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SYK FY2026 Q1 IN LINE

Stryker Corporation 실적 발표

Apr 30, 2026 · 16:30 ET Jason BeachPreston Wells
Buzzberg 분석

Full-year 2026 guidance maintained despite Q1 cyber impact

Despite a significant cyber disruption, management repeatedly reaffirmed full-year guidance, highlighted record Mako installations and healthy underlying demand, and projected a staged recovery through 2026.

Buzzberg 분석 Full-year 2026 guidance maintained despite Q1 cyber impact Despite a significant cyber disruption, management repeatedly reaffirmed full-year guidance, highlighted record Mako installations and healthy underlying demand, and projected a staged recovery through 2026. 전체 분석 보기분석 접기

Despite a significant cyber disruption, management repeatedly reaffirmed full-year guidance, highlighted record Mako installations and healthy underlying demand, and projected a staged recovery through 2026.

Revenue $6.02B -16% QoQ
EPS $2.60 -42% QoQ
Gross margin 63.29% reported
Op margin 15.55% reported

이번 분기에 달라진 점

01
Guidance

Full-year 2026 guidance maintained despite Q1 cyber impact

Guidance tone

02
Recovery

Cyber-related sales recovery spreads across Q2 and 2H26

03
Robotics

Record Q1 Mako installations signal sustained robotics momentum

04
M&A

M&A pipeline active, including peripheral vascular deal

수요 및 자본지출

수요

수주 및 전환

Despite a significant cyber disruption, management repeatedly reaffirmed full-year guidance, highlighted record Mako installations and healthy underlying demand, and projected a staged recovery through 2026.

자본지출

투자 및 생산능력

Management did not provide Stryker-specific capex details, but said the hospital CapEx environment remains steady and its capital order book remains elevated, supporting demand for capital equipment. Cyber-recovery investments are contemplated in existing guidance.

톤 · Confident

Despite a significant cyber disruption, management repeatedly reaffirmed full-year guidance, highlighted record Mako installations and healthy underlying demand, and projected a staged recovery through 2026.