Stryker's Strong Demand and Robotics Growth Offset Cyber Disruption

Earnings
โดย Zacks Investment Research·US·Read original
Summary · why it matters

Stryker delivered 9% organic sales growth in the second quarter of 2026, with adjusted EPS rising 17.9% to $3.69, despite ongoing impacts from a cybersecurity incident and a Peripheral Vascular supply disruption. MedSurg & Neurotechnology grew 9.2% and Orthopaedics grew 8.6%, while international sales rose 8.9%, supported by markets including Australia, Germany, Canada, India and Brazil. Mako robotics surpassed 2.5 million procedures globally across 47 countries, with U.S. knee sales up 6.2% and Ortho Tech up 9.2% on robust installations. Management maintained full-year EPS guidance of $14.95-$15.10, though the Peripheral Vascular disruption is expected to drag organic growth by roughly 50-75 basis points until backorders normalize by the end of the third quarter. The Zacks Consensus Estimate for 2026 earnings has risen 3 cents to $15.02 per share over the past 60 days.

Impact on stocks 4

Robotics & Physical AI · 2 stocks
Stryker Corporation
SYK
▲ PositiveDemandSupplyrelevance

Strong organic sales growth and Mako robotics surpassing 2.5 million procedures indicate robust demand.

Aging Population · 1 stocks
Biotech & Genomic Medicine · 1 stocks