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 ...