From Medtronic PLC ($MDT) Q4 2025 Earnings Call · · Castify Earnings Call
“We forecast a net tariff impact to COGS in fiscal year 26 of approximately $200 to $350 million. All that said, it's highly likely that the impact from tariffs will change and we'll keep you updated periodically as we go through the year.”
On , Gregory Smith, Executive Vice President of Enterprise Operations at Medtronic, spoke about tariffs during Medtronic PLC ($MDT) Q4 2025 Earnings Call on Castify Earnings Call.
During Medtronic's fiscal fourth quarter 2025 earnings call on May 1, 2025, an executive noted that the supply chain team under Gregory Smith, Executive Vice President of Enterprise Operations, "has kicked off a lot of very positive initiatives" and that the company is "starting to see the results" with expectations of further progress. The comment came as part of a broader discussion about margin improvement opportunities.