Medtronic

MDT Q1 2026 Earnings

Reported Aug 19, 2025 at 6:49 AM ET · SEC Source

Q1 26 EPS

$1.26

BEAT +2.54%

Est. $1.23

Q1 26 Revenue

$8.58B

BEAT +2.48%

Est. $8.37B

vs S&P Since Q1 26

-23.2%

TRAILING MARKET

MDT -8.4% vs S&P +14.8%

Market Reaction

Did MDT Beat Earnings? Q1 2026 Results

Medtronic kicked off fiscal 2026 with a clean beat on both top and bottom lines, extending a run of consistent execution that has become something of a calling card for the medical device giant. The company posted Q1 revenue of $8.58 billion, up 8.4%… Read more Medtronic kicked off fiscal 2026 with a clean beat on both top and bottom lines, extending a run of consistent execution that has become something of a calling card for the medical device giant. The company posted Q1 revenue of $8.58 billion, up 8.4% year over year and ahead of the $8.37 billion consensus by 2.48%, while non-GAAP diluted EPS of $1.26 cleared the $1.23 estimate by 2.54%. The single most compelling driver was Cardiac Ablation Solutions, where pulsed field ablation products propelled global revenue nearly 50% higher, anchoring a Cardiovascular Portfolio that delivered 7.0% organic growth for the quarter. Diabetes added 7.9% organic growth, aided in part by fresh FDA clearances that expanded the MiniMed 780G system's compatibility and patient reach. Management responded to the outperformance by raising full-year non-GAAP EPS guidance to $5.60-$5.66, up from $5.50-$5.60, while reiterating approximately 5% organic revenue growth for the year, with an accelerating second half expected as key product cycles mature.

Key Takeaways

  • Pulsed Field Ablation (PFA) products driving nearly 50% growth in Cardiac Ablation Solutions
  • Transcatheter Valves strength contributing to Structural Heart growth
  • Neuromodulation delivering high-single digit organic growth
  • Diabetes business growing 7.9% organically
  • Leadless Pacing contributing to Cardiac Rhythm & Heart Failure growth
  • Favorable foreign currency impact of $159 million
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MDT YoY Financials

Q1 2026 vs Q1 2025, source: SEC Filings

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MDT Revenue by Segment

With YoY comparisons, source: SEC Filings

Q4 25 Q4 26
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MDT Revenue by Geography

With YoY comparisons, source: SEC Filings

Q4 25 Q4 26

“We delivered another consistent quarter of mid-single digit organic revenue growth, with broad strength from several innovative product categories, including Pulsed Field Ablation, Transcatheter Valves, Neuromodulation, Diabetes, and Leadless Pacing. We're confident and well positioned to accelerate our revenue growth in the second half of our fiscal year, as we make meaningful progress on our major growth drivers.”

— Geoff Martha, Q1 2026 Earnings Press Release