Edwards Lifesciences Corp
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+ FollowMarket Cap$53.03B
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Earnings Call Q4 2025
February 10, 2026 - AI Summary
Strong Performance in Q4 and Full Year 2025: Edwards Lifesciences reported Q4 sales of $1.57 billion, growing 11.6% year-over-year, with full-year growth at 10.7%. TAVR sales specifically reached $1.16 billion, reflecting a robust 10.6% growth from the previous year. The strength in performance is attributed to solid execution of their strategic focus on Structural Heart.
Guidance for 2026: The company has increased its confidence in meeting its full-year 2026 sales growth guidance of 8% to 10% and adjusted EPS guidance of $2.90 to $3.05. Q1 sales are projected between $1.55 billion and $1.63 billion, indicating a continued positive growth trajectory.
Investment in Patient Access Initiatives: A significant rise in SG&A spending (up $112 million year-over-year) reflects the company's strategy to amplify patient access, driven by initiatives such as early TAVR education and reinforcements in their field force. While this spending is expected to moderate in 2026, it raises questions about efficiency and profitability in the short term.
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$42.28
57.4% downside
Current Fair Value
57.4% downsideOvervalued by 57.4% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $53.03 Billion |
|---|---|
| Enterprise Value | $50.83 Billion |
| Earnings per Share | $1.84 |
| Beta | 0.86 |
| Outstanding Shares | 576,400,000 |
Return
| Return on Equity | 9.46% |
|---|---|
| Return on Assets | 7.25% |
| Return on Invested Capital | 11.58% |
Valuation & Multiples
| P/E Ratio | 52.88 |
|---|---|
| PEG | -192.98 |
| Price to Sales | 9.02 |
| Price to Book Ratio | 5.51 |
| Enterprise Value to Revenue | 7.81 |
| Enterprise Value to EBIT | 35.5 |
| Enterprise Value to Net Income | 50 |
| Total Debt to Enterprise | 0.01 |
| Debt to Equity | 0.07 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 4, 2026
EPS Estimate
$0.74
Consensus analyst estimateRevenue Estimate
$1.68 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 120.83% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | 11,000▼ 99.32% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 5.91%▼ 84.85% |
|---|---|
| Total Invested | $2.94B▼ 93.80% |
| Investors Holding | 494▼ 883.00% |
About Edwards Lifesciences Corp
CEO: Michael Mussallem
