Access earnings results, analyst expectations, report, slides, earnings call, and transcript.

The earnings call summary and Q&A indicate positive sentiment. The company raised full-year guidance, achieved margin expansion, and reported strong procedural volumes and product innovations. Despite challenges in certain sectors, the overall outlook is optimistic with sustained growth expected. The Q&A section reinforces confidence in growth strategies and product launches, while addressing competitive and market challenges. The positive guidance, strong financial metrics, and shareholder return plans suggest a likely stock price increase, aligning with a positive sentiment rating.
The earnings call highlights strong financial performance with adjusted margin improvements, robust cash flow, and a positive outlook on procedural volumes and capital markets. Despite some supply chain disruptions, the company maintains a strong growth trajectory, supported by new product launches and strategic acquisitions. The Q&A section reveals healthy market conditions and confidence in sustaining growth, albeit with some management evasiveness on long-term targets. Overall, the positive guidance and strategic initiatives suggest a positive stock price movement.
The earnings call reveals strong financial performance, with record new system additions for Mako and a 19% growth in U.S. Endoscopy. The company is on track with product launches and international expansion, despite tariff impacts. Optimistic EPS guidance and operational strength offset uncertainties, and shareholder returns are likely to be positive. Overall, the sentiment leans towards a positive stock price movement.
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.