Boston Scientific

Revenue visibility is supported by procedure‑driven demand in chronic cardiovascular conditions, recurring utilization, diversified segments, and category leadership strategy. 2025 results show broad‑based growth (15.3% organic in Q3) with outperformance in Cardiovascular, driven by FARAPULSE and WATCHMAN.

Guidance increases through 2025 highlight management’s ability to execute amid tariffs and FX. The business has multiple independent growth vectors: PFA penetration, LAAC adoption, coronary DCB ramp, and acquired adjacencies (Axonics, Silk Road).

Regulatory and product quality events remain the key unpredictability factors, but the company has shown willingness to remove subscale or challenged assets (TAVR) to preserve the growth and predictability profile.