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Edwards Lifesciences (EW) Q1 FY26 earnings call

Earnings call· Mar 2026 (Q1 FY26)· Health Care· Apr 23, 2026

Source: earnings call transcript

Edwards' focused structural-heart strategy is compounding — TAVR's renewed category momentum, built on long-term SAPIEN durability evidence and a shift toward proactive severe-AS management, plus a scaling TMTT repair-and-replacement portfolio lifted the whole company and prompted a mid-year guidance raise. Management frames share as a lagging indicator, leaning on clinical evidence and innovation to keep expanding the category into 2027 and beyond.

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EW operating KPIs by quarter

EW operating KPIs stated on its earnings calls, by fiscal quarter
KPI Dec 2024 Q4 FY24 Mar 2025 Q1 FY25 Jun 2025 Q2 FY25 Dec 2025 Q4 FY25This call Mar 2026 Q1 FY26 Jun 2026 Q2 FY26Change vs prior quarter
Employees
16K It was a year of strong growth and meaningful progress for Edwards as our 16,000 employees advanced life-saving structural heart technologies for patients around the world. Source: earnings call transcript
16K I'd like to thank our 16,000 global employees for their many contributions to advancing patient care. Source: earnings call transcript
16K We are confident that our unique innovation strategy supported by the many important catalysts across our portfolio and the exceptional work of our 16,000 employees around the world will deliver significant value to patients the health care ecosystem and shareholders. Source: earnings call transcript
16K Our talented team of 16,000 employees create, develop and enable treatment of patients globally. Source: earnings call transcript
16K We've built a workplace where our 16,000 employees around the world can stay and grow with us. Source: earnings call transcript
16K Our 16,000 employees around the world are aligned with our vision, inspired by their work and dedicated to delivering exceptional innovation for patients in need. Source: earnings call transcript
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Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.