| EW |
Report |
Q2 2026 total revenue |
BEAT |
pred ~$1.72B vs. cons $1.70B |
MEDIUM |
| EW |
Report |
Q2 2026 TAVR revenue |
BEAT |
pred ~$1.245B vs. cons $1.230B |
MEDIUM |
| EW |
Report |
Q2 2026 TMTT revenue |
BEAT |
pred ~$192M vs. cons $187M |
MEDIUM |
| EW |
Guide |
Total sales growth |
BETTER |
guide ~10.5% vs. cons 10.0% (FY 2026) |
MEDIUM |
| EW |
Guide |
TAVR sales growth |
BETTER |
guide ~8.5% vs. cons 8.2% (FY 2026) |
MEDIUM |
| EW |
Guide |
Adjusted EPS |
UNCHANGED |
guide ~$3.03 vs. cons $3.03 (FY 2026) |
MEDIUM |
| EW |
Guide |
Total revenue |
LOWER |
guide ~$1.71B vs. cons $1.72B (Q3 2026) |
LOW |
| EW |
Guide |
Adjusted EPS |
LOWER |
guide ~$0.72 vs. cons $0.74 (Q3 2026) |
MEDIUM |
| EW |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.2% |
— |
MEDIUM |
| EW |
Return |
5-day cumulative residual |
+1.4% (FADE) |
Broad Q2 product-sales beats and modest FY growth upgrades support the initial move, but Q3 adjusted EPS guidance of ~$0.72 versus $0.74 consensus implies a ~$0.02 out-period shortfall; FY adjusted EPS of ~$3.03 versus $3.03 consensus leaves limited upward revision capacity, causing part of the day-1 gain to fade. |
MEDIUM |