Why Medtronic plans to spin out its diabetes business

While some analysts questioned why Medtronic would leave a fast-growing market, others backed the company’s plan to focus on segments with higher margins.

By Elise Reuter • May 22, 2025

Cost cuts, production shifts: How medtech firms are managing tariffs

Many companies forecast specific tariff charges. Then the White House and China agreed to a 90-day pause in their trade standoff.

By Susan Kelly • May 22, 2025

Medtronic plans to spin off diabetes business within 18 months

CEO Geoff Martha told investors the split simplifies Medtronic’s portfolio, while creating a stand-alone diabetes tech competitor.

By Ricky Zipp • May 21, 2025

Dexcom CEO says CGMs fit MAHA agenda ‘very nicely’; Tandem preps for new products

In earnings calls, diabetes tech companies had less to say about tariffs and focused more on future growth.

By Elise Reuter • May 16, 2025

Andrew Witty steps down as UnitedHealth CEO

Witty’s departure was surprising, though it follows a sharp downturn in the healthcare juggernaut’s financial outlook. He is being replaced by Stephen Hemsley, the chair of UnitedHealth’s board and a previous chief executive.

By Rebecca Pifer • May 13, 2025

Solventum’s projected $100M tariff hit prevents earnings increase

CEO Bryan Hanson said tariffs have given “a higher sense of urgency” to the company’s existing efforts to regionalize its supply chains.

By Nick Paul Taylor • May 12, 2025

New Insulet CEO Ashley McEvoy sets priorities

The diabetes tech company raised its expectations for revenue and gross margins, despite the impact of tariffs.

By Elise Reuter • May 9, 2025

SEC ends probe of Illumina’s Grail acquisition

The DNA sequencing company also cut its 2025 earnings outlook to reflect the impact of tariffs on its business.

By Susan Kelly • May 9, 2025

Masimo says cyberattack has impacted its ability to fulfill orders

The maker of patient monitoring devices is working to bring the affected portions of its network back online and restore normal business operations.

By David Jones • May 8, 2025

Siemens Healthineers lowers earnings forecast on expected tariff hit

The company expects a tariff impact of up to 300 million euros, with the biggest hit from European goods going to the U.S.

By Nick Paul Taylor • May 8, 2025

Philips cuts earnings forecast after calculating $340M tariff hit

CEO Roy Jakobs said tariff impacts require the company to accelerate localization of production in the U.S.

By Nick Paul Taylor • May 6, 2025

Zimmer Biomet expects $60M to $80M tariff impact this year

The orthopedics company lowered its earnings forecast, accounting for the tariffs and closing the acquisition of Paragon 28.

By Elise Reuter • May 6, 2025

Cardinal Health cuts employees to offset up to $300M tariff charge

Executives said Thursday that the company has already laid off employees to help mitigate the effects of the Trump administration’s tariff policies.

By Ricky Zipp • May 2, 2025

Stryker expects $200M tariff hit, lowers earnings forecast

CEO Kevin Lobo said that without the tariffs, the company would have “raised our earnings without question.”

By Elise Reuter • May 2, 2025

GE Healthcare slashes 2025 profit forecast on tariff impact

The full-year tariff impact of 85 cents per share would have more than doubled without mitigation actions underway, executives said on the earnings call.

By Susan Kelly • April 30, 2025

Thermo Fisher commits $2B to US manufacturing

The company said the investment will create high-paying jobs and add lab services capacity to its domestic healthcare supply chain.

By Nathan Owens • April 28, 2025

Trump’s tariff effect has dominated medtech earnings calls

While J&J, Abbott and Boston Scientific have all said the White House’s tariff policies will cost them hundreds of millions of dollars, yearly forecasts have remained in place — or even increased.

By Ricky Zipp • April 28, 2025

Edwards shrugs off tariffs, backs 2025 profit forecast

The heart valve specialist saw better-than-expected TAVR sales in the first quarter as hospitals addressed capacity constraints that have dogged its core business.

By Susan Kelly • Updated April 30, 2025

Danaher predicts $350M tariff hit, moves to mitigate impact on profits

The company is planning manufacturing footprint changes, supply chain adjustments, surcharges and cost cutting to limit the impact of the tariffs.

By Nick Paul Taylor • April 24, 2025

Boston Scientific is ‘very bullish’ on 2025 despite $200M tariff hit

The company joins Johnson & Johnson and Abbott as top medtech firms that expect an impact in the hundreds of millions of dollars from President Donald Trump’s tariff policies.

By Ricky Zipp • April 23, 2025

Intuitive lowers profit margin forecast due to tariff pressure

CFO Jamie Samath cautioned that the trade environment, financial pressures on hospitals and macroeconomic risks could extend timelines for robot purchases.

By Susan Kelly • April 23, 2025

Intuitive, Boston Scientific and Edwards next up in medtech earnings

Tariff talk will continue in the second week of earnings season, but the updates could also shed light on trends and competitive dynamics in key markets.

By Nick Paul Taylor • April 21, 2025

J&J’s electrophysiology sales dip amid slow Varipulse start

Johnson & Johnson’s electrophysiology unit struggled in the first quarter, as the company chases Medtronic and Boston Scientific in the red-hot pulsed field ablation market.

By Ricky Zipp • April 16, 2025

Abbott expects a ‘few hundred million’ in tariff costs in 2025

CEO Robert Ford told investors the company had considered raising its earnings forecast for 2025, but decided to maintain it in light of the new tariffs.

By Elise Reuter • April 16, 2025

J&J expects tariff charge of $400M this year

CFO Joe Wolk, who revealed the figure Tuesday morning on CNBC, told investors the charge was primarily in the healthcare giant’s medtech business.

By Ricky Zipp • April 15, 2025