Stryker Corp.

Stryker Corp.

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Market Cap$118B
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P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Stryker Corp.Stryker Corp.35.31.12%15%4.70.7

Earnings Call Q1 2026

April 30, 2026 - AI Summary

Revenue + EPS performance (but distorted by cyber incident) - Q1 organic sales growth: +2.4% worldwide (+1.9% U.S., +3.9% international); pricing +0.3%, FX +1.6%. - Adjusted EPS: $2.60, down $0.24 (-8.5% YoY) due to lost manufacturing absorption and tariff headwinds, partially offset by operational excellence and a slight FX benefit. - Key negative/surprising: management says the cyber incident (late in quarter) created outsized distortions (delayed revenue recognition + delayed shipments) such that Q1 results are not indicative of underlying market demand.
Cyber incident details and business impact (major challenge; management sees normalization) - Incident caused global disruption; third-party experts removed unauthorized access; systems recovery underway quickly. - As of week of April 1, manufacturing network was fully operational. - Normalization expectation: Q1 disruptions will normalize over the year, with catch-up mainly in H2 and some delayed items bleeding into Q3/Q4 depending on product/operating model. - Business-model differences (investor-relevant): - Orthopaedics (incl. consignment/capital-linked with longer cycles): many procedures happened but revenue recognition pushed to Q2; deferred/rescheduled procedures likely through next 3 quarters. - MedSurg (more capital-heavy): shipments & make-to-order delayed; recovery expected more in Q3/Q4 for parts of Endo/Medical vs instruments.
Guidance (good news): despite Q1 disruption, Stryker reaffirms full-year targets - Full-year 2026 guidance maintained: - Organic net sales growth: +8% to +9.5% - Adjusted EPS: $14.90 to $15.10 - Management expects most lost Q1 sales to be realized through the rest of the year, but timing varies (revenue recognition catch-up in Q2, with operational/shipment delays pushing into H2). - Margin guidance: no change to full-year operating margin assumptions; tariffs and incident pressures hit earlier quarters, but the full-year outlook still targets ~150+ bps YoY operating margin expansion (per CFO discussion that nothing has changed vs prior 3-year framework).

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$384.92

Target Price by Analysts

26.4% upsideStryker Target Price DetailsTarget Price
$361.06

Current Fair Value

18.5% upside

Undervalued by 18.5% based on the discounted cash flow analysis.

Share Statistics

Market cap$118.00 Billion
Enterprise Value$129.75 Billion
Dividend Yield$3.44 (1.12%)
Earnings per Share$8.49
Beta0.79
Outstanding Shares382,900,000

Return

Return on Equity14.97%ROE
Return on Assets7.21%
Return on Invested Capital10.99%

Valuation & Multiples

P/E Ratio35.32P/E Ratio
PEG253.82PEG
Price to Sales4.69Price to Sales
Price to Book Ratio5.25Price to Book Ratio
Enterprise Value to Revenue5.13
Enterprise Value to EBIT29.52
Enterprise Value to Net Income38
Total Debt to Enterprise0.11
Debt to Equity0.66Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 7, 2026
EPS Estimate
$3.00
Average shareholder expectation
Revenue Estimate
$6.36 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 30, 2026
EPS Estimate
$3.49
Average shareholder expectation
Revenue Estimate
$6.58 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.8730▲ 3.89%
Total Calls708,259▼ 9.61%
Total Puts618,331▼ 5.40%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %78.22%▼ 2.10%
Total Invested$98.33B▼ 10.40%
Investors Holding2,341▼ 39.00%

ESG Score

No data

About Stryker Corp.

40,000 employees
CEO: Kevin Lobo

Stryker is one of the world's leading medical technology companies and, together with its customers, is driven to make healthcare better. The company offers innovative products and services in Orthopaedics, Medical and Surgical, and Neur...

Relevant Senate Committees

Joint Committee on Taxation

This committee provides critical analysis and revenue estimates for all tax legislation, directly influencing corporate tax structures and capital investment credits that impact Stryker's financial planning and profitability.

Finance

This committee's control over taxation, trade, and entitlement spending (e.g., Medicare pricing) directly affects Stryker's profitability, market access, and the reimbursement rates for its products.

Appropriations

This committee allocates specific federal spending, and its subcommittees directly determine funding for healthcare programs, research, and government purchasing of medical equipment, directly impacting Stryker's revenue streams from the federal sector.

Health, Education, Labor, and Pensions

This committee directly regulates the FDA, which is the primary approval and oversight body for all medical devices. Its decisions on drug approval processes and healthcare legislation directly impact Stryker's product pipeline and market access.

Veterans' Affairs

Stryker, as a medical device manufacturer, is a direct supplier to government healthcare contractors, including the Department of Veterans Affairs, making funding decisions highly relevant.