Medtronic 44th Annual J.P. Morgan Healthcare Conference Geoff Martha, Chairman and CEO January 12, 2026 Forward Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, which are subject to risks and uncertainties, including risks related to competitive factors, difficulties and delays inherent in the development, manufacturing, marketing and sale of medical products, qovernment regulation, geopolitical conflicts, ch ...

Core Insights - Penumbra reported revenue of $339.46 million for the quarter ended June 2025, reflecting a year-over-year increase of 13.4% and surpassing the Zacks Consensus Estimate by 3.54% [1] - Earnings per share (EPS) for the quarter was $0.86, up from $0.64 in the same quarter last year, exceeding the consensus estimate of $0.81 by 6.17% [1] Financial Performance - The company's revenue from the United States was $260.82 million, a 19.5% increase compared to the previous year, and also above the average estimate of $257.86 million [4] - International revenue totaled $78.64 million, slightly above the average estimate of $70.83 million, but represented a year-over-year decline of 3.2% [4] - Revenue from Thrombectomy in the United States was reported at $188.53 million, closely aligning with the average estimate of $188.29 million [4] - The Embolization and Access segment in the United States generated $72.29 million, exceeding the average estimate of $69.57 million [4] - Total revenue from Embolization and Access was $109.2 million, significantly above the average estimate of $98.24 million, marking a year-over-year increase of 13.9% [4] - Thrombectomy revenue was reported at $230.26 million, slightly below the average estimate of $230.45 million, but still reflecting a year-over-year increase of 13.2% [4] Stock Performance - Over the past month, Penumbra's shares have decreased by 10.3%, contrasting with a 3.6% increase in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - Penumbra reported revenue of $324.14 million for the quarter ended March 2025, reflecting a 16.3% increase year-over-year and surpassing the Zacks Consensus Estimate of $315.71 million by 2.67% [1] - The company's EPS was $0.83, significantly higher than the $0.41 reported in the same quarter last year, and exceeded the consensus EPS estimate of $0.66 by 25.76% [1] Financial Performance - Revenue from the United States was $256.86 million, exceeding the average estimate of $247.36 million by analysts and showing a year-over-year increase of 22.5% [4] - International revenue was reported at $67.28 million, slightly below the average estimate of $68.99 million, representing a year-over-year decline of 2.5% [4] - Revenue from Thrombectomy in the United States was $187.89 million, surpassing the average estimate of $181.26 million [4] - Revenue from Embolization and Access in the United States was $68.97 million, exceeding the average estimate of $66.09 million [4] - Revenue from Thrombectomy internationally was $38.65 million, above the average estimate of $37.61 million [4] - Revenue from Embolization and Access internationally was $28.63 million, below the average estimate of $31.28 million [4] - Total revenue from Embolization and Access was $97.60 million, slightly above the average estimate of $96.87 million [4] - Total revenue from Thrombectomy was $226.54 million, exceeding the average estimate of $219.45 million [4] Stock Performance - Over the past month, Penumbra's shares have returned -2.2%, compared to a -6.6% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]