Edwards Lifesciences Corporation (EW) Earnings Call Transcripts

Edwards Lifesciences Corporation's Latest Earnings Call - September 16, 2026

In the third quarter of fiscal year 2026, Edwards Lifesciences Corporation reported strong performance driven by its evolving focus on structural heart disease, particularly TAVR and TMTT therapies. The company achieved revenues of $7 billion, reflecting a solid growth trajectory, and management signaled confidence in maintaining a durable growth rate of mid- to high single digits. Notably, the recent National Coverage Determination (NCD) from CMS is expected to enhance patient access and streamline procedures, which could significantly impact future growth.

Reported metrics

Guidance from management

Management maintained their long-term growth guidance of mid- to high single digits, supported by the recent NCD and a strong pipeline of products, particularly in TMTT.

What management said

So let's get into it. Good morning, everyone. It's great to be here. I'm glad you have interest in the company. We are pleased about all what we do. We take care of patients in the best way possible. And so we are very proud of the impact we are having.

Yes. And I think the beauty of everything that Bernard just talked about is these are all multiyear opportunities, right? Some will be more -- you may see some impact more shorter term when we talk about flexibility, some centers may adopt that flexibility right away. Others may take a little bit longer. Opening centers may take a little bit longer. So you're not necessarily going to see a huge peak and then a valley...

What analysts pressed on

Analysts expressed concerns regarding the adoption of TAVR in smaller centers and the overall capacity to meet increasing demand. They are particularly focused on how the new NCD will translate into actual patient treatments and center openings.

Main topics on the call

• NCD Impact on TAVR Growth — Management highlighted the positive implications of the recent NCD, stating it allows for 'flexibility at 2 levels' for patient access and treatment processes. This change could enable up to 200 new TAVR centers to open,...
• Evolving Product Portfolio — Edwards is transitioning from a TAVR-centric model to include TMTT therapies, with management stating, 'We are on track to achieve about $0.75 billion, growing about 40% for TMTT in 2026.' This diversification is expecte...
• Durability of SAPIEN Platform — The management emphasized the SAPIEN platform's 'best-in-class performance and durability,' which is crucial for maintaining competitive advantage in the market. This durability is expected to support ongoing physician a...
• Long-term Growth Strategy — Management reiterated their confidence in achieving a long-term growth target of 'mid- to high single digits,' underpinned by a strong pipeline and market expansion opportunities in both the U.S. and international market...

Read the full Edwards Lifesciences Corporation transcript (September 16, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 78 Edwards Lifesciences Corporation earnings call transcripts on record, spanning January 13, 2020 to September 16, 2026. Based on this history, Edwards Lifesciences Corporation reports quarterly. The most recent call on file is dated September 16, 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

78

First call

January 13, 2020

Most recent

September 16, 2026

Reporting cadence

quarterly