EW gains traction with surgical tech and TAVR growth, but macro pressures and FX headwinds weigh on margins.
RHHBY, NVO, EW and SYK are ramping up senior care innovation as aging populations reshape global healthcare demand.
Edwards Lifesciences is a high-quality, dominant player in structural heart medical devices, with a solid growth history and strong cash generation. The TMTT segment is now the main growth engine, showing rapid expansion, while TAVR growth has plateaued but remains stable. Strategic acquisitions and robust R&D investment position EW for continued innovation and long-term revenue growth above S&P 500 averages.
EW's new late-breaking clinical data shows early intervention in AS may slash significant costs and improve patient outcomes.
Bill Baruch, founder & president at Blue Line Capital, joins CNBC's 'Halftime Report' to detail his latest buy.
EW stock is on investors' radars due to the promising structural heart opportunities and impressive TMTT portfolio.
Edwards Lifesciences' first-quarter 2025 performance benefits from its differentiated portfolio of therapies to treat patients with structural heart disease.
Edwards Lifesciences Corporation (NYSE:EW ) Q1 2025 Earnings Conference Call April 23, 2025 5:00 PM ET Company Participants Mark Wilterding - SVP, Global Finance Bernard Zovighian - CEO Scott Ullem - CFO Daveen Chopra - Global Leader, TMTT Larry Wood - Global Group President, TAVR and Surgical Conference Call Participants Larry Biegelsen - Wells Fargo David Roman - Goldman Sachs Travis Steed - Bank of America Robbie Marcus - JPMorgan Vijay Kumar - Evercore ISI Matt Taylor - Jefferies Joanne Wuensch - Citibank Pito Chickering - Deutsche Bank Chris Pasquale - Nephron Patrick Wood - Morgan Stanley Operator Greetings, and welcome to the Edwards Lifesciences First Quarter 2025 Results. [Operator Instructions] As a reminder, this conference is being recorded.
The headline numbers for Edwards Lifesciences (EW) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Evaluate the expected performance of Edwards Lifesciences (EW) for the quarter ended March 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
EW's first-quarter 2025 performance is likely to have gained from growth drivers across its businesses amid macroeconomic headwinds.
Health Care and Energy sectors outperform in 2025, with the Health Care Select Sector SPDR Fund ETF up 7% YTD, while Edwards Lifesciences lags. Despite a solid Q4 earnings beat, EW's shares remain undervalued with a reduced P/E multiple of 33x, yielding a price target of $84. Key risks include slower TAVR growth in Japan and hospital demand uncertainties, but long-term sales growth targets remain optimistic.