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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“getting more than our fair share of that of that Boston exit”
Medtronic says it is capturing more than its share of volume from Boston Scientific's exit of the TAVR market.
“We're getting our fair share of international revenue from Boston Scientific's market exit.”
Medtronic is capturing international TAVR/structural-heart revenue vacated by Boston Scientific's exit from that market, implying a retreat by BSX in structural heart internationally.
“the number being bought Boston Scientific, J and J announcing the spinout of their ortho business.”
An analyst frames competitor corporate actions reshaping Stryker's landscape, citing Boston Scientific's acquisition; a read-through that BSX is expanding in Stryker's device markets.
“the share gain that we had from the Boston Scientific exit contributed a big chunk of that. We are pleased to see the stickiness of that share gain from quarter three to quarter four.”
Boston Scientific's exit from the TAVR market handed Edwards durable share gains, a negative read-through for Boston Scientific's structural-heart franchise.
“It sounded like just a modest contribution from the Boston exit.”
Boston Scientific's exit from the TAVR market rebalanced European competition and gave Edwards a modest sales tailwind, a negative read-through on Boston Scientific's structural-heart position.
“And just a quick nuance. If you can you talk about anything that you're seeing in Europe with the Boston exit and Navitor uptake or share gains from that competitor event would be great.”
An analyst asks about Abbott's Navitor TAVR share gains in Europe tied to a market exit by competitor Boston Scientific, a dynamic Abbott's CEO said should continue to benefit Navitor's international growth.
“would you venture a guess that what proportion of the Boston Scientific exited sales you could get?”
An analyst asked how much of Boston Scientific's exited European TAVR sales Edwards could capture, after Boston Scientific's competitor exit rebalanced European TAVR market share toward Edwards in Q2.
“you also had the exit of Boston Scientific pressures in Europe, not the exit, but the pressure on their business that they described.”
An analyst referenced competitive pressure Boston Scientific had described in its own European structural-heart business while asking Edwards to reconcile its strong Q4 with softer Q1 guidance.
“Additionally, Fitch Ratings upgraded our outlook from stable to positive.”
Fitch Ratings upgraded Boston Scientific's outlook from stable to positive following the Penumbra acquisition announcement.
“we announced a strategic partnership with Siemens Healthineers, to develop and commercialize their next-generation 4D ICE catheter called AcuNav”
Boston Scientific partnered with Siemens Healthineers to develop and commercialize its next-generation 4D ICE catheter (AcuNav), a read-through on Siemens Healthineers' cardiac imaging pipeline.
“Axonics integration didn't go as well as we wanted to initially with commercial disruption but we feel comfortable with that.”
Boston Scientific acknowledges its acquired Axonics business saw a rougher-than-expected integration with commercial disruption in urology, though management now feels comfortable.
“This is further strengthened by the close of the Nalu acquisition, adding Peripheral Nerve Stimulation, PNS, to our portfolio.”
Boston Scientific closed its acquisition of Nalu Medical, adding peripheral nerve stimulation to its neuromodulation pain franchise.
“the recently announced acquisition of Valencia, which is expected to close in the first half of '26.”
Boston Scientific is acquiring Valencia Technologies to expand its pelvic health/urology portfolio, expected to close in the first half of 2026.
“In January, we announced an agreement to acquire Penumbra, which is expected to close in '26.”
Boston Scientific agreed to acquire Penumbra, whose mechanical thrombectomy and neurovascular portfolio expands BSX's cardiovascular reach — a read-through on Penumbra being taken private via acquisition.
“ROWAN, which studied TheraSphere in combination with AstraZeneca's STRIDE regimen for patients with HCC”
Boston Scientific's TheraSphere is being studied in combination with AstraZeneca's STRIDE regimen for liver cancer, a clinical collaboration touching AstraZeneca's oncology franchise.
“We recently closed the acquisition of the Elutia BioEnvelope assets, which are designed to prevent postoperative complications for devices such as pacemakers and defibrillators.”
Boston Scientific closed the purchase of Elutia's BioEnvelope assets to complement its CRM portfolio.
“We also just announced our agreement to acquire Nalu Medical which we anticipate will expand our portfolio into a new pain adjacency in peripheral nerve pain.”
Boston Scientific agreed to acquire Nalu Medical to enter peripheral nerve stimulation, a validating exit for the private Nalu.
“we were pleased to receive a credit rating upgrade from Moody's to A3. And with this upgrade, we now hold A- equivalent credit ratings from all 3 major agencies.”
Moody's upgraded Boston Scientific's credit rating to A3 during the quarter, bringing it to A- equivalent ratings across all three major agencies.
“we closed the acquisition of Intera Medical, strengthening our interventional oncology portfolio by adding a complementary therapy to expand our offerings to treat both primary and metastatic forms of liver cancer.”
Boston Scientific closed its acquisition of Intera Medical (referred to elsewhere on the call as Intera Oncology) in Q2, adding a liver-cancer therapy to its interventional oncology portfolio.
“we closed the acquisition of SoniVie in the second quarter, which continued to enroll in the THRIVE IDE, a global randomized and sham-controlled study designed to demonstrate the effectiveness and safety of the TIVUS system in hypertensive patients.”
Boston Scientific closed its acquisition of renal-denervation device maker SoniVie in Q2, adding an ultrasound-based hypertension therapy still in clinical trials to its cardiovascular pipeline.
Boston Scientific closed FY2025 at $20 billion+ in revenue with mid-teens organic growth, as EP grew 35% in Q4 securing clear #2 global position and WATCHMAN grew 29% with 25,000 concomitant patients. Operating margin expanded 100 basis points for the full year. The Penumbra acquisition was announced for neurovascular expansion, and AXIOS product removal would impact Endo in H1 2026. Management introduced FY2026 guidance of 10-11% organic and 12-14% EPS growth ($3.43-$3.49).
Revenue Growth | Product Launch | Competitive Dynamics | Demand | Innovation & R&D | Regulation Policy | M&A | Guidance Reliability | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 6 | 4 | 1 | 2 | 2 | 2 | 2 |
| 2025Q1 | 2 | 3 | 2 | 2 | 1 | 2 | 2 | |
| 2025Q2 | 4 | 2 | 3 | 4 | 2 | 4 | 1 | 1 |
| 2025Q3 | 4 | 4 | 2 | 4 | 2 | 1 | 1 | 2 |
| 2025Q4 | 6 | 4 | 5 | 3 | 4 | 1 | 1 | |
| 2026Q1 | 6 | 1 | 3 | 3 | 2 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 4 | 2 | 4 | 4 | 6 | 6 |
| Product Launch | 6 | 3 | 2 | 4 | 4 | 1 |
| Competitive Dynamics | 4 | 2 | 3 | 2 | 5 | 3 |
| Demand | 1 | 2 | 4 | 4 | 3 | 3 |
| Innovation & R&D | 2 | 1 | 2 | 2 | 4 | |
| Regulation Policy | 2 | 2 | 4 | 1 | ||
| M&A | 2 | 2 | 1 | 1 | 1 | 2 |
| Guidance Reliability | 2 | 1 | 2 | 1 | 3 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Rick Wise | Stifel | 7 (0%) |
| Robbie Marcus | JPMorgan | 7 (14%) |
| Travis Steed | Bank of America |
| Dave Roman | Goldman Sachs | 7 (0%) |
| Larry Biegelsen | Wells Fargo | 6 (17%) |
| Joanne Wuensch | Citigroup | 6 (0%) |
| Danielle Antalffy | UBS | 5 (0%) |
| Mike Polark | Wolfe Research | 5 (0%) |
| Josh Jennings | TD Cowen | 4 (0%) |
| Vijay Kumar | Evercore ISI | 4 (25%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| JPMorgan | 1 | 7 (14%) |
| Bank of America | 1 | 7 (14%) |
| Stifel | 1 | 7 (0%) |
| Goldman Sachs | 1 | 7 (0%) |
| Citigroup | 1 | 6 (0%) |
| Wells Fargo | 1 | 6 (17%) |
| Wolfe Research | 1 | 5 (0%) |
| UBS | 1 | 5 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
BSX Boston Scientific | 6 | +11.6% | |
| ABT Abbott Laboratories | 6 | +7.8% | |
| ALGN Align Technology | 6 | +6.2% | |
| DXCM DexCom | 9 | +15.1% | |
| EW Edwards Lifesciences | 9 | +16.7% | |
| MDT Medtronic | 8 | +9.9% | |
| PODD Insulet Corporation | 8 | +33.9% | |
| STE Steris | 7 | +7.3% | |
| SYK Stryker Corporation | 4 | +2.6% | |
| ZBH Zimmer Biomet | 9 | +9.3% |