LivaNova (LIVN)
NASDAQHealth CareMedical - DevicesSnapshot 2026-09-04
$81.92+0.89%
Close 2026-09-04 · 1-day change
NASDAQHealth CareMedical - DevicesSnapshot 2026-09-04
QuarterlyIQ Insights · LIVN
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within health care on a research-validated quality screen. As of 2026-09-04.
The screen ranks LIVN against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated strong grew net income 53% of the time over the next year (vs 41% for the rest of the cohort, n=9986).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Raise full-year 2026 revenue growth guidance to between 8% and 9% on a constant-currency basis.
Stated as a priority in 4 of last 4 quarters. Revenue grew from $1.388 billion in 2025 to $390.6 million in 2026-Q2, a 10.8% reported increase and 9.8% constant-currency growth year-over-year. Management has raised 2026 revenue growth guidance from 6-7% to 8-9%, reflecting delivering and upward trajectory.
“Raised full-year 2026 revenue growth range by 100 basis points to 8% to 9% on a constant-currency basis.”
“Raised full-year 2026 revenue growth range by 100 basis points to 7.0% to 8.0% on a constant-currency basis.”
“Expects full-year 2026 revenue to grow between 6.0% and 7.0% on a constant-currency basis.”
“Guidance for 2026 revenue growth between 6.0% and 7.0% on a constant-currency basis.”
Target adjusted free cash flow in the range of $140 million to $180 million for full-year 2026, reflecting strategic investments.
Stated as a priority in 4 of last 4 quarters. Adjusted free cash flow was $183.3 million in 2025 and is guided to $140 million to $160 million in 2026, reflecting strategic investments in capacity and innovation. The trajectory shows a slight downward revision but remains within the targeted range.
“Adjusted free cash flow range of $140 million to $160 million for 2026.”
Increase full-year 2026 adjusted diluted earnings per share guidance to a range of $4.30 to $4.40.
Stated as a priority in 4 of last 4 quarters. Adjusted diluted EPS grew from $3.90 in 2025 to a raised guidance range of $4.30 to $4.40 for 2026. Quarterly adjusted EPS increased from $1.05 in 2025-Q2 to $1.26 in 2026-Q2, indicating delivering trajectory consistent with guidance increases.
“Raised full-year 2026 adjusted diluted EPS range by $0.10 at midpoint to $4.30 to $4.40.”
Secure long-term supply of critical oxygenator components through partnership with Thermo Fisher Scientific to support manufacturing expansion.
Newly stated in 2026-Q2. The company announced a long-term agreement with Thermo Fisher Scientific to increase availability of a critical oxygenator component, supporting manufacturing expansion. This is a strategic supply chain initiative with no prior quarters stating this priority.
“Entered into a long-term agreement with Thermo Fisher Scientific to strengthen oxygenator component supply.”
Progress regulatory approvals and clinical milestones to enter the high-growth, high-margin OSA market with differentiated technology.
Stated in 2 of last 4 quarters. Management highlighted FDA approval of the aura6000 System and clinical data supporting OSA therapy. These regulatory and clinical milestones indicate progress toward entering the OSA market, consistent with management's stated strategic growth focus.
“Received FDA premarket approval for aura6000 System for moderate to severe obstructive sleep apnea.”
Over the trailing year it converted -0.31x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity, the US dollar (low R² over the window).
7 material management or governance events in the past 24 months, led by executive changes. Historically, Health Care names rated stable grew net income 46% of the time over the next year (vs 53% for the rest of the cohort, n=3872).
Not investment advice. As of 2026-09-04.
“Maintained full-year 2026 adjusted free cash flow range of $160 million to $180 million.”
“Estimates adjusted free cash flow in the range of $160 million to $180 million for 2026.”
“Adjusted free cash flow guidance range of $160 million to $180 million for 2026.”
“Raised full-year 2026 adjusted diluted EPS range by $0.05 at midpoint to $4.20 to $4.30.”
“Adjusted diluted EPS for 2026 expected in the range of $4.15 to $4.25.”
“Adjusted diluted EPS guidance for 2026 at $4.15 to $4.25 range.”
“Published clinical data demonstrating durable outcomes for VNS Therapy in treatment-resistant depression and advancing OSA innovation.”