Surgical devices maker Integra misses Q3 revenue estimates, adjusts FY forecast

Integra LifeSciences Holdings

30/10/2025 10:17

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.)