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Medtronic (MDT) investor relations material
Medtronic Bank of America Global Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Bank of America Global Healthcare Conference 2025 summary24 Sep, 2025
Strategic growth and operational focus
Leadership expects an inflection point in growth, with acceleration anticipated in the second half and a focus on leveraging benefits to reinvest in innovation and M&A for future growth.
Commitment to high single-digit EPS growth for next year is backed by detailed internal analysis and a clear path to achieve it.
Operational improvements in pricing and cost management are expected to drive sustainable gross margin gains, with mix pressures from diabetes and cardiac ablation expected to ease by 2027.
SG&A leverage will offset increased R&D investment, targeting R&D spend to rise to about 10% of revenue while maintaining cost discipline in G&A.
FX risk is being managed by aligning cost and revenue currencies, systematic local pricing, and shortening the hedging horizon for better transparency.
Execution discipline and operational improvements
Centralization of manufacturing and procurement, unified KPIs, and performance systems have improved execution and reduced surprises.
Ongoing opportunities include supplier base simplification, manufacturing footprint optimization, and design-to-cost initiatives, with both short- and mid-term impacts expected.
New product launches, such as SPEAR360, are being designed for higher gross margins and manufacturability from the outset.
Board engagement and governance changes
Engagement with a major investor led to accelerated board changes, adding medtech expertise and forming new committees focused on growth and operations.
Board governance was simplified by eliminating redundant committees, aligning oversight with strategic priorities.
The new committees are expected to add value in portfolio management, M&A, innovation, and operational efficiency.
When will gross margin headwinds fully abate?
M&A criteria balancing growth and EPS commitment
Ardian's market capture speed vs. WATCHMAN
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Next Medtronic earnings date
Status Update9 Oct, 2025
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Frequently asked questions
A leader in global medtech industry
If you were to examine different hospitals' surgical imaging machines or pacemakers worldwide, the importance of Medtronic would soon become very clear. Medtronic is probably one of the most innovative companies in the world. Over their 70-year lifetime, Medtronic has grown from being a small electrical repair shop in a Minneapolis garage to a global leader in medical technology with a market cap north of $100 billion.
Owner of more than 49,000 patents
Medtronic treats more than 70 health conditions, from Parkinson’s and chronic heart conditions to diabetes, helping over 100 million people worldwide every year. They are one of the leaders in the global Medtech industry and are growing both organically and through M&A. In fact, Medtronic has done, on average, one acquisition every five months over the last decade.
Their four main business segments are:
Cardiac and Vascular
Minimally Invasive Therapies
Restorative Therapies
Diabetes
Medtronic is mainly known for their revolutionary cardiac devices – battery-powered miniature pacemakers – but have a wide product portfolio, including defibrillators, vessel sealing instruments, mesh and spinal implants, bone graft substitutes, highly advanced insulin pumps, and one of their most recent big investments – the surgical robot – Hugo. Together with the insulin pumps, Medtronic offers a sensor system that continuously monitors the level of glucose in a diabetes patient’s blood and automatically sends this data to the pump, which helps it dose insulin more correctly.
With a portfolio of over 49,000 patents and an impressive $2.5 billion annual spend on research and development, Medtronic is unmatched in their industry and continuously pursues new products and improves existing ones.
A dividend aristocrat with 25+ years of annual increases.
One thing with Medtronic is for certain - they take their dividends seriously. The company qualifies as a so-called Dividend Aristocrat, an entitlement earned by increasing your base dividend yearly for a minimum of 25 consecutive years.
Medtronic's publicly listed competitors include multinational medical technology companies such as Abbott Laboratories, Boston Scientific, and Johnson & Johnson.
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