Integra Lifesciences Holdings Corp. (IART)
NASDAQ:IART
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Earnings Data
Report Date
Jul 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.48Last Year’s EPS
0.45Same Quarter Last Year
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple clear positive developments: a revenue and EPS beat in Q1, meaningful margin expansion, strong growth in Tissue Reconstruction (notably Integra Skin, DuraSorb and PriMatrix), improved operating cash flow, and decisive leadership and commercial alignment actions (CEO transition and new CCO). At the same time, the company faces notable challenges including pockets of organic decline in Specialty Surgery, ongoing remediation with some products off-market, negative free cash flow in the quarter, elevated net leverage (4.1x) and modest full-year organic growth guidance. Overall, the positives — operational improvements, margin gains, guidance maintained with a small EPS lift, and clear product/commercial catalysts (Braintree restart, SurgiMend relaunch, PMA pathway) — outweigh the near-term headwinds, though risks remain around product returns, cash conversion and leverage.Company Guidance
Revenue Beat and Organic Growth
Total revenue of $392.0M in Q1 2026, up 2.4% reported and +1.3% organic versus prior year, outperforming the high end of guidance.
Adjusted EPS Outperformance
Adjusted earnings per share of $0.54 in Q1 2026 versus $0.41 prior year, driven by revenue growth, favorable mix and transformation savings; result above the high end of guidance.
Improved Margins
Gross margin improved to 64.1% (up 190 basis points YoY) and adjusted EBITDA margin rose to 19.4% (up 280 basis points YoY), reflecting better product mix, tariff benefits and reduced remediation costs.
Tissue Reconstruction Strength
Tissue Reconstruction revenue $109M, up 6.7% reported and +6.4% organic; wound reconstruction sales up 6.2% driven by double-digit growth in Integra Skin, mid-double-digit growth in DuraSorb and PriMatrix launch.
Operational and Cash Flow Improvements
Operating cash flow of $9.8M in Q1, a $21M improvement vs Q1 2025; company expects ~ $150M increase in operating cash flow for the full year vs 2025 due to EBITDA, working capital and lower compliance/start-up costs.
Maintained Revenue Guidance and EPS Update
Full-year 2026 revenue guidance reiterated at $1.66B–$1.70B (organic growth 0.8%–3.3%); adjusted EPS guidance updated upward by $0.10 to $2.40–$2.50 reflecting favorable tariff outcomes.
Balance Sheet and Liquidity
Net debt $1.6B with consolidated leverage 4.1x (within 5x covenant); total liquidity ~ $488M (≈$266M cash & short-term investments plus revolver availability) and plan to approach 2.5–3.5x target leverage by year-end 2026.
Commercial and Product Catalysts
Leadership actions include Stuart Essig returning as CEO and creation of Chief Commercial Officer role (Mike McBreen) to sharpen commercial execution; operational milestones include Braintree facility start targeted end of June and SurgiMend relaunch in Q4 2026 with PMA strategy for SurgiMend and DuraSorb targeting approvals in 2027.
IART Earnings History
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 |
|---|---|---|---|
May 05, 2026 | $10.65 | $13.22 | +24.13% |
Feb 26, 2026 | $11.59 | $11.33 | -2.24% |
Oct 30, 2025 | $15.43 | $11.81 | -23.46% |
Jul 31, 2025 | $12.37 | $13.14 | +6.22% |
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 Holdings Corp. (IART) report earnings?
Integra Lifesciences Holdings Corp. (IART) is schdueled to report earning on Jul 29, 2026, Before Open (Confirmed).
What is Integra Lifesciences Holdings Corp. (IART) earnings time?
Integra Lifesciences Holdings Corp. (IART) earnings time is at Jul 29, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is IART EPS forecast?
IART EPS forecast for the fiscal quarter 2026 (Q2) is 0.48.