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Industries","tier":3,"returns_yearly":null},{"slug":"siemens-eda","name":"Siemens EDA","name_en":"Siemens EDA","tier":3,"returns_yearly":null},{"slug":"jsr","name":"JSR","name_en":"JSR Corporation","tier":3,"returns_yearly":null},{"slug":"openai","name":"OpenAI","name_en":"OpenAI","tier":3,"returns_yearly":null}],"analysis":"수술·정형외과 기기 기업. 2025년 -1.5%, 2026년 -13.3%로 약세가 이어진다. 공급단(평균 +8.1%)이 본주(-13.3%)보다 앞서 있다. 지출이 아래로 번지며 공급사 쪽 탄력이 먼저 나타나는 구도다. 연결 노드 중 가장 앞선 곳은 아마존(+12%), 가장 처진 곳은 마이크로소프트(+4%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다.","analysis_en":"Stryker Corporation operates across Surgical and orthopaedic medtech. It remained weak at -1.5% in 2025 and -13.3% in 2026. The supply side (avg +8.1%) leads the stock (-13.3%), with spending rippling down to suppliers first. Among connected nodes the furthest ahead is Amazon (+12%) and the furthest behind is Microsoft (+4%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It spends on enterprise software and cloud infrastructure used to operate its medical technologies and expands its vascular portfolio through acquisitions.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"이나리 메디컬","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-11","basis":"취득 현금을 차감한 이나리 메디컬 인수대금","value":4810000000,"period":"2025-02-19 acquisition","basis_en":"Purchase price for Inari Medical, net of cash acquired","qualifier":null},"note":"스트라이커는 2025년 2월 정맥혈전색전증 치료기기 업체 이나리 메디컬을 인수했다. 현금 인수대금은 취득 현금 차감 후 48억1천만달러였고, 사업은 메드서지·신경기술 부문의 말초혈관 사업에 편입됐다.","note_en":"Stryker acquired venous thromboembolism device maker Inari Medical in February 2025. Net cash consideration was $4.81 billion, and the business joined Peripheral Vascular within MedSurg and Neurotechnology.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-11","url":"https://www.sec.gov/Archives/edgar/data/310764/000031076426000010/syk-20251231.htm","title":"STRYKER CORP 10-K (2026-02-11)","title_en":"STRYKER CORP 10-K (2026-02-11)","excerpt":"스트라이커는 이나리를 주당 80달러, 취득 현금 차감 후 총 48억1천만달러에 인수했다.","excerpt_en":"In February 2025 we completed the acquisition of Inari for $80 per share, or an aggregate purchase price of $4,810, net of cash acquired."},{"stance":"mentions","publisher":"Gabelli Funds","publisher_en":"Gabelli Funds","kind":"research","lang":"en","published_at":"2025-04-22","url":"https://gabelli.com/research/orthopedics-market-2025-update/","title":"정형외과 시장 2025 업데이트","title_en":"Orthopedics Market 2025 Update","excerpt":"Gabelli는 이나리 인수액을 49억달러로 평가하고 2025년 잔여기간 매출 기여를 5억9천만달러로 제시했다.","excerpt_en":"Stryker closed on its $4.9 billion acquisition of Inari and expects $590 million sales contribution for the remainder of 2025."},{"stance":"confirms","publisher":"미래에셋증권 리서치센터","publisher_en":"Mirae Asset Securities Research Center","kind":"research","lang":"ko","published_at":"2025-03-04","url":"https://securities.miraeasset.com/bbs/download/2134863.pdf?attachmentId=2134863","title":"월간 리서치: 글로벌 헬스케어 처방전","title_en":"Monthly Research: Global Healthcare Prescription","excerpt":"스트라이커는 49억달러에 이나리 메디컬 인수를 발표하며 정맥혈전색전증의 기계적 혈전제거술 포트폴리오를 확보했다.","excerpt_en":"Stryker announced the $4.9 billion acquisition of Inari Medical, adding a mechanical thrombectomy portfolio for venous thromboembolism."},{"stance":"confirms","publisher":"스트라이커 투자자관계","publisher_en":"Stryker Investor Relations","kind":"ir","lang":"en","published_at":"2025-02-19","url":"https://investors.stryker.com/press-releases/news-details/2025/Stryker-completes-acquisition-of-Inari-Medical-Inc.-providing-entry-into-the-high-growth-peripheral-vascular-segment/default.aspx","title":"스트라이커, 이나리 메디컬 인수 완료","title_en":"Stryker Completes Acquisition of Inari Medical, Inc.","excerpt":"스트라이커는 2025년 2월 19일 합병을 통해 이나리 인수를 완료했다.","excerpt_en":"Stryker completed the acquisition of Inari on February 19, 2025 through a merger pursuant to the Agreement and Plan of Merger."}]},{"direction":"revenue","counterparty":"HCA 헬스케어","counterparty_slug":"hca-healthcare","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2023-10-01","basis":"HCA 헬스케어의 스트라이커 Sustainability Solutions 재처리 서비스 이용액","value":null,"period":"2022 reporting year","basis_en":"HCA Healthcare spending on Stryker Sustainability Solutions reprocessing services","qualifier":"confirmed_no_disclosed_value"},"note":"HCA 헬스케어는 병원망의 일회용 의료기기 재처리에 스트라이커 Sustainability Solutions를 이용한다. 대형 병원 체인과 이어지는 반복 서비스 관계지만 상대별 매출액은 공개되지 않았다.","note_en":"HCA Healthcare uses Stryker Sustainability Solutions for single-use medical-device reprocessing across its hospital network. It is a recurring service relationship with a major hospital chain, but Stryker does not disclose counterparty-level revenue.","sources":[{"stance":"confirms","publisher":"HCA 헬스케어","publisher_en":"HCA Healthcare","kind":"ir","lang":"en","published_at":"2023-10-01","url":"https://www.hcahealthcareimpact.com/wp-content/uploads/2023/11/2023_AnnualSustainabilityReport.pdf","title":"HCA 헬스케어 2022 연례 지속가능성 보고서","title_en":"HCA Healthcare 2022 Annual Sustainability Report","excerpt":"HCA 헬스케어는 2022년 재처리 활동으로 스트라이커 Sustainability의 Environmental Excellence Platinum Award를 받았다.","excerpt_en":"For our reprocessing efforts in 2022, HCA Healthcare received the Environmental Excellence Platinum Award from Stryker Sustainability."}]},{"direction":"revenue","counterparty":"Vizient","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2024-07-23","basis":"Vizient GPO 계약 채널을 통한 스트라이커 매출액","value":null,"period":"active agreements evidenced in 2023-2024","basis_en":"Stryker revenue through Vizient GPO agreements","qualifier":"confirmed_no_disclosed_value"},"note":"스트라이커는 Vizient의 경쟁입찰 GPO 계약을 통해 병원 회원사에 정형외과 소모품과 수술 장비를 공급한다. 여러 제품군이 이 채널에 올라 있지만 Vizient를 통한 전체 매출액은 공개되지 않았다.","note_en":"Stryker supplies orthopaedic consumables and surgical equipment to hospital members through competitively awarded Vizient GPO agreements. Multiple product categories use this channel, but Stryker does not disclose total revenue routed through Vizient.","sources":[{"stance":"confirms","publisher":"Vizient","publisher_en":"Vizient","kind":"research","lang":"en","published_at":"2024-07-23","url":"https://d7a3216312da6f8c5faa-a6c4a22c6d23d8694e5e3f94c3d57dde.ssl.cf2.rackcdn.com/bb354c79f63144b896077a7636fc33e9_Vizient-Medical-Device-Tech-Watch-Vol-1-2024.pdf","title":"Vizient 의료기기 Tech Watch 2024년 제1호","title_en":"Vizient Medical Device Tech Watch, Volume 1, 2024","excerpt":"Vizient 계약 목록은 Stryker Sales Corporation의 Stryker Advanced Energy 계약이 2024년 6월 1일 시작됐다고 적었다.","excerpt_en":"Stryker Sales Corporation | Stryker Advanced Energy | Advanced Energy | June 1, 2024 | Surgical Services"},{"stance":"confirms","publisher":"Jackson Health System Public Health Trust","publisher_en":"Jackson Health System Public Health Trust","kind":"filing","lang":"en","published_at":"2023-11-29","url":"https://d3n9y02raazwpg.cloudfront.net/jacksonhealth/84b975ac-87e4-11ee-852f-0050569183fa-49530377-5c32-4348-ba68-db8f71d913df-1700667486.pdf","title":"Public Health Trust 이사회 일일 위원회 회의 안건, 2023년 11월 29일","title_en":"Public Health Trust Board of Trustees One-Day Committee Meetings Agendas, November 29, 2023","excerpt":"Jackson Health System은 경쟁입찰로 선정된 Vizient 계약 MS7501을 이용해 스트라이커 자회사에서 외상·족부·발목 정형외과 소모품을 계속 구매한다고 밝혔다.","excerpt_en":"accessing its competitively awarded Vizient Contract MS7501 for the continued provision, to Jackson Health System, of Trauma Foot and Ankle Orthopedics consumables"}]},{"direction":"cost","counterparty":"마이크로소프트","counterparty_slug":"microsoft","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2019-08-05","basis":"스트라이커의 Microsoft 기술 사용 관련 지출액","value":null,"period":"as of 2019-08-05","basis_en":"Stryker spending associated with its use of Microsoft technology","qualifier":"confirmed_no_disclosed_value"},"note":"스트라이커는 의료기기 데이터와 Smart Equipment Management 운영에 통합 Microsoft 기술을 사용한다. Microsoft 관련 지출액은 공개되지 않았다.","note_en":"Stryker uses integrated Microsoft technology for medical-device data and Smart Equipment Management. It does not disclose its spending with Microsoft.","sources":[{"stance":"confirms","publisher":"스트라이커","publisher_en":"Stryker","kind":"ir","lang":"en","published_at":"2019-08-05","url":"https://www.stryker.com/us/en/about/news/features/smart-devices-deliver-actionable-insights.html","title":"스마트 기기가 실행 가능한 통찰을 제공하다","title_en":"Smart Devices Deliver Actionable Insights","excerpt":"스트라이커는 Smart Equipment Management를 시작으로 통합 Microsoft 기술의 사용을 확대한다고 밝혔다.","excerpt_en":"Now, we’re expanding our use of integrated Microsoft technologies and sharing metrics with you, starting with Smart Equipment Management."}]},{"direction":"cost","counterparty":"아마존","counterparty_slug":"amazon","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2026-03-13","basis":"Vocera Edge·Ease의 AWS 인프라 사용액","value":null,"period":"as of 2026-03-13","basis_en":"AWS infrastructure spending for Vocera Edge and Vocera Ease","qualifier":"confirmed_no_disclosed_value"},"note":"스트라이커의 완전자회사 Vocera가 제공하는 Vocera Edge와 Vocera Ease는 AWS 인프라에서 운영된다. AWS 사용액은 공개되지 않았다.","note_en":"Vocera Edge and Vocera Ease, services provided by Stryker's wholly owned Vocera subsidiary, run on AWS infrastructure. Stryker does not disclose its AWS spending.","sources":[{"stance":"confirms","publisher":"스트라이커","publisher_en":"Stryker","kind":"ir","lang":"en","published_at":"2026-03-13","url":"https://www.stryker.com/eg/en/about/news/a-message-to-our-customers-03-2026.html","title":"스트라이커 네트워크 장애 고객 업데이트","title_en":"Customer Updates: Stryker Network Disruption","excerpt":"Vocera Edge와 Ease는 스트라이커의 다른 사내 시스템과 분리된 AWS 인프라에서 운영된다.","excerpt_en":"Our Amazon Web Services (AWS) and Google Cloud Platform (GCP) infrastructure systems, utilized by Vocera Edge, Vocera Ease and care.ai"}]},{"direction":"cost","counterparty":"알파벳 (구글)","counterparty_slug":"alphabet","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2026-03-13","basis":"care.ai 플랫폼의 Google Cloud Platform 사용액","value":null,"period":"as of 2026-03-13","basis_en":"Google Cloud Platform spending for the care.ai platform","qualifier":"confirmed_no_disclosed_value"},"note":"스트라이커가 2024년 인수한 care.ai 플랫폼은 Google Cloud Platform에서 호스팅된다. GCP 사용액은 공개되지 않았다.","note_en":"The care.ai platform, which Stryker acquired in 2024, is hosted on Google Cloud Platform. Stryker does not disclose its GCP spending.","sources":[{"stance":"confirms","publisher":"스트라이커","publisher_en":"Stryker","kind":"ir","lang":"en","published_at":"2026-03-13","url":"https://www.stryker.com/eg/en/about/news/a-message-to-our-customers-03-2026.html","title":"스트라이커 네트워크 장애 고객 업데이트","title_en":"Customer Updates: Stryker Network Disruption","excerpt":"care.ai 플랫폼은 Google Cloud Platform에서 호스팅되며 스트라이커의 사내 환경과 구조적으로 분리돼 있다.","excerpt_en":"The care.ai Platform is hosted on GCP, which is architecturally independent of the affected Stryker Corporate systems."}]}]}