Question · Q3 2025
Samantha inquired about the drivers of strength in the 'ortho other' category and its growth durability. She also sought more commentary on the supply chain disruption in the medical business and the expected steep rebound in Q4.
Answer
Jason Beach (VP of Finance and Investor Relations, Stryker) attributed the 'ortho other' strength to record Mako installations and business mix, including outright purchases, but cautioned that such high growth is not expected every quarter. He reiterated that medical supply issues would linger, but an acceleration in Q4 is expected to achieve the 10% annual growth target, with October showing a good start.