Sentiment · FY2026 Q4
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Below the OI line, we incurred $18 million of other loss, mostly related to Mozarc, our joint investment with Medtronic. We expect this to be a consistent quarterly run rate for the remainder of the year.”
DaVita's joint venture with Medtronic (Mozarc Medical) produced an $18 million quarterly loss below the operating income line, a run rate management expects to continue through the year.
“And similar to the Edwards trials, there was some late catch-up in mortality.”
An analyst compares Medtronic CoreValve long-term mortality data to Edwards Lifesciences' TAVR trial results.
“And we're executing our M&A strategy as well with the CathWorks acquisition in CRDN, and we continue to build out our venture and minority investment portfolio with the Anteris investment in Structural Heart.”
Medtronic took a minority investment in Anteris to expand its TAVR/structural heart position.
“And we're executing our M&A strategy as well with the CathWorks acquisition in CRDN, and we continue to build out our venture and minority investment portfolio with the Anteris investment in Structural Heart.”
Medtronic's CathWorks acquisition adds coronary diagnostics to its cardiovascular portfolio.
“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.
“So we do think it will take share from Botox.”
Medtronic expects its AltaViva tibial neurostimulation to take incontinence share from Botox (AbbVie).
“And with Instinct, our customers will get access to Abbott's most advanced CGM platform.”
Medtronic's forthcoming Instinct sensor is built on Abbott's CGM technology, giving Abbott a diabetes-sensor supply/licensing tie-in with Medtronic's MiniMed pump base.
“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.
“Then we have submitted for an ACE pump in iAGC algorithm to FDA in April. So we're ready to launch that, working very well with Abbott to make that happen”
Medtronic submitted its Abbott-sensor-compatible automated insulin delivery pump/algorithm to the FDA, citing close collaboration with Abbott ahead of launch.
“several recent product approvals and the strategic partnership that we have established with Abbott Diabetes Care, and we have a deep pipeline”
Medtronic's Diabetes unit credits part of its recent momentum to a strategic partnership with Abbott Diabetes Care.
“For example, Peripheral Vascular, where we are working with Contego Medical in the carotid market, and we will soon enter the peripheral thrombectomy segment as well.”
Medtronic is partnering with Contego Medical (private) to build out its peripheral vascular carotid franchise, with plans to extend into thrombectomy.
“And we recently expanded into pre- and post-op imaging through our partnership with Siemens Healthineers.”
Medtronic expanded its Cranial & Spinal Technologies ecosystem into pre- and post-operative imaging through a partnership with Siemens Healthineers, part of its strategy to offer a fuller enabling-technology suite in spine surgery.
“we're also continuing to make progress on the integration work with the Abbott-based sensor.”
Medtronic is integrating an Abbott-made glucose sensor into its diabetes ecosystem as one of two new CGM sensor options expected to accelerate U.S. diabetes growth once launched.
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 | Competitive Dynamics | Margin | Guidance Reliability | Innovation & R&D | M&A | Regulation Policy | |
|---|---|---|---|---|---|---|---|---|
| 2025Q2 | 3 | 6 | 4 | 4 | 1 | 2 | 1 | 3 |
| 2025Q3 | 7 | 2 | 4 | 4 | 1 | 1 | 1 | |
| 2025Q4 | 5 | 3 | 3 | 5 | 4 | 1 | 2 | 2 |
| 2026Q1 | 6 | 4 | 2 | 2 | 2 | 3 | 3 | 1 |
| 2026Q2 | 6 | 2 | 1 | 2 | 2 | 2 | 2 | 2 |
| 2026Q3 | 8 | 5 | 4 | 2 | 4 | 4 | 2 | |
| 2026Q4 | 2 | 2 | 4 | 3 | 2 | 1 | 1 | 1 |
| '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | |
|---|---|---|---|---|---|---|---|
| Revenue Growth | 3 | 7 | 5 | 6 | 6 | 8 | 2 |
| Product Launch | 6 | 2 | 3 | 4 | 2 | 5 | 2 |
| Competitive Dynamics | 4 | 4 | 3 | 2 | 1 | 4 | 4 |
| Margin | 4 | 4 | 5 | 2 | 2 | 2 | 3 |
| Guidance Reliability | 1 | 1 | 4 | 2 | 2 | 4 | 2 |
| Innovation & R&D | 2 | 1 | 1 | 3 | 2 | 4 | 1 |
| M&A | 1 | 2 | 3 | 2 | 2 | 1 | |
| Regulation Policy | 3 | 1 | 2 | 1 | 2 | 1 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Robbie Marcus | JPMorgan | 9 (22%) |
| Travis Steed | Bank of America | 9 (22%) |
| Vijay Kumar | Evercore ISI |
| Larry Biegelsen | Wells Fargo | 7 (14%) |
| Shagun Singh | RBC Capital Markets | 5 (0%) |
| Matt Miksic | Barclays | 5 (0%) |
| Joanne Wuensch | Citigroup | 4 (0%) |
| Patrick Wood | Morgan Stanley | 4 (0%) |
| Josh Jennings | TD Cowen | 3 (0%) |
| Danielle Antalffy | UBS | 3 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 1 | 9 (22%) |
| JPMorgan | 1 | 9 (22%) |
| Evercore ISI | 1 | 8 (13%) |
| Wells Fargo | 1 | 7 (14%) |
| Barclays | 1 | 5 (0%) |
| RBC Capital Markets | 1 | 5 (0%) |
| Morgan Stanley | 1 | 4 (0%) |
| Citigroup | 1 | 4 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
MDT Medtronic | 8 | +9.9% | |
| 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% |