v3.26.1
Revenue Recognition
12 Months Ended
Dec. 31, 2025
Revenue Recognition [Abstract]  
Revenue Recognition REVENUE RECOGNITION
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.
Products and services are primarily transferred to customers at a
point in time, with some transfers of services taking place over
time. In 2025 less than 10% of our sales were recognized as
services transferred over time. Refer to Note 1 for further
discussion on our revenue recognition policies.
In the first quarter 2026 we announced a change in our
organizational structure. Our new Ortho Tech business combines
our orthopaedic instruments portfolio (Orthopaedic Instruments)
from Instruments with Other Orthopaedics. In addition, our 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
$2,110, $1,917 and $1,754 and Other Orthopaedics of $660,
$560 and $509 for 2025, 2024 and 2023. Instruments includes
sales related to Enabling Technologies of $155, $152 and $149
for 2025, 2024 and 2023. We have reflected these changes in all
historical periods presented.
Segment Net Sales
MedSurg and Neurotechnology:
2025
2024
2023
Instruments
$1,228
$1,069
$929
Endoscopy
3,807
3,389
3,068
Medical
4,204
3,852
3,459
Vascular
1,968
1,307
1,226
Neuro Cranial
2,485
2,136
1,876
$13,692
$11,753
$10,558
Orthopaedics:
Knees
$2,656
$2,447
$2,273
Hips
1,865
1,704
1,544
Trauma and Extremities
3,948
3,507
3,147
Ortho Tech
2,770
2,477
2,263
Spinal Implants
185
707
713
$11,424
$10,842
$9,940
Total
$25,116
$22,595
$20,498
United States Net Sales
MedSurg and Neurotechnology:
2025
2024
2023
Instruments
$1,072
$925
$800
Endoscopy
3,133
2,792
2,513
Medical
3,510
3,191
2,785
Vascular
1,048
506
483
Neuro Cranial
2,052
1,761
1,531
$10,815
$9,175
$8,112
Orthopaedics:
Knees
$1,924
$1,788
$1,676
Hips
1,137
1,059
988
Trauma and Extremities
2,926
2,586
2,297
Ortho Tech
2,086
1,846
1,684
Spinal Implants
118
489
500
$8,191
$7,768
$7,145
Total
$19,006
$16,943
$15,257
International Net Sales
MedSurg and Neurotechnology:
2025
2024
2023
Instruments
$156
$144
$129
Endoscopy
674
597
555
Medical
694
661
674
Vascular
920
801
743
Neuro Cranial
$433
375
345
$2,877
$2,578
$2,446
Orthopaedics:
Knees
$732
$659
$597
Hips
728
645
556
Trauma and Extremities
1,022
921
850
Ortho Tech
684
631
579
Spinal Implants
67
218
213
$3,233
$3,074
$2,795
Total
$6,110
$5,652
$5,241
MedSurg and Neurotechnology
MedSurg and Neurotechnology products include surgical
equipment and navigation systems (Instruments), endoscopic
and communications systems (Endoscopy), patient handling,
emergency medical equipment, intensive care disposable
products, clinical communication and artificial intelligence-
assisted virtual care platform technology (Medical), and minimally
invasive products for the treatment of acute ischemic and
hemorrhagic stroke and venous thromboembolism (Vascular), a
comprehensive line of products for traditional brain and open
skull-based surgical procedures; orthobiologic and biosurgery
products, including synthetic bone grafts and vertebral
augmentation products (Neuro Cranial). Substantially all
MedSurg and Neurotechnology sales are recognized when a
purchase order has been received and control has transferred.
For certain Endoscopy, Instruments and Medical services, we
may recognize sales over time as we satisfy performance
obligations that may include an obligation to complete installation,
provide training and perform ongoing services, generally
performed within one year.
Orthopaedics
Orthopaedics products include implants and surgical equipment
such as navigation systems and robotics used in total joint
replacements, such as hip, knee and shoulder, ankle and trauma
and extremities surgeries. Substantially all Orthopaedics sales
are recognized when we have a purchase order and appropriate
notification the product has been used or implanted. For certain
Orthopaedic products in the Ortho Tech business, we recognize
sales at a point in time, as well as over time for performance
obligations that may include an obligation to complete installation
and provide training and ongoing services. Performance
obligations are generally satisfied within one year.
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 December 31, 2025 and 2024 deferred contract
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 December 31, 2025 and 2024 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 warranty
service contracts. Our contract liabilities of $1,024 and $978 on
December 31, 2025 and 2024 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 year were as follows:
2025
2024
Beginning contract liabilities
$978
$860
Revenue recognized from beginning of year contract
liabilities
(546)
(553)
Net advance consideration received during the period
592
671
Ending contract liabilities
$1,024
$978
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 2025, 2024 and 2023.