Financial Trends -- 6.5/10

Medtronic is delivering a genuine revenue re-acceleration after years of stagnation, with FQ26Q3 hitting 6% organic growth -- the highest in 10 quarters. Cardiovascular (CAS/PFA) is the star, growing ~80% YoY, and Diabetes is strong before its planned separation. However, total organic growth only just crossed the 5% target in the most recent quarters, MedSurg remains weak, gross margins are under pressure from tariffs and mix, and Non-GAAP EPS growth has been anemic over a multi-year horizon (only $5.49 in FY2025 vs. $5.55 in FY2022). This is a turnaround-in-progress, not a proven inflection. Weight: 25%
FQ26Q3 Organic Growth
6.0%
Highest in 10 quarters | Up from 4.1% trough
FY2025 Non-GAAP EPS
$5.49
+5.6% YoY | Still below FY2022 $5.55
CV Organic Growth (FQ26Q3)
11%
CAS/PFA ~80% YoY | Engine of acceleration
Non-GAAP Gross Margin
64.9%
Down 120bps from FY2024 | Tariff + mix headwinds
Annual Financial Summary (USD M, Fiscal Year-End April)
MetricFY2021FY2022FY2023FY2024FY2025
Total Revenue30,117M31,686M31,227M32,364M33,489M
Revenue YoY+5.2%-1.4%+3.6%+3.5%
Non-GAAP EPS ($)$4.44$5.55$5.29$5.20$5.49
Non-GAAP EPS YoY+25.0%-4.7%-1.7%+5.6%
GAAP EPS ($)$2.66$3.73$2.82$2.76$3.61
Note: MDT fiscal year ends late April. FY2025 = May 2024 - Apr 2025. All figures in millions of USD except per-share data. Reported growth underperforms organic growth due to FX and divestitures.
Multi-year EPS stagnation is the critical concern. Non-GAAP EPS in FY2025 ($5.49) is still below FY2022 ($5.55). Over a 3-year span, adjusted EPS actually declined despite revenue growth. FY2026 guidance of $5.62-$5.66 would finally exceed FY2022 levels. Revenue has grown from $31.7B to $33.5B (+5.7%) over FY2022-FY2025, but margins and below-the-line items have absorbed the gains. The company has been running in place on earnings while claiming a turnaround.

Segment Revenue (USD M, Annual)
MetricFY2021FY2022FY2023FY2024FY2025
Cardiovascular10,772M11,423M11,573M11,831M12,481M
Neuroscience8,195M8,784M8,959M9,406M9,846M
MedSurg8,737M9,141M8,433M8,417M
Diabetes2,413M2,338M2,262M2,488M2,755M
MedSurg FY2025 geographic total not returned in data; segment revenue reported separately. 5-year CAGRs: CV +3.7%, Neuroscience +4.7%, Diabetes +3.4%.

Segment Organic Growth (%)
SegmentFY2023FY2024FY2025FQ26Q1FQ26Q2FQ26Q3
Cardiovascular4.0%5.0%6.3%7.0%9.3%11%
Neuroscience4.1%5.2%5.2%3.1%3.9%3%
MedSurg-2.4%4.7%0.8%2.4%1.3%3%
Diabetes2.4%8.6%11.5%7.9%7.1%8%+
Total Company4.9%4.8%5.5%6.0%
Cardiovascular is the engine -- CAS/PFA growing ~80% YoY, PFA ~200% worldwide. CV organic growth accelerated from 5.0% (FY2024) to 11% (FQ26Q3), an outstanding trajectory. The 5%+ total organic growth target is now being achieved and exceeded. However, the acceleration is heavily concentrated: Neuroscience is decelerating from 6.5% to 3%, MedSurg remains the weakest link at sub-3% growth (bariatric and robotic headwinds), and Diabetes -- while strong at 8%+ -- is being separated (target completion by end CY2026).

Quarterly Trends (Revenue and EPS)
MetricFQ25Q1FQ25Q2FQ25Q3FQ25Q4FQ26Q1FQ26Q2FQ26Q3
Total Revenue7,967M8,366M8,260M8,896M8,506M8,926M8,985M
Organic Growth5.3%5.0%4.1%5.4%4.8%5.5%6.0%
Non-GAAP EPS ($)$1.23$1.26$1.39$1.62$1.26$1.36$1.36
Clear organic growth acceleration: 4.1% trough to 6.0% in FQ26Q3. Quarterly revenue has trended upward, with FQ26Q3 ($8,985M) approaching $9B. The organic growth trajectory from 4.1% (FQ25Q3) to 5.4% to 4.8% to 5.5% to 6.0% shows a genuine re-acceleration. FY2026 is guided to ~5.5% organic and tracking above that. However, quarterly Non-GAAP EPS has been relatively flat at $1.26-$1.36 in FQ26, with FY2026 guided to $5.62-$5.66 (only ~2-3% growth).

Quarterly Segment Revenue (USD M)
MetricFQ25Q3FQ25Q4FQ26Q1FQ26Q2FQ26Q3
Cardiovascular3,037M3,336M3,285M3,436M3,457M
Neuroscience2,458M2,620M2,416M2,562M2,558M
Diabetes694M728M721M757M796M

Segment EBITDA (USD M, Annual)
MetricFY2021FY2022FY2023FY2024FY2025
Cardiovascular3,850M4,512M4,435M4,474M4,801M
Neuroscience3,162M3,765M3,617M3,940M4,183M
MedSurg3,021M3,572M2,856M3,170M3,042M
Diabetes598M583M378M394M491M
Total Segment EBITDA10,632M12,432M11,286M11,979M12,518M
Total segment EBITDA in FY2025 ($12,518M) is barely above FY2022 ($12,432M). MedSurg segment EBITDA has declined from $3,572M (FY2022) to $3,042M (FY2025), a -15% decline. Diabetes EBITDA is recovering but still well below FY2021 levels. CV and Neuroscience are the only segments showing consistent EBITDA growth. The overall picture is one of stagnation -- revenue grows but profitability does not meaningfully improve.

Non-GAAP Gross Margin (%)
MetricFY2024FY2025FQ26Q1FQ26Q2FQ26Q3
Non-GAAP Gross Margin66.1%65.7%65.1%65.9%64.9%
Gross margin under pressure: down 120bps from FY2024 to FQ26Q3. Drivers include tariffs (~110bps headwind in Q3), negative mix from CAS capital equipment (lower margin) and Diabetes Simplera ramp, partially offset by pricing (+30bps). Company guides gross margin "down ~30bps" for FY2026 including tariffs. The $185M tariff impact to COGS in FY2026 is expected to carry over at ~$75M/quarter into FY2027 (~$300M full year).

Acceleration / Deceleration Analysis
Signal Detail Direction
Total Organic Growth 4.1% trough to 5.5% to 6.0% -- clear positive trajectory, now above 5% target Accelerating
CV / CAS / PFA CV organic 5.0% to 6.3% to 11%; CAS ~80% YoY, PFA ~200% worldwide Strong Positive
Diabetes Sustained 7-12% organic range on 780G / Simplera; strong but being separated Strong (separating)
Neuroscience 6.5% in FQ24Q4 down to 3% in FQ26Q3 -- worrying downtrend in second-largest segment Decelerating
MedSurg 4.5% to 0.8% to 2.4% to 1.3% to 3% -- structurally challenged, bariatric + robotic headwinds Weak
Gross Margin 66.1% to 65.7% to 64.9% -- tariff + CAS mix headwinds compressing margins Declining
Multi-Year EPS Non-GAAP EPS flat from FY2022 ($5.55) to FY2025 ($5.49); 3 years of no progress Stagnant

Transcript Context (FY2026 Q1-Q3 Earnings Calls)
New Product Launches (Growth Drivers): (1) CAS/PFA (Affera + Sphere-9): Growing 80% YoY, PFA ~200%. Sphere-360 next-gen catheter received CE Mark, U.S. pivotal trial initiated. Targeting $2B trailing CAS revenue by H1 FY2027. (2) Symplicity RDN for hypertension: 200+ new accounts, 150 physicians on Physician Finder, 100M covered lives. DTC marketing driving 2.5M website visits (50x increase). Revenue more meaningful in FY2027. (3) Hugo robot: FDA cleared for urologic procedures, first U.S. cases at Cleveland Clinic Feb 2026. (4) Stealth AXiS: FDA cleared for spinal procedures, AI-powered planning + robotics platform. (5) Altaviva tibial neurostim: 500+ physicians trained, expected to contribute FQ26Q4 onward.
Turnaround / Corporate Actions: Elliott Management activist involvement announced with Q1 FY2026, new Board members and Growth/Operating committees. Investor Day planned for mid-CY2026 with new long-term financial targets. CEO frames this as "new chapter" with more aggressive M&A and portfolio optimization. Diabetes separation (MiniMed) on track for completion by end CY2026, IPO + split path, expected to add ~50bps gross margin and ~100bps operating margin to remaining Medtronic.
Tariff Impact: $185M tariff impact to COGS in FY2026 (~110bps gross margin headwind in Q3). Expected to carry over at ~$75M/quarter into FY2027 (~$300M full year). Company actively mitigating through supply chain actions.
Capital Return: FY2025: Returned $6.3B to shareholders via dividends and buybacks. Dividend increased for 48th consecutive year (current yield: 3.28%). Diabetes separation IPO + split planned to retire shares, expected to be EPS accretive.

Penalty / Modifier Assessment
Factor Impact Detail
Multi-year EPS stagnation -1.0 Non-GAAP EPS flat from FY2022-FY2025 despite revenue growth.
Gross margin erosion -0.5 Tariffs + mix dragging margins down 120bps+.
MedSurg structural weakness -0.5 Largest underperforming segment, bariatric + robotic headwinds.
Neuroscience deceleration -0.5 Second-largest segment decelerating from 6.5% to 3%.
Clear organic growth acceleration +1.0 4.1% to 6.0%, crossing above 5% target.
CAS/PFA breakout +1.0 80% growth in $13B+ market with strong competitive position.
Multiple new growth drivers +0.5 RDN, Altaviva, Hugo, Stealth AXiS all in early launch.
Diabetes separation (positive) +0.5 Removes margin drag, enables share retirement.
Net modifier: +0.5 points (positives slightly outweigh negatives but EPS stagnation is a heavy drag)

Score Derivation
Component Assessment Contribution
Base Mid-single-digit organic grower with flat earnings over multi-year period 5.0
Organic growth acceleration 4.1% to 6.0%, now above 5% target +1.0
CAS/PFA breakout growth 80% YoY, gaining share in $13B+ market +1.0
Multiple new growth drivers RDN, Hugo, Stealth AXiS, Altaviva all in early launch with visible catalysts +0.5
Multi-year Non-GAAP EPS stagnation FY2022-FY2025: $5.55 to $5.49, three years of no earnings growth -0.5
Gross margin compression + segment weakness Tariffs, Neuro deceleration, MedSurg structural challenges offsetting CAS strength -0.5
Total 6.5
Final Score: 6.5 / 10. Medtronic has clearly improving revenue momentum and exciting new product drivers, but has yet to translate that revenue growth into sustained earnings power. The turnaround is real but incomplete -- revenue is accelerating, but margins are compressed, the earnings trajectory has been flat for 3 years, and the organic growth acceleration is heavily concentrated in one business (CAS). If FY2027 delivers on the "high single digit" EPS growth promise and organic growth sustains at 5.5%+, a re-rating to 7+ would be warranted.

Key Risks to Score
Upside: CAS/PFA sustains 50%+ growth and reaches $2B trailing revenue target; Neuroscience re-accelerates on Stealth AXiS launch; Diabetes separation boosts remaining Medtronic margins by 50-100bps; FY2027 delivers high-single-digit EPS growth as guided; tariff headwinds abate. Score moves to 7.5+.
Downside: CAS/PFA growth decelerates as competitors (J&J, Boston Sci) launch rival platforms; MedSurg continues to drag; tariff costs escalate beyond $300M/yr; Diabetes separation delayed or value-destructive; EPS remains flat for a 4th consecutive year. Score drops to 5.5.