Integra Lifesciences Holdings (IART)
NASDAQHealth CareMedical - DevicesSnapshot 2026-11-05
NASDAQHealth CareMedical - DevicesSnapshot 2026-11-05
QuarterlyIQ Insights · IART
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 50% of the last 2 guided quarters · 14.1% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
We are focused on executing against these challenges while continuing to support our customers, advance key product launches and returns, and strengthen the business for more consistent long-term gro…
Stated in 3 of 4 supplied quarters. Management reported: “We are focused on executing against these challenges while continuing to support our customers, advance key product launches and returns, and strengthen the business for more consistent long-term growth."” “We are improving supply reliability, advancing quality, and returning products to market with discipline.” Revenue was $411.182 million in 2026-Q3.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated strong grew net income 53% of the time over the next year (vs 42% for the rest of the cohort, n=10089).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“We are focused on executing against these challenges while continuing to support our customers, advance key product launches and returns, and strengthen the business for more consistent long-term gro…”
“We are improving supply reliability, advancing quality, and returning products to market with discipline.”
““During the quarter, we continued to drive improved supply reliability, supporting strong growth in Integra Skin and our return to market with PriMatrix® and Durepair®.”
The transaction extended the Company’s debt maturity profile, enhanced financial flexibility, and supports the Company's continued focus on cash generation and deleveraging.
Stated in 3 of 4 supplied quarters. Management reported: “The Company continues to expect operating cash flow of approximately $190 million to $200 million for the full year.” “"At the same time, we are seeing the benefits of a more aligned commercial organization while we continue to reduce our balance sheet leverage.”
“The transaction extended the Company’s debt maturity profile, enhanced financial flexibility, and supports the Company's continued focus on cash generation and deleveraging.”
“"At the same time, we are seeing the benefits of a more aligned commercial organization while we continue to reduce our balance sheet leverage.”
“Combined with focused portfolio prioritization and disciplined capital allocation, these actions reinforce the foundation for long-term sustainable growth, innovation, and performance.””
The Braintree facility is now producing and ramping to support the planned SurgiMend relaunch later this year," said Stuart Essig, Chairman and CEO of Integra LifeSciences.
Stated in 2 of 4 supplied quarters. Management reported: “The Braintree facility is now producing and ramping to support the planned SurgiMend relaunch later this year," said Stuart Essig, Chairman and CEO of Integra LifeSciences.” “We made meaningful progress at our state‑of‑the‑art Braintree manufacturing facility and remain on track to begin production of SurgiMend® by the end of June to support a fourth quarter launch.”
“The Braintree facility is now producing and ramping to support the planned SurgiMend relaunch later this year," said Stuart Essig, Chairman and CEO of Integra LifeSciences.”
“We made meaningful progress at our state‑of‑the‑art Braintree manufacturing facility and remain on track to begin production of SurgiMend® by the end of June to support a fourth quarter launch.”
Execute the stated revenue and earnings outlook while pursuing more consistent growth across the business.
Continue the compliance plan and quality-system remediation commitments identified by management.
Over the trailing year it converted -5.45x of net income into operating cash flow.
Most sensitive to the broad stock market and long-term interest rates.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
14 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Health Care names rated volatile grew net income 45% of the time over the next year (vs 45% for the rest of the cohort, n=10076).
Not investment advice. As of 2026-11-05.