Teleflex (NYSE:TFX) Releases Earnings Results, Misses Expectations By $1.80 EPS

Teleflex (NYSE:TFX) announced its quarterly earnings data on Thursday. The medical technology company reported $1.93 EPS for the quarter, missing the consensus estimate of $3.73 by ($1.80), FiscalAI reports. Teleflex had a negative net margin of 10.28% and a positive return on equity of 15.64%. The firm had revenue of $569.00 million for the quarter, compared to the consensus estimate of $912.57 million. During the same quarter in the previous year, the business earned $3.89 earnings per share. The firm’s revenue for the quarter was down 28.5% on a year-over-year basis. Teleflex updated its FY 2026 guidance to 6.250-6.550 EPS.

Here are the key takeaways from Teleflex’s conference call:

• Teleflex signed definitive agreements to sell its Acute Care, Interventional Urology, and OEM businesses for total cash proceeds of $2.03 billion (approximately $1.8 billion after tax), expected to close in H2 2026, and intends to use proceeds to repurchase up to $1 billion of shares and pay down roughly $800 million of debt.
• 2026 adjusted EPS guidance of $6.25–$6.55 incorporates a full-year drag from an estimated $90 million of stranded costs and excludes positive effects from TSAs/MSAs and planned share repurchases, making 2026 a transition year before expected EPS improvement in 2027.
• Management approved a restructuring to rightsize the organization and mitigate stranded costs, targeting about $50 million in annual pre-tax savings (substantially completed by mid-2028) with some savings already included in 2026 guidance.
• The newly defined RemainCo will focus on Vascular, Interventional, and Surgical portfolios and plans to increase R&D to about 8% of sales (vs ~5% historically) to accelerate product innovation and long-term growth.
• Continuing operations showed pro forma adjusted constant-currency revenue growth of 4.7% in H2 2025 (Interventional +8.1%), 2025 adjusted EPS was $6.98 (+8.7% YoY), and the BIOTRONIK Vascular Intervention acquisition integration is progressing with anticipated salesforce and revenue synergies.

Teleflex Trading Up 2.5%

Shares of NYSE:TFX traded up $2.93 during trading on Friday, reaching $121.95. The company’s stock had a trading volume of 1,693,141 shares, compared to its average volume of 1,086,067. The firm’s 50 day simple moving average is $111.34 and its two-hundred day simple moving average is $118.72. The company has a current ratio of 2.57, a quick ratio of 1.53 and a debt-to-equity ratio of 0.67. Teleflex has a 12 month low of $100.18 and a 12 month high of $143.32. The stock has a market capitalization of $5.39 billion, a PE ratio of -16.59, a price-to-earnings-growth ratio of 1.46 and a beta of 0.92.

Teleflex Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Friday, March 6th will be issued a $0.34 dividend. The ex-dividend date of this dividend is Friday, March 6th. This represents a $1.36 dividend on an annualized basis and a dividend yield of 1.1%. Teleflex’s dividend payout ratio (DPR) is presently -18.50%.

Analyst Ratings Changes

TFX has been the subject of several research analyst reports. Wall Street Zen cut Teleflex from a “buy” rating to a “hold” rating in a research report on Saturday, November 15th. Weiss Ratings reiterated a “sell (d)” rating on shares of Teleflex in a research report on Monday, December 29th. Royal Bank Of Canada upped their target price on shares of Teleflex from $115.00 to $125.00 and gave the stock a “sector perform” rating in a research report on Friday. Wells Fargo & Company raised their target price on shares of Teleflex from $116.00 to $130.00 and gave the company an “equal weight” rating in a research note on Friday. Finally, Truist Financial lifted their price target on shares of Teleflex from $120.00 to $135.00 and gave the company a “hold” rating in a report on Thursday, December 18th. Two analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, Teleflex has an average rating of “Hold” and a consensus price target of $140.63.

Key Stories Impacting Teleflex

Here are the key news stories impacting Teleflex this week:

• Positive Sentiment: Wells Fargo raised its price target to $130 (from $116) and maintained an “equal weight” rating — a near-term bullish signal that can support buying interest. Read More.
• Positive Sentiment: Royal Bank of Canada raised its price target to $125 (from $115) with a “sector perform” rating — another analyst lift that helps underpin the rally. Read More.
• Positive Sentiment: Teleflex’s board declared a quarterly cash dividend of $0.34 per share (record date March 6, payable March 31), which can attract income-seeking investors and provide support. Read More.
• Positive Sentiment: The company launched a multi‑year restructuring tied to planned divestitures — investors appear to view this as steps to simplify the portfolio, cut costs and potentially unlock value. Read More.
• Neutral Sentiment: Teleflex published its Q4 presentation and full-year results (material and earnings‑call transcripts are available) — useful for modeling but not a driver by itself. Read More.
• Negative Sentiment: Q4 results missed materially: EPS $1.93 vs. consensus ~$3.73 and revenue $569M vs. ~$912.6M — revenue fell ~28.5% year-over-year and margins contracted, a clear near-term negative for earnings momentum. Read More.
• Negative Sentiment: FY‑2026 guidance was significantly reduced: EPS guidance of $6.25–$6.55 and revenue guidance around $2.3B vs. street expectations materially higher (~$15 EPS and ~$3.7B revenue), which is a major downward re‑rating of near-term expectations. Read More.

Institutional Investors Weigh In On Teleflex

Several institutional investors have recently modified their holdings of TFX. UMB Bank n.a. increased its position in shares of Teleflex by 57.1% during the 4th quarter. UMB Bank n.a. now owns 311 shares of the medical technology company’s stock valued at $38,000 after purchasing an additional 113 shares during the last quarter. Kestra Advisory Services LLC purchased a new position in Teleflex during the fourth quarter worth $45,000. Danske Bank A S bought a new position in Teleflex during the third quarter valued at $54,000. State of Wyoming purchased a new stake in shares of Teleflex in the second quarter valued at $111,000. Finally, EverSource Wealth Advisors LLC raised its stake in shares of Teleflex by 108.1% in the second quarter. EverSource Wealth Advisors LLC now owns 1,003 shares of the medical technology company’s stock valued at $119,000 after acquiring an additional 521 shares during the period. 95.62% of the stock is owned by institutional investors.

Teleflex Company Profile

Teleflex Incorporated is a diversified global provider of medical technologies, specializing in critical care and surgery. Headquartered in Wayne, Pennsylvania, the company designs, manufactures and distributes devices and solutions used by healthcare professionals in hospital, ambulatory and alternate site settings. Teleflex focuses on delivering products that support complex interventional procedures and improve patient outcomes.

The company’s offerings span several key segments, including Interventional Urology, Respiratory & Anesthesia, Surgical, Cardiac Care, Vascular and Original Equipment Manufacturer (OEM) solutions.