Analyst
J.P. Morgan
Equibles does not estimate personal net worth.
Robby Marcus is recorded as Analyst at J.P. Morgan. Robby Marcus has spoken on 3 earnings calls across 2 companies, most recently for Dexcom Inc on February 12, 2026. Those appearances were for Baxter International Inc (BAX) and Dexcom Inc (DXCM). The companies whose calls Robby Marcus spoke on are classified in the Healthcare sector.
“Jeremy, I wanted to ask on the OPEX guide, you have a 63% to 64% gross margin. And when I do the math, it looks like you're getting about 100 basis points of deleverage on OPEX to get to the range.”
“I believe it was maybe 75 to 100 basis points of operating margin expansion. You did a really impressive job offsetting the tariff impact in 2025. Does that commentary still hold for 2026 or is it under evaluation given the tariff environment.”
“The HST business, especially frontline care, was still negative growth this quarter. What's the latest you're seeing there, the confidence you could turn it around in 2025 and your level of visibility to it?”
J.P. Morgan
Analyst
Transcript header (unverified)
Medical Instruments & Supplies · Healthcare
DXCM
Medical Devices · Healthcare
