Key Takeaways EW posted Q2 EPS of $0.67 and sales of $1.53B, beating estimates and growing 8.1% and 11.7% YoY, respectively.EW saw strong growth in TAVR and TMTT, driven by U.S. trial data, device adoption and global market shifts.Edwards Lifesciences raised 2025 guidance despite margin pressure from higher costs and expenses.Edwards Lifesciences Corporation (EW) reported second-quarter 2025 adjusted earnings per share (EPS) of 67 cents, which surpassed the Zacks Consensus Estimate by 8.1%. The figure incre ...

Edwards Lifesciences (EW) Q2 2025 Earnings Call July 24, 2025 05:00 PM ET Company ParticipantsMark Wilterding - SVP - IR & Global FinanceBernard Zovighian - CEOScott Ullem - Corporate VP & CFOLarry Wood - Corporate VP, Transcatheter Aortic Valve ReplacementDan Lippis - Corporate Vice PresidentTravis Steed - MD - Equity ResearchDavid Roman - Managing DirectorDaveen Chopra - Corporate Vice President - Transcatheter Mitral & Tricuspid TherapiesMatt Taylor - Managing DirectorAnthony Petrone - MD - Equity Resear ...

Edwards Lifesciences (EW) Q2 2025 Earnings Call July 24, 2025 05:00 PM ET Speaker0Greetings, and welcome to the Edwards Lifesciences Second Quarter twenty twenty five Results Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. Please note this conference is being recorded. I will now turn the conference over to your host, Mark Wilterding, Senior Vice President, Global Finance.Thank you. You may begin.Speaker1Thank you ...

Core Viewpoint - Edwards Lifesciences Corp. is set to report its second-quarter 2025 results on July 24, with expectations of revenue and earnings declines compared to the previous year [1][2]. Q2 Estimates - The Zacks Consensus Estimate for revenues is $1.49 billion, indicating an 8.9% decline from the prior year's figure [2]. - The estimate for net earnings is 62 cents per share, reflecting an 11.4% decrease from the year-ago reported figure [2]. Estimate Revision Trend - Earnings estimates have remained unchanged at 62 cents per share over the past 60 days, indicating stability in expectations ahead of the earnings announcement [3]. Factors at Play - The Transcatheter Aortic Valve Replacement (TAVR) segment is expected to perform well in the U.S. due to the SAPIEN 3 Ultra RESILIA platform, with a projected revenue of $1.09 billion, representing a 5.2% year-over-year increase [4][5]. - The TMTT segment is anticipated to show significant growth, with revenues estimated at $130.4 million, a 57.1% improvement from the previous year, driven by the PASCAL and EVOQUE systems [6][8]. Segment Performance - The Surgical Structural Heart segment is expected to report revenues of $263.1 million, suggesting a modest 6.2% rise from the year-ago quarter, supported by the global adoption of the RESILIA portfolio [10][11]. - The commercial launch of the EVOQUE tricuspid replacement system is likely to have progressed well, aided by Medicare coverage [7]. Earnings Whispers - Edwards has an Earnings ESP of 0.00%, indicating no advantage in beating estimates this quarter [12]. - The company currently holds a Zacks Rank of 2 (Buy), suggesting a favorable outlook compared to other stocks [13].

Key Takeaways EW sees strong global uptake in surgical tech and TAVR, with Q1 TAVR sales topping $1 billion again. Edwards' TMTT sales rose 58% in Q1, driven by PASCAL and EVOQUE system adoption across the U.S. and Europe. Macro volatility and foreign exchange headwinds are pressuring EW's operating margin and sales growth.Edwards Lifesciences (EW) is gaining from the robust uptake of its premium surgical technologies. The company’s Transcatheter Aortic Valve Replacement (“TAVR”) platform is positioned fo ...

Core Insights - Boston Scientific (BSX) has raised its full-year 2025 guidance for net sales growth to approximately 15-17% on a reported basis and nearly 12-14% on an organic basis, reflecting strong first-quarter results and ongoing momentum in key growth areas [1][8] - The company reported an organic sales growth of 18% in the first quarter, exceeding the guided range of 14-16%, with adjusted EPS at $0.75, a 34% year-over-year increase [2] - The Cardiology segment saw a significant sales increase of 31%, driven by products like WATCHMAN and AGENT drug-coated balloon, while the Electrophysiology business experienced a remarkable 145% year-over-year growth [3][8] Financial Performance - Full-year adjusted earnings per share are now expected to be in the range of $2.87-$2.94, up from the previous estimate of $2.80-$2.87 [1] - The company anticipates a $200 million tariff impact in 2025, primarily in the second half, but plans to offset this through organic sales growth and discretionary spending reductions [4] Competitive Landscape - Competitors like Edwards Lifesciences and Stryker have also adjusted their sales forecasts, with Edwards maintaining an 8-10% growth forecast and Stryker raising its guidance to 8.5-9.5% organic growth [5][6] - Boston Scientific's stock has outperformed the industry, gaining 33.4% over the past year compared to the industry's 8.8% growth [7] Valuation Metrics - Boston Scientific currently trades at a forward 12-month price-to-earnings ratio of 33.19X, which is above the industry average of 20.83X [9]

Edwards Lifesciences (EW) 2025 Conference May 13, 2025 01:40 PM ET Speaker0 Travis Steed, the medical device analyst, and continuing our medical device conversations today. Next up, we have Edwards Lifesciences, Bernard Zevigian, if I said that right, CEO, and we got Scott Ullum, CFO. So great, thanks for coming. Good morning. Looking forward to the discussion. Speaker1 Pleasure to be here. Speaker0 Thank you. And so I I wanna open up with kind of a big picture question. And you've laid out commitments at t ...

Safe Harbor Statement Any statements contained in this presentation which do not describe historical facts may constitute forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, including statements regarding our fiscal year 2025 and beyond financial outlook, our outlook for reported revenue growth, organic revenue growth, M&A revenue growth contributions, CER currency revenue growth, margin i ...

通过此次合作，布鲁克将整合RECIPE的ClinMASS®试剂盒至其EVOQ®三重四极杆液质联用系统，并计划推出基于EVOQ-DART TQ⁺系统 的高通量无色谱( chrom-f r e e )ClinDART®试剂盒。EVOQ-DART TQ⁺系统可在传统液相色谱(LC-TQ-MS)与无色谱模式间切换，后者通过 三 重 四 极 杆 质 谱 选 择 性 和 多 反 应 监 测 (MRM) 技 术 实 现 高 灵 敏 度 定 量 ， 同 时 减 少 9 5% 的 溶 剂 使 用 ， 降 低 运 营 成 本 并 提 升 实 验 室 效 率 。 ClinDART®平台将与RECIPE现有的ClinMASS®试剂盒形成互补，旨在为TDM、滥用药物筛查等领域建立新标准。 RECIPE董事总经理格诺特·沃尔弗拉姆博士表示："布鲁克对RECIPE的多数股权投资及双方联合推出高通量ClinDART®检测方案，标志着 临床质谱领域的重大进展。我们在无色谱三重四极杆TDM检测领域的独特合作，将为临床实验室提供强大的新型工具，与EVOQ-DART TQ⁺ 平台成熟的ClinMASS®流程形成互补。新增的ClinDART方法将降低 ...

合作伙伴征集：2025全球手术机器人大会 报名：首届全球眼科大会 | 暂定议程 报名：首届全球心血管大会 | 奖项报名 报名：首届全球骨科大会 | 奖项报名 心未来 近日， Laplace Interventional 宣布完成了 2200万美元 （约合 人民币1.6亿 ）的 C轮 融资 ，以支持 Laplace TTVR系统 的开发。 # 高管评价 Laplace Interventional 的创始人兼首席执行官 Ramji Iyer 表示："本轮融资对公司而言是一个重要的里程碑，进一步验证了我们过去几年取得的进展。我们感谢患 者、医生以及新老投资者的持续支持，期待尽快启动关键性试验。" Aphelion Capital 的 Ned Scheetz 表示："Aphelion Cardeation 是一家风险基金，旨在投资与美国心脏协会使命相一致的创新医疗保健产品、服务和技术，它很自豪能 够参与本轮融资。Laplace TTVR系统及其改变全球数百万患者护理的潜力让我们深受启发。" # 关于Laplace TTVR系统 Laplace TTVR系统是一种用于治疗 严重或症状明显的三尖瓣反流 的新型微创手术技 ...