Earnings


  • A picture of Siemens Healthineers' headquarters building in Erlangen, Germany.
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    Courtesy of Siemens Healthineers
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    Siemens Healthineers confident it can cope with Trump tariffs

    CEO Bernd Montag said the company is well positioned for a “U.S. versus China situation” that could arise when Donald Trump returns to the White House.

    By Nov. 7, 2024
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    Permission granted by Politan Capital Management
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    Masimo, amid leadership transition, targets cost reductions

    Executives said the patient monitoring company’s consumer business will likely become a discontinued operation if it is not spun off.

    By Nov. 6, 2024
  • A building in front of a pond with the sign "Medtronic" on a stone wall.
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    Courtesy of Medtronic
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    Baxter, Medtronic, Insulet to wrap up medtech earnings

    Baxter will share an update on Hurricane Helene’s impact, while Medtronic will likely discuss a new pulsed field ablation device.

    By Nov. 5, 2024
  • A headshot of Mojdeh Paul against with a window and white wall in the background.
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    Courtesy of Integra LifeSciences Holdings Corporation
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    Integra Lifesciences names Mojdeh Poul as CEO

    Poul will take over the company in January after spending 11 years with 3M and working at Medtronic and Boston Scientific.

    By Nov. 5, 2024
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    Permission granted by Zimmer Biomet
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    Stryker, Zimmer outline different M&A strategies

    Stryker CEO Kevin Lobo told investors M&A will be the “number one use of our cash going forward,” while Zimmer Biomet CEO Ivan Tornos emphasized internal product development for growth.

    By Oct. 30, 2024
  • A Philips factory
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    Patrik Stollarz / Staff via Getty Images
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    Philips cuts sales forecast after ‘significant deterioration’ in China

    CEO Roy Jakobs expects the slump to continue into 2025, driven by China’s anti-corruption measures.

    By Oct. 28, 2024
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    Permission granted by Dexcom
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    Dexcom chief commercial officer to retire

    Teri Lawver is leaving the diabetes tech company during a challenging time, with sales slowing after a workforce restructuring.

    By Oct. 25, 2024
  • An image of Edwards Lifesciences' Irvine, California, campus at dusk.
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    Courtesy of Edwards Lifesciences
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    Edwards’ TAVR sales faced ongoing hospital constraints in Q3

    Hurt by a slowdown in procedures for its heart valve replacement devices, Edwards said it is working with hospitals to manage workflow challenges.

    By Oct. 25, 2024
  • A view of Boston Scientific's corporate headquarters in Marlborough, Massachusetts, with a clear blue sky in the background.
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    Courtesy of Boston Scientific
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    Boston Scientific boosts PFA expectations, citing rapid Farapulse adoption

    Demand for the pulsed field ablation device drove the company’s electrophysiology sales up 177% in the third quarter compared to a year ago.

    By Oct. 23, 2024
  • Intuitive Surgical's da Vinci 5 robotic system.
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    Courtesy of Intuitive Surgical
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    Intuitive readies da Vinci 5 for broader launch after placing 110 robots in Q3

    BTIG analysts wrote that installations of Intuitive’s new robotic surgery system are “well ahead of lofty” expectations.

    By Oct. 18, 2024
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    Permission granted by Abbott
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    Abbott CEO sees ‘mass market potential’ for CGMs

    Robert Ford’s comments come as new CGMs and insulin pumps continue to roll out in the diabetes tech space, including over-the-counter glucose sensors.

    By Oct. 16, 2024
  • Johnson & Johnson's new logo is seen on an office lobby wall.
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    Courtesy of Johnson & Johnson
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    J&J’s recent medtech buys help to prop up devices unit

    Johnson & Johnson’s medtech acquisitions over the past year have fueled growth for its cardiovascular group, offsetting challenges in businesses like orthopedics and surgery.

    By Oct. 15, 2024
  • J&J, Auris, Fortis
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    Mario Tama via Getty Images
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    J&J, Abbott and Intuitive kick off latest medtech earnings season

    From pulsed field ablation to diabetes tech and surgical robots, the updates will provide an early look at how key medtech markets performed last quarter.

    By Oct. 14, 2024
  • A building in front of a pond with the sign "Medtronic" on a stone wall.
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    Courtesy of Medtronic
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    Medtronic: Diabetes strategy hasn’t changed amid Abbott partnership

    Que Dallara, president of Medtronic’s diabetes unit, said the company still believes in its diabetes technology, but the partnership “allows us to tap into the largest CGM install base in the world.”

    By Aug. 20, 2024
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    Permission granted by Neuronetics
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    Neuronetics inks Greenbrook merger to acquire treatment centers

    William Blair analysts said the deal changes Neuronetics’ profile “from device-centric to a device-service business operating brick-and-mortar facilities.” 

    By Aug. 15, 2024
  • Professional photo of Bryan Hanson
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    Courtesy of 3M
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    Solventum raises earnings forecast after first independent quarter

    Four months after separating from 3M, CEO Bryan Hanson told investors on Solventum’s first earnings call that “a lot could have gone wrong, and it didn’t.”

    By Aug. 9, 2024
  • An x-ray image shows a hip bone with an overlay showing an angle.
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    Courtesy of Orthogrid Systems
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    Zimmer to buy surgical navigation company Orthogrid

    CEO Ivan Tornos said Zimmer hopes to grow its market share in hip procedures with the purchase. He also shared an update on the company’s new shoulder surgical robot.

    By Aug. 8, 2024
  • A metal, rounded device says "Senza Omnia" and has two attached leads.
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    Courtesy of Nevro
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    Nevro considers sale as competition for pain market ramps up

    CEO Kevin Thornal told investors Nevro felt “an urgency” to respond to a market that is being reshaped by direct and indirect competition.

    By Aug. 8, 2024
  • A brick building with a sign that says "Henry Schein Inc."
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    Bruce Bennett via Getty Images
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    Henry Schein’s slow recovery from cyber incident hits Q2 results

    William Blair analysts said the “lingering impacts from the cyberattack are somewhat surprising.”

    By Aug. 7, 2024
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    libre de droit via Getty Images
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    Inari promotes Kevin Strange to CFO

    Mitch Hill, who has been in the role since 2019, will retire effective Oct. 1.

    By Aug. 2, 2024
  • A headshot of Daniel Wilson, iRhythm's incoming CFO.
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    Permission granted by iRhythm Technologies
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    iRhythm names Daniel Wilson CFO after Brice Bobzien steps down

    Along with outlining the succession plan, CEO Quentin Blackford updated investors on an earnings call about the company’s response to an FDA warning letter.

    By Aug. 2, 2024
  • A GE Healthcare C-arm imaging device
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    Courtesy of GE Healthcare
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    GE Healthcare faces pressure in China as hospitals delay orders

    Johnson & Johnson’s medtech business and Philips also cited China’s order slowdown for sluggish revenue growth in the second quarter.

    By Aug. 1, 2024
  • A person holds a tablet showing an image of their hip bones while a person wearing a white coat sits across the table.
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    Courtesy of Stryker
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    Stryker plans ‘very active’ M&A, ortho robot launches in 2H

    After another record quarter of orthopedic robot installations, CEO Kevin Lobo hinted at a potential interest in soft tissue robots.

    By July 31, 2024
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    Patrik Stollarz / Staff via Getty Images
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    Philips’ orders and sales held back by China’s anti-corruption push

    Hospitals in China increased internal approval cycles to comply with anti-corruption measures.

    By July 29, 2024
  • Professional photo of Kevin Sayer
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    Permission granted by Dexcom
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    Dexcom shares plunge on lower sales outlook

    “I’m just kind of in shock,” an analyst said on the earnings call, asking for more detail on the forecast cut.

    By July 26, 2024