SYK · 10-Q · 2026Q2 · Full report
Supply Chain and Cybersecurity Impact
STRYKER CORP · 2026-07-31 · Importance 47 · Surprise 60 · In source text
Stryker reported higher manufacturing and supply chain costs during the first six months of 2026, primarily because of idle production time related to the cybersecurity incident in the first quarter. The impact was reflected as a 100-basis-point gross-margin headwind from manufacturing and supply chain costs despite overall gross margin expansion. The filing states that the incident affected operations and financial results, indicating disruption to production and fulfillment capacity. No specific supplier, component, inventory or lead-time constraint was identified in the provided MD&A.
Key facts
- Cybersecurity incident first reported on March 11, 2026 is an uncertainty that could affect operations and financial results. source
- Gross profit increase in six months 2026 was partially offset by higher manufacturing and supply chain costs primarily due to idle production time related to the cybersecurity incident in the first quarter 2026. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| operating_income | unclear | contingent | — | Cybersecurity incident first reported on March 11, 2026 is an uncertainty that could affect operations and financial results. |