Stock Analysis on Net

Medtronic PLC (NYSE:MDT)

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Common-Size Balance Sheet: Liabilities and Stockholders’ Equity
Quarterly Data

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Medtronic PLC, common-size consolidated balance sheet: liabilities and stockholders’ equity (quarterly data)

Microsoft Excel
Jan 23, 2026 Oct 24, 2025 Jul 25, 2025 Apr 25, 2025 Jan 24, 2025 Oct 25, 2024 Jul 26, 2024 Apr 26, 2024 Jan 26, 2024 Oct 27, 2023 Jul 28, 2023 Apr 28, 2023 Jan 27, 2023 Oct 28, 2022 Jul 29, 2022 Apr 29, 2022 Jan 28, 2022 Oct 29, 2021 Jul 30, 2021 Apr 30, 2021 Jan 29, 2021 Oct 30, 2020 Jul 31, 2020 Apr 24, 2020 Jan 24, 2020 Oct 25, 2019 Jul 26, 2019
Current debt obligations
Accounts payable
Accrued compensation
Accrued income taxes
Other accrued expenses
Current liabilities
Long-term debt
Accrued compensation and retirement benefits
Accrued income taxes
Deferred tax liabilities
Other liabilities
Noncurrent liabilities
Total liabilities
Ordinary shares, par value $0.0001
Additional paid-in capital
Retained earnings
Accumulated other comprehensive loss
Shareholders’ equity
Noncontrolling interests
Total equity
Total liabilities and equity

Based on: 10-Q (reporting date: 2026-01-23), 10-Q (reporting date: 2025-10-24), 10-Q (reporting date: 2025-07-25), 10-K (reporting date: 2025-04-25), 10-Q (reporting date: 2025-01-24), 10-Q (reporting date: 2024-10-25), 10-Q (reporting date: 2024-07-26), 10-K (reporting date: 2024-04-26), 10-Q (reporting date: 2024-01-26), 10-Q (reporting date: 2023-10-27), 10-Q (reporting date: 2023-07-28), 10-K (reporting date: 2023-04-28), 10-Q (reporting date: 2023-01-27), 10-Q (reporting date: 2022-10-28), 10-Q (reporting date: 2022-07-29), 10-K (reporting date: 2022-04-29), 10-Q (reporting date: 2022-01-28), 10-Q (reporting date: 2021-10-29), 10-Q (reporting date: 2021-07-30), 10-K (reporting date: 2021-04-30), 10-Q (reporting date: 2021-01-29), 10-Q (reporting date: 2020-10-30), 10-Q (reporting date: 2020-07-31), 10-K (reporting date: 2020-04-24), 10-Q (reporting date: 2020-01-24), 10-Q (reporting date: 2019-10-25), 10-Q (reporting date: 2019-07-26).


The composition of liabilities and stockholders’ equity exhibited several notable trends over the observed period. Overall, total liabilities generally comprised between 42% and 47% of the total liabilities and equity, while stockholders’ equity accounted for the remaining 53% to 58%. Fluctuations within these broad categories reveal more specific shifts in the company’s financial structure.

Current Debt Obligations
Current debt obligations as a percentage of total liabilities and equity were initially low, around 1.60% in July 2019, before increasing significantly to a peak of 6.20% in July 2020. This was followed by a decline to approximately 1.21% by January 2021. A subsequent increase to 4.13% in July 2022 was observed, followed by a decrease to 0.21% in April 2023. The most recent periods show a slight increase, reaching 1.73% in July 2024 and 4.13% in October 2024, before decreasing again to 1.21% in January 2025 and 1.73% in April 2025. This suggests a pattern of short-term borrowing followed by repayment, with some recent volatility.
Current Liabilities
Current liabilities demonstrated an increasing trend from 9.33% in July 2019 to a high of 15.62% in July 2022. This was followed by a decrease to 9.95% in April 2023, then a slight increase to 11.99% in January 2024. The most recent data indicates a decrease to 11.46% in April 2024 and 13.54% in July 2024, before decreasing to 13.16% in October 2024. Components like accounts payable and accrued expenses contributed to this overall trend, remaining relatively stable as percentages of the total, but increasing in absolute terms alongside the overall increase in current liabilities.
Long-Term Debt
Long-term debt remained a substantial portion of the capital structure, consistently representing between 22.26% and 28.34% of total liabilities and equity. A slight decreasing trend was observed from 27.18% in July 2019 to 22.39% in April 2022, followed by a rebound to 26.77% in April 2023. The most recent periods show a continued increase, reaching 28.78% in July 2025. This suggests a reliance on long-term financing, with some adjustments over time.
Shareholders’ Equity
Shareholders’ equity generally comprised the majority of the company’s funding, ranging from approximately 52% to 58% of the total. Retained earnings consistently represented a significant portion of equity, fluctuating between 28.90% and 35.31%. Accumulated other comprehensive loss consistently reduced the overall equity position, becoming more negative over time, reaching -4.67% in July 2025. Additional paid-in capital remained relatively stable, fluctuating between 26.21% and 29.00%.
Accrued Expenses
Accrued compensation, accrued income taxes, and other accrued expenses collectively represented a significant portion of current liabilities. Accrued compensation and retirement benefits showed a slight decreasing trend over the period, while accrued income taxes exhibited more volatility, increasing from 0.55% in July 2019 to 1.48% in January 2024 before decreasing to 0.71% in October 2024. Other accrued expenses remained relatively stable, fluctuating between 3.30% and 4.32%.

In summary, the company’s financial structure demonstrated a balance between debt and equity financing. While current liabilities increased significantly through July 2022, they have since shown some moderation. Long-term debt remained a consistent component of the capital structure, and shareholders’ equity continued to represent the majority of funding, although impacted by accumulated other comprehensive loss.