波士顿科学二季度业绩小幅超预期但全年和三季度EPS指引低于共识

Boston Scientific press release ( BSX ): Q2 Non-GAAP EPS of $0.86 beats by $0.03 . Revenue of $5.44B (+7.5% Y/Y) beats by $70M . Reported net sales of $5.442 billion, representing an increase of 7.5 percent on a reported basis, compared to the company's guidance range of 5.5 to 7.5 percent; and 7.0 percent on an operational and organic basis, compared to the company's guidance range of 5 to 7 percent, all compared to the prior year period. Achieved the following net sales growth in each reportable segment, compared to the prior year period: MedSurg: 5.9 percent reported, 5.4 percent operational and organic Cardiovascular: 8.3 percent reported, 7.8 percent operational and organic The company now estimates net sales growth for the full year 2026, versus the prior year period, to be approximately 5.5 to 6.5 percent on a reported basis and 5 to 6 percent on an organic basis. Full year organic net sales guidance excludes the impact of foreign currency fluctuations and net sales attributable to certain acquisitions and divestitures for which there are less than a full period of comparable net sales. The company now estimates adjusted EPS, excluding certain charges (credits), of $3.28 to $3.32 vs. $3.36 consensus The company estimates net sales growth for the third quarter of 2026, versus the prior year period, to be approximately 3 to 5 percent on a reported and organic basis. Third quarter organic net sales guidance excludes the impact of foreign currency fluctuations and net sales attributable to certain acquisitions and divestitures for which there are less than a full period of comparable net sales. The company estimates adjusted EPS, excluding certain charges (credits), of $0.80 to $0.82 vs. $0.84 consensus Shares +2% PM.