Edwards Lifesciences Corporation (EW) Earnings Call Transcripts

Edwards Lifesciences Corporation's Latest Earnings Call - Q2 FY2026

In the second quarter of 2026, Edwards Lifesciences reported total sales of $1.74 billion, reflecting a robust year-over-year growth of 12.5%. Adjusted EPS came in at $0.78, benefiting from strong top-line performance. Management raised full-year sales guidance to 10% to 11% from 9% to 11%, signaling confidence in sustained growth driven by TAVR and TMTT platforms. The company anticipates total sales for 2026 to be between $6.6 billion and $6.9 billion.

Reported metrics

Guidance from management

Management increased full-year sales growth guidance to 10%-11% from 9%-11% and reaffirmed adjusted EPS guidance of $2.95 to $3.05, indicating confidence in sustained performance despite potential foreign exchange headwinds.

What management said

Thanks, Doretta. So in summary, our second quarter performance underscores the strength of our focused strategy and reinforces our confidence that the investments we are making today will drive sustainable growth and meaningful value creation over the long term. Before we move to Q&A, I'd also like to highlight 2 upcoming opportunities to engage with our team. We will host an event at the TCT Conference in San Diego...

Yes. And with regards to impact, Larry, think about -- you know that the practice of medicine is moving slowly. So we expect minimal impact in 2026. And our long-term guidance for TAVR, mid- to high single digit is here to accommodate all of these kind of scenarios. What we will do at investor conference is provide a more detailed guidance, obviously, for 2027.

What analysts pressed on

Analysts expressed concerns about the impact of the NCD on TAVR growth and the potential for lower adoption rates from the PROGRESS trial results. There were also questions regarding the normalization of seasonality in Q3 and how it might affect growth expectations.

Main topics on the call

• Strong TAVR Performance — TAVR sales reached $1.3 billion, growing 10.5% year-over-year, driven by clinical momentum and strong evidence supporting proactive disease management. Management noted, "the long-term differentiation of our SAPIEN platf...
• TMTT Growth Acceleration — Sales for TMTT therapies surged 44.8% year-over-year to $195.9 million, with PASCAL and EVOQUE leading the charge. Management stated, "Each therapy delivers meaningful benefit for patients and health care systems," indic...
• Increased Full-Year Guidance — Management raised full-year sales growth guidance to 10%-11% from 9%-11%, reflecting confidence in ongoing performance. They stated, "We are on track to deliver on our increased company guidance of 10% to 11% this year."
• Surgical Segment Performance — Surgical sales grew 5% year-over-year to $284 million, driven by the adoption of RESILIA therapies. Management expects mid-single-digit growth in this segment for 2026, indicating stable performance.

Read the full Edwards Lifesciences Corporation transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 77 Edwards Lifesciences Corporation earnings call transcripts on record, spanning January 13, 2020 to July 23, 2026. Based on this history, Edwards Lifesciences Corporation reports quarterly. The most recent call on file is dated July 23, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

EW

Exchange

NYSE

Country

US

Sector

Health Care

Industry

Health Care Equipment and Supplies

Calls on record

77

First call

January 13, 2020

Most recent

July 23, 2026

Reporting cadence

quarterly