SYK · Earnings call · 2026Q3T · Full report

Mako Robotics Competition

STRYKER CORP · 2026-10-29 · Importance 13 · Surprise 6

Management declined to assess a competitor’s Monogram product before it reaches the marketplace, but said Stryker believes Mako remains a winning platform. It highlighted Mako’s multiple applications on a single robot and its established track record as differentiators. Management also emphasized that robotic products can take time to perform well in the market, and said it was not concerned about the competitor in the near term.

Key facts

• Stryker described the Versius Plus modular design as suitable for ambulatory surgery centers and hospitals and said it saw room for two players in soft-tissue robotics.
• Stryker said Mako has multiple applications on one robot and proven success, and management believes it has the winning platform.
• Stryker said it would reserve judgment on the competitor’s orthopedic robot until it reaches the marketplace and was not afraid of it in the near term.