| EW |
Report |
Total Revenue (Q2 2026) |
BEAT |
pred ~$1,730M vs. cons $1,699M |
MEDIUM |
| EW |
Report |
TAVR Revenue (Q2 2026) |
BEAT |
pred ~$1,255M vs. cons $1,233M |
MEDIUM |
| EW |
Report |
TMTT Revenue (Q2 2026) |
BEAT |
pred ~$192M vs. cons $186M |
MEDIUM |
| EW |
Guide |
FY 2026 Total Revenue (FY 2026) |
BETTER |
guide ~$6.80B midpoint vs. cons $6.75B |
MEDIUM |
| EW |
Guide |
FY 2026 Adj. EPS (FY 2026) |
BETTER |
guide ~$3.05 midpoint vs. cons $3.01 |
MEDIUM |
| EW |
Guide |
NCD/TAVR qualitative commentary (FY 2026) |
BETTER |
Confident framing on asymptomatic AS; Sept 13 NCD final decision; PROGRESS update |
MEDIUM |
| EW |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.0% |
— |
MEDIUM |
| EW |
Return |
5-day cumulative residual |
+4.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — estimate revisions track implied H2 raise; no implicit cut risk; short base too low to amplify |
MEDIUM |