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LZ

Lilly Z.

Vice President and Equity Research Analyst at JPMorgan Chase & Co.

United States

Lilly Z. is a Vice President and Equity Research Analyst at JPMorgan Chase & Co., specializing in the analysis of internet and digital advertising companies. She covers high-profile companies such as Zillow Group, contributing recommendations like raising the price target and assigning overweight ratings, which have influenced market movement. Lilly began her career in equity research several years ago and joined JPMorgan Chase & Co. in the early 2020s, building a reputation for insightful sector analysis and actionable calls. She holds relevant FINRA registrations and securities licenses, underpinning her strong professional standing in the financial industry.

Lilly Z.'s questions to INTEGRA LIFESCIENCES HOLDINGS (IART) leadership

Question · Q1 2025

Lilly from JPMorgan Chase & Co., on behalf of Robbie Marcus, requested a breakdown of the $22 million tariff impact, specifically distinguishing between China-related tariffs and those from other regions. She also questioned the confidence level and degree of risk mitigation in the updated full-year guidance, considering the significant increase in projected ship holds.

Answer

CFO Lea Knight explained that costs on goods imported into the U.S. are recognized over 4-7 months, while tariffs on exports to China are recognized in about one month, with the Q2 impact being largely from China. Regarding guidance, Knight stated the original range was built to absorb $90M-$150M in supply disruptions. With the current estimate at $55M-$70M, she expressed confidence that the high end of the range remains achievable, supported by momentum in Integra Skin and other parts of the portfolio.

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