Boston Scientific's Q1 Earnings Call: Our Top 5 Analyst Questions
Boston Scientific's first quarter results were met with a positive market reaction following revenue and profit that surpassed Wall Street expectations. Management credited robust growth in its cardiology portfolio and the successful execution of a category leadership strategy spanning electrophysiology, WATCHMAN, and interventional cardiology products. CEO Michael Mahoney highlighted that double-digit expansion in the U.S. and momentum in Europe and Japan helped drive operational sales growth, while new product launches and increased adoption in emerging segments, such as FARAPULSE and Axios, also contributed to performance.
Is now the time to buy BSX? Find out in our full research report (it's free).
Revenue: $4.66 billion vs analyst estimates of $4.57 billion (20.9% year-on-year growth, 2% beat)
Adjusted EPS: $0.75 vs analyst estimates of $0.67 (11.5% beat)
Revenue Guidance for Q2 CY2025 is $4.88 billion at the midpoint, above analyst estimates of $4.79 billion
Management raised its full-year Adjusted EPS guidance to $2.91 at the midpoint, a 2.5% increase
Operating Margin: 19.8%, up from 17.5% in the same quarter last year
Organic Revenue rose 18.2% year on year (13.1% in the same quarter last year)
Market Capitalization: $150.5 billion
While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.
Robert Marcus (JPMorgan) asked about mitigating tariff headwinds. CFO Daniel Brennan explained the offset through increased revenue and targeted cost reductions, with no plans for major manufacturing shifts.
Larry Biegelsen (Wells Fargo) questioned global electrophysiology market share. CEO Michael Mahoney acknowledged strong momentum and the goal of reaching #1, particularly through investments in China and Japan.
Joanne Wuensch (Citi) inquired about WATCHMAN's growth and procedural trends. Mahoney and Dr. Ken Stein cited rapid adoption of concomitant procedures and favorable clinical data as key drivers.
Travis Steed (Bank of America) asked about margin sustainability. Brennan attributed margin expansion to product mix and noted that tariffs will pressure gross margin in the second half, but full-year expansion is still expected.
Danielle Antalffy (UBS) raised questions on the SoniVie acquisition's timing and potential. Mahoney described the clinical trial process and anticipated a multi-year path to realizing commercial contributions.
In upcoming quarters, the StockStory team will monitor (1) continued growth and market share gains in electrophysiology and WATCHMAN, (2) progress on integrating new acquisitions and the resulting product launches, and (3) the company's ability to offset tariff-related cost pressures without sacrificing margin targets. Updates on key clinical trials and regulatory milestones will also be critical to tracking Boston Scientific's strategy execution.
Boston Scientific currently trades at $101.38, up from $94.97 just before the earnings. At this price, is it a buy or sell? See for yourself in our full research report (it's free).
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