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Edwards Lifesciences (EW) investor relations material
Edwards Lifesciences 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic vision and innovation
Focused on structural heart therapies, with ongoing investment in TAVR, TMTT, and surgical platforms to address unmet patient needs and drive next-generation innovation.
Expanding the portfolio to pioneer therapies for unaddressed patient groups, such as asymptomatic AS, mitral, tricuspid, and aortic regurgitation, representing significant growth opportunities.
Emphasizes a patient-focused culture and global reach, with over 16,000 employees in more than 100 countries.
Commitment to community impact and value creation across the healthcare ecosystem through regular innovation and evidence generation.
Product and clinical milestones
SAPIEN platform leads TAVR with best-in-class technologies; 2025 saw practice-changing evidence from EARLY TAVR and PARTNER 3 trials.
MODERATE trial results to be presented at TCT, marking a new era of proactive disease management.
TMTT portfolio now includes PASCAL, EVOQUE, and SAPIEN M3, enabling personalized care and targeting $2B in revenue by 2030.
Surgical platform continues to drive adoption of RESILIA tissue technology, with ongoing development of new therapies for patients with limited options.
Financial performance and outlook
Achieved high-end 2025 guidance with strong sales and EPS, supported by over $1B in R&D investment.
2026 guidance projects 8%-10% sales growth, 15% EPS growth, and 150 basis points margin improvement.
Diversified growth now driven by TAVR, TMTT, and surgical, with TMTT expected to reach $2B by 2030 and overall company targeting 10% average annual growth.
Margin expansion supported by disciplined R&D and SG&A management, with continued aggressive investment in innovation.
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