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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Stryker and Mako will get a lot of credit for being visionaries 10 years ago and changing how orthopedics get done.”
Zimmer's CEO credits Stryker's Mako robot as the visionary first mover in orthopedic robotics, framing Stryker as the incumbent leader Zimmer aims to leapfrog with autonomous robotics.
“it's Stryker's recon growth, particularly its U.S. Knee growth, continues to be a lot higher than the other three competitors and we can all see that obviously. We did a lot of channel checks around AAOS, and we continue to hear that the difference is really just still Mako (ph).”
An analyst cites Stryker's faster U.S. Knee growth relative to Zimmer Biomet and other competitors, attributing the gap to Stryker's Mako robotic platform.
“the number being bought Boston Scientific, J and J announcing the spinout of their ortho business.”
Analyst cites J&J's announced spinout of its orthopedics business as a competitive-landscape shift; a read-through on JNJ divesting ortho where it competes with Stryker.
“the number being bought Boston Scientific, J and J announcing the spinout of their ortho business.”
An analyst frames competitor corporate actions reshaping Stryker's landscape, citing Boston Scientific's acquisition; a read-through that BSX is expanding in Stryker's device markets.
“The second, advanced medical balloons brings novel patient care products to our Sage business.”
Stryker acquired Advanced Medical Balloons (fecal incontinence products), adding to its Sage business.
“The first, Guard Medical's NPseal products brings simplified solution for negative pressure wound treatment that strengthens our orthopedic instrument offerings.”
Stryker acquired Guard Medical, adding its NPseal negative-pressure wound products to the orthopedic instruments portfolio.
“a question on the Siemens partnership that happened over the quarter in Neurovascular and if there's any more you can kind of say on kind of the goals and timing and kind of what you're trying to do with Siemens and Neurovascular robotics.”
Stryker entered a Neurovascular robotics partnership with Siemens (Healthineers) during the quarter; management deferred details.
“we have to partner with VB Spine to be able to do these deals, which include the robot as well as the implants”
Following Stryker's spinal implant divestiture, a full Mako Spine robot launch requires bundling deals with VB Spine (the divested implants business), making VB Spine a required commercial partner for spine robotic procedures.
“We've only done the Pivot deal, the IV deal and InSpace. Only three small acquisitions in sports.”
Stryker names InSpace as one of only three small sports-medicine acquisitions underpinning its otherwise organically-built sports med business.
“We've only done the Pivot deal, the IV deal and InSpace. Only three small acquisitions in sports.”
Stryker names the Pivot deal as one of only three small sports-medicine acquisitions underpinning its otherwise organically-built sports med business.
“I would tell you that the Artelon deal and the Vertos deals are really off to a very fast start.”
Among Stryker's seven 2024 tuck-in acquisitions, the Vertos deal was called out as performing ahead of model, off to a fast start.
“I would tell you that the Artelon deal and the Vertos deals are really off to a very fast start.”
Among Stryker's seven 2024 tuck-in acquisitions, the Artelon deal was called out as performing ahead of model, off to a fast start.
“It was happening prior to us acquiring Wright Medical, and it has continued post-acquisition.”
Stryker's Shoulder franchise growth predates and has continued past its acquisition of Wright Medical, now underpinning a broadened shoulder product portfolio.
“we did pick up some benefit from the SERF acquisition.”
Stryker's international hip business benefited from its SERF acquisition, whose products have now also launched in the United States.
Stryker closed a remarkable year with Q4 organic growth of 11% against double-digit comparatives and adjusted operating margin reaching 30.2%, introducing FY2026 guidance of 8-9.5% organic growth and $14.90-$15.10 adjusted EPS. Q4 Mako installations were a record with the installed base exceeding 3,000 systems, and the peripheral/Inari business finished strong with high-teens procedure growth. Full-year tariff impact was rising to approximately $400 million in 2026 though the company continued demonstrating its ability to grow through headwinds.
Revenue Growth | Innovation & R&D | Demand | Product Launch | M&A | Competitive Dynamics | Margin | Guidance Reliability | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 9 | 6 | 5 | 5 | 10 | 1 | 2 | 4 |
| 2025Q1 | 4 | 2 | 6 | 3 | 3 | 2 | 5 | 2 |
| 2025Q2 | 7 | 11 | 8 | 6 | 2 | 6 | 3 | 3 |
| 2025Q3 | 9 | 2 | 3 | 5 | 5 | 4 | 4 | 1 |
| 2025Q4 | 8 | 9 | 5 | 6 | 4 | 7 | 5 | 3 |
| 2026Q1 | 6 | 4 | 6 | 7 | 6 | 6 | 3 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 9 | 4 | 7 | 9 | 8 | 6 |
| Innovation & R&D | 6 | 2 | 11 | 2 | 9 | 4 |
| Demand | 5 | 6 | 8 | 3 | 5 | 6 |
| Product Launch | 5 | 3 | 6 | 5 | 6 | 7 |
| M&A | 10 | 3 | 2 | 5 | 4 | 6 |
| Competitive Dynamics | 1 | 2 | 6 | 4 | 7 | 6 |
| Margin | 2 | 5 | 3 | 4 | 5 | 3 |
| Guidance Reliability | 4 | 2 | 3 | 1 | 3 | 3 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Larry Biegelsen | Wells Fargo | 12 (8%) |
| Mike Matson | Needham | 11 (0%) |
| Matt Miksic | Barclays |
| Ryan Zimmerman | BTIG | 10 (10%) |
| Vijay Kumar | Evercore ISI | 10 (0%) |
| Robbie Marcus | JPMorgan | 10 (0%) |
| Travis Steed | Bank of America | 10 (0%) |
| Dave Roman | Goldman Sachs | 8 (0%) |
| Pito Chickering | Deutsche Bank | 8 (0%) |
| Caitlin Cronin | Canaccord Genuity | 8 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| JPMorgan | 2 | 12 (0%) |
| Wells Fargo | 1 | 12 (8%) |
| Needham | 1 | 11 (0%) |
| Evercore ISI | 2 | 11 (0%) |
| BTIG | 1 | 10 (10%) |
| Bank of America | 1 | 10 (0%) |
| Barclays | 1 | 10 (0%) |
| Goldman Sachs | 2 | 9 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
SYK Stryker Corporation | 4 | +2.6% | |
| ABT Abbott Laboratories | 6 | +7.8% | |
| ALGN Align Technology | 6 | +6.2% | |
| BSX Boston Scientific | 6 | +11.6% | |
| DXCM DexCom | 9 | +15.1% | |
| EW Edwards Lifesciences | 9 | +16.7% | |
| MDT Medtronic | 8 | +9.9% | |
| PODD Insulet Corporation | 8 | +33.9% | |
| STE Steris | 7 | +7.3% | |
| ZBH Zimmer Biomet | 9 | +9.3% |