NYSE$MDT

Medtronic PLC · Q2 2026 earnings

Q2 2026 earnings · · Before market open · Investor relations

Briefing

Medtronic reported strong Q2 2026 results with both revenue and EPS beating expectations.

Medtronic delivered a solid performance in Q2 2026, exceeding revenue and EPS expectations. The company saw strong growth in its Cardiac Ablation Solutions and Cardiovascular segments, leading to an upward revision of its full-year guidance.

  • Revenue reached $8.961 billion, growing 6.6% as reported and 5.5% organically.
  • GAAP EPS came in at $1.07 and non-GAAP EPS at $1.36.
  • Net income increased to $1.374 billion.
  • Cardiac Ablation Solutions revenue surged 71% driven by pulsed field ablation technology.

Headline financials

Total Revenue

$8.96B

Previous: $8.4B+6.6%
EPS (adj)

$1.36

Previous: $0.99+37.4%
Organic Revenue Growth

5.5%

No prior period
GAAP Operating Margin

18.8%

No prior period
Non-GAAP Operating Margin

24.1%

No prior period
Non-GAAP Operating Profit

$2.16B

No prior period
Capital Expenditures

-$972M

Previous: -$924M-5.2%
Free Cash Flow

$1.04B

Previous: $1.02B+2.1%
Net Income

$1.37B

Previous: $1.27B+8.2%
Operating Income

$1.69B

Previous: $1.6B+5.7%
Gross Profit

$5.9B

Previous: $5.46B+8.1%
Cash & Equivalents

$1.28B

Previous: $1.39B-8.0%
Total Assets

$91.3B

Previous: $90B+1.4%
R&D Expense

$754M

Previous: $697M+8.2%

Revenue & EPS history

Medtronic · Revenue · Quarterly

$8.96B

Q2 2026+6.6%vs Q2 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 raised its FY26 organic revenue growth outlook to ~5.5% and adjusted EPS guidance to $5.62–$5.66.

Tailwinds

  • FY26 organic revenue growth guidance raised to ~5.5%.
  • Adjusted EPS guidance increased to $5.62–$5.66.
  • Strong performance in Cardiac Ablation Solutions (71% revenue growth).
  • FDA approvals and CMS coverage expansions in key therapies.
  • Robust momentum across cardiovascular and diabetes businesses.

Headwinds

  • Potential tariff impact of $185 million remains unchanged.
  • GAAP operating margin declined 20 basis points YoY.
  • Slight revenue decline in Specialty Therapies segment.
  • Flat growth in Coronary & Peripheral Vascular segment.
  • Increased R&D and marketing spend could pressure margins.

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 Q2 2026

Historical avgQ2 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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