The earnings call presented a mixed sentiment with notable achievements in the Compliance Master Plan and production improvements in Integra Skin. However, these were counterbalanced by significant challenges such as a substantial goodwill impairment charge, decline in adjusted EPS, and pressures on gross margin. While progress in risk management and operational readiness is encouraging, financial metrics and external pressures pose concerns.

Company Guidance -

Q3 2025

In the Integra LifeSciences second quarter 2025 earnings call, updated financial guidance was provided, highlighting several key metrics. The company reported global revenue of $415.6 million for the quarter, exceeding the high-end of their guidance, but showing a slight decline compared to the previous year due to shipholds. They delivered an adjusted EPS of $0.45, within their guidance range, despite increased remediation costs. Looking ahead, Integra expects third-quarter revenue between $410 million and $420 million, with full-year revenue guidance updated to a range of $1.655 billion to $1.68 billion, reflecting increased visibility into shipholds and remediation efforts. The company anticipates a third-quarter adjusted EPS between $0.40 and $0.45, maintaining their full-year EPS guidance of $2.19 to $2.29. Additionally, Integra projects to achieve annualized savings of $25 million to $30 million over the next 12 to 18 months by optimizing their cost structure and driving out inefficiencies.

Completion of Compliance Master Plan Assessments

Completed assessments at all internal manufacturing sites ahead of schedule with zero related shipholds identified. This milestone marks progress in risk reduction and operational readiness.

Strong Performance of Integra Skin

Achieved highest ever production levels in Q2 for Integra Skin, maintaining a normal revenue run rate and rebuilding safety stocks to improve supply reliability.

Revenue Exceeds Guidance

Global revenue of $415.6 million exceeded the high-end of guidance. Reported and organic revenue growth were down slightly as expected.

Positive FDA Inspections

Recent FDA inspections at two facilities not covered by warning letters yielded positive outcomes, supporting operational strength and agility.

Updated Financial Guidance

Updated full-year revenue guidance to $1.655 billion to $1.68 billion, with expected revenue growth of 8% to 10% in Q3 and no new material Compliance Master Plan-related shipholds anticipated.

Cost Savings Initiative

Expect to deliver minimum annualized savings of $25 million to $30 million over 12 to 18 months by optimizing cost structure and driving out inefficiencies.

Integra Lifesciences (IART) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

IART Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.43 / -	0.41	―	―	―
Jul 31, 2025	2025 (Q2)	0.44 / 0.45	0.63	-28.57% (-0.18)
May 05, 2025	2025 (Q1)	0.43 / 0.41	0.55	-25.45% (-0.14)
Feb 25, 2025	2024 (Q4)	0.85 / 0.97	0.89	8.99% (+0.08)
Nov 04, 2024	2024 (Q3)	0.39 / 0.41	0.76	-46.05% (-0.35)
Jul 29, 2024	2024 (Q2)	0.62 / 0.63	0.71	-11.27% (-0.08)
May 06, 2024	2024 (Q1)	0.55 / 0.55	0.74	-25.68% (-0.19)
Feb 28, 2024	2023 (Q4)	0.90 / 0.89	0.94	-5.32% (-0.05)
Oct 25, 2023	2023 (Q3)	0.78 / 0.76	0.86	-11.63% (-0.10)
Jul 26, 2023	2023 (Q2)	0.57 / 0.71	0.82	-13.41% (-0.11)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

IART Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$12.37	$13.14	+6.22%
May 05, 2025	$16.85	$13.28	-21.19%
Feb 25, 2025	$22.05	$24.72	+12.11%
Nov 04, 2024	$19.28	$24.12	+25.10%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Integra Lifesciences (IART) report earnings?

Integra Lifesciences (IART) is schdueled to report earning on Oct 29, 2025, Before Open (Confirmed).

What is Integra Lifesciences (IART) earnings time?

Integra Lifesciences (IART) earnings time is at Oct 29, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is IART EPS forecast?

IART EPS forecast for the fiscal quarter 2025 (Q3) is 0.44.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing