| EW |
Report |
TAVR |
BEAT |
pred ~$1.435B vs. cons $1.420B |
MEDIUM |
| EW |
Report |
TMTT |
BEAT |
pred ~$190.0M vs. cons $186.2M |
MEDIUM |
| EW |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$0.760 vs. cons $0.746 |
MEDIUM |
| EW |
Guide |
FY26 total sales |
UNCHANGED |
guide ~$6.70B midpoint vs. cons $6.752B |
LOW |
| EW |
Guide |
FY26 adjusted EPS |
UNCHANGED |
guide ~$3.00 midpoint vs. cons $3.010 |
LOW |
| EW |
Guide |
FY26 TMTT |
LOWER |
guide ~$760M midpoint vs. cons $769.8M |
LOW |
| EW |
Guide |
FY26 TAVR |
UNKNOWN |
guide ~$4.7B-$5.0B vs. cons UNVERIFIED |
LOW |
| EW |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.0% |
— |
LOW |
| EW |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — maintained FY guide implies lower H2 estimate math |
LOW |