Embecta Corp. - Common Stock (EMBC)

Embecta (EMBC) Q1 2026 Earnings Call Transcript

Today’s Date: January 9, 2026 Introduction In the rapidly evolving landscape of medical technology, few companies have managed to fundamentally reshape a multi-decade standard of care as successfully as Insulet Corporation (NASDAQ: PODD). Historically, insulin delivery was synonymous with either multiple daily injections (MDI) or cumbersome, tubed mechanical pumps. Insulet disrupted this paradigm with the [...]

Embecta (EMBC) Q4 2025 Earnings Call Transcript

Embecta (EMBC) reported Q4 earnings, missing EPS and revenue estimates. The stock rose as investors focused on the company's positive fiscal 2026 guidance and dividend.

Embecta Corp (EMBC) beats Q3 2025 earnings estimates with $295.5M revenue and $1.12 EPS, sparking a 10.5% pre-market stock surge. Strong performance may lift full-year forecasts.

Embecta reaffirms earnings outlook, trims revenue forecast, and boosts cash flow as restructuring and cost controls offset tariff and FX headwinds.

Becton Dickinson plans to spin off its Biosciences and Diagnostic Solutions unit, targeting a fiscal 2026 completion, while updating FY25 revenue guidance.

Activist investor Starboard Value is urging Becton Dickinson to sell its life sciences division, citing potential value gains. Analysts estimate a spin-off could boost the company's worth by up to 30%.

Morgan Stanley upgrades key MedTech stocks, highlighting strong demand and growth potential, while downgrading others amid company-specific challenges.

Embecta reports fourth quarter earnings beating estimates, discontinues insulin patch program, and announces restructuring plans with cost-saving measures.