NYSE$MDT

Medtronic PLC · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

Medtronic posted steady Q1 2026 results with broad-based segment growth and raised full-year EPS guidance.

Medtronic reported strong Q1 FY26 results with $8.58B in revenue and consistent organic growth across cardiovascular and diabetes segments. GAAP EPS rose to $0.81 while non-GAAP EPS reached $1.26, prompting an upward revision of full-year earnings guidance.

  • Q1 revenue reached $8.58 billion, up 8.4% YoY as reported
  • Net income of $1.04 billion with GAAP EPS at $0.81
  • Raised FY26 non-GAAP EPS guidance to $5.60–$5.66
  • Cardiac Ablation Solutions and Diabetes segments showed strong double-digit growth

Headline financials

Total Revenue

$8.58B

Previous: $7.92B+8.4%
EPS (adj)

$1.26

Previous: $0.80+57.5%
Organic Revenue Growth

4.8%

No prior period
GAAP Operating Margin

16.8%

Previous: 16.1%+4.3%
Non-GAAP Operating Margin

23.6%

Previous: 24.4%-3.3%
Non-GAAP Operating Profit

$2.02B

Previous: $1.95B+3.2%
Capital Expenditures

-$504M

Previous: -$520M+3.1%
Free Cash Flow

$584M

Previous: $466M+25.3%
Net Income

$1.04B

Previous: $1.04B-0.2%
Operating Income

$1.45B

Previous: $1.28B+13.1%
Gross Profit

$5.58B

Previous: $5.15B+8.2%
Cash & Equivalents

$1.27B

Previous: $1.31B-2.9%
Total Assets

$91B

Previous: $89.7B+1.4%
R&D Expense

$726M

Previous: $676M+7.4%

Revenue & EPS history

Medtronic · Revenue · Quarterly

$8.58B

Q1 2026+8.4%vs Q1 2025
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Medtronic · $8.9B total across 9 segments · Q4 2025

  • Cardiac Rhythm & Heart Failure
    $1.73B
  • Surgical & Endoscopy
    $1.71B
  • Cranial & Spinal Technologies
    $1.34B
  • Structural Heart & Aortic
    $944M
  • Specialty Therapies
    $759M
  • Diabetes
    $728M
  • Coronary & Peripheral Vascular
    $659M
  • Neuromodulation
    $520M
  • Acute Care & Monitoring
    $503M

Forward guidance

Medtronic reaffirmed its FY26 organic revenue growth target of ~5% and raised its non-GAAP EPS guidance to a range of $5.60 to $5.66, reflecting stronger-than-expected Q1 performance and a more favorable outlook on tariffs.

Tailwinds

  • Raised FY26 non-GAAP EPS guidance
  • Strong growth in Cardiac Ablation and Diabetes segments
  • Received CE Mark for Hugo RAS system's LigaSure tech
  • U.S. CMS proposed coverage for Symplicity Spyral system
  • 11th consecutive quarter of mid-single-digit organic growth

Headwinds

  • Specialty Therapies revenue declined YoY
  • Non-GAAP operating margin declined YoY by 80 bps
  • EPS growth partially impacted by restructuring and divestitures
  • Limited inorganic revenue growth contributions
  • Diabetes business preparing for separation, creating transition costs

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 Q1 2026

Historical avgQ1 2026

-0.2%

Avg return

Earnings day

-0.0%

Avg return

5 days after

-1.4%

Avg return

30 days after

57%

37 / 65 earnings

Positive

+6.2%

Q1 2019

Best reaction

-7.3%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026-2.8%-2.6%-12.7%
Q2 2026+3.9%+5.1%+2.3%
Q1 2026-3.1%-0.1%+3.0%
Q4 2025-2.2%-6.6%-0.0%
Q3 2025-7.3%-3.1%-1.7%
Q2 2025-4.0%-1.6%-8.7%
Q1 2025+3.2%+4.2%+5.5%
Q4 2024-4.0%-4.4%-4.8%
Q3 2024+1.8%+1.5%-1.2%
Q2 2024+4.3%+5.1%+9.0%
Q1 2024+2.5%+0.7%-1.4%
Q4 2023-6.9%-5.7%-0.0%
Q3 2023+0.4%-1.5%-8.5%
Q2 2023-4.0%-3.9%-6.3%
Q1 2023-4.1%-3.9%-10.2%
Q4 2022-6.1%-5.1%-14.5%
Q3 2022+2.4%+5.2%+5.7%
Q2 2022-2.1%-5.0%-12.0%
Q1 2022+4.7%+4.1%+1.7%
Q4 2021+0.3%-0.8%+2.8%
Q3 2021+2.6%+1.1%+0.7%
Q2 2021+2.1%+3.3%+2.8%
Q1 2021+3.9%+7.7%+1.1%
Q4 2020-3.4%-0.9%-4.3%
Q3 2020-3.0%-3.5%-32.5%
Q2 2020+0.5%-0.4%+2.0%
Q1 2020+3.5%+1.8%+6.6%
Q4 2019+4.8%+2.9%+12.0%
Q3 2019+0.6%+1.6%-0.2%
Q2 2019+2.9%+1.8%-0.5%
Q1 2019+6.2%+6.1%+8.3%
Q4 2018+1.2%+0.2%+1.8%
Q3 2018-3.1%-3.5%-6.2%
Q2 2018+4.4%+5.5%+3.3%
Q1 2018-4.5%-5.3%-4.8%
Q4 2017+0.5%+0.2%+5.3%
Q3 2017+0.9%+2.7%+2.5%
Q2 2017-6.0%-6.3%-11.0%
Q1 2017-0.1%+0.2%+1.2%
Q4 2016-1.4%+1.5%+6.2%
Q3 2016-3.6%
Q2 2016+2.7%
Q1 2016-3.6%
Q4 2015+0.2%
Q3 2015+4.3%
Q2 2015+3.7%
Q1 2015+1.1%
Q4 2014-1.0%
Q3 2014-1.2%
Q2 2014-2.4%
Q1 2014-2.6%
Q4 2013+3.3%
Q3 2013-5.0%
Q2 2013+1.6%
Q1 2013+1.2%
Q4 2012+2.1%
Q3 2012+2.0%
Q2 2012-6.5%
Q1 2012-3.2%
Q4 2011+1.5%
Q3 2011+1.4%
Q2 2010-0.2%
Q1 2010+1.5%
Q4 2010+0.7%
Q3 2009+0.6%

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