| BSX |
Report |
Q2 2026 Organic Revenue Growth |
IN-LINE |
pred ~5.5% organic growth vs. cons 5.3% |
MEDIUM |
| BSX |
Report |
Q2 2026 Adjusted EPS |
BEAT |
pred ~$0.84 vs. cons $0.83 |
MEDIUM |
| BSX |
Report |
WATCHMAN Global Sales Growth (Q2) |
MISS |
pred ~9% growth vs. cons ~11-12% (implied by mgmt's 'flat Q1-to-Q2 dollars' framing and mid-teens FY guide) |
MEDIUM |
| BSX |
Guide |
FY2026 Organic Revenue Growth Guidance |
UNCHANGED |
guide ~6.5%-8% (reaffirmed, ~7% implied midpoint) vs. cons ~7.0% (FY2026) |
MEDIUM |
| BSX |
Guide |
FY2026 Adjusted EPS Guidance |
UNCHANGED |
guide ~$3.34-$3.41 (reaffirmed, ~$3.37 midpoint) vs. cons ~$3.38 (FY2026) |
MEDIUM |
| BSX |
Guide |
Q3 2026 Organic Revenue Growth (implied next-quarter guide) |
LOWER |
guide ~6.0% vs. cons ~6.8% (Q3 2026, reflecting continued WATCHMAN/EP softness flagged as 'likely flat into Q3') |
LOW |
| BSX |
Guide |
Restructuring Savings Flow-Through to 2026/2027 EPS |
UNKNOWN |
guide ~modest/limited 2026 benefit (~$0.00-0.02 EPS) vs. cons assuming ~$0.03-0.05 EPS accretion (FY2026-27 ramp) |
LOW |
| BSX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| BSX |
Return |
5-day cumulative residual |
+1.0% (FADE) |
Bar is extremely low after three guidance cuts and a >50% YTD decline, so an in-line quarter with reaffirmed FY guidance and credible restructuring detail likely sparks a relief rally on day 1 (short covering, oversold bounce already visible into the print). But out-period math works against follow-through: WATCHMAN standalone and EP/Farapulse trends are still described as pressured into Q3, Urology turnaround is unproven, and the pending Penumbra deal (financing/integration) remains an overhang not yet in guidance. As analysts rebuild 2H26/2027 models they will likely trim WATCHMAN and EP segment assumptions even if headline organic/EPS were in-line, causing the initial pop to partially fade over the week as the 'third cut risk' narrative resurfaces heading into Q3 print positioning. |
MEDIUM |