5 Insightful Analyst Questions From Boston Scientific's Q3 Earnings Call

Boston Scientific’s third quarter saw a positive market reaction, reflecting operational execution across multiple business units. Management attributed the strong results to broad-based growth, especially in electrophysiology and the WATCHMAN left atrial appendage closure device, which CEO Michael Mahoney called “a gem for Boston Scientific.” The company also noted resilient demand in the U.S. and Asia Pacific, with double-digit growth in Japan and China. Mahoney emphasized that growth was driven by elevated procedure volumes and continued adoption of new technologies, while margin performance benefited from favorable product mix, particularly in high-growth areas like electrophysiology and WATCHMAN.

Is now the time to buy BSX? Find out in our full research report (it’s free for active Edge members).

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From Boston Scientific’s Q3 Earnings Call

• Robert Marcus (JPMorgan) questioned WATCHMAN’s market trajectory and the impact of future clinical trial results. CEO Michael Mahoney said the device is central to growth and expects the CHAMPION trial to further expand its use.
• Joanne Wuensch (Citibank) asked about China’s resilience and potential procedure pull-forward. Mahoney confirmed ongoing double-digit growth in China, offsetting pricing headwinds, and saw no evidence of procedure pull-forward.
• Frederick Wise (Stifel) pressed for details on margin expansion and future drivers. CFO Jon Monson attributed improvements to product mix and operational leverage, but cautioned that tariffs and annualization would remain factors.
• Christopher Pasquale (Nephron Research) inquired about AGENT’s growth and runway ahead of further regulatory approvals. Chief Medical Officer Ken Stein highlighted strong momentum, improved reimbursement, and confidence in expanding indications through ongoing trials.
• Pito Chickering (Deutsche Bank) asked about the shift of electrophysiology procedures to ambulatory surgery centers (ASCs). Mahoney explained that adoption is state-dependent but expects ASC volume to increase gradually over the long term.

Catalysts in Upcoming Quarters

In future quarters, the StockStory team will be watching (1) the pace of new product launches—including the rollouts of FARAPOINT and WATCHMAN Elite, (2) the resolution of European supply chain disruptions and any recovery in EMEA growth, and (3) the impact of ongoing tariff headwinds on margins. Execution on tuck-in acquisitions and continued penetration in China will also be important signposts.

Boston Scientific currently trades at $100.55, in line with $99.87 just before the earnings. In the wake of this quarter, is it a buy or sell? Find out in our full research report (it’s free for active Edge members).

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