Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Teleflex (TFX)
NYSEHealth CareMedical - Instruments & SuppliesSnapshot 2026-11-04
$149.87+7.09%
Close 2026-11-04 · 1-day change
NYSEHealth CareMedical - Instruments & SuppliesSnapshot 2026-11-04
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
10.95 → 10.95 EPS · FY ending Dec 31, 2027 · 7 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 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 8 to 7; 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 TFX 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 |
|---|---|---|---|---|
Reduce debt by $800 million using divestiture proceeds | Debt reduction and share buybacks improve financial health. | Improving | Debt reduction falls short of $800 million by end 2026 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 3 of 3 supplied quarters. Management reported: ““The completion of the OEM divestiture marks a pivotal step in our transformation, enabling greater focus on our core businesses, a stronger balance sheet, and increased financial flexibility to further reduce debt, return capital to shareholders, and invest in the opportunities that will drive long-term growth.” “We remain committed to using the majority of the net proceeds from the sales transactions to return capital to shareholders through our $1 billion share repurchase authorization, while also reducing debt by $800 million to enhance financial flexibility and support future growth.” |
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.
Nov 5, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
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.
This is a medical-device business with a mixed execution profile rather than a straightforward growth story. Its long-term thesis is intact, with robust earnings quality and strong recent performance, though management execution is volatile and the business is currently loss-making on the value measure provided.
The evidence describes TFX as cheap versus peers, while also showing a 52% premium versus peers and a negative expectations gap, so the valuation picture is mixed. The market appears to recognize some business strength, but the evidence does not show high fragility in what is priced in.
Near term, 2026 second-quarter revenue grew 28.9% year over year, but management lowered its 2026 revenue-growth guidance to 3.5% to 4.5%, citing integration delays. Divestitures are progressing, and proceeds have supported debt reduction and share repurchases, though recent earnings surprises have been erratic and management execution remains volatile.
The multi-year view hinges on management completing the remaining divestitures and restoring confidence after the guidance reduction. Near term, another guidance cut or further labor-market weakening could weigh on the business outlook, while continued strong results from healthcare peers could support sector momentum.
Over the next 1 to 3 years, TFX’s thesis remains intact but depends on follow-through: strong recent results and sector tailwinds are balanced by integration delays, guidance risk, and uneven management execution. 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.
EPS between $6.25 and $6.55 in 2026 | A primary condition in Teleflex's published investment case. The stated target is EPS between $6.25 and $6.55. | Broken | EPS falls below $6.25 in FY26 | Diluted EPS: $2.28 per share FY2026-Q2; GAAP. Published target: EPS between $6.25 and $6.55. Annual target cannot be compared with a quarterly or TTM observation. Aug 6, 20262.28 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Full year 2026 revenue growth of 14.4% to 15.4% GAAP | A primary condition in Teleflex's published investment case. The stated target is 14.4% to 15.4% growth. | Broken | YoY revenue growth falls below 8.5% in FY26 | Revenue growth: -26.96% FY2026-Q2; GAAP. Published target: 14.4% to 15.4% growth. Annual target cannot be compared with a quarterly or TTM observation. Aug 6, 2026-26.963755 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 3 supplied quarters. Management reported: “2026 CONTINUING OPERATIONS OUTLOOK On a GAAP basis, the Company continues to expect full year 2026 revenue growth from continuing operations of 14.40% to 15.40%, including our estimate of an approximately 0.70% positive impact of foreign exchange rate fluctuations.” “On a pro forma adjusted constant currency basis, the Company is maintaining full year 2026 revenue growth from continuing operations of 4.50% to 5.50%.” Delivery assessment Nov 4, 2026 |
Complete strategic divestitures in second half of 2026 | A supporting condition in Teleflex's published investment case. The stated target is Complete divestitures by end 2026-H2. | Intact | Divestitures not completed by end 2026-H2 | Divestiture completed Aug 3, 2026 vs target end 2026-H2 Teleflex completed the sale of its OEM business to Lotus US Bidco Inc. on August 3, 2026. Nov 4, 2026Last status assessment Nov 4, 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.
$10.58 → $10.95 · observed estimates
$2.40B → $2.37B · 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 | $10.58 | $2,399,686,050 | 12 / 12 |
| 2026-07-25 | $10.58 | $2,399,599,062 | 9 / 11 |
| 2026-07-26 | $10.58 | $2,399,599,062 | 9 / 11 |
| 2026-07-27 | $10.58 | $2,399,686,050 | 12 / 12 |
| 2026-07-28 | $10.58 | $2,399,686,050 | 12 / 12 |
| 2026-07-29 | $10.58 | $2,399,599,062 | 9 / 11 |
| 2026-07-30 | $10.58 | $2,396,551,020 | 13 / 13 |
| 2026-07-31 | $10.58 | $2,396,470,726 | 10 / 12 |
| 2026-08-01 | $10.58 | $2,396,470,726 | 10 / 12 |
| 2026-08-02 | $10.58 | $2,396,551,020 | 13 / 13 |
| 2026-08-03 | $10.58 | $2,396,551,020 | 13 / 13 |
| 2026-08-04 | $10.58 | $2,396,470,726 | 10 / 12 |
| 2026-08-05 | $10.58 | $2,396,470,726 | 10 / 12 |
| 2026-08-06 | $10.58 | $2,396,558,710 | 13 / 13 |
| 2026-08-08 | $10.76 | $2,384,368,000 | 13 / 12 |
| 2026-08-09 | $10.87 | $2,372,408,920 | 13 / 13 |
| 2026-08-10 | $10.58 | $2,396,470,726 | 10 / 12 |
| 2026-08-12 | $10.58 | $2,396,470,726 | 10 / 12 |
| 2026-08-13 | $10.58 | $2,396,470,726 | 10 / 12 |
| 2026-08-14 | $10.58 | $2,396,470,726 | 10 / 12 |
| 2026-08-15 | $10.58 | $2,396,470,726 | 10 / 12 |
| 2026-08-16 | $10.58 | $2,396,470,726 | 10 / 12 |
| 2026-08-17 | $10.58 | $2,396,470,726 | 10 / 12 |
| 2026-08-18 | $10.58 | $2,396,470,726 | 10 / 12 |
| 2026-08-19 | $10.58 | $2,396,470,726 | 10 / 12 |
| 2026-08-20 | $10.95 | $2,367,016,437 | 9 / 11 |
| 2026-08-21 | $10.95 | $2,367,016,437 | 9 / 11 |
| 2026-08-22 | $10.95 | $2,367,016,437 | 9 / 11 |
| 2026-08-23 | $10.95 | $2,367,016,437 | 9 / 11 |
| 2026-08-24 | $10.95 | $2,367,016,437 | 9 / 11 |
| 2026-08-25 | $10.95 | $2,367,016,437 | 9 / 11 |
| 2026-08-26 | $10.95 | $2,367,016,437 | 9 / 11 |
| 2026-08-27 | $10.95 | $2,367,016,437 | 9 / 11 |
| 2026-08-28 | $10.95 | $2,367,016,437 | 9 / 11 |
| 2026-08-29 | $10.95 | $2,367,016,437 | 9 / 11 |
| 2026-08-30 | $10.95 | $2,367,016,437 | 9 / 11 |
| 2026-08-31 | $10.95 | $2,367,016,437 | 9 / 11 |
| 2026-09-01 | $10.95 | $2,367,016,437 | 9 / 11 |
| 2026-09-02 | $10.95 | $2,367,016,437 | 9 / 11 |
| 2026-09-03 | $10.95 | $2,367,016,437 | 9 / 11 |
| 2026-09-04 | $10.95 | $2,367,016,437 | 9 / 11 |
| 2026-09-05 | $10.95 | $2,367,016,437 | 9 / 11 |
| 2026-09-06 | $10.95 | $2,367,016,437 | 8 / 11 |
| 2026-09-07 | $10.95 | $2,367,016,437 | 8 / 11 |
| 2026-09-08 | $10.95 | $2,367,016,437 | 8 / 11 |
| 2026-09-09 | $10.95 | $2,367,016,437 | 8 / 11 |
| 2026-09-10 | $10.95 | $2,367,016,437 | 8 / 11 |
| 2026-09-11 | $10.95 | $2,367,016,437 | 7 / 11 |
| 2026-09-12 | $10.95 | $2,367,016,437 | 7 / 11 |
| 2026-09-13 | $10.95 | $2,367,016,437 | 7 / 11 |
| 2026-09-14 | $10.95 | $2,367,016,437 | 7 / 11 |
| 2026-09-15 | $10.95 | $2,367,016,437 | 7 / 11 |
| 2026-09-16 | $10.95 | $2,367,016,437 | 7 / 11 |
| 2026-09-17 | $10.95 | $2,367,016,437 | 7 / 11 |
| 2026-09-18 | $10.95 | $2,367,016,437 | 7 / 11 |
| 2026-09-19 | $10.95 | $2,367,016,437 | 7 / 11 |
| 2026-09-20 | $10.95 | $2,367,016,437 | 7 / 11 |
| 2026-09-21 | $10.95 | $2,367,016,437 | 7 / 11 |
| 2026-09-22 | $10.95 | $2,367,016,437 | 7 / 11 |
| 2026-09-23 | $10.95 | $2,367,016,437 | 7 / 11 |
| 2026-09-24 | $10.95 | $2,367,016,437 | 7 / 11 |
| 2026-09-25 | $10.95 | $2,367,016,437 | 7 / 11 |
| 2026-09-26 | $10.95 | $2,367,016,437 | 7 / 10 |
| 2026-09-27 | $10.95 | $2,367,016,437 | 7 / 10 |
| 2026-09-28 | $10.95 | $2,367,016,437 | 7 / 10 |
| 2026-09-29 | $10.95 | $2,367,016,437 | 7 / 10 |
| 2026-09-30 | $10.95 | $2,367,016,437 | 7 / 10 |
| 2026-10-01 | $10.95 | $2,367,016,437 | 7 / 10 |
| 2026-10-02 | $10.95 | $2,367,016,437 | 7 / 10 |
| 2026-10-03 | $10.95 | $2,367,016,437 | 8 / 10 |
| 2026-10-04 | $10.95 | $2,367,016,437 | 8 / 10 |
| 2026-10-05 | $10.95 | $2,367,016,437 | 8 / 10 |
| 2026-10-06 | $10.95 | $2,367,016,437 | 8 / 10 |
| 2026-10-07 | $10.95 | $2,367,016,437 | 8 / 10 |
| 2026-10-08 | $10.95 | $2,367,016,437 | 8 / 10 |
| 2026-10-09 | $10.95 | $2,367,016,437 | 8 / 10 |
| 2026-10-10 | $10.95 | $2,367,016,437 | 8 / 10 |
| 2026-10-11 | $10.95 | $2,367,016,437 | 8 / 10 |
| 2026-10-12 | $10.95 | $2,367,016,437 | 8 / 10 |
| 2026-10-13 | $10.95 | $2,367,016,437 | 8 / 10 |
| 2026-10-14 | $10.95 | $2,367,016,514 | 8 / 10 |
| 2026-10-15 | $10.95 | $2,367,016,514 | 8 / 10 |
| 2026-10-16 | $10.95 | $2,367,016,514 | 8 / 10 |
| 2026-10-17 | $10.95 | $2,367,016,514 | 8 / 10 |
| 2026-10-18 | $10.95 | $2,367,184,556 | 7 / 10 |
| 2026-10-19 | $10.95 | $2,367,184,556 | 7 / 10 |
| 2026-10-20 | $10.95 | $2,367,184,556 | 7 / 10 |
| 2026-10-21 | $10.95 | $2,367,184,556 | 7 / 10 |
| 2026-10-22 | $10.95 | $2,367,184,556 | 7 / 10 |
| 2026-10-23 | $10.95 | $2,367,184,556 | 7 / 10 |
| 2026-10-24 | $10.95 | $2,367,184,556 | 7 / 10 |
| 2026-10-25 | $10.95 | $2,367,184,556 | 7 / 10 |
| 2026-10-26 | $10.95 | $2,367,184,556 | 7 / 10 |
| 2026-10-27 | $10.95 | $2,367,184,556 | 7 / 10 |
| 2026-10-28 | $10.95 | $2,367,184,556 | 7 / 10 |
| 2026-10-29 | $10.95 | $2,367,184,556 | 7 / 10 |
| 2026-10-30 | $10.95 | $2,367,184,556 | 7 / 10 |
| 2026-10-31 | $10.95 | $2,367,184,556 | 7 / 10 |
| 2026-11-01 | $10.95 | $2,367,184,556 | 7 / 10 |
| 2026-11-02 | $10.95 | $2,367,184,556 | 7 / 10 |
| 2026-11-03 | $10.95 | $2,367,167,890 | 7 / 10 |
| 2026-11-04 | $10.95 | $2,367,167,890 | 7 / 10 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 6 Buy / Strong Buy · 6 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 1 recorded
0 raises · 1 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 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.
3 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.