MDT

Medtronic plc ·NYSE·Healthcare
90.77 live · 2026-08-12 15:59
50.2%
Brown Bear Score
57.4%
Business Conviction Score
55.6%
Position Health Score
33.7%
Chase Risk
Daily closes

Daily closes · 1Y (252 sessions) · -1.4% · range 73.75–105.35

The Businesswhat the company reports

Business & cash flow

FCF / assets 5.8%
OCF / assets 7.9%
FCF / revenue 20.2%
Gross margin 65.3%
ROIC 8.4%
Forward P/E 14.2

FCF/assets and OCF/assets are the cash-flow measures Brown Bear's own testing found to survive; FCF/revenue is shown alongside for context. Assets are from the latest annual filing (FY2026).

Price vs Earnings growth

Forward EPS growth has outpaced trailing price return by +73.3pp

Confidence 95.0/100

Takeaway Earnings growth is outpacing price — consistent with the stock not yet fully reflecting its improving forward estimates.

Reported earnings

Next report 2026-09-01 · consensus EPS 1.40

Q3 23 revenue: 7.70bnQ3 23 net income: 791.00mQ3 23 EPS: 0.59Q4 23 revenue: 7.98bnQ4 23 net income: 909.00mQ4 23 EPS: 0.68Q4 23Q1 24 revenue: 8.09bnQ1 24 net income: 1.32bnQ1 24 EPS: 0.99Q2 24 revenue: 8.59bnQ2 24 net income: 654.00mQ2 24 EPS: 0.49Q2 24Q3 24 revenue: 7.92bnQ3 24 net income: 1.04bnQ3 24 EPS: 0.80Q4 24 revenue: 8.40bnQ4 24 net income: 1.27bnQ4 24 EPS: 0.99Q4 24Q1 25 revenue: 8.29bnQ1 25 net income: 1.29bnQ1 25 EPS: 1.01Q2 25 revenue: 8.93bnQ2 25 net income: 1.06bnQ2 25 EPS: 0.82Q2 25Q3 25 revenue: 8.58bnQ3 25 net income: 1.04bnQ3 25 EPS: 0.81Q4 25 revenue: 8.96bnQ4 25 net income: 1.37bnQ4 25 EPS: 1.07Q4 25Q1 26 revenue: 9.02bnQ1 26 net income: 1.14bnQ1 26 EPS: 0.89Q2 26 revenue: 9.81bnQ2 26 net income: 1.24bnQ2 26 EPS: 0.97Q2 26

Revenue Net incomeEPS (GAAP) (0.49–1.07, own scale) Derived Q4

12 quarters to Q2 26. Revenue and net income share one scale, so the gap between them is the margin. The line is GAAP EPS — it spans every quarter shown, where the reported figure only goes back as far as the consensus feed does.

Quarter endingRevenueYoY Net incomeEPS (GAAP) Filed
2026-04-24 (derived) 9.81bn +9.9% 1.24bn 0.97 2026-06-18
2026-01-23 9.02bn +8.7% 1.14bn 0.89 2026-02-24
2025-10-24 8.96bn +6.6% 1.37bn 1.07 2025-11-25
2025-07-25 8.58bn +8.4% 1.04bn 0.81 2025-08-26

Earnings response

Typical move around a filing ±0.7%
On an ordinary two days ±1.1% — filings move it 0.6× as much
Direction 6 up, 6 down over 12 filings
Revenue change and price reaction, by quarter
Q3 22 revenue -7.7% year on yearQ3 22 filed 2022-09-01: price -0.8%Q4 22 revenue -3.3% year on yearQ4 22 filed 2022-12-01: price +0.7%Q4 22Q1 23 revenue -0.5% year on yearQ1 23 filed 2023-03-01: price -0.7%Q3 23 revenue +4.5% year on yearQ3 23 filed 2023-08-31: price -0.2%Q3 23Q4 23 revenue +5.3% year on yearQ4 23 filed 2023-11-30: price +1.4%Q1 24 revenue +4.7% year on yearQ1 24 filed 2024-02-27: price -0.4%Q1 24Q3 24 revenue +2.8% year on yearQ3 24 filed 2024-08-27: price -1.1%Q4 24 revenue +5.2% year on yearQ4 24 filed 2024-11-26: price +0.6%Q4 24Q1 25 revenue +2.5% year on yearQ1 25 filed 2025-02-25: price +0.5%Q3 25 revenue +8.4% year on yearQ3 25 filed 2025-08-26: price +0.0%Q3 25Q4 25 revenue +6.6% year on yearQ4 25 filed 2025-11-25: price +1.8%Q1 26 revenue +8.7% year on yearQ1 26 filed 2026-02-24: price -2.0%Q1 26

Revenue up year on year Revenue down Price move around the filing separate scales — a crossing means nothing

Quarter endingFiledRevenue YoY Move around filingNext 20 sessions vs SPY
2026-01-23 2026-02-24 +8.7% -2.0% -4.1%
2025-10-24 2025-11-25 +6.6% +1.8% -9.3%
2025-07-25 2025-08-26 +8.4% +0.0% +0.4%
2025-01-24 2025-02-25 +2.5% +0.5% +1.5%

Share count

Diluted shares over time

Diluted shares Return since the previous filing

Direction Flat — little net change
Diluted shares 1,288.1M as at 2026-04-24
Change over 1 year -0.1%
Change over 3 years -3.4%
Public float $120.10bn as at 2025-10-24 (10-K)

The Pricewhat the chart is doingTop ↑

Price Levels

StrategyFair Value Anchor
Reference band 84.61 — 91.21
Protective stop 85.54 (Structure, 2.7% risk)
Support 86.57 (2 touches, 4.8% away)
Resistance 99.07 (9.2% away)

Takeaway The shares are nearer the floor than the ceiling: about 4.8% above 86.57, a price buyers have stepped in at before, and 9.2% below 99.07, where sellers have turned up before. That floor has held 2 times, which is how it was spotted. If someone bought at today's price and sold if it dropped through the level below, they would be about 2.7% out of pocket. That is all this figure means — an illustration of the risk, not a price to sell at.

Levels are computed from price structure. They describe where the engine locates support and extension — they are not targets, and not advice.

Ichimoku Cloud (Adaptive)

Daily cloudPrice ABOVE the cloud | periods 6/16/32 (62% of classic 9/26/52)
LinesTenkan/Kijun BULL | cloud twist BULL (fresh up, 3d ago)
Cloud thickness59% percentile
Chikou spanAbove price from 26 periods ago
Weekly cloudPrice ABOVE the weekly cloud (context only, not scored)

Takeaway The stock is trading above its cloud — a shaded band drawn from several of its own moving averages, currently 84.58 to 86.80. Being above it means the medium-term picture is pointing upwards, and that band is the first place the stock has recent support if it slips back. Its shorter-term averages agree with that.

Trailing returns

21 days +14.5%
63 days +18.1%
126 days -10.5%
252 days -2.1%
Below 252d high13.8%

Trend context

PositionAbove trend
ExtensionExtended
Trend slopeRising
Direction of travelDiverging from trend

Takeaway Positive Kalman trend with moderate extension; constructive for momentum but watch entry risk.

Volatility

State No recent compression
Current band width12.5% of price
Recent tightest9.2% (9 sessions ago, narrower than 62.0% of its history)
Expansion since1.37×
Band 80.24 — 90.97

Takeaway Lately this share price has been swinging around inside a range roughly 13% wide. That is normal for this stock, so there is nothing unusual to read into it either way.

Historical trends

0255075100Share price 79.30–90.682026-07-032026-08-12
Position Health Business Conviction Share price

History begins when the site started recording, not when the company listed, so a short line means a short record and nothing more.

Repair Pathway

  1. Nearest Trigger Volume confirmation above 1.2x +0.20x volume confirmation would improve confidence in the pathway · Broadly stable
  2. Trigger 2 Relative momentum rank back above 0.45 repair trigger repair engine identifies this as the nearest technical repair catalyst · Broadly stable
  3. Trigger 3 Relative momentum rank above 0.55 +0.25 rank relative momentum leadership is not yet strong enough for the next action tier · Broadly stable

Who's Tradingthe flow behind the priceTop ↑

Insider activity

ActivityNo filings in the window
Buy filings0
Sell filings0

Open-market Form 4 purchases and sales over the last 75 days, read from SEC EDGAR Form 4. Grants, option exercises, gifts and shares withheld for tax are excluded — they are compensation mechanics, not a decision to buy or sell. Reported Form 4 activity. Brown Bear tested insider cluster-buying as a return signal and rejected it as era-unstable; shown as fact, not signal.

Volume confirmation

Volume-price trend Above its signal line
Confirmation Moderate

No absorption or distribution event in the recent window.

Takeaway More shares change hands on the days this stock rises than on the days it falls. That is what you would expect to see if the rise is being driven by real buying rather than drifting up on a thin market.

Options Positioning

No binary-event flag

MDT: no binary-event flag. Near IV 23%, far IV 29% (ratio 0.79), implied move 2.9%.

Implied volatility 23% near (9d) · 29% far (65d)
Term structure 0.79× near/far
Historical volatility 23%
Implied vs historical 0.99×
Implied move ±2.9% by 2026-08-21
Implied move vs ATR 0.43×
Skew Put Skew (1.17×)

Takeaway Insuring against a move in this stock costs less for the next few weeks than for the next few months, which is the normal state of affairs and suggests no particular date is worrying anyone. Options traders are positioned for a move of around 2.9% in either direction by 2026-08-21.

Chain as at 2026-08-12. This is a risk read on whether a specific event is being priced — not a directional view.

Context & Methodthe record, and how it was builtTop ↑

Relative Rotation

ImprovingLeadingLaggingWeakeningvs sectorvs SPYsector vs SPYRS-Ratio →RS-Momentum →

Mixed Rotation Phase

Rotation health 53.6/100; Mixed Rotation.

Rotation health 53.6
Rotation strength 77.5
LegQuadrantRS-RatioRS-Mom
Stock vs sector Weakening 116.8 92.8
Stock vs SPY Weakening 109.6 96.9
Sector vs SPY Improving 86.4 102.1

Direction of travel: South-West / deteriorating rotation

Position only. Brown Bear's RRG redesign programme is closed — five constructions, none beat an appropriate null — so this section describes where the name sits, and is not a signal.

News Headlines

  1. Loading headlines\u2026

Headlines are supplied by third-party feeds and are not written, ranked or interpreted by Brown Bear. They feed no score on this page.

Detailed Scoring

Positive signals

  • Piotroski F-score 6/9 (+15.0)
  • Altman Z-score 5.24 (+8.0)
  • Insider conviction score (+3.0)
  • Gross margin quality: 65.3% (+16.6)
  • ROIC quality: 8.4% (+2.9)
  • FCF margin quality: 20.2% (+13.4)
  • FCF margin improving by -0.8 pts (+-3.0)
  • High earnings quality (accrual ratio -0.027) (+2.0)
  • Accrual ratio improving (-0.03 -> -0.03) (+5.0)
  • Track 1: MACD histogram state (0.47) (+4.0)
  • Track 1: relative strength trend improving (+5.0)
  • Track 1: 20-day momentum acceleration 0.13 (+9.0)
  • Track 1: bullish DI spread 27.4 (+8.0)
  • Track 1: ADX 29.6 and rising (+5.0)
  • Track 1: EMA20 reclaim distance 5.4% (+3.7)
  • Track 1: EMA20 slope improving 2.2% (+5.0)
  • Track 1: MACD histogram acceleration 0.28 (+4.0)
  • Track 1: positive MACD regime (+3.0)
  • Track 1: MACD line/signal repair quality (+8.0)
  • Track 1: MACD slope improving (+3.0)
  • Track 1: VPT strength 0.21 (+4.2)
  • Track 1: price above EMA50 by 8.2% (+5.0)
  • Track 1: EMA50 slope improving 2.2% (+3.0)
  • Track 1: EMA200 support proximity 4.5% (+3.8)
  • Track 1: Bollinger position 0.98 (+0.2)
  • Regime convergence: ICHIMOKU_CLOUD_REVERSAL confidence 73.6/100 (EMERGING) (+14.7)

Negative signals

  • Weak relative momentum rank (0.30)
  • Track 1: Bearish MACD divergence
  • Track 1: RSI deterioration/extension 80.0, 5-day change +19.6
  • Gross margin improving by -0.0 pts (+-3.0)

Chase risk is not elevated for this name, so extension penalties are omitted from the negative signals above.