Key Takeaways
Boston Scientific (BSX) reports Q4 2025 earnings on February 4, with consensus expecting $0.78 adjusted EPS on $5.27B revenue, in line with guidance of $0.77–$0.79 EPS and 11–13% organic growth.
Medtronic (MDT) posted strong Q2 FY26 results: $9B revenue (+5.5% organic), $1.36 adjusted EPS, raising FY26 guidance amid pulsed field ablation momentum. Q3 FY26 results are expected February 17.
Stryker (SYK) delivered record Q4/FY 2025 results: $7.17B Q4 revenue (+11% organic), $4.47 adjusted EPS; FY sales topped $25B with 2026 guidance of 8–9.5% organic growth.
BSX leads in cardiovascular and MedSurg growth, while MDT and SYK focus on stable margins and capital equipment strength.
All three benefit from procedural volume recovery, though tariff headwinds (~$185–$400M impact) loom for 2026.
Investor focus: BSX’s strong beat history (~7% average) vs. peers’ raised outlooks signals competitive positioning.
Why This Comparison Matters
Boston Scientific’s Q4 caps a transformative year, driven by ~15.5% organic growth from WATCHMAN, FARAPULSE electrophysiology, and MedSurg expansions. As a leader in minimally invasive devices, BSX’s results set the benchmark against Medtronic and Stryker—diversified medtech giants navigating tariffs, procedural rebounds, and innovation.
MDT’s ablation surge and SYK’s Mako robotics dominance illustrate trade-offs between growth and scale. Combined, the trio represents ~$300B in market capitalization, offering investors insight into cardiovascular, orthopedics, and surgical trends amid 8–10% industry growth forecasts.
BSX Earnings Focus
Revenue: $5.27B (+15.6% YoY, 11–13% organic per guidance)
Adjusted EPS: $0.78 (+11% YoY), within company guidance of $0.77–$0.79
Key drivers:
Cardiovascular (~65% revenue): FARAPULSE PFA, WATCHMAN FLX
MedSurg: Neuromodulation post-Axonix
U.S. revenue: ~$3.39B expected (+17%)
Other metrics: Margin pressure from tariffs, historical EPS beats ~7.36% average, FY25 EPS raised to $3.02–$3.04
Stock reaction: Historically +3–4% on positive surprises
MDT Earnings/Business Context
Q2 FY26 results: $9B revenue (+5.5% organic), $1.36 adjusted EPS (+8%)
Cardiac ablation: 71% growth (U.S. PFA +128%)
FY26 guidance: 5.5% organic revenue growth, EPS $5.62–$5.66
Margins: Adjusted gross margin +70bps to 65.9%
Risks: Tariff impacts (~$185M FY26), China VBP pressures
Outlook: Scale and diversification provide stability vs. BSX’s higher-growth trajectory
SYK Earnings/Business Context
Q4/FY 2025 results: $7.17B Q4 revenue (+11% organic), $4.47 adjusted EPS (+11.5%); FY $25.12B revenue (+10.3% organic), $13.63 EPS (+11.8%)
Margins: Adjusted operating margin +100bps to 26.3%; free cash flow 81% of adjusted net earnings
2026 guidance: 8–9.5% organic growth, $14.90–$15.10 EPS
Drivers: Mako robotics (orthopedics), double-digit MedSurg/Neuro growth, vascular pressures manageable
Risks: Tariffs (~$400M), supply chain, orthopedics competition
Positioning: Procedural and capital equipment focus contrasts BSX’s interventional emphasis
AI Trading Bot Perspective
Tickeron offers AI-driven trading bots for BSX, MDT, and SYK:
BSX bot: Trend Trader for Broad Market Optimal Financial Fusion (60min FA), targeting large-cap trend momentum
MDT bot: Corridor TP-SL 2 AI Agent (60min), optimized for channel-based entries/exits
SYK bot: Trend Trader for Beginners (60min TA), ideal for orthopedic momentum plays
Historical performance varies by market conditions; these bots provide automated signals to complement manual analysis.
Key DriversCardio & MedSurgCardio & scaleOrtho/Capital equipment
BSX: High-growth cardiovascular, potential upside from historical beats
MDT: Broad therapy stability, slower growth but reliable margins
SYK: Ortho/surgical dominance with strong margin expansion
Risks: BSX procedure-sensitive; MDT China & tariffs; SYK supply/ortho competition
Investor sentiment tilts BSX for growth, peers for stability, reflecting trade-offs between upside potential vs. steady execution.
Tickeron AI Verdict
Tickeron’s AI models currently favor BSX pre-earnings, citing:
Superior trend stability
15%+ organic trajectory
Historical EPS beat consistency
MDT and SYK provide lower-volatility, steady profiles, but BSX holds a probabilistic edge if guidance is reaffirmed and tariffs remain manageable.
Disclaimers and Limitations
Financial writer and active order flow futures trader with a focus on fundamental analysis, macroeconomic factors, and equity research. I make in-depth blogs on stocks and ETFs, bridging the gap between raw market data and real-world trading decisions.
The Aroon Indicator for BSX entered a downward trend on October 13, 2026. Tickeron's A.I.dvisor identified a pattern where the AroonDown red line was above 70 while the AroonUp green line was below 30 for three straight days. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options. A.I.dvisor looked at 136 similar instances where the Aroon Indicator formed such a pattern. In 91 of the 136 cases the stock moved lower. This puts the odds of a downward move at 67%.
The Momentum Indicator moved below the 0 level on September 30, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on BSX as a result. In 48 of 91 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 53%.
BSX moved below its 50-day moving average on September 08, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for BSX crossed bearishly below the 50-day moving average on September 10, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 7 of 15 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 47%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BSX declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 54%.
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where BSX's RSI Indicator exited the oversold zone, 17 of 26 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 65%.
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 28 of 51 cases where BSX's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 55%.
The Moving Average Convergence Divergence (MACD) for BSX just turned positive on October 12, 2026. Looking at past instances where BSX's MACD turned positive, the stock continued to rise in 22 of 45 cases over the following month. The odds of a continued upward trend are 49%.
Following a +4.28% 3-day Advance, the price is estimated to grow further. Considering data from situations where BSX advanced for three days, in 200 of 338 cases, the price rose further within the following month. The odds of a continued upward trend are 59%.
BSX may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron SMR rating for this company is 55 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 62 (best 1 - 100 worst), indicating fairly steady price growth. BSX’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 65 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.564) is normal, around the industry mean (10.930). P/E Ratio (17.858) is within average values for comparable stocks, (100.178). Projected Growth (PEG Ratio) (0.618) is also within normal values, averaging (11.052). Dividend Yield (0.000) settles around the average of (0.002) among similar stocks. P/S Ratio (3.117) is also within normal values, averaging (40.124).
The Tickeron PE Growth Rating for this company is 98 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. BSX’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 95, placing this stock worse than average.
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
a maker of medical devices
Industry MedicalNursingServices