MDT Medtronic

company

SEC Filings & Insider Trading Activity 2026

Risk Factors

• • EU Medical Device Regulation (EU MDR) implementation extended to 2028, imposing additional pre- and post-market requirements and severe penalties for non-compliance
• • Russia-Ukraine conflict causing supply chain risks from materials like palladium and neon; Russia and Belarus sanctions disrupt regional business activities
• • Sole-source sterilization facilities with limited capacity create risk of manufacturing delays or lost sales if facilities are damaged or closed
• • Competition from pharmaceutical companies producing GLP-1s and emerging AI-enabled digital health tools may disrupt market share and product adoption
• • Ongoing U.S. tax litigation over income allocation to Puerto Rico manufacturing site with appellate remand in 2025 could materially impact financial condition

Business Overview

• • Core business model: Global healthcare technology company developing, manufacturing, and selling device-based medical therapies and services across Cardiovascular, Neuroscience, and Medical Surgical segments
• • New strategic emphasis: Separation and IPO of Diabetes Business into independent public company MiniMed Group in March 2026
• • Strategic shift: Focus on AI, data analytics, and automation to tailor therapies and enable remote monitoring care delivery
• • Notable quantitative metric: Over 95,000 full-time employees globally, with 43% based in U.S. or Puerto Rico; achieved 100% U.S. pay equity by gender and ethnicity
• • Unique fact in 2026 filing: Diabetes segment is no longer reportable post-MiniMed IPO, affecting segment comparability in future financial metrics

Management Discussion & Analysis

• • Revenue $36.4B, up 8.4% YoY from $33.5B driven by growth across Cardiovascular (+12% to $14.0B), Neuroscience (+4% to $10.3B), Medical Surgical (+5% to $8.8B), and Diabetes (+13% to $3.1B)
• • Operating margin info not explicitly given; cost of products sold margin increased with COGS $12.7B vs $11.6B, SG&A increased $11.8B vs $10.8B, R&D increased $2.9B vs $2.7B; effective tax rate 21.2% vs 16.6%, non-GAAP nominal tax 17.3% vs 16.7%
• • Best performing segment: Cardiovascular, net sales $13.98B, +12% YoY; Worst performing segment by growth: Specialty Therapies, +2% to $3.0B
• • Free cash flow $5.43B vs $5.19B; capital allocation included share repurchases 10M shares ($932.5M avg price), dividends (not quantified), $1.9B capex; $3.3B net increase in debt issuance/repayments, IPO proceeds $538M from MiniMed
• • Forward outlook risks: $250M estimated tariffs in FY27, geopolitical risks (Russia-Ukraine, Middle East conflicts), impact of Diabetes separation, regulatory/commercial challenges; growth expected in cardiovascular device adoption and new product launches, Neuroscience AI-assisted surgery growth, Medical Surgical robotics expansion

Risk Factors

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Management Discussion & Analysis

• • Q3 FY2026 total net sales $9.0B, up ~9% YoY from $8.3B; nine-month sales $26.6B vs $24.6B prior year
• • GAAP effective tax rate 18.1% vs 15.4% YoY; GAAP net income $1.14B vs $1.29B YoY; non-GAAP EPS $1.36 vs $1.39 YoY
• • Best segment: Cardiovascular $3.5B, up 14% YoY; worst: Neuroscience $2.6B, up only 4% YoY
• • Nine-month operating cash flow $4.76B vs $4.52B YoY; free cash flow $3.34B vs $3.12B; $1.1B cash plus $7.2B current investments on hand
• • Key headwind: ~$185M pre-tax tariff impact estimated for FY2026; Diabetes separation pending within 18 months of May 2025 announcement

What are the latest MDT SEC filings in 2026?

Medtronic (MDT) has filed a 10-K annual report on June 18, 2026, a 10-Q quarterly report on February 24, 2026, an 8-K current report on June 3, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did MDT file its most recent 10-K annual report?

Medtronic (MDT) filed its most recent 10-K annual report on June 18, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view MDT 10-Q quarterly reports?

Medtronic (MDT)'s most recent 10-Q quarterly report was filed on February 24, 2026. SignalX displays every MDT 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has MDT filed recently?

Medtronic (MDT)'s most recent 8-K was filed on June 3, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find MDT insider trading activity (Form 4)?

SignalX aggregates every MDT Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does MDT file with the SEC?

Medtronic (MDT) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new MDT filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Medtronic (MDT).

What is MDT's SEC CIK number?

Medtronic (MDT)'s SEC CIK (Central Index Key) number is 1613103. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1613103 to look up all MDT filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find MDT return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Medtronic (MDT) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.