BSX · Earnings call · 2026Q3T · Full report

Supply Chain And Inventory

BOSTON SCIENTIFIC CORP · 2026-10-28 · Importance 32 · Surprise 24

Management said TCAR supply constraints affected vascular therapies, but expected supply to improve through Q4 and be fully resolved by early 2027. Interventional oncology and embolization growth was partly offset by supply constraints that management also expected to resolve in early 2027. Separately, customers increased orders after the cyber-related disruption, and management expected those elevated orders and inventory levels to normalize through Q4.

Key facts