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Medtronic plc (MDT) Fundamental Analysis & AI Grade 2026

MDT NYSE Electromedical & Electrotherapeutic Apparatus CIK: 0001613103
Updated This Month • Analysis: Jun 19, 2026 • SEC Data: 2026-04-24
Combined AI Grade
B
72% Confidence
STRONG AGREEMENT
B
65% Conf
B
78% Conf

📊 MDT Key Takeaways

Revenue: $36.4B
Net Margin: 13.2%
Free Cash Flow: $5.4B
Current Ratio: 2.13x
Debt/Equity: 0.57x
EPS: $3.73
AI Grade: B with 65% confidence
Medtronic plc (MDT) receives a B fundamental grade with 72% confidence from our AI analysis based on SEC 10-K filings. With revenue of $36.4B, net profit margin of 13.2%, and return on equity (ROE) of 9.7%, Medtronic plc demonstrates mixed fundamentals in the Healthcare sector. Below is our complete MDT stock analysis for 2026.

Is Medtronic plc (MDT) a Good Investment?

Claude

Medtronic demonstrates strong free cash flow generation ($5.4B) and adequate balance sheet leverage, but concerning fundamentals including a 10.3% gross margin (anomalously low for medical devices), declining net income despite massive revenue growth, and weak return metrics (ROE 9.7%, ROA 5.2%) suggest significant operational challenges or integration issues requiring clarification.

ChatGPT

Medtronic shows solid core financial health with strong liquidity, positive free cash flow, and acceptable leverage, supported by a 17.3% operating margin and $3.34B of free cash flow. However, growth quality is mixed because net income was essentially flat, the reported 6,463.0% revenue growth appears anomalous, and the unusually low 14.1% gross margin raises questions about comparability or underlying cost pressure. Overall, the fundamentals support stability more than clear acceleration.

Medtronic plc Key Strengths (MDT)

Claude
  • + Robust free cash flow generation of $5.4B with 14.9% FCF margin demonstrates underlying business cash generation
  • + Strong liquidity position with 2.13x current ratio and 1.62x quick ratio, supporting operational flexibility
  • + Manageable leverage of 0.57x debt/equity with 9.0x interest coverage indicates capacity to service debt obligations
ChatGPT
  • + Strong liquidity with a 2.54x current ratio and 1.87x quick ratio
  • + Consistent cash generation with $4.76B operating cash flow and $3.34B free cash flow
  • + Moderate leverage profile with 0.57x debt/equity and 6.4x interest coverage

MDT Stock Risks: Medtronic plc Investment Risks

Claude
  • ! Extremely low gross margin of 10.3% is structurally problematic for medical device sector and suggests cost pressures or unfavorable business mix
  • ! Net income declined 0.7% YoY despite 9,394.5% revenue growth, indicating severe operational deleverage or integration drag
  • ! Weak capital efficiency with ROE 9.7% and ROA 5.2% suggests inefficient asset deployment or earning power challenges
ChatGPT
  • ! Reported revenue growth appears distorted, reducing confidence in underlying growth quality
  • ! Net income declined 0.6% YoY, suggesting earnings growth is not broad-based
  • ! Low gross margin relative to operating margin may indicate cost pressure or data classification issues

Key Metrics to Watch

Claude
  • * Gross margin trend - determine if 10.3% is structural deterioration or temporary integration cost
  • * Operating leverage improvement - net income must grow faster than revenue as integration completes
  • * Cash position - $1.9B cash against $28.1B debt is low; monitor cash generation allocation to debt reduction
ChatGPT
  • * Organic revenue growth and revenue consistency across future filings
  • * Gross margin and free cash flow conversion

Medtronic plc (MDT) Financial Metrics & Key Ratios

Revenue
$36.4B
Net Income
$4.8B
EPS (Diluted)
$3.73
Free Cash Flow
$5.4B
Total Assets
$93.0B
Cash Position
$1.9B

💡 AI Analyst Insight

Strong liquidity with a 2.13x current ratio provides a solid financial cushion.

MDT Profit Margin, ROE & Profitability Analysis

Gross Margin 10.3%
Operating Margin 17.8%
Net Margin 13.2%
ROE 9.7%
ROA 5.2%
FCF Margin 14.9%

MDT vs Healthcare Sector: How Medtronic plc Compares

How Medtronic plc compares to Healthcare sector averages

Net Margin
MDT 13.2%
vs
Sector Avg 12.0%
MDT Sector
ROE
MDT 9.7%
vs
Sector Avg 15.0%
MDT Sector
Current Ratio
MDT 2.1x
vs
Sector Avg 2.0x
MDT Sector
Debt/Equity
MDT 0.6x
vs
Sector Avg 0.6x
MDT Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Medtronic plc Stock Overvalued? MDT Valuation Analysis 2026

Based on fundamental analysis, Medtronic plc has mixed fundamental signals relative to the Healthcare sector in 2026.

Return on Equity
9.7%
Sector avg: 15%
Net Profit Margin
13.2%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.57x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Medtronic plc Balance Sheet: MDT Debt, Cash & Liquidity

Current Ratio
2.13x
Quick Ratio
1.62x
Debt/Equity
0.57x
Debt/Assets
46.2%
Interest Coverage
8.99x
Long-term Debt
$28.1B

MDT Revenue & Earnings Growth: 5-Year Financial Trend

MDT 5-year financial data: Year 2022: Revenue $31.7B, Net Income $4.8B, EPS $3.54. Year 2023: Revenue $31.7B, Net Income $3.6B, EPS $2.66. Year 2024: Revenue $32.4B, Net Income $5.0B, EPS $3.73. Year 2025: Revenue $33.5B, Net Income $3.8B, EPS $2.82. Year 2026: Revenue $36.4B, Net Income $3.7B, EPS $2.76.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Medtronic plc's revenue has grown significantly by 15% over the 5-year period, indicating strong business expansion. The most recent EPS of $2.76 reflects profitable operations.

MDT Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
14.9%
Free cash flow / Revenue

MDT Quarterly Earnings & Performance

Quarterly financial performance data for Medtronic plc including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2026 $8.3B $1.1B $0.89
Q2 2026 $8.4B $1.3B $0.99
Q1 2026 $7.9B $1.0B $0.80
Q3 2025 $8.1B $1.3B $0.99
Q2 2025 $8.0B $909.0M $0.68
Q1 2025 $7.7B $791.0M $0.59
Q3 2024 $7.7B $1.2B $0.92
Q2 2024 $7.6B $427.0M $0.32

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Medtronic plc Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$7.3B
Cash generated from operations
Stock Buybacks
$1.0B
Shares repurchased (TTM)
Capital Expenditures
$1.9B
Investment in assets
Dividends Paid
$3.6B
Returned to shareholders

MDT SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Medtronic plc (CIK: 0001613103)

📋 Recent SEC Filings

Date Form Document Action
Jun 18, 2026 10-K mdt-20260424.htm View →
Jun 9, 2026 4 xslF345X06/wk-form4_1781036194.xml View →
Jun 8, 2026 4 xslF345X06/wk-form4_1780952847.xml View →
Jun 8, 2026 4 xslF345X06/wk-form4_1780952594.xml View →
Jun 8, 2026 4 xslF345X06/wk-form4_1780952558.xml View →

Frequently Asked Questions about MDT

What is the AI rating for MDT?

Medtronic plc (MDT) has a Combined AI Grade of B from Claude (B) and ChatGPT (B) with 72% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are MDT's key strengths?

Claude: Robust free cash flow generation of $5.4B with 14.9% FCF margin demonstrates underlying business cash generation. Strong liquidity position with 2.13x current ratio and 1.62x quick ratio, supporting operational flexibility. ChatGPT: Strong liquidity with a 2.54x current ratio and 1.87x quick ratio. Consistent cash generation with $4.76B operating cash flow and $3.34B free cash flow.

What are the risks of investing in MDT?

Claude: Extremely low gross margin of 10.3% is structurally problematic for medical device sector and suggests cost pressures or unfavorable business mix. Net income declined 0.7% YoY despite 9,394.5% revenue growth, indicating severe operational deleverage or integration drag. ChatGPT: Reported revenue growth appears distorted, reducing confidence in underlying growth quality. Net income declined 0.6% YoY, suggesting earnings growth is not broad-based.

What is MDT's revenue and growth?

Medtronic plc reported revenue of $36.4B.

Does MDT pay dividends?

Medtronic plc pays dividends, with $3,639.0M distributed to shareholders in the trailing twelve months.

Where can I find MDT SEC filings?

Official SEC filings for Medtronic plc (CIK: 0001613103) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is MDT's EPS?

Medtronic plc has a diluted EPS of $3.73.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is MDT's fundamental grade?

Based on our AI fundamental analysis in June 2026, Medtronic plc has a B grade with 72% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is MDT stock overvalued or undervalued?

Valuation metrics for MDT: ROE of 9.7% (sector avg: 15%), net margin of 13.2% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is MDT's AI grade for 2026?

Our dual AI analysis gives Medtronic plc a combined B grade for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is MDT's free cash flow?

Medtronic plc's operating cash flow is $7.3B, with capital expenditures of $1.9B. FCF margin is 14.9%.

How does MDT compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin 13.2% (avg: 12%), ROE 9.7% (avg: 15%), current ratio 2.13 (avg: 2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Jun 19, 2026 | Data as of: 2026-04-24 | Powered by Claude AI