| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q1'27 | September 1, 2026 | 3/12 | 1 high, 2 medium, 1 low flags | 0 | 0 | Call sheet → |
| Q4'26 | June 3, 2026 | 12/12 | 1 medium, 6 low flags | 4 | 0 | Call sheet → |
| Q3'26 | 2026-02-17 | 9/12 | 4 medium, 2 low flags | 4 | 0 | Call sheet → |
| Q1'26 | August 19, 2025 | 8/12 | 3 medium, 3 low flags | 3 | 0 | Call sheet → |
| Q4'25 | 2025-05-21 | 9/12 | 3 medium, 5 low flags | 5 | 0 | Call sheet → |
| Q3'25 | February 18, 2025 | 9/12 | 3 medium, 3 low flags | 3 | 2 | Call sheet → |
| Q2'25 | 2024-11-19 | 9/12 | 4 medium, 2 low flags | 3 | 1 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q4'26 | Pending | Diabetes separation complete by end of calendar year '26 IPO completed, separation still on track for calendar year-end target |
| Q4'26 | Delivered | Hugo to have impact towards the end of FY26 Management confirmed Hugo contributed to Med Surg portfolio in Q4, first U.S. cases completed |
| Q4'26 | Pending | CAS mix dynamics to improve as we scale CFO said inflection in second half of FY27, year-over-year improvement starting FY27 - tracking for delivery |
| Q4'26 | Delivered | Growth acceleration excluding the extra week Midpoint 7% vs 5.8% FY26 actual represents meaningful acceleration even excluding 53rd week |
| Q4'26 | Delivered | We expect high single-digit EPS growth in fiscal year '27 Guided to $5.90-$6.00 range representing 6.7%-8.4% growth, within high single-digit commitment |
| Q4'26 | Delivered | We expect that pipeline to begin impacting growth in the fourth quarter (Neuroscience) Neuroscience showed improvement with Stealth AXiS launch and management confirmed acceleration ahead |
| Q3'26 | Pending | High single-digit EPS growth in fiscal 2027 (Q2) Reiterated commitment but with new headwinds from tariffs and diabetes separation timing |
| Q3'26 | Exceeded | Diabetes business acceleration in US growth in back half (Q2) 15% reported growth vs high single digits expected, driven by new sensor demand |
| Q3'26 | Pending | Stealth AXiS to contribute to Neurosurgery and CST in Q4 (Q2) FDA clearance achieved but Q4 contribution still to be demonstrated |
| Q3'26 | Exceeded | Hugo FDA approval in back half of fiscal year (Q2) Received FDA clearance for urology and already completed first US cases |
| Q3'26 | Delivered | Revenue acceleration to continue in back half and beyond (Q2) Q3 organic growth of 6% vs 5.5% in Q2, with Q4 expected to be even stronger |
| Q3'26 | Delivered | Even higher CAS growth in Q3 (from Q2 call) CAS grew 80% vs 71% in Q2, meeting the acceleration promise |
| Q1'26 | Pending | Hugo U.S. launch in back half of fiscal year Confirmed FDA filing complete, expecting back-half FY26 U.S. launch |
| Q1'26 | Delivered | Mid-single-digit or higher organic revenue growth continuation 4.8% organic growth delivered, within 4.5-5% guidance range |
| Q1'26 | Delivered | Operating profit to grow materially faster than revenue in FY26 Confirmed 7% operating profit growth vs 5% revenue growth excluding tariffs |
| Q1'26 | Pending | Symplicity revenue to meaningfully ramp when covered by CMS October 8 decision date confirmed, preparation activities underway |
| Q1'26 | Pending | Return to high single-digit EPS growth in fiscal 2027 Reaffirmed guidance for FY27 high single-digit EPS growth post-diabetes separation |
| Q1'26 | Exceeded | CAS growth rate to accelerate again in Q1 Delivered nearly 50% vs ~30% in Q4, and promising even faster Q2 growth |
| Q4'25 | Exceeded | Mid-single digit revenue growth for 10th consecutive quarter Delivered 5.4% organic growth vs mid-single digit target |
| Q4'25 | Pending | Surgical distributor issues to resolve entering FY26 Still mentioned as ongoing dynamic, resolution pushed to FY26 |
| Q4'25 | Delivered | High single-digit EPS growth in back half of fiscal year Q4 delivered 11% growth, 9% for back half combined |
| Q4'25 | Delivered | Hugo urology submission by end of March Filed during Q4 as committed |
| Q4'25 | Delivered | CV growth to meaningfully accelerate in Q4 Accelerated to 8% from mid-single digits |
| Q4'25 | Exceeded | CAS to deliver strong double-digit growth in Q4 Delivered nearly 30% vs mid-20s expected |
| Q3'25 | Delivered | Mid-single-digit organic revenue growth consistently 9 quarters in a row of mid-single-digit growth maintained |
| Q3'25 | Exceeded | Continue engaging with CMS on renal denervation CMS opened NCA, major breakthrough beyond expectations |
| Q3'25 | Delivered | Hugo FDA filing in Q1 calendar 2025 Tightened to end of March 2025, on track |
| Q3'25 | Pending | High single-digit EPS growth in back half of year Q3 delivered 6.9% growth, need similar in Q4 to deliver promise |
| Q3'25 | Missed | Surgical would return to normalized growth starting Q3 New distributor excuse emerged, now promises recovery in Q1 FY26 |
| Q3'25 | Missed | CAS would accelerate in Q2 after supplier issues Actually hit by another supplier interruption in Q2, but claims resolved for Q3 |
| Q2'25 | Pending | Operating margin expansion for full year Q3 margins expected up 30 bps, on track for full year expansion |
| Q2'25 | Delivered | Diabetes double-digit growth sustainability 11% growth maintained despite tougher comparisons |
| Q2'25 | Exceeded | Hugo urology data capture completion Completed targeted enrollment and ready for FDA filing Q1 2025 |
| Q2'25 | Pending | High single-digit EPS growth exiting fiscal year Still tracking to this with Q3/Q4 acceleration planned |
| Q2'25 | Delivered | Continue mid-single digit organic revenue growth 5% growth maintained, slightly above midpoint of guidance |
| Q2'25 | Pending | Surgical return to normalized growth in back half Now saying 'starting next quarter' instead of back half, suggesting ongoing issues |
| Q2'25 | Missed | Strong acceleration in CAS Q2 growth Supplier interruption prevented expected acceleration, growth actually stalled |
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