Steady growth and dividend increases over decades can make investors remarkably wealthy. Volatility is a part of life for long-term investors. The reasons the market goes up or down change, but the constant is that high-quality stocks, businesses that increasingly make more money over time, will reward investors if you wait long enough. The market's occasional ups and downs are a feature, not a bug. Use market downturns as opportunities to invest in long-term winners that continue to grow, pay, and raise di ...

2025年5月20日，美国国际贸易委员会(ITC)投票决定对特定球囊扩张装置、系统及其组件启动337调查 (调查编码：337-TA-1449)。美国Entellus Medical,Inc.、美国Stryker Corporation及其销售公司向美国ITC 提出337立案调查申请，主张对美出口、在美进口和在美销售的该产品违反了美国337条款，请求美国 ITC发布有限排除令、禁止令。德国Fiagon GmbH、德国Fiagon AG Medical Technologies、美国Fiagon NA Corporation和美国Fiagon NA,LLC为列名被告。美国国际贸易委员会将于立案后45天内确定调查结 束期。除美国贸易代表基于政策原因否决的情况外，美国国际贸易委员会在337案件中发布的救济令自 发布之日生效并于发布之日后的第60日起具有终局效力。(中国贸易救济信息网) ...

Stryker (SYK) recently received FDA clearance for its OptaBlate BVN Basivertebral Nerve Ablation System (OptaBlate BVN), a significant milestone in the treatment of chronic vertebrogenic lower back pain. The addition of the OptaBlate BVN to Stryker's pain portfolio expands its advanced pain therapy solutions for patients and represents the intersection of two of the company’s core competencies: radiofrequency ablation technology and vertebral access.As back pain remains one of the most prevalent and debilit ...

Stryker's first basivertebral nerve ablation system targets the basivertebral nerve to provide relief from chronic* vertebrogenic low back pain.PORTAGE, Mich., May 19, 2025 /PRNewswire/ -- Stryker (NYSE:SYK), a global leader in medical technologies, announced that its OptaBlate basivertebral nerve ablation system (OptaBlate BVN) received 510(k) clearance from the U.S. Food and Drug Administration. OptaBlate BVNA is used in a targeted minimally invasive procedure providing long-lasting† vertebrogenic pain re ...

Stryker Corporation (NYSE:SYK) Bank of America Securities 2025 Global Healthcare Conference May 13, 2025 4:40 PM ET Company Participants Preston Wells - Chief Financial Officer Jason Beach - Vice President, Finance and Investor Relations Conference Call Participants Travis Steed - Bank of America Travis Steed [abrupt start] the Bank of America medical device analyst and continuing our day of Medtech conversations. Next up we've got Stryker Corporation, Preston Wells, newly appointed CFO; and Jason Beach, VP ...

纪要涉及的公司 Stryker Corporation（史赛克公司） 纪要提到的核心观点和论据 公司战略与增长 - **战略重点**：通过差异化商业策略和并购推动营收增长，注重资本配置，同时提升盈利能力，目标是在今年实现前两年承诺的200个基点的提升，并持续发展[2][3] - **增长动力**：不依赖单一产品或业务板块，采用差异化商业模型，将销售、营销和研发团队针对特定业务领域进行专业化配置，通过内部创新和并购引入新产品，推动各业务板块增长；近期剥离脊柱业务并收购Anari，增加快速增长业务[5][6] - **增长持续性**：希望当前的增长态势成为新常态，不断追求超越上一年的表现；产品和业务具有多周期特点，如1788相机、Pangaea等产品将在多年内持续带来收益，Mako Spine和Mako Shoulder等新项目也将在2026年全面启动，此外，去年的七项收购将在今明两年推动增长[7][54][55] 财务表现与展望 - **Q1业绩**：第一季度营收增长11.1%，各业务保持强劲势头，骨科业务中髋关节和膝关节业务表现出色，创伤和四肢业务在Pangaea带动下加速增长，资本业务订单强劲[11] - **关税影响**：关税影响约2亿美元，近期中国相关消息可能使影响降至2500万 - 5000万美元；公司正在评估如何应对关税变化，包括寻找双重采购来源、调整贸易路线等，但尚未考虑进行长期的制造转移等决策[12][13][19] - **盈利能力**：目标是在分析师日设定的基础上，实现至少30个基点的利润率提升；公司在应对通胀方面积累了经验，在供应链和定价方面采取了有效策略，有助于在通胀环境下更快做出反应[18][22][24] - **定价策略**：在定价方面更加注重产品价值，虽然市场仍存在谈判和讨论，但公司在骨科和医疗外科业务的定价表现有所改善；骨科业务通过合同和向ASC的转移缓解了价格压力，医疗外科业务有更多定价机会，且定价模式具有可持续性[25][26][27] 各业务板块情况 - **资本业务**：订单提前三到六个月甚至一年以上获取，当前订单量持续增长，与客户的沟通显示需求未放缓，为未来几个季度的业务提供了良好的领先指标；与2022年相比，当前环境更具确定性，有利于医院做出决策[28][29][31] - **医疗外科业务**：本季度国际业务（OUS）出现供应问题，预计在第二季度仍会持续，下半年将得到缓解；新的除颤器LP35在美国市场表现良好，订单和销售强劲，未来将在国际市场进行多年度推广[38][39][40] - **Endo业务**：1788相机预计今年继续保持良好增长，明年增长将更显著[45] - **Pangaea业务**：已开始展现增长势头，在核心创伤业务中发挥重要作用，美国市场仍有增长空间，国际市场的推出将进一步推动增长[46][47] - **Mako业务**：连续多个季度实现创纪录的植入量，有望带来髋关节和膝关节市场份额的增长；近期推出Mako 4，增加了髋关节翻修和复杂髋关节应用等功能，同时拥有十年的良好数据支持，具有可持续性；Mako在肩部和脊柱业务的拓展有望带来协同效应，维持公司在肩部业务的领先地位并推动市场扩张[47][48][51] 并购与整合 - **并购策略**：公司仍对并购持开放态度，将继续寻找机会通过并购推动增长，可能会进行不同类型的小规模并购；在进行并购时，会平衡增长和盈利能力，通过降低制造成本、优化共享服务和系统等方式管理利润率稀释问题[61][62][63] - **Inari并购**：Inari并购交易的整合进展顺利，预计该业务将持续为公司带来增长；公司借鉴了以往大规模并购的经验，使整合过程更加高效；目前对协同效应的实现充满信心，预计不会产生运营利润率稀释[66][67][70] 其他重要但是可能被忽略的内容 - **LifePack产品**：全球安装基数超过10万台，美国市场占比较大；预计2025年美国市场的增长将加速，年底开始在国际市场产生影响[41][42] - **利润率节奏**：去年运营利润率提升主要集中在第四季度，今年将更加均匀地分布在各个季度[74] - **分析师日**：公司计划在11月的分析师日更新业务发展路径，包括利润率扩张计划[75]

I presented my Buy thesis on Stryker Corporation (NYSE: SYK ) in December 2023, pointing out the potential launch of Mako shoulder and spine applications. Since then, the stock price has increased by more than 28%, outperforming the S&P 500 index (Analyst’s Disclosure: I/we have a beneficial long position in the shares of SYK either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Se ...

Stryker (SYK) FY 2025 Annual General Meeting May 08, 2025 09:30 AM ET Speaker0 Welcome to Stryker's Annual Meeting of Shareholders. This meeting is being recorded. Before we begin, I would like to remind you that the discussions during the meeting will include forward looking statements. Factors that could cause actual results to differ materially are discussed in the company's most recent filings with the SEC. Also, the discussions will include certain non GAAP financial measures. Reconciliations to the mo ...

For the quarter ended March 2025, Stryker (SYK) reported revenue of $5.87 billion, up 11.9% over the same period last year. EPS came in at $2.84, compared to $2.50 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $5.7 billion, representing a surprise of +2.88%. The company delivered an EPS surprise of +4.03%, with the consensus EPS estimate being $2.73.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they comp ...

Stryker Corporation (SYK) reported first-quarter 2025 adjusted earnings per share (EPS) of $2.84, which beat the Zacks Consensus Estimate of $2.73 by 4%. The bottom line also improved 13.6% year over year. Our model estimate for the metric was pegged at $2.77 per share.GAAP EPS was $1.41, down 17.6% from the year-ago quarter’s level. The significant decline was primarily due to the impact of the Inari Medical acquisition and higher interest expenses. (Find the latest EPS estimates and surprises on Zacks Ear ...