NYSE$MDT

Medtronic PLC · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

Medtronic's Q4 2024 earnings were reported, featuring revenue of $8.6 billion, EPS of $0.49, and non-GAAP EPS of $1.46. The company experienced broad-based growth across multiple segments and issued FY25 guidance.

Medtronic reported Q4 worldwide revenue of $8.589 billion, a 0.5% increase as reported and a 5.4% increase on an organic basis. GAAP diluted EPS was $0.49, while non-GAAP diluted EPS was $1.46. The company's organic revenue results reflect broad-based growth across the company, with mid-single digit or higher organic revenue growth in all four segments.

  • Q4 revenue increased 0.5% as reported and 5.4% organic.
  • Q4 GAAP diluted EPS was $0.49, and non-GAAP diluted EPS was $1.46.
  • FY24 revenue increased 3.6% as reported and 5.2% organic.
  • The company issued FY25 guidance and increased the dividend to $0.70 per share quarterly.

Headline financials

Total Revenue

$8.59B

Previous: $8.54B+0.5%
EPS (adj)

$1.46

Previous: $1.57-7.0%
Capital Expenditures

-$426M

Previous: $378M-212.7%
Free Cash Flow

$5.2B

Previous: $2.08B+149.8%
Net Income

$659M

Previous: $1.18B-44.1%
Operating Income

$1.05B

Previous: $1.57B-32.7%
Gross Profit

$5.2B

Previous: $5.56B-6.6%
R&D Expense

$675M

No prior period
Stock-Based Comp

$90M

Previous: $75M+20.0%

Revenue & EPS history

Medtronic · Revenue · Quarterly

$8.59B

Q4 2024+0.5%vs Q4 2023
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

Medtronic · $8.97B total across 8 segments · Q4 2026

  • Cardiac Rhythm & Heart Failure
    $2.11B+21.8%
  • Surgical & Endoscopy
    $1.82B+6.5%
  • Cranial & Spinal Technologies
    $1.4B+4.5%
  • Structural Heart & Aortic
    $1B+6.1%
  • Diabetes
    $837M+15.0%
  • Coronary & Peripheral Vascular
    $685M+3.9%
  • Acute Care & Monitoring
    $568M+12.9%
  • Neuromodulation
    $542M+4.2%

Forward guidance

The company is guiding to FY25 organic revenue growth in the range of 4% to 5%. The company is guiding to FY25 diluted non-GAAP EPS in the range of $5.40 to $5.50, including an estimated 5% unfavorable impact from foreign currency exchange based on recent rates.

Tailwinds

  • FY25 organic revenue growth is expected to be in the range of 4% to 5%.
  • FY25 revenue growth on a reported basis would be in the range of 2.4% to 3.7%.
  • FY25 diluted non-GAAP EPS is projected to be between $5.40 and $5.50.
  • This represents FY25 diluted non-GAAP EPS growth in the range of 4% to 6%.
  • The company remains committed to returning a minimum of 50% of its free cash flow to shareholders.

Headwinds

  • FY25 diluted non-GAAP EPS includes an estimated 5% unfavorable impact from foreign currency exchange based on recent rates.
  • Organic revenue growth guidance excludes the impact of foreign currency exchange and revenue reported as Other.
  • Forward-looking diluted non-GAAP EPS guidance excludes other potential charges or gains that would be recorded as Non-GAAP Adjustments to earnings during the fiscal year.
  • The combined impact and timing of recognition of these potential charges or gains is inherently uncertain and difficult to predict and is unavailable without unreasonable efforts.
  • Such items could have a substantial impact on GAAP measures of financial performance.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

-0.1%

Avg return

Earnings day

+0.2%

Avg return

5 days after

-1.4%

Avg return

30 days after

58%

38 / 66 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
Q4 2026+5.3%+9.4%
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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