财报预测 - Edwards Lifesciences（EW）即将发布的季度报告预计每股收益为0.64美元，较去年同期增长3.2%[1] - 分析师预测营收将达到158亿美元，同比增长8%[1] - 分析师对本季度的每股收益预期在过去30天内上调了0.1%[2] 投资者行动 - 在公司发布财报前，重要考虑对盈利预期的修订，这是预测投资者对股票可能采取的行动的重要指标[3] 指标预测 - 探索分析师对关键指标的预测可以提供有价值的见解[4]

公司业绩 - Edwards Lifesciences公司将于4月25日发布2024年第一季度业绩[1] - 公司上一季度每股调整后盈利为64美分，与Zacks Consensus Estimate相符[2] - Edwards Lifesciences公司在过去四个季度中，有两次超出盈利预期，另外两次与预期相符，平均四个季度盈利惊喜为0.80%[2] 业务增长 - 公司在第一季度可能受益于以患者为中心的创新策略，预计转导心脏瓣膜的强劲采用率将推动增长[3] Critical Care - 在Critical Care方面，公司可能会反映出对其先进的HemoSphere监测平台、Smart Recovery和Smart Expansion组合的持续需求[4]

Edwards Lifesciences Corporation (EW) shares have surged 21.8% year to date compared with the industry’s rise of 7.2%. The Medical sector has gained 5.2% in the said time frame. The company has a market capitalization of $55.83 billion.The company’s consistent growth performance reflects its commitment to advancing its leadership in surgical structural heart therapies. The strategic spin-off of Critical Care aims to boost the company’s R&D and innovations and enable a sharpened focus on structural heart dis ...

PITTSBURGH--(BUSINESS WIRE)--PECA Labs, a medical device company reimagining the field of vascular grafts and valves with durable polymeric cardiovascular devices designed to fit, grow, and last, has received an additional CE Mark for its exGraft family of vascular grafts, expanding its on-label use. exGraft vascular grafts are intended for use as vascular prostheses for replacement or bypass of diseased or injured vessels, and with the new clearance, exGraft now includes instructions for post-operative exp ...

公司业绩 - Edwards Lifesciences (EW) 于2024年3月14日达到了新的52周高点，股价为95.27美元[1] - 在过去一年中，公司的股价上涨了13.9%，超过了行业的11.5%和标普500指数的30.2%[2] - Edwards Lifesciences 过去五年的盈利增长率为9.9%，高于行业的8.5%。预计2024年的盈利增长率为9.9%，优于行业的9.2%。公司在过去四个季度中有两次超过了Zacks Consensus Estimates，两次达到了预期，平均超出0.8%[3] 业务拆分 - Edwards Lifesciences 宣布于2023年12月决定在2024年底将Critical Care部门分拆。这一免税分拆将使公司能够追求更多的TAVR（经皮主动脉瓣置换）、TMTT和手术患者的机会，以及在介入性心力衰竭技术方面的新投资[5] - Critical Care 是公司增长最快的业务之一。2023年第四季度，该业务实现了11%的年度销售增长，得益于所有产品线的贡献，包括HemoSphere和Smart Recovery，以及配备Hypotension Prediction Index算法的Acumen IQ传感器的强劲采用[6] 技术创新 - 利用临床试验和实际经验的见解，公司战略性地开发了一系列领先的经皮技术组合，为二尖瓣和三尖瓣患者提供修复和置换解决方案。2023年第四季度，销售额同比增长了71%，得益于PASCAL precision平台的加速采用以及美国和欧洲更多中心的启动[8] - 全球经皮边缘修复手术的持续两位数增长突显了患者的广泛未满足需求。在过去一年中，公司的PASCAL Precision获得了日本的批准，用于治疗退行性二尖瓣反流。在二尖瓣置换方面，Edwards获得了SAPIEN 3继续访问计划的FDA批准。此外，EVOQUE系统成为世界上第一个获得批准用于治疗三尖瓣反流的经皮瓣置换疗法[9] 财务状况 - 尽管COVID-19后情况有所改善，但宏观经济问题仍对底线造成压力。Edwards Lifesciences 承认2023年全年仍然感受到的影响，特别是在日本以及美国和欧洲的人员短缺方面。此外，公司一直在应对不断增加的费用。在2023年第四季度，销售和行政费用以及研发费用同比增长了16.8%和16.3%，该季度的毛利率下降了416个基点，而营业利润率下降了532个基点[11] - 外汇影响：由于公司相当一部分收入来自美国以外的地区，外汇是Edwards Lifesciences的主要不利因素。在2023年第四季度，外汇汇率使报告的销售增长减少了80个基点或900万美元。该季度的毛利率也同比下降了320个基点，原因是负面的外汇汇率[12]

Edwards Lifesciences, Inc. (EW) presented results from two large, real-world studies based on TVT Registry data that demonstrated continued excellent outcomes for patients treated with the Edwards SAPIEN valve platform. The data were published in the Journal of the American College of Cardiology (JACC), Cardiovascular Interventions.The recent development will strengthen Edwards Lifesciences transcatheter aortic valve replacement (TAVR) and surgical structural heart business.Study DetailsIn a study of real-w ...

WASHINGTON--(BUSINESS WIRE)--Edwards Lifesciences (NYSE: EW) announced today at Cardiovascular Research Technologies (CRT) 2024 the compelling results from two large, real-world studies based on TVT Registry data that demonstrated continued excellent outcomes for patients treated with the Edwards SAPIEN valve platform. A study of Edwards’ latest TAVR technology, the SAPIEN 3 Ultra RESILIA valve, found lower rates of paravalvular leak (PVL) at 30 days, lower echo-derived gradients and larger effective orifi ...

Edwards Lifesciences (EW) has been gaining from strength across all key segments. Innovation also aids growth. The stock carries a Zacks Rank #2 (Buy) currently.Edwards’ Surgical Structural Heart business pioneered the innovative RESILIA tissue, which is backed by more than 40 years of the company’s tissue technology leadership. The RESILIA portfolio has been widely adopted because of the excellent durability of its proven tissue technology. The company is optimistic about the future of this technology as i ...

评级比较 - Hologic和Edwards Lifesciences都获得了Zacks Rank 2 (Buy)的评级[3] 估值比较 - HOLX的前瞻性市盈率为18.63，而EW为31.26[6] - HOLX的P/B比率为3.77，而EW为7.78[7] 价值投资选择 - 根据估值指标，HOLX被评为B级价值股，而EW被评为D级[8] - 综合考虑估值指标，我们认为HOLX目前是更优质的价值投资选择[9]

公司业务 - Edwards Lifesciences Corporation (EW) 在手术结构性心脏疗法领域取得领先地位[1] - 公司在手术结构性心脏领域有着创新的RESILIA组织技术[4] - TAVR销售增长势头良好，受益于SAPIEN 3 Ultra和SAPIEN 3技术[5] 国际市场 - 公司的营业额中有42%来自国际市场，外汇波动对业务构成挑战[7] 财务状况 - 公司资产负债表稳健，截至2023年第四季度，现金及现金等价物总额达16.4亿美元[6] - 2024年公司预期营收为65.2亿美元，同比增长8.5%[10]