文章核心观点 - 尽管Medtronic(MDT)股价近期表现不佳,但公司实际正在展现强劲的营收增长和盈利能力[2][4][5] - MDT作为一家医疗科技公司,在多个业务领域保持领先地位,并有多款新产品推动未来增长[3][6] - 尽管存在一些潜在风险,但MDT整体财务状况良好,股息支付稳定,估值相对较低,为投资者提供了良好的总回报机会[6][7] 公司概况 - MDT是一家医疗科技公司,在全球150个国家经营,涉及70多种健康状况[3] - 主要产品包括胰岛素泵、心脏设备、手术工具和机器人、患者监测系统等[3] - MDT是一家"股息贵族",已连续47年增加股息[3] 财务表现 - MDT在疫情后已经恢复了销售增长势头,最近一个季度有5.4%的有机收入增长,超出分析师预期[4][5] - 公司盈利能力强,EBITDA和净利润率分别达到28%和11%,在行业中处于领先地位[5] - 美国、欧洲和新兴市场(包括中国)都实现了中单位数的收入增长[6] - 公司预计本财年有4%-5%的有机收入增长,得益于多个关键业务部门的领先地位和新产品推出[6] 风险与估值 - 潜在风险包括GLP-1类药物的竞争影响,但管理层认为影响有限[6] - 公司财务状况良好,信用评级为A级,净债务/EBITDA比率低于3倍[6] - 目前股息收益率为3.6%,股息支付率为53%,过去5年复合增长率为6.3%[6] - 股价相对历史估值处于较低水平,分析师给出的目标价格较当前价格有较大上涨空间[6]

Medtronic (MDT) closed the most recent trading day at $78.10, moving +1.32% from the previous trading session. The stock's performance was ahead of the S&P 500's daily gain of 0.64%. On the other hand, the Dow registered a gain of 1.85%, and the technology-centric Nasdaq increased by 0.2%.The the stock of medical device company has fallen by 3.59% in the past month, lagging the Medical sector's gain of 0.71% and the S&P 500's gain of 3.82%.Market participants will be closely following the financial results ...

The short answer: More than many of its peers, at least in terms of yield.Medtronic (MDT -1.12%), a beast of a medical-device company, has caught the eye of more than a few income investors. It has enacted dividend raises at least once annually for a hard-to-beat 47 years straight and approaches high-yield dividend territory with a payout hovering just below 4%. As that distribution is a major part of the stock's popularity, it's worth looking at a key number behind it -- quite simply, how much will it amou ...

shapecharge/E+ via Getty Images Introduction Medtronic (NYSE:MDT) has been an underperformer over the last few years. However, with the recent pullback while earnings have continued to climb higher, I think shares of Medtronic are cheap at the current price. My bullish investment thesis is driven by my optimistic outlook on the EPS growth long-term, which is sustained by growth in medtech markets and a huge pipeline of products. I rate shares as a 'buy' with a view towards shareholder friendly capital alloc ...

While the pairing of artificial intelligence and healthcare may sound like something straight out of a science fiction movie, there are several avenues through which the high-speed data processing offered by AI can improve patient outcomes. From more precise diagnosis to pandemic modeling, the large-scale algorithmic models we call AI can help the world of medicine immensely. As such, AI healthcare stocks could become a new subsection of the stock market that blends the growth of tech and biotech stocks.Tho ...

Medtronic (MDT) closed at $77.12 in the last trading session, reflecting more than a 2% decline from the prior day. Broadly speaking, 2024 has not been smooth for investors in the Medical Products industry. Rising geopolitical pressure, primarily disruptions around the Red Sea, has increased freight costs and shipping lead times, spelling trouble for MDT and several of its direct competitors, like Abbott (ABT) and Boston Scientific (BSX) , thus putting pressure on their margins. Thankfully, there has been a ...

Dublin, July 01, 2024 (GLOBE NEWSWIRE) -- The "Medtronic Plc - Digital Transformation Strategies" company profile has been added to ResearchAndMarkets.com's offering. The report provides comprehensive information and insights into Medtronic's technology activities, focusing on its digital transformation strategies and innovation programs. It offers an overview of Medtronic's technology initiatives, covering partnerships, product launches, and acquisitions. Each technology initiative is detailed with insight ...

Medtronic plc (MDT) recently shared a comprehensive set of new data emphasizing the benefits of the MiniMed 780G insulin pump system. The latest findings demonstrate how the system addresses hyperglycemia and nighttime burden, adding to the pool of evidence proving the system's ability to tackle the difficulties of diabetes, such as managing highs and meal-time management or carb counting while mirroring outcomes across a diverse population. The company presented the series of data at the American Diabetes ...

With its advanced algorithm that provides autocorrections every 5 minutes, the latest data demonstrated that the MiniMed™ 780G system decreased rates of early morning hyperglycemia, known as dawn phenomenon, and improved overnight sleep DUBLIN and ORLANDO, Fla., June 21, 2024 /PRNewswire/ -- Medtronic plc (NYSE: MDT), a global leader in healthcare technology, is presenting a comprehensive body of new data at the American Diabetes Association's (ADA) 84th Scientific Sessions that showcases the benefits of th ...

心脏节律与心力衰竭部门产品 - 心脏节律与心力衰竭部门的主要产品包括可植入心脏起搏器，包括Azure MRI SureScan、Adapta、Advisa MRI SureScan和Micra经导管起搏系统[16] - 可植入心脏除颤器（ICDs）包括Aurora Extravascular-ICD、Visia AF MRI SureScan、Evera MRI SureScan、Primo MRI以及Cobalt和Crome系列的BlueSync-enabled ICDs[17] - 可植入心脏再同步治疗设备（CRT-Ds和CRT-Ps）包括Claria/Amplia/Compia系列的MRI Quad CRT-D SureScan系统和Cobalt和Crome系列的BlueSync-enabled CRT-Ds[18] - 心脏消融产品包括一整套电生理学解决方案，用于治疗心律失常患者，包括阵发性和持续性房颤[19] 冠状动脉和外周血管产品 - 冠状动脉和外周血管部门包括冠状动脉和肾脏神经消融以及外周血管健康[28] - 主要产品包括经皮冠状动脉介入产品，包括我们的Onyx Frontier和Resolute Onyx药物洗膜支架，Euphora球囊，和Launcher导管[28] - 产品用于治疗下肢浅静脉疾病，包括ClosureFast射频消融系统和VenaSeal封闭系统[29] 神经科学产品 - 神经科学组合包括颅内和脊柱技术、特殊疗法和神经调控部门[30] - 脑部和脊柱技术部门开发、制造和推广一系列用于改善神经手术精度和工作流程的设备和疗法[31] - 产品用于治疗脊柱各种疾病，包括退行性椎间盘病、脊柱畸形、脊柱肿瘤、脊柱骨折和狭窄[32] - 包括用于较少侵入性胸腰椎手术的产品，以及用于颈椎区域疾病的产品[33] 医疗器械产品 - 医疗器械包括可植入设备、导联和输送系统、用于治疗房颤的产品、旨在减少手术部位感染的产品以及用于管理患有心脏节律与心力衰竭设备的患者的信息系统[16] - 医疗器械包括可植入心脏起搏器、除颤器、心脏复同步治疗设备、心脏消融产品、可插入式心脏监测系统、TYRX产品和远程监测服务[17][18][19][20][21][22] - Medtronic于2021年6月停止HVAD系统的分销和销售，但为患有HVAD设备的患者、照料者和参与护理的医疗专业人员提供支持计划[23] 糖尿病管理产品 - 以技术智能为特色的MiniMed 780G系统，提供智能手机和蓝牙连接，可调节至100mg/dl的葡萄糖目标，能够持续输送背景胰岛素并监测血糖水平[52] - Guardian Connect连续葡萄糖监测系统，捕捉患者的葡萄糖数据以揭示潜在问题[53] - InPen智能胰岛素笔系统，结合可重复使用的蓝牙启用胰岛素笔和直观的移动应用程序，帮助用户注射适当的胰岛素剂量[54] 公司运营与合规 - 公司专注于员工发展，已经转向基于技能认证的专业发展计划[63][64] - 通过组织健康调查，公司关注员工参与度、包容性、创新性、道德和质量文化[65] - 公司文化建立在诚信、质量、包容性和合作的核心价值观基础上，鼓励大胆行动、竞争取胜、迅速果断、促进归属感和以正确方式交付结果[66] - 公司致力于研发，不断改进现有产品、推出新产品，以保持市场领先地位，同时开展数百项临床试验以满足患者需求[69][70][71] - 公司依赖专利、商标、版权、商业秘密等知识产权来保护业务和专有技术，同时积极参与知识产权诉讼[72][73] - 公司销售医疗设备和疗法通过直销代表和独立分销商全球销售，重点市场包括美国、西欧、中国和日本，新兴市场是增长机会[74][75] - 公司竞争激烈，市场变化快速，产品质量和效果至关重要，需要不断创新、获得监管批准并成功营销产品[77][78] - 全球监管环境日益严格，公司需要遵守各国法规，这可能影响产品批准的成本、时间和公司维持现有批准或获得未来批准的能力[85] - 公司遵守数据隐私和网络安全法规，可能导致成本增加、合规挑战增加和监管执法活动加剧[89][90] - 公司需遵守各国数据安全、保密和数据泄露通知法律，如美国的HIPAA和HITECH法案，欧洲经济区的GDPR，中国的PIPL等[90] - 未来法规扩展和不同司法管辖区的法规差异可能导致额外成本支出或产品、业务变化，可能面临罚款、制裁或产品撤回等风险[91] - 公司的医疗设备交付受到美国HHS等机构监管，涉及医疗保健项目和服务的报销和监管，可能受到美国和其他国家的法律法规约束[92] - 公司作为美国FDA批准设备的制造商，需遵守Physician Payments Sunshine Act等法律，否则可能面临刑事和民事罚款[93] - 法规改革或有关产品的不利决定可能显著降低报销或导致拒绝覆盖，影响