SYK · Earnings call · 2026Q3T · Full report

Shoulder Product Adoption

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

Management said upper-extremity growth remains strong and described shoulder replacement as a faster-growing market than hips and knees, supported by improved patient outcomes and growing adoption. Stryker’s Tornier implants and innovations including short-stem and stemless designs, Pyrocarbon, personalized glenoid solutions, and Mako Shoulder are differentiating the portfolio. Management said Mako Shoulder is generating customer interest and contributing to shoulder growth. It believes the platform could also encourage hip and knee surgeons familiar with Mako to return to shoulder procedures.

Key facts

• Stryker said Q3 2026 U.S. upper-extremity growth reflected continued momentum across its differentiated portfolio, including early success of Mako Shoulder on Mako 4.
• Stryker said Mako Shoulder, Tornier implants, short-stem and stemless implants, Pyrocarbon and personalized glenoid products supported differentiation and growth in its shoulder business.
• Stryker said shoulder replacement outcomes had improved and the shoulder market had been growing faster than hip and knee markets.
• Stryker said Mako Shoulder could potentially expand the shoulder market by encouraging hip and knee surgeons familiar with Mako to perform shoulder procedures again.
• Stryker said Mako Shoulder was receiving very good feedback and contributing to shoulder growth.
• Stryker said it had launched its shoulder products and that the new augment complemented them; management said it would share more details as the product launches.