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 ...

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 ...

Investment Rating - The report maintains a "Buy" rating for Boston Scientific (BSX), Edwards Lifesciences (EW), GE Healthcare (GEHC), Intuitive Surgical (ISRG), and Haemonetics (HAE), while downgrading Tandem Diabetes (TNDM) to "Sell/High Risk" from "Neutral/High Risk" [1][5][20]. Core Insights - The MedTech sector has shown resilience against healthcare headwinds, with a focus on returning to fundamentals and several catalysts expected to drive momentum in the second half of 2025 [1][9]. - The S&P Equipment and Supplies Index has outperformed the broader market, with a year-to-date increase of 7.2%, while relative P/E multiples remain below historical averages [2][12]. - Key upcoming catalysts include product launches and data readouts from various companies, which are anticipated to influence stock performance positively [3][10][11]. Summary by Sections Market Overview - The MedTech industry has largely absorbed tariff impacts, with a weakening USD providing additional support [1][9]. - The S&P 500 is up 6.2% year-to-date, while the S&P Equipment and Supplies Index has increased by 7.2% [2][12]. Company-Specific Insights - Boston Scientific (BSX) is expected to benefit from Farapulse and new product launches, projecting a revenue increase of 80.1% year-over-year in 2Q25 [3][10]. - Edwards Lifesciences (EW) anticipates pivotal data releases and the reopening of TAVR NCD, which could enhance its market position [3][10]. - Intuitive Surgical (ISRG) plans a broad launch of its DV5 system, which is expected to drive stock performance [4][10]. - Haemonetics (HAE) has been upgraded to "Buy" due to improved guidance and revenue growth expectations [5][20]. - Tandem Diabetes (TNDM) faces competitive pressures, leading to its downgrade to "Sell/High Risk" [5][20]. Valuation and Target Prices - Target prices have been adjusted for several companies, with BSX at $125, EW at $95, GEHC at $86, and ISRG at $650 [20][21]. - The report highlights that the relative P/E multiple for the MedTech sector is currently at 1.14x, below historical averages, indicating potential undervaluation [2][12][14].

At the EuroPCR 2025, Edwards Lifesciences (EW) has announced new economic and clinical evidence on severe aortic stenosis (AS). The results of a new real-world study, comprising more than 24,000 patients, demonstrated that intervening on the disease before symptoms develop reduces the economic and resource burden on the healthcare system and improves patient outcomes.Presented as a late-breaking clinical trial, the data further contributes to the extensive body of research on this disease. The development i ...

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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 ...