Stryker Corp

Stryker posted a convincing second quarter, with adjusted EPS of $3.13 beating the $3.07 consensus estimate by 1.94% and revenue of $6.02 billion topping expectations by 1.57% on 11.1% year-over-year growth, fueled by 10.2% organic expansion that was almost entirely volume-driven. The standout engine behind the quarter was the MedSurg and Neurotechnology segment, where the newly renamed Vascular business, reshaped by the earlier 2025 acquisition of Inari Medical, surged 52.3% on a reported basis, helping the broader segment deliver 17.3% reported growth on $3.77 billion in sales. Adjusted gross margins widened to 65.4% from 64.2% a year ago, and adjusted operating income margins expanded 110 basis points to 25.7%, reflecting the underlying operating leverage Stryker has been building. <a href="https://247wallst.com/investing/2025/07/31/stock-market-live-july-31-sp-500-voo-rises-on-positive-china-earnings-news/">Broader market optimism</a> around trade provided some additional tailwind, as the company revised its 2025 tariff impact estimate down to roughly $175 million. Management raised full-year guidance, now targeting organic sales growth of 9.5% to 10.0% and adjusted EPS of $13.40 to $13.60.