Pito Chickering

Can you bridge the previous EPS guidance to the updated EPS guidance in terms of the good guys from operational strength in FX to bad guys and tariffs?

looking at the CCS wins that you saw in the U.S. this quarter, what's sort of really driving that? And how big is it backlog at this point?

What proportion of AF ablations do you think could be moved into the ASCs? And how could the increased capacity using ASCs help fuel additional market growth?

as you comp out the China VBP and Japanese reimbursement cuts in the back half of the year

Can you refresh us how that grew year-to-date, how we should think about the durability of that growth going forward?

Can you quantify the impact that you're absorbing? Any color on how that hits the third quarter and fourth quarter?

Of the $2 billion spend, what's the spend on supplies on the sort of low-end that could be sourced in China like syringes, gloves and gowns

How do you see the landscape shaping up in 2025? And do you see more RFPs coming up this year that could result in more turnover

should we think about this declining linear throughout the year as those investments were made or just any color around how we should be modeling G&A treatments

as you think about Fresenius scaling in from their closures, is this an immediate ramp in sort of 1Q, 2Q and then normalize in the back half of the year?

as you think about new starts for 2026, how do you model that? And specifically, how do you break out the payer mix of those new starts

Can you talk about the international business for a little bit, how we should think about the top line growth, whether it's M&A and -- versus organic

does market share -- what do you think the market share has done in '25 if we exclude this cyber incidents?

can you talk specifically about new patient starts in 3Q and how that changed year-over-year? And also on mortality, how is mortality trending in the third quarter versus the first half of the year?

I think typically, they closed at the end of the third quarter for the previous calendar year. Was there any changes to the timing of those contracts?

Can you just talk to us about incidents, mortality and transplants?

bridge to me sort of those 2 negative moving parts and how we're maintaining operating income guidance

any sort of good guys or bad guys you should highlight to us on international as we modeled out the rest of the year?

I think last quarter, you talked about some competitors out there being more aggressive on pricing. Just what are your views around the IKC patients under treatment

can you sort of quantify just the new patients that started this quarter and how they may start the tracking in 2Q

why do you guys lose those patients? And then the second one, if there is, you know, you know, to your point, the IKF is always for back up loaded

Can you help quantify us the new starts that you guys saw in 2024 versus 2023?

when did your PD supply stabilize from Baxter? And then queues are quantify, you know, how those move starts, at this point return to normalized levels

CMS is actually in sort of final discussions with the societies and health system about relaxing this NCD

Can you guys give us an update on how the demand for training for Evoque is going

how many more hospitals have been trained to implant EVOQUE at this point? And any color on how many doctors at this point

Can you give us a U.S., OUS split for TMTT in the fourth quarter, so you need that as a launch pad for modeling 2025

if you take the baseline of '25 and pull out I think, $450 million to $900 million from Hicks as supplemental payments, offset by the resiliency programs wanna make sure that I'm calculating the co...

guidance didn't go up a whole lot past the beat you guys did this quarter, at least at the midpoint of the range

I believe you raised the annual guidance by about $170 million at the midpoint. I believe the first quarter was $80 million ahead. Second quarter was $100 million ahead

how do you guys sort of get that much levered this quarter, you know, and, you know, going forward, you know, like, how do you get that productivity?

can you just sort of make sure that we bridge sort of where we are in 2004 [ph], 2005 [ph] on what's in the low end and high end of guidance for Medicaid payments?

How do you think about those tests launching and the revenues associated with those tests in the next sort of 12 to 24 months?

can you sort of talk about overall market growth there? How does pricing volume look for '26?

can you walk us through the delta between sort of EPS growth on '25 versus your free cash flow growth

I think you said that would grow sort of mid-single digits. I guess what's the components there between pricing and volume for 2025?

as AF ablation is moving to the ASC setting, can you talk about how you are positioned in the ASC in terms of mappers

Is there any risk that this is from distributors that are pushing their own privately manufactured products and displacing Medtronic products?

with revenue guidance up a little bit, FX headwinds increasing, EPS moving up, is tax rate a positive tail end of the back half of the year versus the previous guidance?

Just curious if you view 3Q as just the core growth you're seeing due to market share or pull forward of demand

Can you share that the feedback that you're hearing with hospitals as they're talking about the uncertainties around health care changes next year and the views of CapEx

could you bridge us the EPS increase you saw as it relates to a better price than expected FX to tariffs versus your core operational strength?

I'm telling to understand the 19% growth you saw in Endo in the U.S. this quarter, up quite a bit versus first quarter

Looking at the inventory days, you guys run about seven months. So just looking at the timing of the tariffs, would the tariffs be fully impacting your run rate by the fourth quarter?

We talked about record Mako placements. And just more reflective of customers switching to leases versus purchases

How should we think about growth there for 2025? And sort of what are the big growth drivers in Medical for this year?

with the deal closing in the first half of the year, how should we think about EPS seasonality this year? Does the transaction change the normal EPS seasonality

Can you give us like real examples about actual efficiencies in terms of timing in cash collections and efficiencies from cost savings that this stuff can actually achieve for you guys?

Can you sort of talk about the split between the hospital patient days and behavioral versus outpatient sort of what you saw this quarter

The acute hospital segment saw 110 basis point improvement in supply costs. How much of that leverage is due to just the flu and lower surgical volumes?

can you guys sort of talk about the settlement of the Pavilion case and remind us how much commercial insurance you have for the lawsuits

Can you just remind us what your targeted leverage ratios are here? And today, you know, using all of your free cash flow to do share repurchases?

has it impacted, you know, you know, like, your EBITDA when you close those facilities? You know, like, how many other facilities do you look at for portfolio trimmings for 2025?