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Medtronic(MDT) - 2025 Q4 - Earnings Call Presentation
2025-05-21 11:10
Financial Performance & Guidance - Medtronic reported Q4 FY25 revenue of $8.9 billion, with 5.4% organic growth[17] - Adjusted diluted EPS for Q4 FY25 was $1.62, an 11% year-over-year increase[17] - The company is issuing FY26 organic revenue growth guidance of approximately 5%[15] - FY26 adjusted EPS guidance, including tariff impacts, is $5.50 to $5.60[15] - Medtronic anticipates a net tariff impact to COGS of $200-350 million in FY26[15] Segment Highlights - Cardiovascular segment revenue reached $3.336 billion, with 7.8% organic growth, including nearly 30% growth in Cardiac Ablation Solutions (CAS)[17, 15] - Neuroscience segment revenue was $2.620 billion, showing 3.7% organic growth[17] - Diabetes segment achieved $728 million in revenue, with 12% organic growth[17] - Medical Surgical segment reported $2.212 billion in revenue, with 2% organic growth[17] Strategic Initiatives - Medtronic announced its intent to separate the Diabetes business into a new standalone public company within 18 months[15] - The company increased its dividend for the 48th consecutive year[15] - Medtronic is increasing investments in growth drivers and streamlining its operating model[15]