Sign in

You're signed outSign in or to get full access.

INTEGRA LIFESCIENCES HOLDINGS (IART)

--

Earnings summaries and quarterly performance for INTEGRA LIFESCIENCES HOLDINGS.

Recent press releases and 8-K filings for IART.

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.
1 day ago
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.
1 day ago
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.
1 day ago
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.
1 day ago
Integra LifeSciences Discusses Operational Challenges, Product Relaunches, and Financial Priorities at Citi Conference
IART
New Projects/Investments
Product Launch
M&A
  • CEO Mojdeh Poul acknowledged significant operational and execution challenges, particularly concerning the Quality Management System transformation and supply chain operations, which are deeper and broader than initially anticipated. The company initiated a Compliance Master Plan in mid-2024 to establish a harmonized quality management system across its global footprint.
  • The new Braintree manufacturing facility is expected to be operational by the end of June 2026, with the goal of bringing SurgiMend back to market by Q4 2026. Additionally, PriMatrix and Durepair were relaunched in early October 2025, nearly a year ahead of schedule, with early indications for PriMatrix being very positive.
  • Integra LifeSciences' top financial priorities through the end of 2026 include debt reduction and leverage improvement, driven by enhanced operational cash flow, improved EBITDA, and aggressive working capital management. A margin expansion program is expected to deliver $25-$30 million in savings in 2026.
  • The company has paused M&A activities to focus on internal improvements and debt reduction, with acquisitions expected to be considered beyond 2026.
Dec 3, 2025, 3:30 PM
Integra LifeSciences Outlines Operational Turnaround and Growth Strategy
IART
New Projects/Investments
Product Launch
Guidance Update
  • Integra LifeSciences is implementing a Quality Management System (QMS) transformation and a Compliance Master Plan to address significant operational and execution challenges.
  • The new Braintree manufacturing facility is expected to be operational by June 2026, aiming to reintroduce SurgiMend to the market by Q4 2026.
  • PriMatrix and Durepair were relaunched in early October 2025, ahead of schedule, with positive early reception for PriMatrix.
  • Key strategic priorities through 2026 include debt reduction, supply resiliency, and execution excellence, supported by a margin improvement plan targeting $25-$30 million in savings for 2026.
Dec 3, 2025, 3:30 PM
Integra LifeSciences Receives FDA Clearance for CUSA® Clarity System in Cardiac Surgeries
IART
Product Launch
New Projects/Investments
  • Integra LifeSciences (Nasdaq: IART) announced it received FDA 510(k) clearance for its CUSA® Clarity Ultrasonic Surgical Aspirator System for use in cardiac surgeries.
  • The clearance specifically allows for the debridement of unwanted tissue during cardiac surgeries, including valve replacement and repair.
  • This expansion is considered the "next pivotal expansion" for the ultrasonic surgical aspirator system, enhancing the company's ability to provide advanced surgical solutions.
  • The company plans to spotlight the CUSA Clarity system at the American Association for Thoracic Surgeon Mitral Valve Conclave on December 11 and 12, 2025.
Nov 11, 2025, 9:15 PM
Integra LifeSciences Reports Q3 2025 Results and Updates Full-Year Guidance
IART
Earnings
Guidance Update
Product Launch
  • Integra LifeSciences reported Q3 2025 revenue of $402 million, representing 5% organic growth year-over-year, which was below guidance, while adjusted EPS of $0.54 exceeded the top end of their guidance range.
  • The company revised its full-year 2025 revenue guidance to a range of $1.62 billion to $1.64 billion and adjusted EPS guidance to $2.19 to $2.24, reflecting lower Q3 revenue and updated Q4 assumptions.
  • Primatrix and DuraPair were relaunched in Q4 2025, almost a year ahead of previously expected timelines, due to a new third-party supply agreement as part of a dual sourcing strategy.
  • Operational improvements include a 50% increase in Integra Skin manufacturing yields and a two-and-a-half times increase in inventory levels since January, with the Braintree facility on track to resume production in June 2026.
  • A cost reduction program is underway, expected to yield $25 to $30 million in savings in 2026 through COGS improvement, third-party spend reduction, and operating model efficiencies.
Oct 30, 2025, 12:30 PM
Integra LifeSciences Holdings Corporation (IART) Announces Q3 2025 Results
IART
Earnings
Guidance Update
Product Launch
  • Integra LifeSciences Holdings Corporation reported Q3 2025 total revenues of $402.1 million, reflecting a 5.6% reported growth and 5.0% organic growth, which was below expectations due to a CSS supply interruption.
  • The company delivered adjusted earnings per diluted share of $0.54 for Q3 2025, surpassing expectations and representing a 31.7% increase compared to Q3 2024.
  • Adjusted EBITDA margin improved by 330 basis points to 19.5% in Q3 2025 compared to Q3 2024.
  • IART is updating its 2025 guidance to reflect third-quarter performance and expects to realize $25 to $30 million in cost savings in 2026 through a margin expansion program. Operationally, PriMatrix and Durepair were relaunched in Q4 2025 ahead of schedule, and the Braintree facility is on track to resume production in June 2026 to support the planned relaunch of SurgiMend in Q4 2026.
Oct 30, 2025, 12:30 PM
Integra LifeSciences Reports Third Quarter 2025 Financial Results and Updates Guidance
IART
Earnings
Guidance Update
Management Change
  • Integra LifeSciences reported third quarter 2025 revenues of $402.1 million, an increase of 5.6% on a reported basis and 5.0% organically compared to the prior year.
  • For Q3 2025, the company reported a GAAP net loss of $(0.07) per diluted share, while adjusted earnings per diluted share were $0.54.
  • The company is revising its 2025 full-year revenue guidance to a range of $1.620 billion to $1.640 billion and adjusted earnings per diluted share guidance to $2.19 to $2.24.
  • Integra LifeSciences also announced the relaunch of PriMatrix® and Durepair® ahead of schedule and the appointment of Dr. Raymond Turner as chief medical officer.
Oct 30, 2025, 10:15 AM

Quarterly earnings call transcripts for INTEGRA LIFESCIENCES HOLDINGS.