Supply Chain Pulse — 2026-07-31

Stryker posted $6.6B in Q2 revenue despite a March 2026 cyberattack that disrupted global operations — a result that will have supply chain teams quietly exhaling. Meanwhile, Baxter's shares jumped 17% on a strong quarter that lapped last year's hurricane-damaged North Carolina facility, and Lilly is committing $750M to domestic drug manufacturing with partner Resilience. The throughline today is resilience — operational, financial, and geographic — and it's worth asking whether your contingency playbooks are as solid as these companies are claiming theirs were.

Stryker Posts $6.6B Q2 Revenue After March Cyberattack

Stryker reported $6.6B in Q2 revenue, framing the results as a demonstration of operational resilience following a cyberattack that disrupted its global operations in March 2026. For hospital and ASC supply chain teams, this is a signal that Stryker's fulfillment and distribution capabilities have largely stabilized — but it's also a reminder that a major device supplier went dark for a period earlier this year. If your organization hasn't reviewed single-source dependency on Stryker product lines or updated your cyber-incident supplier protocols, Q2 earnings season is a good prompt to do so.

Source: Medical Device Network

Baxter Shares Jump 17% on Positive Q2, Lapping Hurricane-Hit Comparables

Baxter reported Q2 profits up 5% year-over-year, a result made more meaningful by the fact that Q2 2025 was weighed down by hurricane damage to its critical North Carolina IV solutions facility. The strong rebound signals that Baxter's manufacturing and supply recovery is tracking well — good news for procurement teams who lived through the IV fluid shortage that followed those disruptions. Watch for whether Baxter provides updated guidance on North Carolina capacity, as that facility remains a linchpin for IV supply across U.S. health systems.

Source: Medical Device Network

Lilly and Resilience Commit $750M to Expand U.S. Drug Manufacturing

Eli Lilly and contract manufacturer Resilience announced a $750M investment to expand advanced drug manufacturing operations in the Cincinnati region, with a commitment to create at least 400 new jobs. The deal deepens domestic production capacity for Lilly's portfolio at a time when pharmaceutical supply chains are under pressure to onshore amid tariff uncertainty and geopolitical risk. For supply chain leaders managing formulary-critical Lilly products, increased domestic manufacturing is a long-term positive for availability and lead-time predictability — though the benefits will take time to materialize.

Source: Pharmaceutical Business Review

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