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MDT

Medtronic Reports Strongest Annual Revenue Growth in 10 Years

Medtronic said fourth-quarter revenue rose to $9.807 billion, up 9.9% from a year earlier and 6.6% on an organic basis, as the company posted its strongest annual top-line growth in 10 years.

Fourth-quarter adjusted earnings per share came in at $1.55, down 4.3% from the prior year, while GAAP diluted EPS rose 17.1% to $0.96. Net income increased 17.6% to $1.243 billion.

By division in the quarter, cardiovascular revenue climbed 13.8% to $3.797 billion, with 10.1% organic growth. Neuroscience revenue increased 5.0% to $2.751 billion, while medical surgical rose 8.0% to $2.388 billion. Diabetes revenue advanced 15.0% to $837 million.

For the full fiscal year, revenue increased 8.4% to $36.364 billion, or 5.8% on an organic basis. Adjusted revenue was $36.325 billion. GAAP diluted EPS rose 3.3% to $3.73, while adjusted diluted EPS increased 0.7% to $5.53.

Full-year operating profit increased 8.6% to $6.467 billion. Adjusted operating profit rose 2.4% to $8.856 billion. Operating margin was flat at 17.8% on a GAAP basis, while adjusted operating margin declined 130 basis points to 24.4%.

Cash from operations increased 4.1% to $7.330 billion, and free cash flow rose 4.6% to $5.426 billion. Medtronic ended the year with $9.2 billion in cash and investments.

The company raised its quarterly dividend to $0.72 per share from the prior level, implying an annual payout of $2.88. That marks the 49th consecutive year of dividend increases.

For fiscal 2027, Medtronic is guiding to organic revenue growth of 6.75% to 7.25% and adjusted diluted EPS of $5.90 to $6.00, up 6.7% to 8.5% from fiscal 2026. The market has reacted to these announcements by moving the company's shares 5.25% to a price of $77.62. For more information, read the company's full 8-K submission here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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