LUX ICM device
Search documents
Will Robust MedSurg Performance Fuel Boston Scientific's Q4 Earnings?
ZACKS· 2026-01-28 13:30
Core Insights - Boston Scientific (BSX) is expected to report its fourth-quarter 2025 results on February 4, with earnings per share (EPS) anticipated at 78 cents, reflecting an 11.4% growth year-over-year, and revenues projected at $5.27 billion, indicating a 15.4% increase from the previous year [1][2]. Group 1: Financial Performance - The Zacks Consensus Estimate for BSX's revenues is set at $5.27 billion, which represents a 15.4% increase compared to the same quarter last year [2]. - The consensus for earnings is pegged at 78 cents per share, indicating an 11.4% growth from the year-ago quarter [2]. - BSX has consistently beaten earnings estimates in the past four quarters, with an average surprise of 7.36% [1]. Group 2: Business Segment Performance - The MedSurg division is expected to maintain strong sales momentum, with revenues estimated at $1.80 billion, suggesting an 11.4% year-over-year increase, driven by the Endoscopy and Urology businesses [4][7]. - The Cardiovascular segment is projected to see a 17.5% increase in revenues to $3.46 billion, supported by the uptake of WATCHMAN and FARAPULSE products [9][14]. - The Neuromodulation segment is anticipated to grow, bolstered by the Pain franchise and the acquisition of Nalu Medical, which expands BSX's portfolio in peripheral nerve pain [6]. Group 3: Market Developments - The Endoscopy business within MedSurg is benefiting from the Axios platform and the adoption of innovative technologies like OverStitch and Mantis clip [4]. - The Cardiovascular business is expected to perform well due to strong growth in coronary therapies, particularly from the AGENT Drug-Coated Balloon and the WATCHMAN FLX Pro device's launch in China [10][11]. - The Peripheral Interventions unit is likely to continue its growth trend, despite challenges in the Chinese market, with strong performance in Interventional Oncology & Embolization [13].