BSX · Earnings call · 2026Q3T · Full report

Cybersecurity Incident Disruption

BOSTON SCIENTIFIC CORP · 2026-10-28 · Importance 57 · Surprise 58 · No source text

The cyber incident reduced Q3 organic revenue growth by approximately 300 basis points, or roughly $150 million, and reduced adjusted EPS by $0.07. The eight-business-day disruption prevented manufacturing and product shipments, while the resulting lower sales caused unfavorable manufacturing absorption; expedited shipping and expert costs also affected Q3. Management expects a further 200–300-basis-point revenue headwind in Q4 as customer ordering and inventory levels normalize, with a $0.04–$0.05 Q4 EPS impact. Operations were back up and running by September 8 after a two-week outage.

Key facts

• The cyber incident is expected to reduce Q4 2026 growth by 200 to 300 basis points as customer orders normalize after elevated ordering at Q3 end.
• Boston Scientific expects a Q4 cyber impact of approximately 200 to 300 basis points and an EPS impact of roughly $0.04 to $0.05.
• The cybersecurity incident reduced Q3 sales growth by approximately 300 basis points and adjusted EPS by $0.07.
• Boston Scientific estimates Q3 cyber impact at roughly 300 basis points of revenue, or about $150 million, and $0.07 of EPS.
• After a two-week outage caused by the cyber incident, all operations were back up and running as of September 8.
• The cyber incident had an estimated net negative impact of approximately 300 basis points on Q3 organic revenue growth.

Impact estimates