Integra LifeSciences (NASDAQ:IART) Updates FY 2026 Earnings Guidance

Integra LifeSciences (NASDAQ:IART) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 2.300-2.400 for the period, compared to the consensus estimate of 2.330. The company issued revenue guidance of $1.7 billion-$1.7 billion, compared to the consensus revenue estimate of $1.7 billion. Integra LifeSciences also updated its Q1 2026 guidance to 0.370-0.450 EPS.

Integra LifeSciences Stock Performance

Shares of Integra LifeSciences stock traded down $0.31 during trading hours on Thursday, reaching $11.29. The company had a trading volume of 495,885 shares, compared to its average volume of 698,692. The firm has a market cap of $878.99 million, a PE ratio of -1.74 and a beta of 1.04. Integra LifeSciences has a one year low of $10.60 and a one year high of $24.36. The company has a debt-to-equity ratio of 1.73, a current ratio of 3.14 and a quick ratio of 1.80. The business has a fifty day simple moving average of $12.02 and a 200 day simple moving average of $13.22.

Integra LifeSciences (NASDAQ:IART) last issued its quarterly earnings data on Thursday, February 26th. The life sciences company reported $0.83 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.79 by $0.04. The business had revenue of $434.93 million for the quarter, compared to analysts’ expectations of $429.62 million. Integra LifeSciences had a positive return on equity of 14.06% and a negative net margin of 30.15%.The firm’s quarterly revenue was down 1.7% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.97 EPS. Integra LifeSciences has set its Q1 2026 guidance at 0.370-0.450 EPS and its FY 2026 guidance at 2.300-2.400 EPS. On average, analysts anticipate that Integra LifeSciences will post 2.45 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several brokerages recently commented on IART. Wall Street Zen raised shares of Integra LifeSciences from a “hold” rating to a “buy” rating in a research note on Saturday, November 8th. Truist Financial restated a “hold” rating and set a $13.00 price target (down from $15.00) on shares of Integra LifeSciences in a research report on Monday, November 3rd. Citigroup lowered their price objective on Integra LifeSciences from $12.00 to $11.00 and set a “sell” rating on the stock in a research report on Friday, October 31st. JPMorgan Chase & Co. lifted their price objective on Integra LifeSciences from $12.00 to $13.00 and gave the company an “underweight” rating in a research note on Friday, October 31st. Finally, Weiss Ratings restated a “sell (e+)” rating on shares of Integra LifeSciences in a research note on Monday, December 29th. Two equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Reduce” and a consensus target price of $15.00.

More Integra LifeSciences News

Here are the key news stories impacting Integra LifeSciences this week:

• Positive Sentiment: Q4 beat on the headline numbers — adjusted EPS of $0.83 topped consensus (~$0.79) and revenue of $434.9M beat estimates. Management highlighted operational progress and product relaunches in several areas. Integra press release
• Positive Sentiment: Codman Specialty Surgical (≈75% of revenues) showed organic growth in Q4 (neurosurgery, instruments, ENT and international strength), providing a stable core business offsetting softness elsewhere. Segment detail
• Neutral Sentiment: Company reiterated a transformation plan and expects $25–$30M of run‑rate savings in 2026 from a simplified operating model — positive long‑term but not an immediate earnings fix. Earnings call transcript
• Neutral Sentiment: Full‑year 2026 revenue guidance of $1.662–$1.702B implies modest growth roughly in line with Street expectations; management notes guidance assumes current tariff treatment and does not assume recovery of amounts already paid. Guidance summary
• Negative Sentiment: Q1 2026 and near‑term EPS/revenue guidance came in below Street expectations (Q1 EPS $0.37–$0.45 vs ~$0.47 consensus; Q1 revenue $375–$390M vs ~$393M), which is a direct catalyst for downward pressure on the stock. Press release / guidance
• Negative Sentiment: Large non‑cash items and balance‑sheet concerns: FY‑2025 GAAP loss driven by a $511M goodwill impairment, net debt ≈ $1.6B (leverage ~4.5x), and weak free cash flow conversion — these elevate risk and compress valuation multiples. Balance sheet & impairment detail
• Negative Sentiment: Tissue Technologies underperformed (Q4 revenue down ~12.8% Y/Y; wound reconstruction down ~21% due to remediation and tough comps), which raises near‑term top‑line risk for the smaller but volatile segment. Segment weakness

Institutional Investors Weigh In On Integra LifeSciences

A number of institutional investors have recently made changes to their positions in the business. Global Retirement Partners LLC bought a new stake in shares of Integra LifeSciences in the 4th quarter worth approximately $25,000. Osaic Holdings Inc. boosted its holdings in Integra LifeSciences by 36.6% in the second quarter. Osaic Holdings Inc. now owns 4,119 shares of the life sciences company’s stock valued at $51,000 after acquiring an additional 1,104 shares in the last quarter. Tower Research Capital LLC TRC increased its position in Integra LifeSciences by 595.6% during the 2nd quarter. Tower Research Capital LLC TRC now owns 7,958 shares of the life sciences company’s stock valued at $98,000 after purchasing an additional 6,814 shares during the period. Virtu Financial LLC bought a new position in Integra LifeSciences in the 4th quarter worth $124,000. Finally, Amundi raised its holdings in Integra LifeSciences by 17,193.8% in the 2nd quarter. Amundi now owns 11,068 shares of the life sciences company’s stock worth $150,000 after purchasing an additional 11,004 shares in the last quarter. Hedge funds and other institutional investors own 84.78% of the company’s stock.

Integra LifeSciences Company Profile

Integra LifeSciences Corporation is a global medical technology company specializing in products and innovations for neurosurgery, regenerative medicine and reconstructive procedures. The company develops and markets surgical instruments, implants and advanced wound care solutions designed to support tissue repair and functional recovery. Its product portfolio includes collagen-based matrices, dural substitutes, hemostatic agents and specialized spinal and peripheral fixation devices.

Founded in 1989 and headquartered in Plainsboro, New Jersey, Integra has expanded its capabilities through targeted acquisitions and internal research efforts.