Medtronic (MDT)

Abrimos hilo aprovechando la publicación de resultados resultados trimestrales:

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La rentabilidad por dividendo actual es de un 2.20%.

En este enlace están los resultados del Q4 2019, presentados el 23 de mayo:

En este otro una presentación un poco más digerible, de la que destacamos lo siguiente:

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The board of directors of Medtronic plc (NYSE:MDT) today approved an 8 percent increase in its quarterly cash dividend, raising the quarterly amount to $0.54 per ordinary share. This would translate into an annual amount of $2.16 per ordinary share, or a dividend per share payout ratio of 41 percent of prior fiscal year non-GAAP diluted earnings per share (EPS).

Today’s announcement marks the 42nd consecutive year of an increase in the dividend payment for Medtronic, a constituent of the S&P 500 Dividend Aristocrats index.

Including today’s increase, Medtronic’s dividend per share has grown by 77 percent over the past 5 years and has grown at a 17 percent compounded annual growth rate over the past 42 years.

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¡esto es impresionante!

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Qué empresón. Es una de mis favoritas

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First Quarter Financial Results (20/08/2019)

  • Revenue of $7.493 billion, an increase of 1.5 percent as reported or 3.5 percent on a constant currency basis, which adjusts for a $146 million negative impact from foreign currency.
  • GAAP net income and diluted EPS were $864 million and $0.64, respectively.
  • Non-GAAP net income and non-GAAP diluted EPS were $1.703 billion and $1.26, respectively, increases of 6 percent and 8 percent, respectively.
  • Revenue of $3.918 billion represented 52 percent of company revenue and increased 1.4 percent as reported.

Guidance

  • The company today reiterated its revenue growth guidance and raised its EPS guidance for fiscal year 2020.
  • The company continues to expect revenue growth in its fiscal year 2020 to approximate 4.0 percent on an organic basis. If current exchange rates hold, revenue growth in fiscal year 2020 would be negatively affected by 0.8 to 1.2 percent.
  • The company increased its fiscal year 2020 diluted non-GAAP EPS guidance from the prior range of $5.44 to $5.50 to the new range of $5.54 to $5.60, including an estimated 10 cent negative impact from foreign exchange based on current rates.
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Second Quarter Financial Results (19/11/2019)

  • Second quarter worldwide revenue of $7.706 billion, an increase of 3.0 percent as reported or 4.1 percent on an organic basis, which adjusts for a $97 million negative impact from foreign currency and a $16 million contribution from the company’s acquisition of Titan Spine, which is reported in the Spine division in the Restorative Therapies Group.
  • Second quarter GAAP net income and diluted earnings per share (EPS) were $1.364 billion and $1.01, respectively. Second quarter non-GAAP net income and non-GAAP diluted EPS were $1.777 billion and $1.31, respectively, increases of 7.0 percent and 7.4 percent, respectively. Adjusting for a negative 2 cent impact from foreign currency, second quarter non-GAAP diluted EPS increased 9.0 percent.
  • Cash Flow from Operations of $1.9 Billion Grew 61%; Free Cash Flow of $1.6 Billion Grew 66%

Guidance

  • The company reiterated its revenue growth guidance and raised its full year EPS guidance for fiscal 2020.
  • The company continues to expect revenue growth in its fiscal year 2020 to approximate 4.0 percent on an organic basis and for revenue growth to accelerate in the second half relative to the first. If current exchange rates hold, revenue growth in fiscal year 2020 would be negatively affected by 0.8 to 1.2 percent.
  • The company increased its fiscal year 2020 diluted non-GAAP EPS guidance from the prior range of $5.54 to $5.60 to a new range of $5.57 to $5.63, including an estimated 9 cent negative impact from foreign exchange based on current rates.
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Han subido la retención en Irlanda? Antes me retenían el 20%. Con el último pago parece que es del 25%.

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Afirmativo. Lo hemos comentado en el hilo de Compras y Ventas de Empresas Británicas, más que nada por proximidad geográfica

"Irish resident companies must withhold tax on dividend payments and other distributions that they make. They must withhold Dividend Withholding Tax (DWT) at the standard rate of tax for the year in which the distribution is made.

The rate of DWT which companies pay directly to Revenue is to increase. The current rate of DWT of 20% is to increase to 25% from 1 January 2020. "

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Third Quarter Financial Results (18/02/2020)

  • Revenue of $7.7 Billion Increased 2.3% Reported and 2.6% Organic
  • GAAP Diluted EPS of $1.42 Increased 51%; Non-GAAP Diluted EPS of $1.44 Increased 12%
  • Cash Flow from Operations of $2.4 Billion Increased 17%; Free Cash Flow of $2.1 Billion Increased 21%
  • Company Raises Full Year EPS Guidance
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Buenas tardes compañeros,

Tiene alguien algún enlace a un análisis/resumen de esta empresa? Estoy buscando ampliar mi sector defensivo y solo oigo parabienes de esta empresa.

Gracias :blush:

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Sin entrar a opinar sobre el analisis

http://www.eldividendo.com/medtronic/

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Muchas gracias @miguel_angel_sanz, pero ya que estamos podrías dar tu opinión sobre el análisis, sin entrar a desgranarlo :grinning:, solo si le parece un análisis bueno, etc

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Gracias @Juanvi ya tengo material para esta noche :+1::+1::+1:

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Pues te lo he pasado porque acostumbra a hacer unos analisis que me parecen buenos, yo no tengo ni idea.

Me lo leo y esta noche te digo algo

En el caso de MDT era una empresa que queria tener si o si.

El sector me parece de los mas atractivos y complementario al de salud clasico.

Si en esta crisis pudiera pillar ademas ABBT y BDX me daria con un canto en los dientes

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Estos a su bola siguiendo con su particular récord. Qué gran empresa

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Tengo unas ganas tremendas de cogerla por banda, pero la esperaba en el rango de los 80$

Lástima que se me escapara en la última caida

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