$EW 8-K earnings — Q2 FY26

Adjusted EPS of $0.78 beat consensus of $0.75 (+4.0%). Revenue of $1.74B grew 13.6% (12.5% constant currency), beating estimates on strong TAVR (+11.3%) and TMTT ($195.9M). Full-year constant-currency sales guidance raised to 10-11% from 9-11%, while adjusted EPS reaffirmed at $2.95-$3.05. The beat was driven by a competitor’s exit in Q2 2025 and durable SAPIEN data, not one-time items; stable ASPs and modest U.S. share gains suggest operating momentum is sustainable.

Adjusted EPS of $0.78 beat consensus of $0.75 (+4.0%). Revenue of $1.74B grew 13.6% (12.5% constant currency), beating estimates on strong TAVR (+11.3%) and TMTT ($195.9M). Full-year constant-currency sales guidance raised to 10-11% from 9-11%, while adjusted EPS reaffirmed at $2.95-$3.05. The beat was driven by a competitor’s exit in Q2 2025 and durable SAPIEN data, not one-time items; stable ASPs and modest U.S. share gains suggest operating momentum is sustainable.