Medtronic (MDT) Q4 2026 (USD): adj. EPS 1.55 (exp. 1.54), Revenue 9.81bln (exp. 9.62bln)
Macy's Inc. (M) Q1 2026 (USD): Adj. EPS 0.13 (exp. 0.03), Revenue 4.7bln (exp. 4.61bln), Raises guidance midpoint: Sees Current FY EPS 2.00-2.20 (exp. 2.09), Current FY Rev. 21.5-21.8bln (exp. 21.59bln)
US President Trump says Chinese President Xi looks up to the US
Medtronic (MDT) Q4 2026 (USD): adj. EPS 1.55 (exp. 1.54), Revenue 9.81bln (exp. 9.62bln)
Voestalpine (VOE AV) executive says Q2 steel imports into the EU were down 17% Y/Y, expects further decrease in H2
"Despite Trump's fantasies, Iran has not given any response to the Americans in the past few days", via Tasnim
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SEGMENTS:
- Cardiovascular revenue +13.8% to USD 3.797bln
- Neuroscience +5.0% to USD 2.751bln
- Medical Surgical +8.0% to USD 2.388bln
- Diabetes +15.0% to USD 837mln
- Cardiac Ablation Solutions revenue rose 78% globally and 124% in the US
GUIDANCE:
- Next FY EPS view 5.90-6.00 (exp. 6.05)
COMMENTARY:
- Expects approximately USD 250mln in tariff impact to FY27 cost of goods sold, representing a USD 65mln incremental year-on-year increase, and is not assuming any government refund.
- CEO said Medtronic delivered its strongest annual top-line growth in 10 years and cited momentum in CRM, CST, Surgical, Affera, Symplicity, Hugo, Altaviva and Stealth AXiS.
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