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BSX Raises 2025 Financial Outlook: What's Backing It?
ZACKS· 2025-06-24 13:30
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 Transcript
2025-05-13 18:40
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 ...
1.6亿C轮!经导管三尖瓣技术最新融资
思宇MedTech· 2025-03-20 09:24
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 ...
收入101亿!爱德华最新季报出炉
思宇MedTech· 2025-02-13 08:11
2025年2月11日,得益于第四季度业绩超预期,爱德华生命科学(NYSE:EW)股价在盘后交易中上涨。截至盘后,EW股价上涨 7% ,至每股 75.88美元 第四季度 爱德华生命科学 公司实现 利润3.856亿美元 ,合每股收益 65美分 ,销售额达 13.86亿美元 (合约 101.178亿人民币 )。在销售额同比 增长 9.4% 的推动下,公司净利润增长 4.2% 。 剔除一次性项目后,调整后每股收益为 59美分 ,较华尔街预期高出4美分。此外,公司销售额也超出市场预期的 13.6亿美元 。 # 财 报 详情 第四季度销售额同比增长 9% ,达到 13.9亿美元 ,超出市场预期。所有产品线均呈现强劲增长态势。 经汇率调整后,第四季度经导管主动脉瓣置换术(TAVR)销售额实现 5% 的增长,按报告汇率计算增长率为 6% 。 经导管二尖瓣和三尖瓣治疗(TMTT)业务表现尤为突出,第四季度销售额同比增长 88% ,达到 1.05亿美元 ,成为推动公司业绩增长的重要引擎。 第四季度基本每股收益为 0.58美元 ,经调整后每股收益为 0.59美元 ,主要得益于强劲的销售业绩。 财务表现 临床进展 公司在第四季度公布 ...