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Boston Scientific(BSX) - 2024 Q3 - Earnings Call Transcript
2024-10-23 23:50
财务数据和关键指标变化 - 2024年第三季度总公司运营销售增长19%,有机销售增长18%,超出指导范围的高端 [5][17] - 调整后的每股收益为0.63美元,同比增长27%,超出指导范围的高端 [5][17] - 第三季度调整后的运营利润率为27.2%,同比增长110个基点 [18] 各条业务线数据和关键指标变化 - 心脏病学业务销售增长29%,介入心脏病治疗增长14% [10][11] - 神经调节业务有机销售增长3%,运营销售增长17% [9] - 泌尿科销售增长10%,其中石头管理和前列腺健康均实现双位数增长 [7][8] - 内镜业务有机销售增长7%,运营销售增长8% [8] 各个市场数据和关键指标变化 - 美国市场运营销售增长24%,六个业务单元实现双位数增长 [6] - 欧洲、中东和非洲市场运营销售增长14%,主要受心脏电生理业务推动 [6][7] - 亚太地区运营销售增长12%,中国、澳大利亚和新西兰表现优异 [7] 公司战略和发展方向和行业竞争 - 公司继续专注于类别领导战略,通过创新和临床证据推动增长 [5][6] - 计划在2024年第四季度完成对Axonics的收购,进一步增强泌尿科业务 [8][20] - 公司预计PFA(脉冲场消融)将在2026年全球心房消融中占据40%至60%的市场份额 [14][29] 管理层对经营环境和未来前景的评论 - 管理层对未来前景持乐观态度,预计2024年整体有机增长约为15% [20][21] - 对于WATCHMAN和FARAPULSE的市场表现,管理层表示将继续推动临床试验和产品扩展 [12][30] 其他重要信息 - 公司在2024年第三季度的自由现金流为8.22亿美元,预计全年自由现金流将超过20亿美元 [19] - 公司在全球范围内已治疗超过125,000名患者,FARAPULSE系统的市场接受度持续上升 [14][33] 问答环节所有提问和回答 问题: 关于OPTION试验的影响 - 管理层表示,WATCHMAN和FARAPULSE的临床证据和安全性使得这两个平台在市场上表现良好,预计OPTION试验的结果将对使用模式产生重要影响 [26][27] 问题: FARAPULSE的市场表现 - 管理层指出,FARAPULSE的快速市场接受度超出预期,预计将占据更高的市场份额 [29][30] 问题: AVANT GUARD试验的暂停 - 管理层强调,暂停并不影响对FARAPULSE整体安全性的信心,预计将很快恢复试验 [43][71]
Compared to Estimates, Boston Scientific (BSX) Q3 Earnings: A Look at Key Metrics
ZACKS· 2024-10-23 23:01
For the quarter ended September 2024, Boston Scientific (BSX) reported revenue of $4.21 billion, up 19.3% over the same period last year. EPS came in at $0.63, compared to $0.50 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $4.03 billion, representing a surprise of +4.35%. The company delivered an EPS surprise of +8.62%, with the consensus EPS estimate being $0.58.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall ...
Boston Scientific (BSX) Surpasses Q3 Earnings and Revenue Estimates
ZACKS· 2024-10-23 20:41
文章核心观点 - 波士顿科学公司第三季度业绩超出市场预期,每股收益为0.63美元,高于市场预期的0.58美元 [1] - 公司连续4个季度超出市场盈利预期 [1] - 公司第三季度收入为42.1亿美元,也超出市场预期 [1] - 公司股价今年以来上涨52.2%,大幅跑赢标普500指数 [2] 公司业绩 - 公司第三季度每股收益0.63美元,超出市场预期0.58美元,同比增长26% [1] - 公司第三季度收入42.1亿美元,超出市场预期4.35% [1] - 公司连续4个季度超出市场盈利预期 [1] 行业表现 - 医疗器械行业目前在250多个扎克斯行业中排名前27% [5] - 扎克斯研究显示,排名前50%的行业相比排名后50%的行业,业绩表现会好2倍以上 [5] - 另一家同行业公司Canopy Growth第三季度预计每股亏损0.38美元,同比减亏78.9% [5] - Canopy Growth第三季度收入预计为4684万美元,同比下降9.7% [5]
Boston Scientific(BSX) - 2024 Q3 - Quarterly Results
2024-10-23 18:32
Boston Scientific Announces Results for Third Quarter 2024 Marlborough, Mass. (October 23, 2024) -- Boston Scientific Corporation (NYSE: BSX) generated net sales of $4.209 billion during the third quarter of 2024, growing 19.4 percent on a reported basis, 19.5 percent on an operational basis and 18.2 percent on an organic basis, all compared to the prior year period. The company reported GAAP net income attributable to Boston Scientific common stockholders of $469 million or $0.32 per share (EPS), compared ...
Boston Scientific Q3 Earnings Preview
Forbes· 2024-10-22 21:55
UKRAINE - 2021/06/17: In this photo illustration, a Boston Scientific Corporation logo seen ... [+] displayed on a smartphone and pc screen in the background. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesBoston Scientific (NYSE: BSX) is scheduled to report its Q3 2024 results on Wednesday, October 23. We expect the company to report revenues and earnings slightly below the consensus estimates. The company should continue to benefit fr ...
Boston Scientific Launches Next Generation of Cardiac Mapping for the FARAPULSE™ Pulsed Field Ablation System
Prnewswire· 2024-10-19 04:01
New FARAWAVE™ NAV Ablation Catheter and FARAVIEW™ Software combine with OPAL HDx™ Mapping System to provide visualization during pulsed field ablationMARLBOROUGH, Mass., Oct. 18, 2024 /PRNewswire/ -- Boston Scientific Corporation (NYSE: BSX) today announced it has received U.S. Food and Drug Administration (FDA) approval for the navigation-enabled FARAWAVE™ NAV Ablation Catheter for the treatment of paroxysmal atrial fibrillation (AF) and FDA 510(k) clearance for the new FARAVIEW™ Software, which will combi ...
Boston Scientific (BSX) Q3 Earnings Preview: What You Should Know Beyond the Headline Estimates
ZACKS· 2024-10-18 22:20
The upcoming report from Boston Scientific (BSX) is expected to reveal quarterly earnings of $0.58 per share, indicating an increase of 16% compared to the year-ago period. Analysts forecast revenues of $4.03 billion, representing an increase of 14.4% year over year.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 0.2% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Before a co ...
This Boston Scientific Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Friday
Benzinga· 2024-10-18 21:35
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page. Considering buying BSX stock? Here’s what analysts think: Read More: ...
Boston Scientific (BSX) Increases Yet Falls Behind Market: What Investors Need to Know
ZACKS· 2024-10-17 07:05
Boston Scientific (BSX) closed the most recent trading day at $87, moving +0.27% from the previous trading session. The stock's performance was behind the S&P 500's daily gain of 0.47%. On the other hand, the Dow registered a gain of 0.79%, and the technology-centric Nasdaq increased by 0.28%.Heading into today, shares of the medical device manufacturer had gained 5.15% over the past month, outpacing the Medical sector's loss of 4.27% and the S&P 500's gain of 3.48% in that time.The investment community wil ...
Boston Scientific (BSX) Reports Next Week: Wall Street Expects Earnings Growth
ZACKS· 2024-10-16 23:06
The market expects Boston Scientific (BSX) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be ...