A month has gone by since the last earnings report for Edwards Lifesciences (EW) . Shares have added about 19.4% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Edwards Lifesciences due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. Edwards Lifesciences Q2 Earnings ...

Vancouver, British Columbia--(Newsfile Corp. - August 16, 2024) - East West Petroleum Corp. (TSXV: EW) ("East West" or the "Company") announces that its shareholders have today approved its previously announced return of capital by way of a reduction in stated capital of the Company. In accordance with the special resolution passed by the shareholders, the board of directors of the Company has determined that the stated capital of the Company, which is currently $39,868,761, will be reduced by up to $3 mill ...

Edwards Lifesciences' (EW) robust potential in the TAVR (Transcatheter Aortic Valve Replacement) business is poised to help it grow in the upcoming quarters. The company's decision to sell the Critical Care arm supports its goal of developing a comprehensive structural heart portfolio. Also, sound solvency instills optimism. However, rising costs and adverse currency impacts remain concerns for the company. In the past year, this Zacks Rank #3 (Hold) stock has dropped 11.3% against the 9.3% rise of the indu ...

财务业绩 - 公司上半年净销售额为27.32亿美元，同比增长7.9%[159] - TAVR产品销售增长5.5%，TMTT产品销售增长74.9%，外科结构性心脏产品销售增长5.1%[166,171,175] - 毛利率为80.4%，同比下降1.4个百分点，主要受到汇率波动的负面影响[179,182] - 销售、一般和管理费用占销售额的比例为32.5%，同比上升0.2个百分点[184] - 研发投入占销售额的19.4%[161] 业务发展 - 公司在TAVR、TMTT和外科结构性心脏等领域持续投资研发创新[161,170,174,177] - 公司有望受益于结构性心脏病患者群体的持续增长[162] - 公司于2024年7月完成了多项医疗器械公司的收购，总现金收购价格为15亿美元，还有可能支付7.45亿美元的业绩和销售里程碑奖励[206] - 公司于2024年6月与Becton, Dickinson and Company达成出售关键护理产品组的协议，预计将于2024年第三季度完成[207] 税务合规 - 公司已执行多项双边预约定价协议(APA)，涵盖2009年至2024年的转让定价事项[192][193] - 公司2015年至2017年的转让定价事项涉及外科手术/经导管主动脉瓣置换(Surgical/TAVR)的跨公司专利费交易,目前正在与美国国税局(IRS)进行行政上诉[195][196][197] - 公司2018年至2023年的Surgical/TAVR跨公司专利费交易仍在IRS审查中,可能对公司合并财务报表产生重大影响[198] - 公司2017年在以色列的一宗知识产权转让事项被以色列税务局(ITA)提出税收评估,公司将进行积极抗辩[199] - 公司正在密切关注经合组织(OECD)的税基侵蚀和利润转移(BEPS)第二支柱规则的实施情况,预计2025年起可能对公司的有效税率产生重大影响[200] 资本结构 - 公司拥有750.0百万美元的多币种无担保循环信贷额度,截至2024年6月30日未使用[203] - 公司于2018年发行6.0亿美元4.3%固定利率的无担保优先票据,到期日为2028年6月15日[204]

Vancouver, British Columbia--(Newsfile Corp. - July 30, 2024) - East West Petroleum Corp. (TSXV: EW) ("East West" or the "Company") is pleased to provide this update in regard to the status of the proposed return of capital announced on June 19, 2024.The Company has prepared and mailed its management information circular (the "Circular") and related proxy materials (collectively, the "Meeting Materials") to its shareholders ("Shareholders") in connection with the special meeting of Shareholders to be held ...

Have you assessed how the international operations of Edwards Lifesciences (EW) performed in the quarter ended June 2024? For this medical device maker, possessing an expansive global footprint, parsing the trends of international revenues could be critical to gauge its financial resilience and growth prospects.In today's increasingly interconnected global economy, a company's ability to tap into international markets can be a pivotal factor in shaping its overall financial health and growth trajectory. For ...

文章核心观点 - 艾德华兹生命科学公司(Edwards Lifesciences)二季度业绩公布,其主要业务经导管主动脉瓣膜置换(TAVR)收入增长指引下调,导致股价大跌超过31% [2][3] - 公司宣布出售其关键护理业务,专注于结构性心脏业务,有利于提升整体有机收入增长率 [5] - 公司近期完成了几项小型收购,进一步加强了其结构性心脏治疗领域的布局 [6] 根据目录分别总结 TAVR业务增长放缓 - 公司将TAVR全年收入增长指引从8%-10%下调至5%-7%,主要受到竞争对手雅培新产品在美国市场的影响 [3][4] - 未来TAVR业务增长面临挑战,难以保持两位数增长,但公司仍有望至少与整个市场同步增长 [4] 关键护理业务剥离 - 公司以42亿美元将关键护理业务出售给碧迪公司,有利于公司专注于高增长的结构性心脏业务 [5] - 关键护理业务过去几年的有机增长低于集团整体,出售有利于提升公司的整体有机收入增长率 [5] - 出售所得可用于并购或股票回购,交易价格占公司市值约13% [5] 近期收购动作 - 公司收购了一家早期经导管主动脉瓣膜置换公司Innovalve,可以增强其SAPIEN M3产品线 [6] - 公司还收购了JenaValve Technology和Endotronix,总交易金额12亿美元,有利于公司拓展新的结构性心脏治疗领域 [6] 未来展望和估值 - 预计公司TAVR业务未来将以7.5%的年增长率增长,与整个市场同步 [7] - 经导管主动脉瓣膜置换和三尖瓣治疗(TMTT)业务有望保持70%的高增长 [7] - 公司整体收入预计将在2024财年增长9.8%,之后逐步放缓至7.7% [7] - 预计公司将通过新产品上市和运营效率提升,毛利率和营业利润率将持续改善 [7] - 根据折现现金流模型,公司股票的合理价值为72美元 [11] 潜在风险 - 未来如果公司2025财年业绩指引出现增长放缓,可能引发市场恐慌 [12] - 公司近期加大了并购力度,可能意味着其有机增长开始放缓 [13]

Key TakeawaysThe S&P 500 slipped 0.5% on Thursday, July 25, as tech stocks faltered for a second straight day even as data showed an uptick in GDP growth.Edwards Lifesciences shares plunged after the medtech firm cut its sales forecast for a critical heart device.Shares of ServiceNow moved higher following a strong earnings report buoyed by subscription revenue growth. Major U.S. equities indexes were mixed after a report showing U.S. gross domestic product (GDP) grew at a greater-than-expected annualized r ...

文章核心观点 - 公司预计其最大收入来源 - 心脏瓣膜置换治疗的销售增长率将下降 [1][2][3] - 公司第二季度业绩未达预期 [1][6] - 公司股价暴跌近三成,成为标普500指数当日最差表现股 [1][5] 公司业务概况 - 公司主要从事心脏疾病和重症监护设备业务 [1] - 公司的主要产品包括经导管主动脉瓣膜置换(TAVR)治疗和经导管二尖瓣和三尖瓣治疗(TMTT) [3][4] - 公司还有外科手术业务,预计增长6%-8% [4] 业绩表现 - 公司预计全年TAVR业务销售增长5%-7%,低于此前8%-10%的预期 [3] - 公司预计全年TMTT业务销售将达到3.2亿美元至3.4亿美元的较高端 [4] - 公司第二季度每股收益为0.61美元,低于分析师预期的0.74美元 [6] - 第二季度收入为13.9亿美元,低于预期 [6] - TAVR业务收入同比增长5%至10亿美元 [6]

Edwards Lifesciences Corporation (EW) reported adjusted earnings per share (EPS) of 70 cents in the second quarter of 2024, in line with the Zacks Consensus Estimate. The figure also increased 6.1% from the year-ago quarter’s level.The company’s previously announced sale of Critical Care for $4.2 billion remains on track and is expected to close in the late third quarter of 2024. The unit is now presented as discontinued operations.On this note, GAAP EPS from continuing operations was 61 cents in the second ...