종목/BSX
Boston Scientific Corporation
Full year 2026: net sales growth approximately 7.0 to 8.5 percent on a reported basis and 6.5 to 8.0 percent on an organic basis; adjusted EPS $3.34 to $3.41. Q2 2026: net sales growth approximately 5.5 to 7.5 percent on a reported basis and 5.0 to 7.0 percent on an organic basis; adjusted EPS $0.82 to $0.84.
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Boston Scientific Corporation develops, manufactures, and markets medical devices for use in various interventional medical specialties worldwide. The company operates in two segments, MedSurg and Cardiovascular. It offers devices to diagnose and treat a range of gastrointestinal conditions, such as resolution clips, biliary stent systems, stents and electrocautery enhanced delivery systems, SpyGlass, single-use scopes used for diagnostic and therapeutic procedures in the pancreaticobiliary system, in endoscopic retrograde cholangiopancreatography procedures, and single-use duodenoscopes, as well as endoluminal surgery and infection prevention products; devices to treat urological conditions, including ureteral stents, catheters, baskets, guidewires, urinary and bowel dysfunction, sheaths, balloons, single-use digital flexible ureteroscopes, holmium laser systems, penile implants, artificial urinary sphincter, laser system, and hydrogel systems; and devices to treat neurological movement disorders and manage chronic pain, such as spinal cord stimulator systems, radiofrequency ablation, and intraosseous nerve ablation and deep brain stimulation systems. The company also provides technologies for diagnosing and treating a range of diseases and abnormalities of the heart; WATCHMAN FLX, a left atrial appendage closure (LAAC) device; and implantable devices that monitor the heart and deliver electricity to treat cardiac abnormalities, such as cardioverter and cardiac resynchronization therapy defibrillators, MRI S-ICD systems, cardiac resynchronization therapy pacemakers, remote patient management systems, insertable cardiac monitor systems, and remote cardiac monitoring systems. In addition, it offers diagnosis and treatment of rate and rhythm disorders of the heart; peripheral arterial and venous diseases; and products to diagnose and treat forms of cancer. The company was incorporated in 1979 and is headquartered in Marlborough, Massachusetts.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 4월 22일 (수) | 2026 Q1 | $0.79 | $0.80 | +0.7% | $5.20B | — |
| 12월 1일 (월) | 2025 Q4 | $0.78 | $0.80 | +2.4% | $5.07B | — |
| UNH | 유나이티드헬스 | 364B | +8.9% | 75% (3/4) |
| MRK | 머크 | 281B | +16.0% | 100% (4/4) |
매출과 조정 EPS가 회사 가이던스 범위 상단 근처에서 발표돼 시장은 대체로 긍정적으로 반응할 가능성이 높음. 다만 GAAP EPS는 $320M 규모의 이연법인세 효과 등 일회성 항목에 의해 부풀려진 측면이 있어 투자자들은 조정 EPS와 회사의 하반기 가이던스(성장 둔화)를 더 중시할 것임. 환율·지역별 실적 편차와 일회성 항목 리스크를 유의해야 함.
| 9월 1일 (월) | 2025 Q3 | $0.71 | $0.75 | +5.1% | $5.06B | — |
| 6월 1일 (일) | 2025 Q2 | $0.73 | $0.75 | +3.4% | $4.66B | — |
| 3월 1일 (토) | 2025 Q1 | $0.67 | $0.75 | +11.5% | — | — |