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Sentiment · FY2026 Q2
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“And with Instinct, our customers will get access to Abbott's most advanced CGM platform.”
Medtronic's forthcoming Instinct sensor is built on Abbott's CGM technology, giving Abbott a diabetes-sensor supply/licensing tie-in with Medtronic's MiniMed pump base.
“Then we have submitted for an ACE pump in iAGC algorithm to FDA in April. So we're ready to launch that, working very well with Abbott to make that happen”
Medtronic submitted its Abbott-sensor-compatible automated insulin delivery pump/algorithm to the FDA, citing close collaboration with Abbott ahead of launch.
“several recent product approvals and the strategic partnership that we have established with Abbott Diabetes Care, and we have a deep pipeline”
Medtronic's Diabetes unit credits part of its recent momentum to a strategic partnership with Abbott Diabetes Care.
“as Libre three is starting to launch in the U. S”
An analyst asks about the stability of DexCom's type 1 / intensive type 2 installed base as Abbott's FreeStyle Libre 3 launches in the U.S., framing Libre 3 as the key competitive product; DexCom says its base has remained stable.
“We will also expand our CGM integrations to include FreeStyle Libre 3 Plus, making Omnipod 5 compatible with every major sensor”
Insulet plans to integrate Abbott's FreeStyle Libre 3 Plus sensor with Omnipod 5, expanding Abbott's CGM reach into Insulet's pump base.
“we're also continuing to make progress on the integration work with the Abbott-based sensor.”
Medtronic is integrating an Abbott-made glucose sensor into its diabetes ecosystem as one of two new CGM sensor options expected to accelerate U.S. diabetes growth once launched.
“There have been a few head fakes there in China as we know, and you got folks like Abbott and Danaher who are telling folks to model incremental headwinds in 2026.”
An analyst notes diagnostics peer Abbott is guiding investors to model incremental China headwinds into 2026.
“possibly even intensifying with Abbott coming out with a dual analyte”
An analyst frames Abbott's forthcoming dual-analyte CGM as an intensifying competitive dynamic for DexCom heading into 2026, implying Abbott is advancing its sensor roadmap.
“Libre 3 integration in the U.S. is on track for the first half of 2026 and is a top priority.”
Insulet is integrating Abbott's FreeStyle Libre 3 CGM with Omnipod in the U.S., targeting first half of 2026 as a top priority to expand sensor compatibility.
“including our partnership with Abbott on an integrated sensor”
Medtronic's diabetes pipeline includes a sensor-integration partnership with Abbott, part of its investment to expand AID and SMART MDI capabilities.
“maybe with Abbott coming in on the insulin pump side of things or anything else like that to call out specifically versus just being really conservative with the guide in the back half?”
An analyst flags Abbott's entry into insulin-pump integration as a potential competitive pressure point for DexCom's conservative back-half guidance.
“G6, G7 and Libre 2 Plus have launched, and Libre 3 is coming in 2026.”
Omnipod 5 integrates Abbott's FreeStyle Libre 2 Plus with Libre 3 integration coming in 2026, a positive read-through for Abbott CGM attach alongside Insulet pumps.
“This quarter also marked an important strategic milestone for Abbott Laboratories with the completion of our acquisition of Exact Sciences.”
Abbott completed its acquisition of cancer-diagnostics company Exact Sciences (~$3B incremental 2026 sales), entering cancer diagnostics via Cologuard.
“We acquired a company called Lara Lab, which is an AI-powered imaging interventional cardiology company”
Abbott made a bolt-on acquisition of Lara Lab, an AI-powered interventional cardiology imaging company, integrating it into structural heart pre-procedure planning.
“Our announced acquisition of Exact Sciences will allow Abbott Laboratories to enter and lead in the fast-growing cancer diagnostics market”
Abbott's pending acquisition of Exact Sciences (~$3B business growing ~15%) adds a new cancer-diagnostics growth vertical; Abbott expects close after a Feb 20 shareholder vote and sees large upside in multi-cancer early detection.
“And just a quick nuance. If you can you talk about anything that you're seeing in Europe with the Boston exit and Navitor uptake or share gains from that competitor event would be great.”
An analyst asks about Abbott's Navitor TAVR share gains in Europe tied to a market exit by competitor Boston Scientific, a dynamic Abbott's CEO said should continue to benefit Navitor's international growth.
“In April, we announced a first of its kind collaboration with Epic, enabling direct integration of Libre sensor data into the leading electronic health record system.”
Abbott's April collaboration with Epic integrates Libre continuous glucose monitor data directly into the leading electronic health record system, aiming to make glucose data more accessible to clinicians.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Robbie Marcus | JPMorgan | 8 (25%) |
| Travis Steed | Bank of America | 7 (0%) |
| Larry Biegelsen | Wells Fargo | 7 (29%) |
| Josh Jennings | TD Cowen | 7 (14%) |
| Vijay Kumar | Evercore ISI | 7 (14%) |
| Dave Roman | Goldman Sachs | 6 (0%) |
| Joanne Wuensch | Citigroup | 6 (0%) |
| Danielle Antalffy | UBS | 4 (0%) |
| Marie Thibault | BTIG | 4 (0%) |
| Matt Taylor | Jefferies | 3 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| JPMorgan | 1 | 8 (25%) |
| Bank of America | 1 | 7 (0%) |
| Evercore ISI | 1 | 7 (14%) |
| TD Cowen | 1 |
| 7 (14%) |
| Wells Fargo | 1 | 7 (29%) |
| Goldman Sachs | 1 | 6 (0%) |
| Citigroup | 1 | 6 (0%) |
| BTIG | 1 | 4 (0%) |
Abbott grew 3.7% on a comparable basis with adjusted EPS of $1.15 up 6%, as the Exact Sciences acquisition added a cancer diagnostics platform while the EP franchise accelerated with dual PFA catheter launches. CGM growth moderated to 7.5% on tender delays and tough comparisons, though the underlying adoption trajectory remained intact. Management set a new guidance range with $5.48 EPS at the midpoint incorporating $0.20 of Exact Sciences dilution, while the Nutrition pricing reset began driving volume recovery.
Product Launch | Revenue Growth | Competitive Dynamics | Demand | Innovation & R&D | Guidance Reliability | M&A | Regulation Policy | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 3 | 2 | 2 | 2 | 1 | 1 | |
| 2025Q1 | 3 | 2 | 3 | 2 | 1 | 1 | ||
| 2025Q2 | 5 | 2 | 2 | 1 | 1 | 2 | 2 | 2 |
| 2025Q3 | 5 | 3 | 4 | 2 | 1 | 1 | 1 | |
| 2025Q4 | 4 | 1 | 4 | 1 | 2 | 1 | 1 | |
| 2026Q1 | 2 | 3 | 3 | 2 | 2 | 1 | 1 | |
| 2026Q2 | 4 | 4 | 4 | 3 | 2 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Product Launch | 3 | 3 | 5 | 5 | 4 | 2 | 4 |
| Revenue Growth | 3 | 2 | 2 | 3 | 3 | 4 | |
| Competitive Dynamics | 2 | 2 | 4 | 1 | 3 | 4 | |
| Demand | 2 | 1 | 2 | 4 | 2 | 3 | |
| Innovation & R&D | 2 | 3 | 1 | 1 | 1 | 2 | |
| Guidance Reliability | 2 | 2 | 1 | 2 | 1 | 2 | |
| M&A | 1 | 1 | 2 | 1 | 1 | 1 | |
| Regulation Policy | 1 | 1 | 2 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ABT Abbott Laboratories | 7 | +13.0% | |
| ALGN Align Technology | 6 | +6.2% | |
| BSX Boston Scientific | 6 | +11.6% | |
| DXCM DexCom | 9 | +15.1% | |
| EW Edwards Lifesciences | 9 | +16.7% | |
| MDT Medtronic | 8 | +9.9% | |
| PODD Insulet Corporation | 8 | +33.9% | |
| STE Steris | 7 | +7.3% | |
| SYK Stryker Corporation | 4 | +2.6% | |
| ZBH Zimmer Biomet | 9 | +9.3% |