NYSE$SYK

Stryker Corp · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Stryker reported a net sales increase of 10.7% and an organic net sales increase of 13.2% for the fourth quarter of 2022.

Stryker reported strong fourth-quarter results with a 10.7% increase in net sales, reaching $5.2 billion, and a 13.2% increase in organic net sales. Adjusted EPS increased by 10.7% to $3.00. The company anticipates continued sales momentum in 2023.

  • Net sales increased by 10.7% to $5.2 billion.
  • Organic net sales increased by 13.2%.
  • Reported EPS decreased 15.0% to $1.47.
  • Adjusted EPS increased 10.7% to $3.00.

Headline financials

Total Revenue

$5.2B

Previous: $4.7B+10.6%
EPS (adj)

$3.00

Previous: $2.71+10.7%
Organic Net Sales Growth

13.2%

Previous: 9.0%+46.7%
Capital Expenditures

$188M

Previous: $206M-8.7%
Free Cash Flow

$815M

Previous: $794M+2.6%
Net Income

$563M

Previous: $662M-15.0%
Operating Income

$814M

Previous: $819M-0.6%
Gross Profit

$3.24B

Previous: $3.05B+6.3%
Cash & Equivalents

$1.84B

Previous: $2.94B-37.4%
Total Assets

$36.9B

Previous: $34.6B+6.5%
Stock-Based Comp

$28M

Previous: $30M-6.7%

Revenue & EPS history

Stryker · Revenue · Quarterly

$5.2B

Q4 2022+10.6%vs Q4 2021
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Stryker · $1.53B total across 1 segment · Q3 2021

  • Orthopaedics
    $1.53B+16.1%

Forward guidance

Stryker expects 2023 organic net sales growth to be in the range of 7.0% to 8.5% and adjusted net earnings per diluted share to be in the range of $9.85 to $10.15.

Tailwinds

  • Expects 2023 organic net sales growth to be in the range of 7.0% to 8.5%.
  • Adjusted net earnings per diluted share to be in the range of $9.85 to $10.15.
  • Based on the steady progress of pricing actions, the impact of price to be between 0% and -0.5%.
  • Good momentum in many parts of business heading into 2023.
  • Alleviating supply chain disruptions.

Headwinds

  • Macro-economic volatility.
  • Inflationary risks.
  • Currency fluctuations.
  • Sales will be modestly unfavorably impacted as compared to 2022 if foreign exchange rates hold near their current levels.
  • EPS will be modestly unfavorably impacted as compared to 2022 if foreign exchange rates hold near their current levels.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2022

Historical avgQ4 2022

+0.7%

Avg return

Earnings day

+0.3%

Avg return

5 days after

+1.7%

Avg return

30 days after

58%

42 / 73 earnings

Positive

+11.8%

Q4 2022

Best reaction

-6.3%

Q1 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.4%-7.2%-3.0%
Q4 2025+2.6%+1.8%+9.4%
Q3 2025-3.0%-3.1%+0.6%
Q2 2025+0.0%-0.4%+3.6%
Q1 2025+1.0%+2.7%+2.3%
Q4 2024-2.2%-2.2%-2.8%
Q3 2024+2.1%+3.1%+9.0%
Q2 2024-1.7%-0.5%+7.4%
Q1 2024-3.2%-3.1%+0.5%
Q4 2023+6.7%+8.8%+11.0%
Q3 2023+1.5%+1.1%+9.5%
Q2 2023+3.3%+2.8%+3.6%
Q1 2023-1.9%-5.0%-8.0%
Q4 2022+11.8%+13.5%+5.0%
Q3 2022-4.0%-8.0%+2.0%
Q2 2022+5.1%+6.6%+7.5%
Q1 2022-3.2%-4.5%-5.1%
Q4 2021+0.1%+0.1%+7.1%
Q3 2021-0.9%+1.5%-9.3%
Q2 2021+2.0%+2.8%+2.9%
Q1 2021-2.1%-1.0%-4.1%
Q4 2020-3.4%-4.8%+2.0%
Q3 2020-1.4%+1.6%+13.6%
Q2 2020-4.0%-6.0%-1.6%
Q1 2020-6.3%-2.5%+1.6%
Q4 2019-1.8%-1.8%-9.2%
Q3 2019+1.6%-0.4%-4.1%
Q2 2019+0.4%+0.0%+0.2%
Q1 2019+1.6%+3.4%+1.3%
Q4 2018+10.7%+9.5%+16.4%
Q3 2018-1.7%-0.7%+1.0%
Q2 2018-2.7%-3.2%-3.0%
Q1 2018+3.2%+2.2%+5.1%
Q4 2017-2.6%-3.9%-5.6%
Q3 2017+6.4%+3.1%+3.0%
Q2 2017+1.4%+1.5%-4.0%
Q1 2017+1.3%+1.4%+4.8%
Q4 2016-0.2%+3.3%+3.6%
Q3 2016+4.0%+4.5%+2.7%
Q2 2016-4.4%-4.8%-7.0%
Q1 2016-0.4%
Q4 2015+4.4%
Q3 2015-5.4%
Q2 2015+2.5%
Q1 2015+3.3%
Q4 2014+0.2%
Q3 2014+1.0%
Q2 2014-0.2%
Q1 2014-1.1%
Q4 2013-1.0%
Q3 2013+2.7%
Q2 2013+2.2%
Q1 2013+1.1%
Q4 2012+2.8%
Q3 2012+0.3%
Q2 2012-2.9%
Q1 2012+2.2%
Q4 2011-0.0%
Q3 2011-2.9%
Q2 2011-0.3%
Q1 2011+0.2%
Q4 2010+1.9%
Q3 2010+2.3%
Q2 2010-0.7%
Q1 2009-1.1%
Q1 2010+0.2%
Q4 2009+1.9%
Q4 2007+1.9%
Q3 2008+2.9%
Q3 2009+2.9%
Q2 2009+5.1%
Q2 2008+5.1%
Q4 2008+5.1%

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