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10-QPeriod: Q1 FY2019

Edwards Lifesciences Corp Quarterly Report for Q1 Ended Mar 31, 2019

Filed April 26, 2019For Securities:EW

Summary

Edwards Lifesciences Corporation (EW) reported strong first-quarter 2019 results, with total net sales increasing by 11.0% year-over-year to $993.0 million. This growth was primarily driven by a robust performance in the Transcatheter Aortic Valve Replacement (TAVR) segment, which saw an 8.4% increase in sales, largely attributed to the successful adoption of the Edwards SAPIEN 3 valve and the launch of the Ultra System. The Surgical Structural Heart segment also demonstrated significant strength, with a 19.6% increase in net sales, notably in the United States and Japan. Net income for the quarter rose to $249.7 million, or $1.18 per diluted share, compared to $206.6 million, or $0.96 per diluted share, in the prior year. This improved profitability was supported by a higher gross profit margin, partly due to favorable foreign currency movements and an improved product mix, along with a lower effective tax rate. The company also recently completed the acquisition of CAS Medical Systems, Inc. for approximately $100 million, aimed at enhancing its hemodynamic monitoring platform, signaling continued strategic investment in its growth areas.

Financial Statements
Beta

Key Highlights

  • 1Total net sales grew 11.0% to $993.0 million in Q1 2019 compared to Q1 2018.
  • 2Transcatheter Aortic Valve Replacement (TAVR) sales increased 8.4% to $597.7 million, driven by strong SAPIEN 3 valve adoption.
  • 3Surgical Structural Heart sales surged 19.6% to $214.7 million, supported by the INSPIRIS RESILIA aortic valve.
  • 4Net income increased by 20.8% to $249.7 million, with diluted EPS rising to $1.18 from $0.96.
  • 5Gross profit margin improved due to favorable foreign currency rates, product mix, and prior year inventory adjustments.
  • 6The company completed the acquisition of CAS Medical Systems, Inc. for approximately $100 million to bolster its critical care offerings.
  • 7R&D expenses increased by 19.4% to $171.4 million, reflecting continued investment in transcatheter structural heart programs.

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