Industry top-down
Medical Instruments & Supplies
Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.
27 companiesMedian revenue YoY: +5.9%EPS beat rate: —
AI industry top-down
의료기기 및 용품 산업은 매출액 성장률 중간값 6.68%를 기록하며 완만한 외형 성장을 보였습니다. 유효 표본 16개사 중 13개사가 양의 매출 성장을 유지했으나 EPS 증감률은 NVST(+106.3%)부터 ICUI(-46.9%)까지 극심한 편차를 기록했습니다. 장비 선도 기업의 견조한 실적과 일부 기업의 역성장이 상존하는 혼조세입니다.
- 산업 전반 매출액 성장률 중간값은 6.68%로 완만한 외형 성장을 기록함
- ISRG, RMD, WST 등 주력 기업들은 10% 이상 두 자릿수 매출 성장 유지
- 데이터 유효 16개 기업 중 13개사가 전년 동기 대비 플러스 매출 성장 기록
Where companies diverge: 수익성 양극화: NVST(+106.3%) 급증 대비 ICUI(-46.9%), BDX(-31.5%) 등 큰 폭 하락 · 외형 성장 격차: ISRG(+18.5%) 선전 대비 TFX(-27.0%), BDX(-9.5%)는 역성장 기록
AI synthesis of disclosed results and analyst research across these companies — not investment advice.
Companies — latest quarter
| Company | Period | Revenue | Rev YoY | EPS | EPS YoY | Surprise |
|---|---|---|---|---|---|---|
| ISRGINTUITIVE SURGICAL INC | FY2026 Q3 | $3.05B | +21.7% | $1.49 | -23.6% | — |
| BDXBECTON DICKINSON & CO | FY2026 Q3 | $4.98B | -9.5% | $1.37 | -31.5% | — |
| MDLNMedline Inc. | FY2026 Q3 | $7.86B | — | $0.22 | — | — |
| RMDRESMED INC | FY2027 Q1 | $1.41B | +5.9% | $2.92 | +23.2% | — |
| RSMDFRESMED INC | FY2027 Q1 | $1.41B | +5.9% | $2.92 | +23.2% | — |
| WSTWEST PHARMACEUTICAL SERVICES INC | FY2026 Q3 | $874.5M | +8.7% | $3.02 | +57.3% | — |
| SOLVSolventum Corp | FY2026 Q3 | $1.95B | -7.0% | $-0.07 | — | — |
| BAXBAXTER INTERNATIONAL INC | FY2026 Q3 | $2.98B | +5.0% | $0.57 | — | — |
| ALGNALIGN TECHNOLOGY INC | FY2026 Q3 | $1.01B | +1.9% | $1.90 | +143.6% | — |
| COOCOOPER COMPANIES, INC. | FY2026 Q3 | $1.07B | +0.6% | $2.24 | — | — |
| AVTRAvantor, Inc. | FY2026 Q3 | $1.7B | +4.6% | $0.30 | — | — |
| ATRAPTARGROUP, INC. | FY2026 Q3 | $1.02B | +6.0% | $0.51 | -73.4% | — |
| BLCOBausch & Lomb Corp | FY2026 Q3 | $1.38B | +7.3% | $0.09 | — | — |
| TFXTELEFLEX INC | FY2026 Q3 | $567.78M | -37.8% | $22.28 | — | — |
| MMSIMERIT MEDICAL SYSTEMS INC | FY2026 Q3 | $416.24M | +8.4% | $0.70 | +52.2% | — |
| MMEDMiniMed Group, Inc. | FY2027 Q1 | $843M | — | $0.00 | — | — |
| ICUIICU MEDICAL INC/DE | FY2026 Q3 | $560.44M | +4.4% | $1.07 | — | — |
| PLSEPULSE BIOSCIENCES, INC. | FY2022 Q3 | $0 | — | $-0.49 | — | — |
| NVSTEnvista Holdings Corp | FY2026 Q3 | $691.5M | +3.2% | $3.11 | — | — |
| WRBYWarby Parker Inc. | FY2026 Q3 | $244.74M | +10.4% | $0.04 | -20.0% | — |
| ATRCAtriCure, Inc. | FY2026 Q3 | $154.45M | +15.0% | $0.08 | — | — |
| AZTAAzenta, Inc. | FY2026 Q3 | $161.18M | +12.0% | $0.05 | — | — |
| XRAYDENTSPLY SIRONA Inc. | FY2026 Q3 | $836M | -7.5% | $-0.01 | — | — |
| KMTSKESTRA MEDICAL TECHNOLOGIES, LTD. | FY2027 Q1 | $30.97M | +59.9% | $-0.75 | — | — |
| LMATLEMAITRE VASCULAR INC | FY2024 Q3 | $54.82M | — | $0.49 | — | — |
| STAASTAAR SURGICAL CO | FY2027 Q3 | $83.41M | -12.0% | $0.11 | -38.9% | — |
| ANGOANGIODYNAMICS INC | FY2027 Q1 | $80.92M | +6.9% | $-0.17 | — | — |
YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).