Inferra AI / Company / MMED

Minimed Group, Inc.

MMED · Health Care

Last earnings Sep 1, 2026

Key results

Organic revenuequarter

1.5 %

(2) $ 238 $ 234 1.5 % $ $ $ 238 $ 234 1.5 % International (2) 599 489 22.4 % 50 549 489 12.2 % Total $ 837 $ 724 15.6 % $ 50 $ $ 787 $ 724 8.7 % (1) Organic Revenue Growth measures revenue growth trends excluding the impacts of foreign currency rate fluctuations and adjustments to MiniMed s Italian payback accrual for certain prior years since 2015.

SEC original ↗Minimed Group, Inc. — Earnings release (8-K exhibit)EX-99Jun 3, 2026

Revenuequarter

$50 million

(3) The three months ended April 24, 2026 excludes $50 million of revenue adjustments related to favorable currency impact on net sales.

SEC original ↗Minimed Group, Inc. — Earnings release (8-K exhibit)EX-99Jun 3, 2026

Gross marginquarter

$480 million

Gross Profit 480 405 1,680 1,528

SEC original ↗Minimed Group, Inc. — Earnings release (8-K exhibit)EX-99Jun 3, 2026

Gross marginfull-year

$1,680 million

Gross Profit 480 405 1,680 1,528

SEC original ↗Minimed Group, Inc. — Earnings release (8-K exhibit)EX-99Jun 3, 2026

Research and developmentquarter

$99 million

Research and development expense 99 107 448 436

SEC original ↗Minimed Group, Inc. — Earnings release (8-K exhibit)EX-99Jun 3, 2026

Research and developmentfull-year

$448 million

Research and development expense 99 107 448 436

SEC original ↗Minimed Group, Inc. — Earnings release (8-K exhibit)EX-99Jun 3, 2026

AI analysis

Q4 2026 · reported Jun 3, 2026

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Revenue · Q4 2026
$50M
EX-99 · Jun 3, 2026
Gross margin · Q4 2026
$480M
EX-99 · Jun 3, 2026
Research and development · Q4 2026
$99M
EX-99 · Jun 3, 2026

The quarter in charts

Guidance ladder — revenue

Delivered vs the company's guided range

EX-99 · Jun 3, 2026 Guide as stated by the company; range and midpoint computed from the stated figure.

Headline figures

MetricQ4 2026Prior qtrYear ago
Organic revenue1.5 %——
Revenue$50 million——
Gross margin$480 million——
Research and development$99 million——

EX-99 · Jun 3, 2026

Guidance · company-stated

Direction: Initiated

Revenue$837 million

“htm EX-99.1 Q4 2026 EARNINGS RELEASE Document Exhibit 99.1 NEWS RELEASE FOR IMMEDIATE RELEASE MiniMed Delivers Strong Fourth Quarter and Full Fiscal Year 2026 Financial Results Provides Fiscal Year 2027 Outlook Continued momentum in Q4, with net sales of $837 million growing 16% as reported and 9% organic year-over-year Record annual net sales performance surpasses $3B for first time, growing 14% as reported and 8% organic Advanced global pipeline ahead of schedule with FDA clearance for MiniMed Flex TM , CE Mark for Instinct, and global launch of MiniMed Go TM Smart MDI NORTHRIDGE, Calif.”

Midpoint vs latest-quarter revenue+1574.0%computed from stated figures

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin$480M
Gross marginfull year$1,680M

Capital allocation

Dividend3.96 %

Debt Supplier Financing Arrangements The Company participates in a supplier financing program that provides participating suppliers the ability to finance payment obligations from the Company with a third-party financial institution in order to receive earlier payment.

What changed vs last quarter

  • Guide midpoint vs latest-quarter revenue +1574.0% computed from stated figures
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Minimed Group, Inc. Q4 2026 — (2) $ 238 $ 234 1.5 % $ $ $ 238 $ 234 1.5 % International (2) 599 489 22.4 % 50 549 489 12.2 % Total $ 837 $ 724 15.6 % $ 50 $ $ 787 $ 724 8.7 % (1) Organic Revenue Growth measures revenue growth tren…

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Initiated

Revenue: “htm EX-99.1 Q4 2026 EARNINGS RELEASE Document Exhibit 99.1 NEWS RELEASE FOR IMMEDIATE RELEASE MiniMed Delivers Strong Fourth Quarter and Full Fiscal Year 2026 Financial Results Provides Fiscal Year 2027 Outlook Continued momentum in Q4, with net sales of $837 million growing 16% as reported and 9% organic year-over-year Record annual net sales performance surpasses $3B for first time, growing 14% as reported and 8% organic Advanced global pipeline ahead of schedule with FDA clearance for MiniMed Flex TM , CE Mark for Instinct, and global launch of MiniMed Go TM Smart MDI NORTHRIDGE, Calif.”

Revenue — Initiated (“first time”)
“htm EX-99.1 Q4 2026 EARNINGS RELEASE Document Exhibit 99.1 NEWS RELEASE FOR IMMEDIATE RELEASE MiniMed Delivers Strong Fourth Quarter and Full Fiscal Year 2026 Financial Results Provides Fiscal Year 2027 Outlook Continued momentum in Q4, with net sales of $837 million growing 16% as reported and 9% organic year-over-year Record annual net sales performance surpasses $3B for first time, growing 14% as reported and 8% organic Advanced global pipeline ahead of schedule with FDA clearance for MiniMed Flex TM , CE Mark for Instinct, and global launch of MiniMed Go TM Smart MDI NORTHRIDGE, Calif.”

Classified from the release's primary full-year outlook statement.

Capital allocation

Debt Supplier Financing Arrangements The Company participates in a supplier financing program that provides participating suppliers the ability to finance payment obligations from the Company with a third-party financial institution in order to receive earlier payment.

SEC original ↗Minimed Group, Inc. — 10-Q Quarterly report10-QSep 8, 2026

Revolving Credit Facility During fiscal 2026, the Company entered into a credit agreement that provides for a five year senior secured revolving credit facility (the Revolving Credit Facility ) with an aggregate available principal amount of up to $ 500 million.

SEC original ↗Minimed Group, Inc. — 10-Q Quarterly report10-QSep 8, 2026

The Revolving Credit Facility became available upon the completion of the Company s IPO on March 9, 2026, and matures in March 2031.

SEC original ↗Minimed Group, Inc. — 10-Q Quarterly report10-QSep 8, 2026

The Revolving Credit Facility contains customary representations and warranties, affirmative and negative covenants, and events of default.

SEC original ↗Minimed Group, Inc. — 10-Q Quarterly report10-QSep 8, 2026

As of July 31, 2026, no amounts were outstanding under the Revolving Credit Facility, and the Company was in compliance with all applicable covenants.

SEC original ↗Minimed Group, Inc. — 10-Q Quarterly report10-QSep 8, 2026

The assumptions used in the Black-Scholes option pricing model for the ESPP were as follows: Three Months Ended July 31, 2026 Assumptions used: Expected life (years) 0.5 Risk-free interest rate 3.96 % Volatility 33.68 % Dividend yield % Note 10.

SEC original ↗Minimed Group, Inc. — 10-Q Quarterly report10-QSep 8, 2026

Strategy & priorities

Fiscal Fourth Quarter Results Continued momentum through the second half of the fiscal year 2026, driven by Simplera TM and Instinct sensor, made by Abbott, CGM launches Worldwide net sales of $837 million grew 15.6% as reported and 8.7% organic International net sales of $599 million grew 22.4% as reported and 12.2% organic, driven by Simplera capacity expansion International New Pumps Sold (NPS) increased high-single digits sequentially U.

SEC original ↗Minimed Group, Inc. — Earnings release (8-K exhibit)EX-99Jun 3, 2026

GAAP, we present in this earnings press release certain financial measures that facilitate management s review of the operational performance of MiniMed and serve as a basis for strategic planning however, such financial measures are not presented in our financial statements prepared in accordance with U.

SEC original ↗Minimed Group, Inc. — Earnings release (8-K exhibit)EX-99Jun 3, 2026

( MiniMed or the Company ) is a medical technology company focused on the development, manufacture, and commercialization of insulin pumps, continuous glucose monitoring ( CGM ) systems, related consumables, smart pens, and digital health solutions for the management of Type 1 and Type 2 diabetes.

SEC original ↗Minimed Group, Inc. — 10-Q Quarterly report10-QSep 8, 2026

In some actions, the enforcement agencies or private claimants seek significant monetary damages and/or royalty payments, as well as other civil or criminal remedies (including injunctions barring or restricting the sale of products that are the subject of the proceeding, placing restrictions on competitive strategies or practices, or unwinding consummated transactions), any or all of which could have a material adverse impact on the Company s consolidated earnings, financial position, and/or cash flows.

SEC original ↗Minimed Group, Inc. — 10-Q Quarterly report10-QSep 8, 2026

Segment Information The Company derives its revenue primarily from the sale of products focused on diabetes management, including insulin pumps, continuous glucose monitoring systems and sensors, and smart insulin pens.

SEC original ↗Minimed Group, Inc. — 10-Q Quarterly report10-QSep 8, 2026

Risks & headwinds

With respect to intellectual property disputes, the Company is involved in or at risk for litigation relating to patents, trademarks, copyrights, trade secrets, and other intellectual property ( IP ) rights, and licenses, acquisitions or other agreements relating to such rights.

SEC original ↗Minimed Group, Inc. — 10-Q Quarterly report10-QSep 8, 2026

This litigation includes, but is not limited to, alleged infringement, misappropriation, or other violation of IP rights, or breach of obligations related to IP rights, or other claims asserted by competitors, individuals, or, consistent with a growing trend across technology-intensive industries, other entities created specifically to fund IP litigation.

SEC original ↗Minimed Group, Inc. — 10-Q Quarterly report10-QSep 8, 2026

With respect to commercial disputes, antitrust and competition issues have gained increased prominence, enforcement and private litigation have increased globally, and the Company is involved in or at risk for antitrust litigation, investigations or enforcement actions regarding a range of commercial activities, including challenges to mergers and acquisition transactions, joint ventures, co-development or co-marketing arrangements, contracting practices, distribution agreements and employment agreements.

SEC original ↗Minimed Group, Inc. — 10-Q Quarterly report10-QSep 8, 2026

Estimates of probable losses resulting from litigation and governmental proceedings involving the Company are inherently difficult to predict, particularly when the matters are in early procedural stages with incomplete scientific facts or legal discovery, involve unsubstantiated or indeterminate claims for damages, potentially involve penalties, fines or punitive damages, or could result in a change in business practice.

SEC original ↗Minimed Group, Inc. — 10-Q Quarterly report10-QSep 8, 2026

The Company classifies certain specified litigation charges and gains related to significant legal matters as certain litigation charges, net in the condensed consolidated statements of operations.

SEC original ↗Minimed Group, Inc. — 10-Q Quarterly report10-QSep 8, 2026

During the three months ended July 31, 2026, and July 25, 2025, the Company recognized a reversal of a previously accrued litigation charges of $ 2 million and a charge of $ 17 million, respectively.

SEC original ↗Minimed Group, Inc. — 10-Q Quarterly report10-QSep 8, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Documents

Filings

16 documents

Earnings releases

2 documents

Presentations

0 documents

No presentations for Minimed Group, Inc. are held in this edition of the library.

Transcripts

0 documents

No transcripts for Minimed Group, Inc. are held in this edition of the library.

Mentioned by

2 companies

Other tracked companies whose held documents mention Minimed Group, Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.