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INTEGRA LIFESCIENCES HOLDINGS (IART)

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Earnings summaries and quarterly performance for INTEGRA LIFESCIENCES HOLDINGS.

Research analysts who have asked questions during INTEGRA LIFESCIENCES HOLDINGS earnings calls.

CB

Craig Bijou

Bank of America Securities

3 questions for IART

Also covers: BLCO, COO, FNA +9 more
RM

Ravi Misra

Truist Securities

3 questions for IART

Also covers: GKOS, KIDS, TFX
VC

Vikramjeet Chopra

Wells Fargo & Company

3 questions for IART

Also covers: ALGN, ATEC, CNMD +9 more
Alan

Alan

Morgan Stanley

2 questions for IART

Also covers: MT, RXST
Jayson Bedford

Jayson Bedford

Raymond James

2 questions for IART

Also covers: AXGN, BDX, DXCM +8 more
Joanne Wuensch

Joanne Wuensch

Citigroup Inc.

2 questions for IART

Also covers: ABT, BAX, BDX +19 more
MT

Matthew Taylor

Jefferies

2 questions for IART

Also covers: ALUR, BDX, BSX +20 more
N

Namrata

Wells Fargo

2 questions for IART

R

Ray

Oppenheimer

2 questions for IART

Also covers: VLN
RN

Richard Newitter

Truist Securities

2 questions for IART

Also covers: AXNX, BBNX, DXCM +19 more
RM

Robert Marcus

JPMorgan Chase & Co.

2 questions for IART

Also covers: ABT, BAX, BDX +21 more
Ryan Zimmerman

Ryan Zimmerman

BTIG

2 questions for IART

Also covers: ALC, CARL, GEHC +24 more
SL

Steven Lichtman

Oppenheimer & Co. Inc.

2 questions for IART

Also covers: ALC, ANGO, COO +12 more
YL

Young Li

Jefferies

2 questions for IART

Also covers: ALC, ARAY, ATEC +8 more
AP

Anthony P.

Citigroup

1 question for IART

IG

Izzy G.

BTIG

1 question for IART

Also covers: ORGO, TCMD
KS

Kristen Stewart

CL King & Associates

1 question for IART

Also covers: AVNS, CNMD, HAE +3 more
LL

Lilia-Celine Lozada

JPMorgan Chase & Co.

1 question for IART

Also covers: ATRC, BVS, CBLL +4 more
LZ

Lilly Z.

JPMorgan Chase & Co.

1 question for IART

RM

Ravi M.

Truist Securities

1 question for IART

Also covers: SIBN
VC

Vik Chopra

Wells Fargo & Company

1 question for IART

Also covers: ALGN, ATEC, CNMD +8 more

Recent press releases and 8-K filings for IART.

Integra LifeSciences Reports Q4 2025 Results and Issues 2026 Guidance
IART
Earnings
Guidance Update
Product Launch
  • Integra LifeSciences reported Q4 2025 revenue of $435 million and adjusted earnings per share of $0.83, both exceeding the midpoint of their guidance range. For the full year 2025, revenue was $1.635 billion, representing 1.5% reported growth, with an adjusted EPS of $2.23.
  • The company provided Q1 2026 revenue guidance of $375 million to $390 million and adjusted EPS guidance of $0.37 to $0.45. For the full year 2026, revenue is expected to be in the range of $1.66 billion to $1.7 billion, with adjusted EPS between $2.30 and $2.40.
  • Key operational updates include the planned relaunch of SurgiMend in Q4 2026, supported by the Braintree manufacturing facility becoming operational by the end of June 2026. PriMatrix and DuraRepair were relaunched early in Q4 2025 with strong customer reception.
  • Tariffs impacted 2025 results and are factored into 2026 guidance, with an approximate $0.07 impact on Q1 2026 adjusted EPS and $0.32 impact on full year 2026 adjusted EPS. The company is not accounting for any revenues from MediHoney in its 2026 guidance due to ongoing remediation efforts.
  • Integra LifeSciences expects operating cash flow to be north of $200 million in 2026, a significant improvement from $50.4 million in 2025, driven by reduced cash outlays for EU MDR compliance and the Braintree facility, improved working capital, lower CapEx, and better EBITDA.
2 days ago
Integra LifeSciences Reports Q4 2025 Financial Results and Provides 2026 Guidance
IART
Earnings
Guidance Update
New Projects/Investments
  • Integra LifeSciences reported Q4 2025 revenue of $435 million and adjusted earnings per share of $0.83, both exceeding the midpoint of their guidance range.
  • For the full year 2025, the company achieved $1.635 billion in revenue, representing 1.5% reported growth and a 0.7% organic decline, with adjusted EPS of $2.23.
  • The company provided Q1 2026 revenue guidance of $375 million-$390 million and adjusted EPS guidance of $0.37-$0.45. Full-year 2026 revenue is projected to be $1.66 billion-$1.7 billion, with adjusted EPS expected between $2.30-$2.40.
  • Key operational updates include the early relaunch of PriMatrix and DuraRepair in Q4 2025 and the Braintree manufacturing facility being on track to be online by the end of June 2026 to support the return of SurgiMend to the market in Q4 2026.
  • Cash flow from operations is expected to significantly improve in 2026, projected to be north of $200 million, which is a $150 million improvement over 2025, driven by reduced cash outlays for key initiatives and improved working capital.
2 days ago
Integra LifeSciences Holdings Announces Q4 and Full-Year 2025 Results and 2026 Outlook
IART
Earnings
Guidance Update
  • Integra LifeSciences Holdings reported $435 million in revenue and $0.83 in adjusted EPS for Q4 2025, contributing to full-year 2025 revenue of $1,635 million and adjusted EPS of $2.23.
  • For Q1 2026, the company anticipates reported revenue between $375 million and $390 million and adjusted EPS between $0.37 and $0.45. Full-year 2026 guidance projects reported revenue of $1,662 million to $1,702 million and adjusted EPS of $2.30 to $2.40.
  • Operationally, Integra advanced its compliance master plan and relaunched PriMatrix® and Durepair® ahead of schedule. The company's net debt stood at $1,595.6 million as of December 31, 2025.
2 days ago
Integra LifeSciences Announces Q4 and Full-Year 2025 Results and 2026 Guidance
IART
Earnings
Guidance Update
New Projects/Investments
  • Integra LifeSciences reported Q4 2025 revenue of $435 million and adjusted earnings per share of $0.83, contributing to full-year 2025 revenue of $1.635 billion and adjusted EPS of $2.23.
  • The company provided full-year 2026 revenue guidance of $1.66 billion-$1.7 billion (0.8%-3.3% organic growth) and adjusted EPS guidance of $2.30-$2.40, with Q1 2026 revenue expected between $375 million-$390 million and adjusted EPS between $0.37-$0.45.
  • Integra LifeSciences anticipates a significant improvement in cash flow, expecting operating cash flow north of $200 million in 2026, compared to $50.4 million in 2025.
  • Key operational advancements include the relaunch of PriMatrix and DuraRepair in Q4 2025 and the new Braintree manufacturing facility expected online by the end of June 2026, which will support the return of SurgiMend to the market in Q4 2026.
2 days ago
Integra LifeSciences Reports Q4 and Full-Year 2025 Results, Provides 2026 Guidance
IART
Earnings
Guidance Update
Demand Weakening
  • Integra LifeSciences reported Q4 2025 revenues of $434.9 million, representing a 1.7% decrease on a reported basis and a 2.5% decrease organically compared to Q4 2024. Adjusted earnings per diluted share for the quarter were $0.83.
  • For the full-year 2025, reported revenues were $1,635.2 million, an increase of 1.5% on a reported basis, though organic revenues decreased by 0.7% compared to 2024. GAAP earnings per diluted share were $(6.74), primarily due to a $511 million goodwill impairment charge recorded in the second quarter. Adjusted earnings per diluted share for the full year were $2.23.
  • The company generated $50.4 million in cash flow from operations for the full-year 2025, with net debt at $1.6 billion.
  • For full-year 2026, Integra LifeSciences expects revenues to be in the range of $1,662 million to $1,702 million, representing organic growth of 0.8% to 3.3%. Adjusted earnings per diluted share are projected to be between $2.30 and $2.40.
2 days ago
Integra LifeSciences Reports Q4 and Full-Year 2025 Results, Provides 2026 Guidance
IART
Earnings
Guidance Update
Demand Weakening
  • For the fourth quarter of 2025, Integra LifeSciences Holdings Corporation reported revenues of $434.9 million, representing a 1.7% decrease on a reported basis, and adjusted earnings per diluted share of $0.83.
  • For the full-year 2025, reported revenues were $1,635.2 million, an increase of 1.5%, with adjusted earnings per diluted share of $2.23. The company recorded a GAAP net loss of $(516.5) million, primarily due to a $511 million goodwill impairment charge.
  • Integra LifeSciences provided full-year 2026 guidance, expecting revenues between $1,662 million and $1,702 million and adjusted earnings per diluted share in the range of $2.30 to $2.40.
2 days ago
Integra LifeSciences Discusses Transformation, 2026 Outlook, and Growth Drivers at J.P. Morgan Healthcare Conference
IART
Guidance Update
New Projects/Investments
Product Launch
  • Integra LifeSciences reported $1.6 billion in revenue over the last 12 months and provided Q4 2025 guidance of $420 million-$440 million top line and $0.79-$0.84 EPS.
  • The company is undergoing a significant transformation focused on building a sustainable foundation and accelerating growth, with remediation work for quality issues expected to be largely completed by the end of 2026/early 2027.
  • Integra anticipates modest revenue and earnings growth in 2026, driven by returning products to market (e.g., PriMatrix, DuraSorb, SurgiMend by Q4 2026) and positive changes in skin substitute reimbursement, which now offers a uniform payment of $127 per sq cm.
  • A margin expansion program is committed to delivering $25-$30 million in savings in 2026 to offset headwinds like tariffs. The company aims to reduce its Q3 leverage of 4.3 times to approach the 2.5 to 3.5 times target range by the end of 2026.
Jan 14, 2026, 7:15 PM
Integra LifeSciences Outlines Transformation and 2026 Growth Strategy
IART
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
  • Integra LifeSciences reported $1.6 billion in revenue over the last 12 months and is undergoing a significant transformation focused on improving operational performance, quality, and supply chain reliability.
  • The company anticipates modest revenue and earnings growth in 2026, supported by a margin expansion program targeting $25 million-$30 million in savings.
  • Key growth drivers include the return of products like PriMatrix and DuraSorb (Q4 2025) and SurgiMend (Q4 2026) to the market, and positive changes in skin substitute reimbursement to a uniform $127 per sq cm as of January 1, 2026.
  • As of Q3, the company's leverage was 4.3x, with a goal to approach the 2.5x-3.5x range by the end of 2026 through improved cash flow and debt paydown.
Jan 14, 2026, 7:15 PM
Integra LifeSciences Presents Strategic Vision and Financial Performance at J.P. Morgan Healthcare Conference
IART
Revenue Acceleration/Inflection
New Projects/Investments
Earnings
  • Integra LifeSciences is a global medtech leader with demonstrated leadership in a $9 billion global market.
  • As of Q3 2025, the company reported LTM (Last Twelve Months) reported revenue of $1.6 billion and an LTM adjusted gross margin of 62.8%.
  • The company is executing a strategic transformation with two horizons: building a sustainable foundation and delivering accelerated growth.
  • Key strategic imperatives include delivering best-in-class quality, driving supply chain reliability, accelerating growth, and igniting innovation.
  • Integra is uniquely positioned to capture opportunities from outpatient skin substitute reimbursement, with potential Medicare changes in 2026 impacting reimbursement rates.
Jan 14, 2026, 7:15 PM
Integra LifeSciences Outlines 2026 Growth Strategy Amidst Operational Transformation
IART
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
  • Integra LifeSciences reported approximately $1.6 billion in revenue over the last 12 months, with its two segments, Codman Specialty Surgical and Tissue Technologies, contributing $1.1 billion and $500 million, respectively.
  • The company is undergoing a significant transformation to address quality and supply chain issues that impacted 2025 performance, with remediation efforts expected to continue through 2026, and anticipates modest revenue and earnings growth in 2026.
  • Key growth drivers include the relaunch of products like PriMatrix and DuraSorb (Q4) and the upcoming launch of SurgiMend (Q4), alongside positive skin substitute reimbursement changes effective January 1, 2026, setting a uniform payment of $127 per sq cm.
  • Integra aims to reduce its leverage from 4.3 times as of Q3 and expects to approach its target range of 2.5 to 3.5 times by the end of 2026, supported by a margin expansion program targeting $25-$30 million in savings.
Jan 14, 2026, 7:15 PM