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]

IRVINE, Calif.--(BUSINESS WIRE)--Edwards Lifesciences Corporation (NYSE: EW) today announced it will participate in the TD Cowen Healthcare Conference on Tuesday, March 5, 2024. Bernard Zovighian, chief executive officer, and Scott Ullem, chief financial officer, are scheduled to present at 10:30 a.m. ET. A live webcast of the presentation will be available on the Edwards Lifesciences investor relations website at http://ir.edwards.com/, with an archived version accessible later the same day. About Edward ...

公司业务 - Edwards Lifesciences（EW）受益于所有产品组的强劲表现，公司乐观的长期增长战略支撑着股票的乐观情绪[1] - 公司决定在2024年底将Critical Care部门剥离，预计这一免税的计划分离将对其核心业务产生战略性影响[2] - 剥离后，作为独立上市公司，该部门预计将充分利用其在先进患者监测方面的全球领先地位，通过AI智能监测解决方案改变护理方式，扩大对全球数百万患者的覆盖范围[3] - 在手术心脏业务中，RESILIA组合因其经过验证的组织技术的出色耐久性而被广泛采用，公司对这项技术的未来充满信心[4] - 公司的TAVR平台销售受到Edwards SAPIEN 3 Ultra瓣膜在美国、欧洲和其他地区的强劲表现的推动，以及在日本的Edwards SAPIEN 3的推动，2023年第四季度业务以强劲的12%同比增长收官[5] 财务状况 - Edwards Lifesciences一直在应对不断增加的支出，2023年第四季度，公司的销售和行政支出分别比去年同期增长了16.8%和16.3%[6] - 外汇是Edwards Lifesciences的主要不利因素，因为公司相当大比例的收入来自美国以外的地区（2023年，公司42%的净销售额来自国际地区），公司一直面临着不利的外汇影响，这对公司的毛利率产生了不利影响[7]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Fiscal Year Ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From to Commission File Number 1-15525 EDWARDS LIFESCIENCES CORPORATION (Exact name of registrant as specified in its charter) Delaware 36-4316614 (State or other juris ...

Edwards Lifesciences Corporation (EW) reported adjusted earnings per share (EPS) of 64 cents in fourth-quarter 2023, in line with the Zacks Consensus Estimate. The figure is also in line with the year-ago quarter’s level.The quarter’s one-time adjustments primarily include the spin-off of Critical care and the prior period’s ongoing tax.GAAP EPS were 61 cents in the quarter, down 6.2% year over year.For the full year, adjusted earnings were $2.30 per share, down 5.7% from the year-ago period’s levels. It al ...

Edwards Lifesciences Corporation (NYSE:EW) Q4 2023 Earnings Conference Call February 6, 2024 5:00 PM ET Company Participants Mark Wilterding - Investor Relations and Treasurer Bernard Zovighian - Chief Executive Officer Scott Ullem - Chief Financial Officer Daveen Chopra - Global Leader of TMTT Larry Wood - Group President of TAVR and Surgical Structural Heart Wayne Markowitz - Global Leader of Surgical Structural Heart Conference Call Participants Larry Biegelsen - Wells Fargo Robbie Marcus - JPMorgan Trav ...

营收情况 - Edwards Lifesciences在2023年第四季度报告的营收为15.3亿美元，同比增长13.8% [1] - 公司的每股收益为0.64美元，与去年同期相比持平 [1] - Edwards Lifesciences的营收超出了Zacks Consensus Estimate 2.27%，达到了15亿美元 [2] 地区销售情况 - 国际销售净额（美国以外）为6.397亿美元，同比增长15.7% [5] - 美国销售净额为8.944亿美元，同比增长12.4% [5] - 日本销售净额为1.12亿美元，同比增长0.8% [6] - 欧洲销售净额为3.449亿美元，同比增长18.6% [6] - 其他地区销售净额为1.828亿美元，同比增长21.1% [7] 产品销售情况 - 经导管二尖瓣和三尖瓣治疗的销售净额为5600万美元，同比增长77.8% [8] - 重症监护销售净额为2.505亿美元，同比增长11.3% [8] - 外科结构性心脏销售净额为2.482亿美元，同比增长10.8% [9] - 经导管主动脉瓣置换销售净额为9.794亿美元，同比增长12.9% [10] 股票表现 - Edwards Lifesciences股票过去一个月的回报率为13.7%，表现优于Zacks S&P 500综合指数的5.3% [11]

财务表现 - Edwards Lifesciences（EW）发布了2023年第四季度每股收益为0.64美元，与Zacks Consensus Estimate一致，较去年同期的0.64美元每股收益有所增长[1] - 公司在过去四个季度中两次超过了市场预期的每股收益[2] - Edwards Lifesciences在2023年12月结束的季度实现了15.3亿美元的营收，超过了Zacks Consensus Estimate 2.27%，较去年同期的13.5亿美元有所增长[3] 股价表现 - 公司股价自年初以来上涨了约12.9%，表现优于标普500指数的3.6%[5] - 公司的盈利前景将影响股价的短期走势，投资者可以关注管理层在财报电话会议中的表态[4] - Edwards Lifesciences的盈利预期将影响股价走势，投资者可以关注盈利预期的变化[6] 投资建议 - 投资者可以通过追踪盈利预期修订情况来预测股价走势，Zacks Rank是一个可靠的评级工具[7] - 在最新的盈利发布之前，Edwards Lifesciences的盈利预期修订趋势是混合的，目前的Zacks Rank为3（持有），预计股价将与市场表现一致[8] 行业排名 - 投资者应该关注行业前景对股价表现的影响，目前医疗器械行业在Zacks行业排名中处于底部40%[10]

Edwards Lifesciences (EW) recently secured the FDA’s approval for the EVOQUE tricuspid valve replacement system, a first-of-its-kind transcatheter therapy for the treatment of tricuspid regurgitation (TR). The system is indicated for the improvement of health status in patients with symptomatic severe TR despite optimal medical therapy (OMT), for whom tricuspid valve replacement is deemed appropriate by a heart team.The latest development will strongly boost the company’s Transcatheter Mitral and Tricuspid ...