SY

Stryker Corporation stock research

Sep 30, 2025

FY2025 Q3

Stryker (SYK) Gross Margin — Quarter Ended Sep 30, 2025

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year, while cost of revenue was stable sequentially and higher year over year. Gross margin weakened slightly from both the preceding quarter and the year-ago period, reflecting a modestly larger share of cost in revenue.

Gross margin takeaway

Quarter ended Sep 30, 2025 · FY2025 Q3

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year, while cost of revenue was stable sequentially and higher year over year. Gross margin weakened slightly from both the preceding quarter and the year-ago period, reflecting a modestly larger share of cost in revenue.

  • The strongest observable margin driver is the relationship between revenue growth and cost of revenue growth. Revenue increased more than cost of revenue compared to the year-ago quarter, but the cost share rose slightly, leading to a marginal gross margin decline.
  • Compared to the immediately preceding quarter, gross margin was slightly lower despite higher revenue and gross profit, as cost of revenue remained unchanged. Versus the same quarter one year earlier, gross margin also weakened, with revenue and gross profit higher but cost of revenue increasing at a faster relative pace.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

63.6%

Gross profit

$3.9B

Revenue

$6.1B

Cost of revenue

$2.2B

Quarter-over-quarter change

-0.2 pts

Year-over-year change

-0.4 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Sep 30, 2024$5.5B$3.5B$2.0B64.0%
Mar 31, 2025$5.9B$3.7B$2.1B63.8%
Jun 30, 2025$6.0B$3.8B$2.2B63.8%
Sep 30, 2025$6.1B$3.9B$2.2B63.6%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Jun 30, 2025

-0.2 pts

Year-over-year change

Sep 30, 2024

-0.4 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The strongest observable margin driver is the relationship between revenue growth and cost of revenue growth. Revenue increased more than cost of revenue compared to the year-ago quarter, but the cost share rose slightly, leading to a marginal gross margin decline.

Compared to the immediately preceding quarter, gross margin was slightly lower despite higher revenue and gross profit, as cost of revenue remained unchanged. Versus the same quarter one year earlier, gross margin also weakened, with revenue and gross profit higher but cost of revenue increasing at a faster relative pace.

Monitor the trend in cost of revenue relative to revenue, as its stable sequential level but higher year-over-year proportion contributed to the slight gross margin compression.