SYK · News · 20260806N

Supply Chain Constraints

STRYKER CORP · 2026-08-06 · Importance 40 · Surprise 42

Stryker’s second-quarter performance was affected by supply chain disruptions and a recent cybersecurity incident. The disruptions contributed to lost sales, backorders, and an elevated backlog. Analysts specifically cited the Inari supply disruption as a recovery issue discussed with management. Stryker is working to resolve backorders and restore operational execution.

Key facts

• Management is focusing on resolving backorders, converting its capital equipment backlog, executing new product launches, and cybersecurity remediation. source
• Analysts questioned management's confidence in organic growth targets amidst supply issues and asked about recovery plans for the Inari supply disruption. source