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美敦力公司Medtronic(MDT)2026财年第三季度财务业绩演示报告「NYSE」(英文版)(24页).pdf

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1、EarningsQ3 FY26|February 17,2026Contact:2Earnings Report|Q3 FY26Forward Looking StatementsThis presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995,which are subject to risks and uncertainties,including risks related to competiti

2、ve factors,difficulties and delays inherent in the development,manufacturing,marketing and sale of medical products,government regulation,geopolitical conflicts,changing global trade policies,material acquisition and divestiture transactions,general economic conditions,and other risks and uncertaint

3、ies described in the companys periodic reports on file with the U.S.Securities and Exchange Commission including the most recent Annual Report on Form 10-K of the company.Actual results may differ materially from anticipated results.Medtronic does not undertake to update its forward-looking statemen

4、ts or any of the information contained in this presentation,including to reflect future events or circumstances.Non-GAAP financial measuresCertain information in this presentation includes calculations or figures that have been prepared internally and have not been reviewed or audited by our indepen

5、dent registered public accounting firm.Use of different methods for preparing,calculating or presenting information may lead to differences and such differences may be material.This presentation contains financial measures and guidance which are considered“non-GAAP”financial measures under applicabl

6、e SEC rules and regulations.Medtronic management believes that non-GAAP financial measures provide information useful to investors in understanding the companys underlying operational performance and trends and to facilitate comparisons with the performance of other companies in the med tech industr

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1. **Q3 FY26业绩超预期**:有机收入增长6.0%(达90.17亿美元),每股收益(EPS)1.36美元,均高于指引; 2. **业务亮点**: - 心血管业务增长10.6%(CAS收入激增80%,美国增137%); - 神经科学业务增长2.5%,美国核心脊柱业务增9%; - 医疗外科业务增长2.7%,Hugo手术机器人获美批准并完成首例; - 糖尿病业务增长8.3%,新传感器驱动美国加速增长。 3. **全年指引**:FY26有机收入增长维持5.5%,EPS区间5.62-5.66美元(含关税影响)。 4. **战略进展**:糖尿病业务拟分拆为MiniMed公司,计划通过IPO完成;收购CathWorks强化介入心脏病学布局。
**营收增长动力?** **创新产品亮点?** **糖尿病业务进展?**
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