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Sentiment · FY2026 Q3
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Travis Steed | Bank of America | 8 | 25% |
| Robbie Marcus | JPMorgan | 7 | 14% |
| Vijay Kumar | Evercore ISI | 7 | 14% |
| Larry Biegelsen | Wells Fargo | 6 | 17% |
| Shagun Singh | RBC Capital Markets | 5 | 0% |
| Matt Miksic | Barclays | 5 | 0% |
| Patrick Wood | Morgan Stanley | 4 | 0% |
| Joanne Wuensch | Citigroup | 4 | 0% |
| Pito Chickering | Deutsche Bank | 3 | 0% |
| Danielle Antalffy | UBS | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Bank of America | 1 | 8 | 25% |
| Evercore ISI | 1 | 7 | 14% |
| JPMorgan | 1 | 7 | 14% |
| Wells Fargo | 1 |
| 6 |
| 17% |
| Barclays | 1 | 5 | 0% |
| RBC Capital Markets | 1 | 5 | 0% |
| Morgan Stanley | 1 | 4 | 0% |
| Citigroup | 1 | 4 | 0% |
Revenue of $9 billion grew 6% organically, the highest organic growth in 10 quarters, with CAS surging 80% as PFA reached 80% of segment revenue and gained 4 points of market share. Hugo robotic platform completed its first U.S. cases at Cleveland Clinic while Stealth AXiS FDA clearance transformed the spine robotics platform. FY2026 EPS guidance was maintained at $5.62-$5.66.
Revenue Growth | Product Launch | Margin | Competitive Dynamics | Guidance Reliability | Innovation & R&D | M&A | Capital Allocation | |
|---|---|---|---|---|---|---|---|---|
| 2025Q2 | 3 | 6 | 4 | 4 | 1 | 2 | 1 | 1 |
| 2025Q3 | 7 | 2 | 4 | 4 | 1 | 1 | ||
| 2025Q4 | 5 | 3 | 5 | 3 | 4 | 1 | 2 | 3 |
| 2026Q1 | 6 | 4 | 2 | 2 | 2 | 3 | 3 | 2 |
| 2026Q2 | 6 | 2 | 2 | 1 | 2 | 2 | 2 | 1 |
| 2026Q3 | 8 | 5 | 2 | 4 | 4 | 4 | 2 | 2 |
| '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 3 | 7 | 5 | 6 | 6 | 8 |
| Product Launch | 6 | 2 | 3 | 4 | 2 | 5 |
| Margin | 4 | 4 | 5 | 2 | 2 | 2 |
| Competitive Dynamics | 4 | 4 | 3 | 2 | 1 | 4 |
| Guidance Reliability | 1 | 1 | 4 | 2 | 2 | 4 |
| Innovation & R&D | 2 | 1 | 1 | 3 | 2 | 4 |
| M&A | 1 | 2 | 3 | 2 | 2 | |
| Capital Allocation | 1 | 3 | 2 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
MDT Medtronic | 7 | +8.8% | |
| ABT Abbott Laboratories | 6 | +7.8% | |
| ALGN Align Technology | 6 | +6.2% | |
| BSX Boston Scientific | 6 | +11.6% | |
| DXCM DexCom | 9 | +15.1% | |
| EW Edwards Lifesciences | 9 | +16.7% | |
| PODD Insulet Corporation | 8 | +33.9% | |
| STE Steris | 7 | +7.3% | |
| SYK Stryker Corporation | 4 | +2.6% | |
| ZBH Zimmer Biomet | 9 | +9.3% |