EW
Edwards LifesciencesNYSEHealth CareMedical DevicesSnapshot 2026-05-08
As of May 8, 2026, EW has a composite score of 13.7 and a signal label of "mild favorable." The score is driven by high confidence at 84.2 and moderate risk at 31.2, with notable contributions from management (69.8) and macro factors (31.5). Key drivers include macroeconomic conditions related to labor, rates, growth, and inflation.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)-0.06
- Bonus0.00
Why this rank
Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $0.75 → $0.74 (-1.1% / 30d). 7 raised, 13 cut, 24 covering analysts.
0 upgrades, 0 downgrades / 30d, 7 maintained. 73% of analysts rate Buy.
6 PT revisions / 30d. Avg target 17.6% above current price.
1 positive, 0 negative / 30d. See F4 management tile for the event list.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
4 material events in the last 24 months — top 4 listed below.
Stated priorities
4 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.Increase sales growth guidancegrowthbehind14% progress
4/23: “Edwards is raising its full-year 2026 sales growth rate guidance to 9% to 11% from 8% to 10%.”
Why this status
Stated in 2 of last 2 quarters. Sales grew 16.7% to $1.65 billion in 2026-Q1, reflecting strong execution. The guidance increase to 9% to 11% for 2026 indicates confidence in sustaining this growth trajectory.
- 2.Raise EPS guidance midpointgrowthbehind14% progress
4/23: “Raising FY 2026 adjusted EPS guidance midpoint; new range of $2.95 to $3.05 from $2.90 to $3.05.”
Why this status
Stated in 2 of last 2 quarters. Adjusted EPS was $0.78 in 2026-Q1, supporting the raised guidance range of $2.95 to $3.05 for the full year. This reflects confidence in achieving higher profitability.
- 3.Expand TAVR sales growth guidancegrowthbehind14% progress
4/23: “Raising full-year 2026 TAVR sales growth guidance to 7% to 9% from 6% to 8%.”
Why this status
Stated in 2 of last 2 quarters. TAVR sales grew 14.4% to $1.20 billion in 2026-Q1, prompting an increase in the full-year growth guidance to 7% to 9%. This indicates strong market demand and execution.
- 4.Project Q2 2026 sales growthgrowthwatchprovisional
4/23: “Not mentioned in most recent disclosures.”
Guidance track record
Last 8 quarters of EPS guidance with actuals.
Per-quarter detail
| Period | Guidance | Actual | Result |
|---|---|---|---|
| 2024-03-31 | $0.62 – $0.66 | $0.66 | inside |
| 2024-06-30 | $0.67 – $0.71 | $0.70 | inside |
| 2024-09-30 | $0.67 – $0.71 | $0.67 | inside |
| 2024-12-31 | $0.53 – $0.57 | $0.59 | beat |
| 2025-03-31 | $0.58 – $0.64 | $0.64 | inside |
| 2025-06-30 | $0.59 – $0.65 | $0.67 | beat |
| 2025-09-30 | $0.54 – $0.60 | $0.67 | beat |
| 2026-03-31 | $0.70 – $0.76 | $0.78 | beat |
Beat / inside / miss is computed from the guided range when issued; for point-estimate quarters a ±5% tolerance band around the mid is used. surprise_pct_vs_mid is unstable when guided EPS is near zero, so it is not surfaced as a headline.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 29%; 252d 23%.
Drawdown — Max 1y −13%. Bad day move −2%.
Beta to sector ETF (XLV) — 0.50 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 61/100, drawdown 75/100, beta 50/100, earnings vol —.
via XLV
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 63% of the last 8 guided quarters · -12.2% avg surprise
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
Increase sales growth guidance
GrowthNew since 2026-05-04Edwards aims to increase its full-year 2026 sales growth rate guidance to 9% to 11%.
BehindStated in 2 of last 2 quarters. Sales grew 16.7% to $1.65 billion in 2026-Q1, reflecting strong execution. The guidance increase to 9% to 11% for 2026 indicates confidence in sustaining this growth trajectory.
14%CEO/CFO:“Edwards is raising its full-year 2026 sales growth rate guidance to 9% to 11% from 8% to 10%.”Press releaseSource dated 2026-04-23Stated 2 of last 8 quartersFirst seen 2026-05-04Show history (2)
- 2026-Q1Press release
“Raising FY 2026 constant currency sales growth guidance to 9% to 11% from 8% to 10%.”
- 2025-Q4Press release
“Increased confidence in FY 2026 constant currency sales growth of 8 – 10%.”
- #2
Raise EPS guidance midpoint
GrowthNew since 2026-05-04Edwards is raising the midpoint of its full-year adjusted EPS guidance to $2.95 to $3.05.
BehindStated in 2 of last 2 quarters. Adjusted EPS was $0.78 in 2026-Q1, supporting the raised guidance range of $2.95 to $3.05 for the full year. This reflects confidence in achieving higher profitability.
14%CEO/CFO:“Raising FY 2026 adjusted EPS guidance midpoint; new range of $2.95 to $3.05 from $2.90 to $3.05.”Press releaseSource dated 2026-04-23Stated 2 of last 8 quartersFirst seen 2026-05-04Show history (2)
- 2026-Q1Press release
“Raising FY 2026 adjusted EPS guidance midpoint; new range of $2.95 to $3.05.”
- 2025-Q4Press release
“Increased confidence in FY 2026 adjusted EPS $2.90 – $3.05.”
- #3
Expand TAVR sales growth guidance
GrowthEdwards is raising its full-year 2026 TAVR sales growth guidance to 7% to 9%.
BehindStated in 2 of last 2 quarters. TAVR sales grew 14.4% to $1.20 billion in 2026-Q1, prompting an increase in the full-year growth guidance to 7% to 9%. This indicates strong market demand and execution.
14%CEO/CFO:“Raising full-year 2026 TAVR sales growth guidance to 7% to 9% from 6% to 8%.”Press releaseSource dated 2026-04-23Stated 2 of last 8 quartersFirst seen 2026-04-23Show history (2)
- 2026-Q1Press release
“Raising full-year 2026 TAVR sales growth guidance to 7% to 9% from 6% to 8%.”
- 2025-Q4Press release
“Increased confidence in FY 2026 TAVR sales growth.”
- #4
Project Q2 2026 sales growth
GrowthNew since 2026-05-04For the second quarter of 2026, the company projects total sales to be between $1.66 and $1.74 billion.
Behind →WatchNo scoreCEO/CFO:“Not mentioned in most recent disclosures.”Multiple sourcesSource dated 2026-04-23First seen 2026-05-04provisional
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Looks more expensive than peers.
Richer than its own typical valuation.
P/E over the last 5 years
26 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
EW Edwards Lifesciences | +14 | expensive | moderate |
LLY Lilly (Eli) | +21 | full | moderate |
JNJ Johnson & Johnson | +18 | full | low |
ABBV AbbVie | +12 | fair | low |
UNH UnitedHealth Group | +24 | fair | elevated |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If health_care sector trend rises from +0.06 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is raised (currently NEW as of 2026-04-23)+4.0 pts
- If next-quarter guidance is cut (currently NEW as of 2026-04-23)-8.0 pts
- If labor state reverses from -0.31 (negative) to +0.31 (positive)-6.8 pts
- If health_care sector trend falls from +0.06 into 'weakening' (<= -0.20)-5.0 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-05-044d agoItem 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On May 4, 2026, Edwards Lifesciences Corporation, a Delaware corporation (the “Company”), announced that Theodora Mistras has been appointed as the Corporate Vice President, Chief Financial Officer of the Company, effective May 29, 2026, to succeed Scott B. Ullem in that position. Ms. Mistras, age 44, has served as Chief Financial Officer of Viatri…
executive changeneutralscore 73 - 2026-04-2315d agoItem 2.02
Results of Operations and Financial Condition. On April 23, 2026, Edwards Lifesciences Corporation, a Delaware corporation (“Edwards”), issued a press release setting forth Edwards’ financial results for the first quarter of 2026. A copy of the press release is furnished as Exhibit 99.1, and is incorporated herein by reference. The information furnished under this Item 2.02, including Exhibit 99.1, shall not be deemed to be “filed” for purposes of the Securities Exchange Act of 1934, as amended.
earnings preannouncementpositivescore 51 - 2026-02-102mo agoItem 2.02
Results of Operations and Financial Condition. On February 10, 2026, Edwards Lifesciences Corporation, a Delaware corporation (“Edwards”), issued a press release setting forth Edwards’ financial results for the fourth quarter of 2025. A copy of the press release is furnished as Exhibit 99.1, and is incorporated herein by reference. The information furnished under this Item 2.02, including Exhibit 99.1, shall not be deemed to be “filed” for purposes of the Securities Exchange Act of 1934, as a…
earnings preannouncementneutralscore 9 - 2025-07-249mo agoItem 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers Departure of Named Executive Officer On July 21, 2025, Larry L. Wood notified the Board of Directors of Edwards Lifesciences Corporation (the “Company”) that he will resign from his position as Corporate Vice President and Group President, Transcatheter Aortic Valve Replacement and Surgical Structural Heart of the Company, effective September 1, 202…
executive changeneutralscore 0
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.