Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Integer Holdings Corporation (ITGR)
NYSEHealth CareMedical - DevicesSnapshot 2026-11-05
$126.75+0.09%
Close 2026-11-05 · 1-day change
NYSEHealth CareMedical - DevicesSnapshot 2026-11-05
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
6.86 → 6.86 EPS · FY ending Dec 31, 2027 · 6 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 6, 2026 to Nov 5, 2026: (new ÷ prior − 1). Contributor count changed from 6 to 6; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for ITGR yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Cash from operating activities near $25 million in Q1 2026 | The company guides revenue near $1.8 billion and free cash flow around $210 million in 2026. | Intact | Cash from operations falls below $24.7 million in Q1 FY26 | Cash from operations: $36.631M FY2026-Q3; GAAP. Published target: >= $24.7 million. Target period is not explicitly aligned with this observation. Oct 29, 202636,631,000 USD · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
ITGR is a medical-device business with a multi-year view tied to product execution and a pending acquisition. Its thesis state is intact, but management execution is volatile and the evidence supports a mixed, rather than settled, operating picture.
The valuation evidence labels ITGR expensive, while also describing it as cheap versus peers, so the relative valuation picture is mixed. The expectations gap is slightly negative, and no fragility gates fired, which suggests the market setup is currently considered justified rather than unusually fragile.
Near term, strong recent performance and a reported earnings beat support the business picture, while product results remain uneven: Cardio & Vascular sales declined and Cardiac Rhythm Management & Neuromodulation sales increased. The KKR acquisition is still pending, and the goal of returning to 200 basis points above-market organic sales growth in 2027 remains something to watch. Near-term risk is labeled moderate, with guidance, weaker jobs data, and recent litigation filings among the relevant concerns.
The multi-year thesis depends on completing the KKR acquisition and delivering the planned return to above-market organic sales growth. In the near term, a guidance cut or continued weakness in employment could pressure the operating outlook, while strong results and guidance from sector peers could support sector momentum.
Over the next 1 to 3 years, ITGR’s strong recent performance keeps the long-term thesis intact, but the expensive valuation, mixed product execution, and pending acquisition leave meaningful execution questions. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| The company guides revenue near $1.8 billion and free cash flow around $210 million in 2026. |
| Intact |
| Free cash flow falls below $200 million in FY26 |
Free cash flow: $16.101M FY2026-Q3; GAAP. Published target: >= $200 million. Annual target cannot be compared with a quarterly or TTM observation. Oct 29, 202616,101,000 USD · calculatedLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Maintain stable operating income near $32 million in Q1 2026 | The company guides revenue near $1.8 billion and free cash flow around $210 million in 2026. | Intact | Operating income falls below $31.87 million in Q1 FY26 | Operating income: $28.209M FY2026-Q3; GAAP. Published target: >= $31.87 million. Target period is not explicitly aligned with this observation. Oct 29, 202628,209,000 USD · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue near $1.8 billion in FY26 | The company guides revenue near $1.8 billion and free cash flow around $210 million in 2026. | Intact | Revenue falls below $1.805 billion in FY26 | Revenue: $449.661M FY2026-Q3; GAAP. Published target: >= $1.805 billion. Annual target cannot be compared with a quarterly or TTM observation. Oct 29, 2026449,661,000 USD · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$6.81 → $6.86 · observed estimates
$1.92B → $1.93B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $6.81 | $1,924,964,080 | 8 / 8 |
| 2026-07-25 | $6.82 | $1,925,168,070 | 9 / 9 |
| 2026-07-26 | $6.82 | $1,925,168,070 | 9 / 9 |
| 2026-07-27 | $6.82 | $1,925,123,625 | 6 / 7 |
| 2026-07-28 | $6.82 | $1,925,168,070 | 9 / 9 |
| 2026-07-29 | $6.82 | $1,925,168,070 | 9 / 9 |
| 2026-07-30 | $6.82 | $1,925,168,070 | 9 / 9 |
| 2026-07-31 | $6.82 | $1,925,168,070 | 9 / 9 |
| 2026-08-01 | $6.82 | $1,925,123,625 | 6 / 7 |
| 2026-08-02 | $6.82 | $1,925,123,625 | 6 / 7 |
| 2026-08-03 | $6.82 | $1,925,168,070 | 9 / 9 |
| 2026-08-04 | $6.82 | $1,925,163,850 | 9 / 9 |
| 2026-08-05 | $6.87 | $1,928,014,510 | 9 / 9 |
| 2026-08-06 | $6.85 | $1,928,014,510 | 9 / 9 |
| 2026-08-07 | $6.87 | $1,925,745,386 | 6 / 8 |
| 2026-08-08 | $6.87 | $1,929,254,660 | 9 / 9 |
| 2026-08-09 | $6.87 | $1,929,254,660 | 9 / 9 |
| 2026-08-10 | $6.87 | $1,929,254,660 | 9 / 9 |
| 2026-08-12 | $6.87 | $1,925,745,386 | 6 / 8 |
| 2026-08-13 | $6.87 | $1,925,745,386 | 6 / 8 |
| 2026-08-14 | $6.87 | $1,925,745,386 | 6 / 8 |
| 2026-08-15 | $6.87 | $1,925,745,386 | 6 / 8 |
| 2026-08-16 | $6.87 | $1,925,745,386 | 6 / 8 |
| 2026-08-17 | $6.87 | $1,925,745,386 | 6 / 8 |
| 2026-08-18 | $6.87 | $1,925,745,386 | 6 / 8 |
| 2026-08-19 | $6.87 | $1,925,745,386 | 6 / 8 |
| 2026-08-20 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-08-21 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-08-22 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-08-23 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-08-24 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-08-25 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-08-26 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-08-27 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-08-28 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-08-29 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-08-30 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-08-31 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-09-01 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-09-02 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-09-03 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-09-04 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-09-05 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-09-06 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-09-07 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-09-08 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-09-09 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-09-10 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-09-11 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-09-12 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-09-13 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-09-14 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-09-15 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-09-16 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-09-17 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-09-18 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-09-19 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-09-20 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-09-21 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-09-22 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-09-23 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-09-24 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-09-25 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-09-26 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-09-27 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-09-28 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-09-29 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-09-30 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-10-01 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-10-02 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-10-03 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-10-04 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-10-05 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-10-06 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-10-07 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-10-08 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-10-09 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-10-10 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-10-11 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-10-12 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-10-13 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-10-14 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-10-15 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-10-16 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-10-17 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-10-18 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-10-19 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-10-20 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-10-21 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-10-22 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-10-23 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-10-24 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-10-25 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-10-26 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-10-27 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-10-28 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-10-29 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-10-30 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-10-31 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-11-01 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-11-02 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-11-03 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-11-04 | $6.86 | $1,925,745,386 | 6 / 8 |
| 2026-11-05 | $6.86 | $1,925,745,386 | 6 / 8 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 0 Buy / Strong Buy · 9 Hold · 0 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 7, 2026–Nov 5, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.