HIGHOutside partySupplier
sole suppliers
“10-K Item 1A: 'certain components, raw materials and services needed to manufacture our products are obtained from sole suppliers'”
MDT · Concentration risk · 10-K extracted
Medtronic (MDT) concentration risks
Updated
The most significant concentration Medtronic discloses is sole suppliers, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Medtronic’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 1 disclosed concentration
HIGH1
MEDIUM0
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-09-06Medtronic's disclosed concentration risk in this filing is limited to a single, high-share supply-chain dependency: certain components, raw materials, and services needed to manufacture its products are obtained from sole suppliers. This is a dependency-type exposure rather than a structural feature of the business, meaning the risk stems from reliance on specific counterparties rather than from the underlying economics of Medtronic's markets. Because the disclosure does not specify how many product lines or which suppliers are involved, the practical impact would depend on which sole-source relationship were disrupted, but the high-share designation signals that this exposure touches a meaningful portion of the company's manufacturing base. Absent other disclosed concentration factors — no flagged customer, geographic, or single-product dependency in the reviewed filing — this sole-supplier relationship stands as the primary concentration risk to monitor for Medtronic, and any interruption at one of these suppliers would be the most likely trigger for a supply-driven earnings surprise.
For the engine’s reasoning on MDT’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Medical Devices
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| AORT | Artivion, Inc. | 4 | 4 | 0 | 8 |
| ATEC | Alphatec Holdings, Inc. | 1 | 1 | 0 | 2 |
| ABT | Abbott Laboratories | 1 | 0 | 0 | 1 |
| AVR | Anteris Technologies Global Cor | 1 | 0 | 0 | 1 |
| MDT● | Medtronic plc. | 1 | 0 | 0 | 1 |
| AHCO | AdaptHealth Corp. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.