Management remarks
Call period: 2027 Q1 · 2026-09-01
Guidance: Thierry Pieton: For the second quarter, we expect EPS in the range of $1.32 to $1.34, which includes a roughly neutral impact from foreign exchange at recent rates.Demand and orders: Geoffrey Martha: Organic revenue growth was 13.7%, reflecting strong underlying market demand and excellent execution across our businesses.Margins: Thierry Pieton: This resulted in an adjusted operating margin of 23.7%, up 10 basis points from the prior year, while we continue to invest behind our highest priority growth opportunities.Analyst Q&A
Analyst Michael Kratky asked: So congrats on the strong quarter. Really encouraging to see the 35% sequential growth for your U.S. Affera installed base after 40% last quarter. So can you provide any additional color on utilization trends in centers after they've added an Affera system? Management Geoffrey Martha answered: Well, so first of all, 75% of our U.S. installed base are at high-volume centers, right? So right now, we're still concentrated in these high-volume centers, which is not a bad thing. But it also tells us we've got room to run in the lower volume centers across the U.S. 30% of our accounts are doing 70% of the ablations, right? These are high-volume centers. That's the 300-plus ablations a year. That's what we define as a high-volume center. And then many of these large accounts have only 1 or 2 systems, and they're asking for more.管理层陈述
电话会期间：2027 Q1 · 2026-09-01
指引：对于第二季度，我们预期每股收益区间为1.32美元至1.34美元，按近期汇率计算，外汇影响大致中性。需求与订单：有机营收增长率为13.7%，反映出我们各业务板块强劲的潜在市场需求与出色的执行力。利润率：这使得调整后营业利润率达到23.7%，较上年同期增加10个基点，同时我们仍在对最高优先级的增长机遇进行投入。分析师问答
分析师迈克尔·克拉特基：恭喜贵公司季度业绩表现强劲。看到美国Affera产品装机量继上一季度增长40%后实现35%的环比增长，着实令人鼓舞。能否补充说明安装该系统后各医疗中心的使用趋势？管理层杰弗里·马萨：首先，我们美国75%的装机量都位于高流量医疗中心，目前仍集中在这类中心，这并非坏事，但也说明我们在美国低流量中心仍有拓展空间。我们30%的客户完成了70%的消融手术，这类就是我们定义的年消融量超300例的高流量中心，此外许多大型客户仅拥有1至2套系统，正要求增加采购。This earnings-call research was prepared from company results, regulatory filings, financial statements, and earnings-call transcripts or official replays. It is for informational purposes only and does not constitute investment advice.这篇财报电话会研究基于公司公告、监管文件、财务报表，以及真实电话会文字稿或官方回放整理。内容仅供参考，不构成投资建议。
