Overview

• Medical technology firm's Q4 revenue fell 1.7% but beat analyst expectations

• Adjusted EPS for Q4 beat analyst expectations

• Company highlighted operational progress

Outlook

• Integra expects 2026 revenue between $1,662 mln and $1,702 mln

• Company anticipates 2026 adjusted EPS between $2.30 and $2.40

• Integra forecasts Q1 2026 revenue between $375 mln and $390 mln

Result Drivers

• OPERATIONAL IMPROVEMENTS - Co strengthened quality management system and progressed compliance master plan, contributing to operational progress

• TISSUE TECHNOLOGIES DECLINE - Revenue decline due to MediHoney remediation efforts and challenging comparison for Integra Skin

• CODMAN SPECIALTY SURGICAL GROWTH - Growth driven by strong performance in Neurosurgery and ENT sales

Company press release: ID:nGNX199j5D

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 5 "hold" and 4 "sell" or "strong sell"

• The average consensus recommendation for the medical equipment, supplies & distribution peer group is "buy."

• Wall Street's median 12-month price target for Integra Lifesciences Holdings Corp is $13.00, about 12.2% above its February 25 closing price of $11.59

• The stock recently traded at 5 times the next 12-month earnings vs. a P/E of 5 three months ago

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