Medtronic PLC (MDT)
Official siteHEALTHCARE • MEDICAL DEVICES • NYSE
Market Cap: $116.03B
Last updated: Sep 01, 2026 at 5:00 PM ET
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Globus Medical Grew Earnings 56% On 6% Revenue. The Robotics Line Went Backwards.
Q2 non-GAAP EPS $1.34, up 55.8% y/y; revenue $789.6M, +5.9%; company kept revenue guide $3.18-3.22B and raised adjusted EPS to $4.95-5.05 from $4.70-4.80 Enabling Technologies revenue fell 25.8% to $26.1M, now 3.3% of sales - robotics is a marginal, shrinking contributor, so treat any robotics pull-through thesis as unproven Adjusted gross margin expanded 200bps to 69.4%; SG&A down $16.8M to $286.8M, SG&A margin improved 440bps to 36.3%; R&D fell to 4.6% of sales - 40-140bps of margin tailwind likely temporary 1H operating cash flow $412.1M vs $255.2M y/y; 1H free cash flow $339.3M vs $172.5M; cash and marketable securities $840.5M, net cash ~$6.26/sh, trading near 15x 2024E EPS or 13.3x trailing FCF Neuromodulation down 14.3% and not expected to recover until late Q4; U.S. sales +3% with spine +7% while international +18% - prefer mid-$70s entry given cost-driven EPS gains and revenue risks
Abbott: The Market Priced the Dent and Forgot the Cargo
Market punished Abbott - stock down ~34% from 52-week high $139.06 to ~$91, yet TTM revenue $45.1B, gross margin 56.4%, operating cash flow $9.46B and free cash flow $7.38B ($4.22/sh, 4.85% FCF yield) Closed oncology acquisition for ~$21B equity (~$23B incl assumed debt), funded with $20B notes, net debt ~ $27B, trims ~ $0.20 of adjusted EPS this year while adding ~$3B sales into a ~$60B oncology screening market FDA warning letter and Class I recall relate to CGM manufacturing controls, but regulators did not halt shipments - analysts expect limited near-term reported impact while Abbott completes corrective actions Dividend and balance-sheet intact - 50+ years of increases, quarterly $0.63 ($2.52/year) equals ~2.8% yield, payout ~45% of adjusted earnings, interest coverage >30x, Altman 2.97, Beneish indicates no manipulation Market pricing implies ~1.6% perpetual cash-flow growth versus management organic guide 6.5%-7.5%; blended fair value ~$112.50 implies 19% margin of safety and ~14% 12-month total return including the dividend
The Aristocrat Nobody Wanted: Why (MDT) Is Worth a Second Look Right Now
(MDT) has raised its dividend for 48 consecutive years, yet trades at just 14x forward earnings. On a trailing basis it is 24x vs. (ISRG) at 57x and (SYK) at 40x. The 5-year dividend CAGR is 4.4%, slowing to 2.0% over three years. This is a yield anchor at 3.3%, not a fast compounder. Payout ratio of 50.2% keeps the streak sustainable. FCF yield sits near 4.87% with $5.41B in trailing free cash flow. Ten straight years of positive FCF. The income is backed by real cash generation. Revenue grew 8.7% in the most recent quarter, the company's strongest enterprise growth in 10 quarters. Full-year guidance raised then reiterated. Two consecutive beats matter. Blended fair value from multiple sources lands near $107-$108 vs. current price near $86, implying roughly 24-25% upside before the 3.3% yield. GNG Research internal FV is $94.01. EPS beat rate over the last 8 quarters: 100%. The market is pricing this like a business that disappoints. The data from the GNG Research terminal shows otherwise.
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Why TransMedics Stock is a Buy for Long-Term Investors
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Government Contracts
Recent Awards
Federal contract obligations are bookings recorded by the awarding agency, not recognized revenue. They can exceed 100% of revenue and can be negative when contracts are de-obligated. Source: USAspending.gov prime awards, data through Jul 31, 2026.
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Frequently Asked Questions About MDT
- What is MDT's current dividend yield?
- Medtronic PLC (MDT) has a current dividend yield of 3.14%.
- Does MDT pay dividends?
- Yes, Medtronic PLC pays dividends with a current yield of 3.14%.
- What is MDT's P/E ratio?
- Medtronic PLC has a price-to-earnings (P/E) ratio of 16.40.
- What is MDT's market cap?
- Medtronic PLC (MDT) has a market capitalization of $116.03B with a current stock price of $90.68.
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