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Boston Scientific's Global Expansion: What's Behind the Growth?

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Key Takeaways

  • BSX focuses on expanding its global presence, with EMEA, APAC and Latin America at 35% of 2025 revenues.
  • BSX is globalizing R&D from a largely U.S.-based model, accelerating product development worldwide.
  • BSX's Interventional Cardiology business generates nearly 70% of revenues from overseas markets.

Boston Scientific (BSX - Free Report) focuses on expanding its global presence to pursue growth opportunities in net sales and market share outside the United States. This includes Emerging Markets, defined as all countries, excluding the United States, Western and Central Europe, Japan, Australia, New Zealand and Canada, which offer strong growth potentials owing to their economic conditions, healthcare sectors and global capabilities. In 2025, EMEA, APAC and Latin America collectively account for about 35% of total revenues.

During the 2025 Investor Day event, management expressed confidence in the company’s ability to continue outpacing the historical growth pace of these markets. Boston Scientific’s strategy to globalize research and development from being largely U.S.-based is reaping results in terms of product development. In the last few years, it has also expanded its manufacturing footprint in China, Costa Rica and Malaysia and also specializes in those plants. Infusion of AI and automation throughout the manufacturing network is also playing a key role. The company is also leveraging talents in countries like India and China by establishing functional centers of excellence to drive economic efficiency.

Particularly in China, the company is targeting revenues well above $1 billion in 2025. Boston Scientific’s China strategy rests on its talented and tenured team, investing in innovative Chinese companies that bolster its global portfolio and learning to thrive in the volume-based purchasing (VBP) environment, in contrast to several of its competitors that have pulled back.

In the Cardiovascular segment, Interventional Cardiology Therapies (ICTx) was highlighted as the company’s most global business with nearly 70% revenues generated overseas. Despite lower growth in the United States, Japan and Western Europe, strong development in the Emerging Markets has supported a double-digit growth rate in the business.

Updates From BSX’s Competitors: MDT and ISRG

This month,Medtronic (MDT - Free Report) has secured FDA approval for the Hugo robotic-assisted surgery (RAS) system for use in urologic surgical procedures. The development brings a versatile robotic-assisted platform to U.S. surgeons and health systems seeking to expand soft-tissue robotic surgery programs and access to minimally invasive care. Medtronic has also begun the U.S. commercial launch of the MiniMed 780G system with Abbott’s Instinct sensor.

Intuitive Surgical’s (ISRG - Free Report) da Vinci Single Port surgical system was cleared by the FDA for use in inguinal hernia repair, cholecystectomy and appendectomy procedures. The development builds on its existing U.S. clearances in urology, colorectal, thoracic and transoral procedures.

BSX Price Performance, Valuation and Estimates

In the past three months, Boston Scientific shares have fallen 3.4% compared with the industry’s 5% drop. 

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Boston Scientific has a forward one-year Price-to-Earnings (P/E) ratio of 27.50, lower than its median but above the industry average. 

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Earnings estimates for Boston Scientific are showing an upward trend.

 

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Image Source: Zacks Investment Research

BSX stock currently carries a Zacks Rank #2 (Buy).  You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.


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