SYK · Earnings call · 2026Q3T · Full report

Supply Chain Constraints

STRYKER CORP · 2026-10-29 · Importance 26 · Surprise 24

Peripheral Vascular results were affected by an ongoing supply disruption, although management said the business improved sequentially and teams made meaningful progress restoring supply during the quarter. Management expects inventory levels and product availability to continue normalizing through year-end. The disruption followed manufacturing facility challenges after the cyber incident and led to back orders. Management said the supply situation had improved, while continuing to describe the business as pressured.

Key facts

• Stryker made progress restoring Peripheral Vascular supply in Q3 and expects inventory levels and product availability to continue normalizing through year-end 2026.
• Stryker's Q3 2026 one-time China joint-venture revenue helped offset revenue lost from an ongoing Peripheral Vascular supply disruption.