“Edwards Lifesciences Corporation (NYSE: EW), a leader in structural heart innovations, has announced its participation in Citi’s 2026 Unplugged Medtech and Life Sciences Access Day on February 26, 2026. Chief Financial Officer Scott Ullem will deliver the presentation at 10:15 a.m. ET, with a live webcast available on the company’s investor relations site. This event comes amid the company’s reaffirmed 2026 guidance of 8-10% constant currency sales growth and adjusted EPS of $2.90-$3.05, following solid underlying performance in transcatheter aortic valve replacement (TAVR) and transcatheter mitral and tricuspid therapies (TMTT).”
Edwards Lifesciences Gears Up for Key Investor Update at Citi’s Unplugged Event
Edwards Lifesciences Corporation continues to solidify its position as the dominant force in the structural heart disease space, and its upcoming appearance at Citi’s 2026 Unplugged Medtech and Life Sciences Access Day underscores the market’s keen interest in the company’s trajectory. Scheduled for February 26, 2026, the presentation will feature Scott Ullem, the company’s chief financial officer, speaking at 10:15 a.m. ET. Investors and analysts can access the live webcast directly through the Edwards Lifesciences investor relations website, with an archived version available shortly afterward for those unable to attend in real time.
This virtual or hybrid-format access day, hosted by Citi, serves as a targeted platform for medtech and life sciences companies to engage with institutional investors, providing detailed insights into operational strategies, growth drivers, and financial outlooks without the full-day structure of traditional conferences. For Edwards, the timing is particularly strategic, arriving just weeks after the release of its fourth-quarter 2025 results and full-year guidance update.
In the recent earnings report, Edwards posted full-year 2025 sales of approximately $6.07 billion, reflecting an 11.5% increase year-over-year (10.7% on a constant currency basis). The fourth quarter alone delivered sales of $1.57 billion, demonstrating resilience despite some earnings pressures. The company’s core transcatheter aortic valve replacement (TAVR) franchise, anchored by the SAPIEN family of valves, remains the primary revenue engine, contributing the lion’s share of sales alongside growing contributions from transcatheter mitral and tricuspid therapies (TMTT).
Looking ahead, management has expressed increased confidence in its 2026 outlook. The company anticipates constant currency sales growth in the 8-10% range, with TMTT expected to expand significantly—projected at 35-45% growth, reaching $740 million to $780 million for the year. Adjusted earnings per share are guided to fall between $2.90 and $3.05. For the first quarter of 2026 specifically, total sales are forecasted at $1.55 billion to $1.63 billion, with adjusted EPS of $0.70 to $0.76.
These projections reflect optimism around continued TAVR market penetration, particularly in lower-risk patient populations and international expansion, as well as accelerating adoption of next-generation technologies in mitral and tricuspid repair and replacement. Edwards has invested heavily in clinical evidence and product innovation to maintain its competitive edge against emerging challengers in the structural heart arena.
Key Financial and Operational Highlights
To provide context for the upcoming presentation, here are some pivotal metrics from the latest reporting period:
Full-Year 2025 Sales : ~$6.07 billion (up 11.5% reported, 10.7% constant currency)
Q4 2025 Sales : $1.57 billion
Adjusted Operating Margin : Approximately 23% in recent quarters, supported by strong gross margins around 78%
2026 Sales Growth Guidance : 8-10% constant currency
2026 Adjusted EPS Guidance : $2.90 – $3.05
TMTT 2026 Outlook : $740M – $780M (35-45% growth)
The company’s balance sheet remains robust, with low debt-to-equity ratios and ample liquidity to support R&D and potential strategic moves. Market capitalization hovers around $44 billion, with shares trading in the mid-$70s recently, reflecting some post-earnings volatility but also positioning the stock for potential upside if execution aligns with guidance.
What Investors Will Watch Closely
During the Citi presentation, Ullem is expected to elaborate on several critical areas:
TAVR Momentum — Updates on U.S. and international procedure volumes, penetration rates in intermediate- and low-risk patients, and competitive dynamics.
TMTT Acceleration — Progress with platforms like the PASCAL and EVOQUE systems for mitral and tricuspid indications, including reimbursement milestones and adoption curves.
Margin and Expense Management — Strategies to navigate any ongoing cost pressures, supply chain considerations, or macroeconomic factors impacting profitability.
Innovation Pipeline — Insights into next-generation valves, delivery systems, and potential expansions into adjacent structural heart therapies.
Capital Allocation — Priorities for share repurchases, investments, or acquisitions in a disciplined framework.
This event represents an important touchpoint for Edwards Lifesciences to reinforce its long-term growth story in a sector where demographic trends—aging populations and rising valvular heart disease prevalence—continue to drive demand. With a patient-focused culture and a track record of breakthrough technologies, the company remains well-positioned to deliver meaningful clinical and financial outcomes.