EU MedTech Shares Decline Following U.S. National Security Investigation into Imports
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 25 2025
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Source: SeekingAlpha
U.S. Investigation Impact: European MedTech stocks fell after the U.S. Department of Commerce initiated a national security investigation into the import of personal protective equipment and medical devices, potentially leading to tariffs under Section 232 of the Trade Expansion Act.
Affected Companies: Major European medical equipment manufacturers like Philips, Siemens Healthineers, and Smith & Nephew saw declines, along with other companies such as Getinge and Carl Zeiss Meditec, as the investigation targets a wide range of medical products but excludes pharmaceuticals.
Analyst Views on PHG
About PHG
Koninklijke Philips NV is a Netherlands-based health technology company. The Company's segments include Personal Health businesses, Diagnosis & Treatment businesses, Connected Care businesses and Other. The Personal Health businesses segment is engaged in the health continuum, delivering integrated, connected solutions that support healthier lifestyles and those living with chronic disease as well as oral healthcare and mother and child care support. The Diagnosis & Treatment businesses segment delivers precision medicine and treatment, and therapy. The Connected Care businesses segment provides consumers, care givers and clinicians with digital solutions that facilitate care by enabling precision medicine and population health management. The Other segment comprises such items, as innovation, emerging businesses, royalties, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
