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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Larry Biegelsen | Wells Fargo | 12 | 8% |
| Mike Matson | Needham | 11 | 0% |
| Vijay Kumar | Evercore ISI | 10 | 0% |
| Matt Miksic | Barclays | 10 | 0% |
| Ryan Zimmerman | BTIG | 10 | 10% |
| Robbie Marcus | JPMorgan | 10 | 0% |
| Travis Steed | Bank of America | 10 | 0% |
| Caitlin Cronin | Canaccord Genuity | 8 | 0% |
| Dave Roman | Goldman Sachs | 8 | 0% |
| Pito Chickering | Deutsche Bank | 8 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| JPMorgan | 2 | 12 | 0% |
| Wells Fargo | 1 | 12 | 8% |
| Needham | 1 | 11 | 0% |
| Evercore ISI | 2 |
| 11 |
| 0% |
| BTIG | 1 | 10 | 10% |
| Bank of America | 1 | 10 | 0% |
| Barclays | 1 | 10 | 0% |
| Goldman Sachs | 2 | 9 | 0% |
Organic growth decelerated sharply to 2.4% as a cyber incident disrupted Q1 revenue and operations, compressing adjusted EPS to $2.60, down 8.5%, with adjusted gross margin declining 190 basis points to 63.6%. Despite the disruption, full-year guidance was maintained at 8-9.5% organic growth and $14.90-$15.10 EPS, reflecting management's confidence in the recovery trajectory. Mako delivered record Q1 installations globally while the AVS acquisition expanded the peripheral vascular platform and tariff plus input cost headwinds continued pressuring margins.
Revenue Growth | Innovation & R&D | Demand | Product Launch | M&A | Competitive Dynamics | Margin | Guidance Reliability | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 9 | 6 | 5 | 5 | 10 | 1 | 2 | 4 |
| 2025Q1 | 4 | 2 | 6 | 3 | 3 | 2 | 5 | 2 |
| 2025Q2 | 7 | 11 | 8 | 6 | 2 | 6 | 3 | 3 |
| 2025Q3 | 9 | 2 | 3 | 5 | 5 | 4 | 4 | 1 |
| 2025Q4 | 8 | 9 | 5 | 6 | 4 | 7 | 5 | 3 |
| 2026Q1 | 6 | 4 | 6 | 7 | 6 | 6 | 3 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 9 | 4 | 7 | 9 | 8 | 6 |
| Innovation & R&D | 6 | 2 | 11 | 2 | 9 | 4 |
| Demand | 5 | 6 | 8 | 3 | 5 | 6 |
| Product Launch | 5 | 3 | 6 | 5 | 6 | 7 |
| M&A | 10 | 3 | 2 | 5 | 4 | 6 |
| Competitive Dynamics | 1 | 2 | 6 | 4 | 7 | 6 |
| Margin | 2 | 5 | 3 | 4 | 5 | 3 |
| Guidance Reliability | 4 | 2 | 3 | 1 | 3 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
SYK Stryker Corporation | 4 | +2.6% | |
| 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% | |
| MDT Medtronic | 7 | +8.8% | |
| PODD Insulet Corporation | 8 | +33.9% | |
| STE Steris | 7 | +7.3% | |
| ZBH Zimmer Biomet | 9 | +9.3% |