Overview
Integra Q3 2025 revenue up 5.6% yr/yr, missed analyst expectations
Adjusted EPS for Q3 2025 beats analyst estimates at $0.54
Company revises 2025 guidance reflecting Q3 performance and updated Q4 assumptions
Outlook
Company expects Q4 revenue between $420 mln and $440 mln
Integra sees Q4 adjusted EPS between $0.79 and $0.84
Company updates 2025 revenue guidance to $1.620 bln to $1.640 bln
Result Drivers
SUPPLY INTERRUPTIONS - Revenue impacted by two supply interruptions, but strong profitability achieved through cost management and operational efficiencies
PRODUCT RELAUNCH - Relaunch of PriMatrix and Durepair ahead of schedule through dual sourcing supply strategy
NEUROSURGERY GROWTH - Neurosurgery sales increased 13.3% on an organic basis, driven by growth in Certas Plus, DuraGen, CereLink, and Mayfield capital
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Revenue | Miss | $402.10 mln | $414.25 mln (10 Analysts) |
Q3 Adjusted EPS | Beat | $0.54 | $0.43 (10 Analysts) |
Q3 EPS | -$0.07 | ||
Q3 Adjusted Net Income | $41.60 mln | ||
Q3 Adjusted EBITDA | $78.50 mln |
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 $14.00, about 10.2% below its October 29 closing price of $15.43
The stock recently traded at 6 times the next 12-month earnings vs. a P/E of 5 three months ago
Press Release: ID:nGNX5rpr4T
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)