Integra LifeSciences Q4 revenue falls 1.7% on MediHoney remediation efforts

Integra LifeSciences Holdings

26/02/2026 11:23

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

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$434.90 mln
$429.62 mln (9 Analysts)
Q4 Adjusted EPS
Beat
$0.83
$0.80 (9 Analysts)
Q4 EPS
-$0.02
Q4 Adjusted Net Income
$63.70 mln
Q4 Adjusted EBITDA
$104.20 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 $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

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)