SYK US S&P 500Russell 1000 Konferencja wynikowa
Stryker Corporation
Wyniki II kw. 2026 vs I kw. 2026 · poprzedni kwartał · opublikowano 30 lip 2026 i 30 kwi 2026
Net income up 71.3% on the previous quarter. Management sounded cautious, in its script and in answers to analysts.
1 · Liczby
+71,3%
Zysk netto vs I kw. 2026
Podano perspektywy
Zysk netto 1,28 mld vs 745,0 mln
Przychody +9,5%
Against the same quarter last year (II kw. 2025) it is +44.3%, so it is not just seasonal.
Dlaczego Net income rose primarily due to gross margin improvement, cost discipline, and a one-time net benefit from tariff-related costs.
2 · Jak mówił zarząd
Ostrożny
Less upbeat than 96% of company calls
Answers to analysts: upbeat, in line with the script.
Similar to last call.
3 · Co się wyróżniło
Liczba
The company reported growth of around the 9% range on a $25 billion business.
Między wierszami
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Główny temat
Instruments US organic sales rose 8.4% against the prior year comparable of 16.3% due to double-digit performance in the interventional spine pain portfolio and growth in Surgical Technologies.
Cytat ze źródła
“Instruments US organic sales rose 8.4% against the prior year comparable of 16.3%. Organic growth and 10.5% of international organic growth. Growth this quarter included a robust double digit performance in our interventional spine pain portfolio, as well as a strong performance from our Surgical Technologies business.”
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Prognoza
The company expects earnings per share to fall as they go.
Cytat ze źródła
“That will we expect that to fall through EPS as well as we go.”
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Prognoza
SYK expects significant second-half sales growth because orders have increased since the company established the business.
Cytat ze źródła
“So we are expecting a really big second half of sales growth so big because the orders have really, really picked up since we have created the business...”
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Słabnie
As of the week of April 1, Stryker was fully operational across its global manufacturing network as it continues to meet…
Cytat ze źródła
“As of the week of April 1, we were fully operational across our global manufacturing network as we continue to meet... And we are incredibly thankful to our employees, customers, health care professionals and other partners for their continued trust. We are proud of the resilience shown by our teams and partners during the recovery effort.”
Wycena
Odwrócony DCF. Wolne przepływy pieniężne z ostatniego pełnego roku obrotowego (2025-12-31), powiększane przez 10 lat, zdyskontowane, plus wartość rezydualna. „Wzrost implikowany” to tempo, które zakłada obecna cena.
Aktualna cena
$285.22
zamknięcie z 2026-10-05
Rynek zakłada wzrost o iRoczny wzrost wolnych przepływów pieniężnych przez następne 10 lat, który zakłada dzisiejsza cena akcji. Jeśli uważasz, że spółka będzie rosła szybciej, akcja jest w tym modelu tania; wolniej — droga.
+12,4% przez 10 lat
Wartość godziwa / akcję
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Cena vs wartość godziwa
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Cena vs cena zakupu
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Ton
Jak optymistyczny był język w porównaniu z innymi spółkamiiTon to liczba pozytywnych słów finansowych minus liczba negatywnych, skorygowana o długość tekstu. Zarządy zwykle mówią pozytywnie, więc etykiety porównują każdą konferencję z ostatnimi konferencjami wszystkich spółek: „typowy” to środkowa trzecia, „bardzo optymistyczny” to najlepsze 10%, „ostrożny” to najsłabsze 10%.. Kropka: II kw. 2026. Pierścień: I kw. 2026.
Script and answers carried a similar tone, so the script's message held up under questioning.
Zdania, które wpłynęły na ton
“Ended the second quarter with approximately $3.5 billion of cash and marketable securities, and year to date cash from operations of $1.8 billion supported by a strong balance sheet and...”
“Trauma and extremities organic sales increased 12.5% with strong double digit sales growth in our Trauma and Upper Extremities businesses, Pangaea continues to be a key driver of our growth...”
“We continue to see long term growth opportunities in our international markets, through strong commercial execution, and the introduction of products that have demonstrated success in The United States in...”
Liczby
USD · SEC EDGAR XBRL (10-Q, period end 2026-06-30)
| Pozycja | II kw. 2026period end 2026-06-30 | I kw. 2026period end 2026-03-31 | Zmiana | II kw. 2025 | r/r |
|---|---|---|---|---|---|
| Przychody | 6,59 mld | 6,02 mld | +9,5% | 6,02 mld | +9,4% |
| Zysk brutto ze sprzedaży | 4,50 mld | 3,81 mld | +18,1% | 3,84 mld | +17,1% |
| Zysk operacyjny | 1,66 mld | 936,0 mln | +77,2% | 1,11 mld | +49,1% |
| Zysk netto | 1,28 mld | 745,0 mln | +71,3% | 884,0 mln | +44,3% |
| Zysk na akcję | 3,30 | 1,93 | +71,0% | 2,29 | +44,1% |
Tematy
Najczęściej omawiane teraz
- For the full year, Stryker is feeling really good.
- At the same time, Stryker feels really good about being able to fall in that range.
- Nowe The equivalent of that is a PEERLESS II study that Stryker justs finished enrolling 1.2 thousand patients.
- Stryker is narrowing its full year guidance, and its businesses are well positioned to deliver another strong year of financial...
- Stryker delivered strong organic sales growth of 9% including high single digit growth from both its med surg and neurotechnology...
Zniknęło od I kw. 2026
- Słabnie This decline was driven by limited sales growth and lost manufacturing absorption related to the cyber incident as well as...
- Słabnie What Stryker would say there is it loves its position as market leaders in robotics.
- Słabnie Preston will provide additional color in his remarks, but this situation will not enable us to provide the normal level...
- Słabnie Stryker continues to expect sustained momentum from installations and utilization to drive growth in its joint replacement businesses.