NYSE$BSX

Boston Scientific Corp · Q4 2019 earnings

Q4 2019 earnings · · Investor relations

Briefing

Boston Scientific's Q4 2019 earnings exceeded expectations, driven by strong revenue growth across all segments and regions.

Boston Scientific reported strong Q4 2019 results, with sales reaching $2.905 billion, a 13.4% increase. GAAP EPS was $2.83, and adjusted EPS was $0.46, surpassing guidance. Revenue growth was seen across all segments and regions.

  • Reported fourth quarter sales of $2.905 billion, representing an increase of 13.4 percent on a reported basis.
  • Reported fourth quarter GAAP earnings of $2.83 per share.
  • Achieved adjusted earnings per share of $0.46 per share.
  • Achieved fourth quarter revenue growth in all segments, compared to the prior year period.

Headline financials

Total Revenue

$2.91B

Previous: $2.56B+13.4%
EPS (adj)

$0.46

Previous: $0.38+21.1%
MedSurg organic growth

10.6%

No prior period
Cardio organic growth

10.0%

No prior period
Capital Expenditures

$186M

Previous: $106M+75.5%
Free Cash Flow

$506M

Previous: -$87M+681.6%
Net Income

$4B

Previous: $386M+935.2%
Operating Income

$210M

Previous: $319M-34.2%
Gross Profit

$2.04B

Previous: $1.81B+12.3%
Cash & Equivalents

$217M

Previous: $146M+48.6%
Total Assets

$30.6B

Previous: $21B+45.6%
Stock-Based Comp

$41M

Previous: $36M+13.9%

Revenue & EPS history

Boston Scientific · Revenue · Quarterly

$2.91B

Q4 2019+13.4%vs Q4 2018
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

Boston Scientific · $2.03B total across 2 segments · Q4 2019

  • Cardiovascular
    $1.15B
  • MedSurg
    $878M

Forward guidance

The company estimates revenue growth for the full year 2020 to be in the range of approximately 10 to 12 percent on a reported basis and a growth range of approximately 6.5 to 8.5 percent on an organic basis. The company estimates income on a GAAP basis in a range of $0.95 to $1.00 per share and estimates adjusted earnings, excluding certain charges (credits) in a range of $1.74 to $1.79 per share.

Tailwinds

  • Revenue growth for the full year 2020 is estimated to be in a range of approximately 10 to 12 percent on a reported basis.
  • Organic revenue growth for the full year 2020 is expected to be in a range of approximately 6.5 to 8.5 percent.
  • Full year organic guidance excludes the impact of foreign currency fluctuations and contribution of approximately 350 basis points from the acquisitions of Vertiflex and BTG.
  • The company estimates income on a GAAP basis in a range of $0.95 to $1.00 per share.
  • Adjusted earnings, excluding certain charges (credits) are expected to be in a range of $1.74 to $1.79 per share.

Headwinds

  • First quarter sales guidance contemplates a preliminary negative sales impact estimate of $10 million to $40 million due to the potential effect of the coronavirus on procedure volumes in China and supply chain disruption.
  • First quarter organic guidance excludes the impact of foreign currency fluctuations and contribution of approximately 600 basis points from the acquisitions of Vertiflex and BTG.
  • The company estimates earnings on a GAAP basis in a range of $0.16 to $0.19 per share for Q1 2020.
  • Adjusted earnings, excluding certain charges (credits) are expected to be in a range of $0.37 to $0.40 per share for Q1 2020.
  • Future economic, political, competitive, reimbursement and regulatory conditions could affect the company's performance.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2019

Historical avgQ4 2019

+0.9%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+0.8%

Avg return

30 days after

64%

47 / 73 earnings

Positive

+14.0%

Q2 2013

Best reaction

-17.4%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+9.0%+0.7%-3.0%
Q4 2025-17.4%-19.1%-22.1%
Q3 2025+4.0%+2.5%-3.0%
Q2 2025+0.5%-1.9%+0.6%
Q1 2025+4.0%+7.5%+9.9%
Q4 2024+1.4%+2.5%-4.3%
Q3 2024-3.3%-3.7%+2.3%
Q2 2024-5.5%-3.8%+0.7%
Q1 2024+6.2%+5.1%+9.6%
Q4 2023+5.5%+4.9%+9.3%
Q3 2023-0.9%+2.4%+11.3%
Q2 2023-1.4%-1.0%-3.1%
Q1 2023+1.8%+3.3%-0.1%
Q4 2022+3.9%+3.0%+3.4%
Q3 2022+0.7%+4.4%+6.9%
Q2 2022+8.4%+8.1%+6.7%
Q1 2022+0.3%-2.3%-3.3%
Q4 2021-2.0%-1.4%+1.1%
Q3 2021-2.4%-3.4%-13.0%
Q2 2021+3.3%+3.7%+1.6%
Q1 2021+4.0%+2.9%+0.3%
Q4 2020+5.8%+8.0%+7.9%
Q3 2020-7.1%-4.2%-6.8%
Q2 2020+1.8%-0.7%+7.2%
Q1 2020+4.3%-0.3%+5.7%
Q4 2019+0.3%-1.5%-12.3%
Q3 2019+6.2%+8.9%+9.6%
Q2 2019-2.0%-1.4%-4.0%
Q1 2019+2.9%+2.3%+7.2%
Q4 2018+2.9%+4.1%+4.7%
Q3 2018+1.0%-1.8%-3.4%
Q2 2018+2.3%-1.9%+3.4%
Q1 2018+3.3%+0.8%+6.4%
Q4 2017-2.0%-4.4%-4.3%
Q3 2017-3.7%-5.0%-3.2%
Q2 2017-1.5%-3.4%-2.6%
Q1 2017+1.6%+2.4%+5.2%
Q4 2016+5.3%+5.3%+4.3%
Q3 2016-4.2%-2.0%-5.7%
Q2 2016+2.6%+2.2%+1.3%
Q1 2016+10.9%
Q4 2015-6.3%
Q3 2015+8.1%
Q2 2015-3.7%
Q1 2015-2.2%
Q4 2014+3.3%
Q3 2014+5.7%
Q2 2014+0.7%
Q1 2014-7.1%
Q4 2013-1.9%
Q3 2013-5.5%
Q2 2013+14.0%
Q1 2013+1.2%
Q4 2012+6.6%
Q3 2012-7.1%
Q2 2012-2.1%
Q1 2012+2.0%
Q4 2011+0.2%
Q3 2011-0.5%
Q2 2011-6.1%
Q1 2011-1.5%
Q4 2010+6.2%
Q3 2010+4.6%
Q2 2010+0.9%
Q1 2009-5.6%
Q1 2010-0.3%
Q4 2007+0.5%
Q4 2009+0.5%
Q3 2009+3.2%
Q3 2008+3.2%
Q4 2008+1.3%
Q2 2009+1.3%
Q2 2008+1.3%

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