Most of our industry is still talking about “orthopedics growing mid-single digits.”
That average hides the real story.
The US device market is tracking around 5% in 2026—this is based on H1/Q2 run-rates plus company guidance.
The rank order mirrors 2025: the winners and losers haven't flipped.
Fastest Growth
Shoulder Procedures (~11%)
Still the fastest case-volume category in the US.
Reverse shoulder keeps expanding the clinical funnel.
Robotics is now entering the operating room.
Robotics / Enabling Tech (~9.5%)
Still the fastest product bucket.
Revenue is shifting from capital equipment to utilization, disposables, and software.
Stryker launched Mako Shoulder on 4.0 and began initial cases with handheld Mako RPS. Zimmer’s US tech line remains strong.
Extremities Implants (~8.5%)
This is where actual implant growth lives.
Stryker US Trauma & Extremities grew 12.5% organic in Q2.
Enovis US extremities reached +8% in H1.
Sports Medicine (~6.5%)
Highly ASC-friendly with less price erosion than large joints.
Smith+Nephew Joint Repair was +10.3% underlying in H1.
CONMED ortho posted +6.8% CC in Q2.
Middle of the Pack
Trauma Overall (~6%)
Core fracture work remai...
