NYSE$SYK

Stryker Corp · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

Stryker's Q4 2024 results showed strong organic sales growth and adjusted EPS, but were impacted by goodwill and other impairments related to the Spine business.

Stryker reported a 10.7% increase in net sales to $6.4 billion, with organic net sales up 10.2%. Adjusted EPS increased by 15.9% to $4.01, while reported EPS decreased 52.7% to $1.41 due to non-cash charges for goodwill and other impairments. The company anticipates organic net sales growth of 8.0% to 9.0% for 2025 and adjusted net earnings per diluted share to be in the range of $13.45 to $13.70.

  • Net sales increased by 10.7% to $6.4 billion.
  • Organic net sales increased by 10.2%.
  • Adjusted EPS increased by 15.9% to $4.01.
  • Reported EPS decreased 52.7% to $1.41, impacted by goodwill and other impairments.

Headline financials

Total Revenue

$6.44B

Previous: $5.82B+10.7%
EPS (adj)

$4.01

Previous: $3.46+15.9%
Adjusted Operating Margin

29.2%

No prior period
Reported Operating Margin

9.0%

No prior period
Reported Gross Profit Margin

64.9%

No prior period
Adjusted Gross Profit Margin

65.3%

No prior period
Capital Expenditures

-$266M

Previous: -$145M-83.4%
Net Income

$546M

Previous: $1.14B-52.2%
Operating Income

$581M

Previous: $1.26B-53.8%
Gross Profit

$4.17B

Previous: $3.7B+12.7%
R&D Expense

$356M

Previous: $350M+1.7%

Revenue & EPS history

Stryker · Revenue · Quarterly

$6.44B

Q4 2024+10.7%vs Q4 2023
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 anticipates organic net sales growth of 8.0% to 9.0% for 2025 and adjusted net earnings per diluted share to be in the range of $13.45 to $13.70.

Tailwinds

  • Momentum exiting 2024
  • Sustained level of procedural volumes
  • Strong demand for capital products
  • Presence in healthy end markets
  • Full year impact of price on sales will be modestly favorable

Headwinds

  • Full year net sales will be unfavorably impacted by approximately 1% due to foreign exchange rates
  • Adjusted net earnings per diluted share will be negatively impacted by approximately $0.10 to $0.15 due to foreign exchange rates
  • Inari is expected to deliver approximately $590 million of sales in the 2025 stub period on a constant currency basis
  • Inari will have dilutive impacts on adjusted operating income margin of 0 to 20 basis points
  • Inari will have dilutive impacts on adjusted net earnings per diluted share of $0.20 to $0.30

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 2024

Historical avgQ4 2024

+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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