v3.26.1
Revenue Recognition
3 Months Ended
Mar. 31, 2026
Revenue Recognition [Abstract]  
Revenue Recognition REVENUE RECOGNITION
Our policies for recognizing sales have not changed from those
described in our Annual Report on Form 10-K for 2025.
We disaggregate our net sales by business and geographic
location for each of our segments as we believe it best depicts
how the nature, amount, timing and certainty of our net sales and
cash flows are affected by economic factors.
In the first quarter 2026 we announced a change in our
organizational structure. Our new Ortho Tech business combines
the orthopaedic instruments portfolio (Orthopaedic Instruments)
from Instruments with Other Orthopaedics. In addition, Neuro
Cranial and the spine enabling technologies portfolio (Enabling
Technologies) from Other Orthopaedics was combined with the
remaining Instruments business to align with our internal
reporting structure. Ortho Tech includes sales related to
Orthopaedic Instruments of $489 and $484 and Other
Orthopaedics of $157 and $133. Instruments includes sales
related to Neuro Cranial of $606 and $563 and Enabling
Technologies of $26 and $29 for the three months 2026 and
2025. We have reflected these changes in all historical periods
presented.
Net Sales by Business
Three Months
2026
2025
MedSurg and Neurotechnology:
Instruments
$920
$838
Endoscopy
868
867
Medical
902
945
Vascular
517
406
$3,207
$3,056
Orthopaedics:
Knees
$670
$639
Hips
460
443
Trauma and Extremities
1,035
945
Ortho Tech
646
617
Spinal Implants
2
166
$2,813
$2,810
Total
$6,020
$5,866
Net Sales by Geography
Three Months 2026
Three Months 2025
United
States
International
United
States
International
MedSurg and Neurotechnology:
Instruments
$766
$154
$702
$136
Endoscopy
701
167
710
157
Medical
747
155
802
143
Vascular
280
237
203
203
$2,494
$713
$2,417
$639
Orthopaedics:
Knees
$472
$198
$464
$175
Hips
276
184
269
174
Trauma and Extremities
767
268
713
232
Ortho Tech
467
179
459
158
Spinal Implants
2
118
48
$1,982
$831
$2,023
$787
Total
$4,476
$1,544
$4,440
$1,426
Costs to Obtain or Fulfill a Contract
We typically do not incur costs to fulfill a contract before a
product or service is provided to a customer due to the nature of
our products and services. Our costs to obtain contracts are
typically in the form of sales commissions paid to employees or
third-party agents. Certain sales commissions paid to employees
prior to recognition of sales are recorded as deferred contract
costs. We expense sales commissions associated with obtaining
a contract at the time of the sale or as incurred as the
amortization period is generally less than one year. These costs
have been presented within selling, general and administrative
expenses. On March 31, 2026 and December 31, 2025 deferred
contracts costs recorded in our Consolidated Balance Sheets
were not significant.
Contract Assets and Liabilities
Our contract assets primarily relate to conditional rights to
consideration for work completed but not billed at the reporting
date. On March 31, 2026 and December 31, 2025 contract
assets recorded in our Consolidated Balance Sheets were not
significant.
Our contract liabilities arise as a result of consideration received
from customers at inception of contracts for certain businesses or
where the timing of billing for services precedes satisfaction of
our performance obligations. This occurs primarily when payment
is received upfront for certain multi-period extended service
contracts. Our contract liabilities of $1,035 and $1,024 on
March 31, 2026 and December 31, 2025 are classified within
accrued expenses and other liabilities and other noncurrent
liabilities in our Consolidated Balance Sheets based on the timing
of when we expect to complete our performance obligations.
Changes in contract liabilities during the three months 2026 were
as follows:
March 31
2026
Beginning contract liabilities
$1,024
Revenue recognized from beginning of year contract liabilities
(288)
Net advance consideration received during the period
299
Ending contract liabilities
$1,035
Transfers and Servicing of Financial Assets
We sell certain customer lease agreements and the related
leased assets to third-party financial institutions to accelerate our
cash collection cycle. The lease receivables are sold without
recourse and are derecognized from our Consolidated Balance
Sheets at the time of sale. Under the terms of our arrangements,
we collect lease payments on behalf of the financial institutions
but maintain no other form of continuing involvement. Sales of
these lease agreements are classified as operating activities in
our Consolidated Statements of Cash Flows. Fees earned for our
servicing activities are immaterial. Revenue related to customer
lease agreements sold under these arrangements represented
less than 4% of our total revenue for the three months 2026 and
2025.