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

The earnings call indicates positive sentiment with strong growth in emerging markets, consistent U.S. volume growth, and significant productivity savings. The sale of the Packaging business will fund shareholder returns and debt reduction, enhancing financial health. Although there are some concerns, such as flattish European markets and some ambiguity in management responses, these are outweighed by the optimistic guidance, strong brand performance, and strategic focus on innovation and e-commerce. The positive shareholder return plan and stable adjusted EBITDA further support a positive outlook.
The earnings call presents mixed signals. Positive aspects include a strong cash position, new partnerships, and growth in U.S. Vascular Access. However, declining gross margins, a decrease in EBITDA, and uncertainties in the U.S. Advanced Wound Care channel weigh negatively. The Q&A section highlights management's optimism and strategic plans but lacks clarity on key issues. Given these mixed factors, the stock price is likely to remain stable over the next two weeks, resulting in a neutral sentiment prediction.
The earnings call indicates a positive sentiment with a 6% sales increase and strong recurring software revenue growth. The slight decline in gross margin is attributed to product mix volatility. Q&A reveals strong demand and a robust backlog, with management confident in business prospects and maintaining a strong balance sheet. Despite concerns about margin sustainability and tariff impacts, the overall outlook is optimistic, supported by a special dividend and ongoing innovation. No significant negative factors were highlighted, suggesting 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.