tiprankstipranks
Trending News
More News >
Integer Holdings Corporation (ITGR)
NYSE:ITGR
US Market

Integer Holdings (ITGR) Earnings Dates, Call Summary & Reports

Compare
154 Followers

Earnings Data

Report Date
Apr 23, 2026
Before Open (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
1.26
Last Year’s EPS
1.31
Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 19, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call presented a strong set of full-year 2025 results — double-digit improvements in adjusted EBITDA, operating income, adjusted net income, and adjusted EPS — along with disciplined capital allocation (share repurchases, targeted CapEx, tuck-in M&A) and a strong product development pipeline. However, near-term headwinds are notable: three new products with lower-than-expected adoption create an approximate 3%–4% organic sales headwind in 2026, Q1 2026 margins are expected to be down 200–250 basis points, and the company expects modest growth in 2026 with recovery/back-to-market outperformance targeted for 2027. Overall, the fundamentals, cash generation, margin expansion track record, and clear articulation of a path back to above-market growth underpin a constructive long-term view despite meaningful but described-as-temporary near-term challenges.
Company Guidance
Integer’s 2026 guidance calls for reported sales of $1,826–$1,876M (down 1% to up 1%) and organic sales flat to up 3%, with a ~3–4% headwind from three new products that represented ~6% of 2025 sales (excluding those, underlying sales are expected to grow ~4–6%); the company expects an inorganic decline of ~1.3% from the portable medical exit. Financial ranges are: adjusted EBITDA $391–$415M (down 3% to up 3%), adjusted operating income $304–$324M (down 5% to up 1%) with Q1 operating margin pressured 200–250 bps and margin recovery in H2, adjusted net income $216–$232M (down 4% to up 3%), and adjusted EPS $6.29–$6.78 (down 2% to up 6%) assuming a 16–18% adjusted effective tax rate (Q1 slightly above). Quarterly cadence: Q1 sales flat to down low single digits (note a ~5% tailwind in Q1 and ~5% headwind in Q4 from production days) with sequential improvement through the year. Cash flow from operations is guided to $200–$220M, CapEx $95–$105M (~5–6% of sales), free cash flow $100–$120M, year-end net total debt $1,170–$1,190M and leverage within the 2.5x–3.5x target; the company repurchased $50M in Q4 and announced an additional ~$50M accelerated share repurchase under a $200M authorization.
Full-Year Sales and Organic Growth
2025 reported sales grew 8% to $1,854,000,000 and organic sales grew 6% year-over-year, demonstrating broad-based revenue strength.
Adjusted EPS and Net Income Expansion
Full-year 2025 adjusted net income increased 23% to $226,000,000 and adjusted earnings per share rose 21% to $6.40, driven by higher sales, improved profitability, and lower interest expense.
Margin Expansion and EBITDA Growth
Full-year adjusted EBITDA increased 12% to $402,000,000 and adjusted operating income grew 13%; adjusted operating margin expanded ~76 basis points to 17.3% for the year (Q4 margin 17.6%, +74 bps).
Quarterly Performance (Q4 2025)
Q4 sales were $472,000,000 (up 5% reported, up 2% organic). Q4 adjusted EBITDA was $106,000,000 (+11% YoY); Q4 adjusted EPS was $1.76 (+23% YoY).
Strong Free Cash Flow and Disciplined CapEx
Full-year cash flow from operations was $196,000,000; CapEx was $91,000,000 (~5% of sales); free cash flow was $105,000,000, up $5,000,000 versus prior year.
Capital Allocation and Share Repurchases
Repurchased $50,000,000 of common stock in Q4 and announced an additional $50,000,000 accelerated share repurchase (ASR), reflecting confidence in cash generation and capital allocation discipline.
Balanced Leverage Position
Net total debt at Q4 end was $1,190,000,000 with net leverage at 3.0x trailing four-quarter adjusted EBITDA, at the midpoint of the 2.5x–3.5x strategic target range.
Robust Product Development Pipeline
Product development sales have increased >300% since 2017; ~80% of development sales are in higher-growth markets. Sales from customers in introduction/launch phases grew from $10M (2018) to ~$125M (2024) and are expected to grow at a 15%–20% CAGR over 3–5 years.
Strategic Capability Investments and M&A
Ongoing investments in automation, laser processing, micromachining, prototyping and facility expansions (e.g., Salem, VA; Alden, NY). Tuck-in acquisitions (InNeuroQo, Pulse Technologies, 2025 coating acquisitions) expanded capabilities in neurovascular, micromachining, and coatings.
2026 Financial Outlook Provided and Tightened
Company maintained the midpoint of prior sales guidance while narrowing ranges: 2026 reported sales expected down 1% to up 1%; organic sales flat to up 3%; adjusted EPS guidance $6.29–$6.78 (down 2% to up 6%).

Integer Holdings (ITGR) 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

ITGR Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Apr 23, 2026
2026 (Q1)
1.26 / -
1.31
Feb 19, 2026
2025 (Q4)
1.70 / 1.76
1.4323.08% (+0.33)
Oct 24, 2025
2025 (Q3)
1.69 / 1.79
1.4325.17% (+0.36)
Jul 24, 2025
2025 (Q2)
1.55 / 1.55
1.319.23% (+0.25)
Apr 24, 2025
2025 (Q1)
1.23 / 1.31
1.1414.91% (+0.17)
Feb 20, 2025
2024 (Q4)
1.46 / 1.43
1.392.88% (+0.04)
Oct 24, 2024
2024 (Q3)
1.36 / 1.43
1.2712.60% (+0.16)
Jul 25, 2024
2024 (Q2)
1.23 / 1.30
1.1414.04% (+0.16)
Apr 25, 2024
2024 (Q1)
1.11 / 1.14
0.8731.03% (+0.27)
Feb 15, 2024
2023 (Q4)
1.33 / 1.39
1.1125.23% (+0.28)
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

ITGR Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 19, 2026
$86.48$83.00-4.02%
Oct 24, 2025
$73.89$72.91-1.33%
Jul 24, 2025
$115.77$107.10-7.49%
Apr 24, 2025
$120.51$121.46+0.79%
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 Integer Holdings Corporation (ITGR) report earnings?
Integer Holdings Corporation (ITGR) is schdueled to report earning on Apr 23, 2026, Before Open (Confirmed).
    What is Integer Holdings Corporation (ITGR) earnings time?
    Integer Holdings Corporation (ITGR) earnings time is at Apr 23, 2026, 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 ITGR EPS forecast?
          ITGR EPS forecast for the fiscal quarter 2026 (Q1) is 1.26.