Zimmer and Stryker intensify rivalry
The US knee reconstruction market surpassed $400 million in the second quarter (Q2) of 2025, with innovation and pricing strategies reshaping competitive dynamics. While Zimmer Biomet retains the lead, Stryker’s momentum signals a potential power shift. As patient demand for advanced implants rises, market leadership will hinge on technological sophistication and clinical outcomes rather than legacy dominance, marking a new competitive phase, according to GlobalData, a leading data and analytics company.
According to GlobalData’s US Healthcare Facility Invoicing Database, Zimmer has been able to maintain the largest market share over the past decade, despite having a higher average selling price than Stryker.
mmer’s Persona and Stryker’s Triathlon are the two major products in the knee reconstruction market. Zimmer’s Persona has a higher average selling price than Stryker’s Triathlon. Despite Stryker having more competitive pricing, Zimmer has consistently remained at the top of the market.
Stryker’s Triathlon total knee replacement system generated more revenue in Q2 2025 than in any other quarter since 2014, the earliest year tracked by GlobalData. The Triathlon made up just over 21% of the total market share in Q2 and Zimmer’s Persona revision knee system made up just over 22% of market share during the period.
Amy Paterson, Medical Analyst at GlobalData, comments: “Over the next few quarters, Stryker may be able to take over first place in this market if it is able to maintain strong sales.”
Zimmer has recently launched Persona IQ. It is the first implant with smart capabilities, containing sensors that collect motion data. If the Persona IQ proves to be effective in accelerating healing, it could allow Zimmer to maintain the highest market share, keeping Stryker in second place.
Paterson concludes: “The competition in the knee reconstruction space is no longer limited to pricing or incremental design improvements. It is evolving into a battle of technological sophistication and long-term clinical outcomes. As hospitals and surgeons increasingly prioritize implants that deliver measurable recovery benefits and patient engagement, the winner of this market will be the company.
