Medtronic Stock Price, News & Analysis

Medtronic (MDT) reported strong Q4 FY25 results with revenue of $8.9 billion, up 5.4% organic. Q4 GAAP EPS increased 67% to $0.82, while non-GAAP EPS rose 11% to $1.62. For FY25, revenue reached $33.5 billion, growing 4.9% organic, with GAAP EPS of $3.61 (up 31%) and non-GAAP EPS of $5.49 (up 6%). The company announced three major developments: 1) Plans to separate its Diabetes business into a standalone public company within 18 months, 2) A dividend increase to $0.71 per share (marking the 48th consecutive annual increase), and 3) FY26 guidance projecting ~5% organic revenue growth and non-GAAP EPS of $5.50-$5.60. Strong performance was noted across key franchises, particularly in Cardiac Ablation Solutions which grew nearly 30% in Q4.

Medtronic (NYSE: MDT) has announced plans to separate its Diabetes business into a new standalone company through an IPO and subsequent split-off, expected to complete within 18 months. The Diabetes business, representing 8% of revenue and 4% of segment operating profit in FY2025, will become an independent company led by current EVP Que Dallara. The separation aims to create a more focused Medtronic in high-margin growth markets while establishing an independent leader in diabetes care. Post-separation, Medtronic expects improvements in adjusted gross margin (+50 basis points), operating margins (+100 basis points), and EPS accretion. The new diabetes company will be the only firm offering a complete intensive insulin management ecosystem, with over 8,000 employees worldwide. Medtronic's dividend per share will remain unchanged, and the transaction is expected to be tax-free for shareholders.

Medtronic (NYSE: MDT) has scheduled the release of its fourth quarter and full fiscal year 2025 financial results for Wednesday, May 21, 2025. The company will issue a news release at 5:45 a.m. CDT, followed by a video webcast at 7:00 a.m. CDT to discuss the results. The fiscal year 2025 ended on April 25, 2025.

The healthcare technology leader has also announced its earnings release schedule for fiscal year 2026, with quarterly results planned for August 19, 2025, November 18, 2025, February 17, 2026, and May 20, 2026. Medtronic, headquartered in Galway, Ireland, employs over 95,000 people across 150+ countries, developing technologies that treat 70 health conditions including cardiac devices, surgical robotics, and insulin pumps.

A new Medtronic survey reveals concerning gaps in women's heart health awareness. Despite cardiovascular disease being the #1 killer of women in the U.S., 56% of women have never discussed heart health with their mothers or family members. The survey found that 45% of women were more likely to discuss sensitive topics like politics or money before family heart health history. Notably, 94% of women are responsible for family health decisions, yet 60% struggle to prioritize their own health. Women face significant disparities in heart disease treatment, being 35% less likely to receive minimally invasive solutions for heart valve failure compared to men. The impact is particularly severe among women of color, with 43% of Hispanic women and 59% of Black women experiencing cardiovascular disease. In response, Medtronic launched the 'Letter to My Mother' campaign to encourage heart health conversations and awareness.

Medtronic (NYSE: MDT) announced positive clinical outcomes from two studies using their Affera™ family of technologies for atrial fibrillation treatment. The Sphere-360™ single-shot PFA catheter demonstrated 88% freedom from arrhythmia recurrence and 98% pulmonary vein isolation at one year, with no reported safety events in the optimized waveform group.

The Sphere-9™ catheter showed effectiveness for linear ablation in persistent AFib patients, based on sub-analysis from the Sphere Per-AF IDE study. The device received FDA approval in October 2024. Medtronic plans to begin U.S. pivotal trials for Sphere-360 later this year.

The company currently offers two PFA solutions: the PulseSelect™ system available in over 30 countries, and the Affera system with Sphere-9 catheter available in Europe, Australia, and New Zealand. AFib affects more than 60 million people worldwide and is a progressive disease that increases risks of heart failure, stroke, and death.

Medtronic (NYSE: MDT) announced successful results from its Expand URO clinical trial for the Hugo™ robotic-assisted surgery (RAS) system. The study, the largest multi-center prospective Investigational Device Exemption (IDE) trial for multi-port robotic-assisted urologic surgery in the U.S., met both primary safety and effectiveness endpoints.

The trial included 137 patients undergoing urologic procedures. The American Urologic Association (AUA) described it as a 'practice-changing, paradigm-shifting (P2) clinical trial in urology'. Results were presented at the AUA annual meeting in Las Vegas by Dr. Michael R. Abern from Duke University Hospital, the study's national principal investigator.

Medtronic (NYSE: MDT) has received FDA approval for its OmniaSecure™ defibrillation lead, the world's smallest defibrillation lead at 4.7 French (1.6mm). The device is approved for right ventricle placement in adults and pediatric patients aged 12 and up.

The lead, built on the SelectSecure™ Model 3830 pacing lead platform, connects to implantable defibrillators to treat life-threatening heart rhythm conditions. The company also presented investigational study results at Heart Rhythm 2025, showing 100% defibrillation success when the lead is implanted in the left bundle branch (LBB) area.

The LEADR LBBAP clinical study demonstrated a 95.8% successful implantation rate in the first 193 patients, with no procedure-related major complications. The study enrolled approximately 300 patients across 24 sites in 11 countries. The smaller diameter aims to reduce complications such as venous occlusion and tricuspid valve regurgitation.

Medtronic (NYSE: MDT) has submitted 510(k) applications to the FDA for clearance of an interoperable insulin pump system that would integrate with Abbott's advanced CGM platform. The submission includes the MiniMed™ 780G pump as an alternate controller enabled (ACE) insulin pump and the SmartGuard™ algorithm as an interoperable automated glycemic controller (iAGC).

This development follows last August's collaboration announcement between Medtronic and Abbott. Under the partnership, Abbott will provide Medtronic with CGM technology that will work exclusively with Medtronic's smart dosing devices and software for both automated insulin delivery and smart multiple daily injections systems. These integrated systems will be marketed solely by Medtronic.

Medtronic (NYSE: MDT) has received FDA approval for its Simplera Sync™ sensor for use with the MiniMed™ 780G system. The new disposable, all-in-one sensor requires no fingersticks with SmartGuard™ and features a simplified two-step insertion process.

The MiniMed™ 780G system's adaptive algorithm automatically adjusts glucose levels every 5 minutes using Meal Detection™ technology. Real-world data shows users achieve time in range above 70% when using optimal settings. The system works with the world's only 7-day infusion set, reducing injections by 96% compared to daily injections.

A launch of the Simplera Sync™ sensor in the U.S. is scheduled for fall 2025. Currently, the MiniMed™ 780G system operates with the Guardian™ 4 sensor.