As tariffs reshape global trade in 2025, the MedTech sector is facing unprecedented supply chain disruption and pricing pressure. With complex, globally distributed manufacturing networks, most medical device companies are highly exposed to the shifting regulatory and economic landscape.
In CFRA’s latest thematic research, equity analyst Paige Meyer identifies which companies have the structural advantages—like domestic sourcing, humanitarian exemptions, or long-term contracts—that position them to withstand or even outperform in a high-volatility tariff environment.
From cardiac care to respiratory management, our analysis spans high-growth categories and pinpoints investment opportunities in companies like Edwards Lifesciences, Inspire Medical Systems, Quest Diagnostics, and ResMed.
What Is Included In This Report
- Which MedTech companies face the highest tariff risk—and why
- Why certain firms like RMD, DGX, and INSP may outperform despite trade turmoil
- The role of FDA requalification delays in reshaping the supply chain
- How the VIX volatility index is influencing MedTech stock performance in 2025
- Why Edwards Lifesciences and ResMed have built-in resilience to U.S.-China tariff shocks
- Investment outlooks and price targets based on proprietary equity research
Access this in-depth CFRA Research report to stay ahead of MedTech market volatility and find clarity in a complex policy environment.