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Industry-level sentiment and macro signals, built from public earnings calls. Part of the Healthcare sector.
Showing calendar 2026 Q2Free· the newest quarter (2026 Q3) is Pro.
Industry Sentiment Index · Calendar 2026 Q2
As of 2026 Q2, the Tellvest aggregate earnings-call sentiment for the Medical - Devices industry is 7.4/10 across 10 companies.
2024 Q4–2026 Q2. Each earlier point averages the available scores of this quarter’s 10-company panel in that quarter; companies without a score in an earlier quarter don’t contribute, so the number behind each point can vary.
Earnings-call analysis · calendar 2026 Q2
What management and analysts said on calls mapped to this calendar quarter.
Average sentiment across the 10 companies reporting in both periods rose from 7.1 to 7.4. The largest single move was Stryker (SYK), up from 4 to 8 as it recovered from the first-quarter cybersecurity shutdown. Organic sales growth was 9%, adjusted EPS of $3.69 rose 17.9%, and adjusted operating margin of 27.4% ran 170 basis points ahead of a year ago. Management narrowed full-year guidance to organic growth of 8.3% to 9.3% and adjusted EPS of $14.95 to $15.10. The soft spot was peripheral vascular, where a supply disruption at one Inari plant sent U.S. Vascular organic sales down 6.7%, a backorder management expects to reach a manageable level by the end of Q3.
Market context
Public price data. It covers the trailing year to the latest close, not calendar 2026 Q2.
Method
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for the selected calendar quarter. Score is 0–10 (10 = most positive).
| Signal | Companies | Direction breakdown |
|---|---|---|
| FX | 8 | 341 |
| CAPEX | 5 | 311 |
| Trade & Tariffs | 4 | 22 |
| Consumer Demand | 3 | 21 |
% change over the trailing year, log scale. 1Y and YTD are each name’s own price return. Equal-weight: average of every full-history member, weighted equally, not rebalanced.