BSX · Earnings call · 2026Q3T · Full report
Market Demand Trends
BOSTON SCIENTIFIC CORP · 2026-10-28 · Importance 49 · Surprise 32
Management described 2026 as a downturn after several years of exceptional growth, with EP and WATCHMAN now weighing on company growth. It said the remaining roughly 75% of the business has historically grown about 6% to 7%, citing interventional cardiology, vascular, IoE, and endoscopy as areas performing well despite China pressure. Management expects 2027 growth below the company’s approximately 7% WAMGR, with stabilization and improved growth targeted in 2028 as launches ramp.
Key facts
- Boston Scientific expects the U.S. EP market to remain very strong.