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Edwards Lifesciences Expects 2025 Sales Of $5.6B-$6B Vs. Consensus Of $5.91B, With Adjusted EPS Of $2.40-$2.50 Versus Consensus Of $2.44, Reaffirms 2024 Constant Currency Sales Growth Guidance Of 8%-10%

Edwards Lifesciences Expects 2025 Sales Of $5.6B-$6B Vs. Consensus Of $5.91B, With Adjusted EPS Of $2.40-$2.50 Versus Consensus Of $2.44, Reaffirms 2024 Constant Currency Sales Growth Guidance Of 8%-10%

爱德华生命科学预计2025年销售额为56亿美元。与59.1亿美元的一致预期相比,销售额为60亿美元,每股收益调整后为2.40-2.50美元,而一致预期为2.44美元,重申2024年的恒定汇率销售增长指导为8%-10%。
Benzinga ·  12/04 19:07

2025 Guidance

2025 年指南

Sales

$5.6 - $6.0 billion

(8% - 10% constant currency growth)

TAVR

$4.1 - $4.4 billion

(5% - 7% constant currency growth)

TMTT

$500 - $530 million

(50% - 60% constant currency growth)

Surgical

$970 million - $1.05 billion

(mid-single digit constant currency growth)

FX Impact on Sales

~$100 million unfavorable

(~2pt downside to reported growth)

Adjusted Gross Profit Margin 78% - 79%
Adjusted Operating Margin 27% - 28%
Tax Rate 15% - 18%
Adjusted EPS $2.40 - $2.50
Diluted Shares Outstanding 585 – 595 million
销售

56-60 亿美元

(8%-10% 的恒定货币增长)

TAVR

41-44 亿美元

(5%-7% 的恒定货币增长)

TMTT

500-5.3 亿美元

(50%-60% 的恒定货币增长)

外科

9.7亿美元至10.5亿美元

(中等个位数的恒定货币增长)

外汇对销售的影响

~1亿美元不利

(与报告的增长相比下降了约2个百分点)

调整后的毛利率 78%-79%
调整后的营业利润率 27%-28%
税率 15%-18%
调整后的EPS 2.40-2.50 美元
摊薄后的已发行股份 585 — 59500万
  • Increasing contribution from an expanding set of structural heart therapies in 2026 and beyond; targeting 10% average annual total company sales growth and double-digit EPS growth
    • Mid-to-high single digit TAVR growth driven by EARLY TAVR and PROGRESS
    • TMTT increasing contribution to growth, reaching $2 billion by 2030
    • Increasing contribution from new therapeutic areas including Structural Heart Failure and AR
  • 在2026年及以后,不断扩大的结构性心脏疗法的贡献将增加;目标是公司年均销售总额增长10%,每股收益增长两位数
    • 受早期TAVR和PROGRESS的推动,中到较高的个位数TAVR增长
    • tMTT 增加对增长的贡献,到 2030 年将达到 20 亿美元
    • 包括结构性心力衰竭和增强现实在内的新治疗领域的贡献越来越大
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