Core Insights - The first-quarter reporting cycle shows a positive trend with most companies exceeding earnings estimates, although macroeconomic uncertainty is affecting future earnings outlooks [1] - The Medical sector is experiencing significant earnings growth, acting as a buffer against rising market volatility due to increasing tariffs [1][2] Medical Sector Performance - Key medical product companies are recovering from previous cost increases and supply-chain disruptions, with artificial intelligence integration expected to drive medical device adoption in 2025 [2] - At-home medical solutions are projected to continue their growth trend in 2025, despite potential negative impacts from rising tariffs [2] - As of April 30, 45% of Medical sector companies reported quarterly earnings, with 85.2% beating earnings estimates and 70.4% exceeding revenue expectations [3] - Year-over-year earnings in the Medical sector improved by 60.5%, while revenues increased by 7.8% [3] Earnings Expectations - The Medical sector's first-quarter earnings are anticipated to surge by 40%, with sales expected to rise by 8.3% year over year [4] - Hims & Hers Health is projected to report a first-quarter EPS of 14 cents, indicating a 180% growth from the previous year [8] - Globus Medical's first-quarter EPS is estimated at 74 cents, reflecting a 2.8% increase from the prior year [10] - QuidelOrtho's first-quarter EPS is expected to be 60 cents, showing a 36.4% improvement from the year-ago period [11] - Haemonetics is anticipated to report a first-quarter EPS of $1.22, suggesting a 35.6% increase from the previous year [12]