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REDDIT

Medtronic’s turnaround is getting harder to ignore.

$MDT Q4 FY2026:

Revenue: $9.81B vs. $9.66B expected

Non-GAAP EPS: $1.55 vs. $1.54 expected

Revenue growth: +9.9%

Organic growth: +6.6%

Free cash flow: $5.4B

Cash + investments: $9.2B

The standout number:

Cardiac Ablation Solutions revenue jumped 78% globally, including 124% growth in the U.S.

That helped drive 10.1% organic growth in Cardiovascular, Medtronic’s largest segment.

Diabetes also grew 15% as reported, while Medical Surgical and Neuroscience both posted organic growth.

For the full year, Medtronic generated $36.4B in revenue, up 8.4% as reported and 5.8% organically.

That was its strongest annual revenue growth in 10 years.

The company also raised its dividend to $0.72 per quarter, marking its 49th consecutive year of dividend increases.

FY2027 guidance:

Organic revenue growth: 6.75% to 7.25%

Non-GAAP EPS: $5.90 to $6.00

EPS growth: 6.7% to 8.5%

This wasn’t just a small earnings beat.

It was a clean operating update: stronger growth, cardiovascular momentum, diabetes strength, higher guidance, major cash flow, and another dividend increase.