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Apr 25

Medtronic Q4 2025 Earnings Report

Medtronic posted a strong Q4 with solid revenue and earnings growth, supported by double-digit expansion in its Cardiac Ablation and Diabetes businesses.

Key Takeaways

Medtronic delivered a robust Q4 FY25 performance with nearly $9 billion in revenue and strong growth in key franchises such as Cardiac Ablation and Diabetes. The company also announced a strategic plan to spin off its Diabetes business.

Revenue reached $8.93 billion, up from $8.59 billion last year

GAAP EPS surged to $0.82, and Non-GAAP EPS rose to $1.62

Net Income climbed to $1.06 billion, reflecting 62% growth

Medtronic announced intent to spin off its Diabetes business

Total Revenue
$8.93B
Previous year: $8.59B
+3.9%
EPS
$1.62
Previous year: $1.46
+11.0%
Organic Revenue Growth
5.4%
GAAP Operating Margin
16.1%
Non-GAAP Operating Margin
27.8%
Gross Profit
$5.8B
Previous year: $5.2B
+11.7%
Cash and Equivalents
$2.22B
Previous year: $1.28B
+72.7%
Free Cash Flow
$5.19B
Previous year: $5.2B
-0.3%
Total Assets
$91.7B
Previous year: $90B
+1.9%

Medtronic

Medtronic

Medtronic Revenue by Segment

Medtronic Revenue by Geographic Location

Forward Guidance

Medtronic expects FY26 organic revenue growth of approximately 5%, and non-GAAP EPS between $5.50 and $5.60 depending on tariff impacts.

Positive Outlook

  • 5% organic revenue growth expected in FY26
  • Non-GAAP EPS projected at $5.50 to $5.60
  • Continued momentum in key growth drivers
  • Leverage on operating profit anticipated
  • Robust mitigation plans for potential tariffs

Challenges Ahead

  • Tariff risks could impact lower EPS guidance range
  • Rising interest expenses forecasted
  • Higher tax expenses expected
  • Continued restructuring and separation costs
  • Global macro uncertainties may weigh on margins

Revenue & Expenses

Visualization of income flow from segment revenue to net income