Medtronic sees FY26 adjusted revenue $36.1B-$36.2B, consensus $35.98B

Backs FY27 EPS view up high single digits. Sees Q4 revenue growth 6%. Says cardiovascular growth the strongest in last 10 years. Says has strong endoscopy and acute care/monitoring growth. Says had strong double-digit international diabetes growth. Says U.S. acceleration driven by new sensor launches. Says cardiac ablations solutions on track to double revenue, delivering $2B trailing in total revenue by 1H27. Says still expects tariff impact to cost of goods sold of $185M. Says Q2 will have 10% of impact, Q3 50% and Q4 40%. Comments and guidance taken from Q3 earnings conference call.