluctuations of Medtronic illustrate the market's digestion process regarding the company's governance changes and performance [2]

Group 1 - Medtronic reported Q1 FY2026 revenue of $8.6 billion, exceeding market expectations of $8.4 billion, driven by growth in the cardiovascular products segment, with cardiac ablation product revenue increasing nearly 50% [1] - Adjusted EPS grew by 2% to $1.26, surpassing the market forecast of $1.23 [1] - Medtronic lowered its tariff cost forecast to $185 million from a previous estimate of $200 million to $350 million [1] Group 2 - Medtronic raised its FY2026 adjusted EPS guidance to a range of $5.60 to $5.66, up from the prior forecast of $5.50 to $5.60 [1] - The company continues to expect an organic revenue growth rate of 5% for FY2026 [1] - Following the investment from Elliott Investment Management, Medtronic plans to expand its board and appoint experienced individuals in the medical technology field as independent directors [2]