| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | July 29, 2026 | 5/12 | 2 high, 6 medium, 1 low flags | 1 | 4 | Call sheet → |
| Q1'26 | April 22, 2026 | 6/12 | 3 high, 3 medium, 2 low flags | 0 | 3 | Call sheet → |
| Q4'25 | February 4, 2026 | 8/12 | 2 medium, 4 low flags | 5 | 1 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Missed | Operating margin expansion 50‑75 bps FY 2026 (Q1) Now guidance 0‑25 bps. |
| Q2'26 | Missed | Full‑year 2026 adjusted EPS growth 9‑11% (Q1) Now guided to 7‑8%. |
| Q2'26 | Pending | Seismic IVL launch in H1 2027 (Q1) Still targeted for H1 2027, but supply‑chain language softened. |
| Q2'26 | Delivered | Neuromod double‑digit growth (Q1) Q2 neuromod grew 12% YoY. |
| Q2'26 | Missed | Global EP growth ~10% in 2026 (Q1) Q2 now projects flat/decline in H2 and overall 2026 EP flat. |
| Q2'26 | Missed | Watchman full‑year growth mid‑teens (Q1) Q2 guidance cut to flat‑to‑low single‑digit; actual Q2 growth only 4% YoY. |
| Q1'26 | Pending | CRM business closer to market growth in 2026 Declined 3% in Q1, still expecting improvement but no specific targets given |
| Q1'26 | Pending | AXIOS supply issues resolved, Endo growth resuming Certain sizes removed in Q1, expecting resolution by midyear |
| Q1'26 | Missed | Urology to return to market growth in 2026 Now expecting 'low to mid-single digits' and explicitly 'below market' |
| Q1'26 | Pending | WATCHMAN to continue mid-teens growth momentum Delivered 19% in Q1 but now guiding mid-teens for full year due to standalone weakness |
| Q1'26 | Missed | EP business to outpace 15% market growth in 2026 Now guiding to approximate 10% growth globally, losing more share than expected |
| Q1'26 | Missed | Full year 2026 organic growth of 10% to 11% Cut to 6.5% to 8% after just three months - 'unanticipated headwinds' |
| Q4'25 | Missed | China mid-teens growth sustainability Language downgraded to 'double-digit', suggests deceleration |
| Q4'25 | Pending | Urology growth will improve throughout 2026 Still struggling with supply chain and Axonics integration issues |
| Q4'25 | Delivered | Limited launch of SEISMIQ IVL by year-end 2025 Completed first US cases in Q4 |
| Q4'25 | Delivered | FARAPOINT launch by year-end 2025 Received approval and limited market release in Q4 |
| Q4'25 | Exceeded | Full year organic growth approximately 15.5% Delivered 15.8% organic growth |
| Q4'25 | Delivered | Q4 adjusted EPS of $0.77 to $0.79 Hit $0.80, beat high end by $0.01 |
| Q4'25 | Delivered | Q4 organic growth of 11% to 13% Hit 12.7%, at high end of range |
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