$IART

A Cincinnati flood cut about $7 million from Integra's revenue

Integra LifeSciences (IART) reported Q3 2026 revenue of $411.2M, up 2.3%, but noted a $7M impact from Cincinnati flood damage. EPS was $0.19 (GAAP) and $0.59 (adjusted). The company refinanced $2.1B in debt and maintained 2026 guidance. Specialty Surgery grew, while Tissue Reconstruction declined.

Original reporting
Published Oct 21, 2026, 10:00 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 21, 2026, 10:03 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefEarnings
Primary signal
$IART
Neutral
high confidence
Mentioned
$IART
Relevance
8/10
AlphAI data visualization · based on stocktitan.net
Decision brief

The 30-second read

$IARTNeutralHigh
01

Why it matters

Earnings beat on revenue and EPS, guidance unchanged, flood impact modest, debt refinancing improves liquidity.

02

Market read

The earnings release provides fresh data for traders; the flood impact is a minor downside, while the debt refinancing adds balance‑sheet strength.

03

What to watch

Potential insurance recoveries and the $2.1 B debt refinancing may improve balance‑sheet strength beyond the headline numbers.

Relevance 8/10Novelty 8/10Timing: today

Background

Integra LifeSciences (Nasdaq:IART) is a global medical‑technology company that disclosed its Q3 2026 earnings, including a $7 M revenue impact from a flood at its Cincinnati facility and a $2.1 B debt refinancing.

Company-level read

Ticker impact

$IARTNeutralHigh confidence
Context

Integra LifeSciences reported Q3 2026 results, noting a $7 million revenue hit from Cincinnati flood and provided full-year guidance.

Expected impact

moderate upside as beat offsets flood hit

Evidence & confidence

Positive earnings and stable guidance outweigh the $7 M flood impact, likely supporting the stock price.

Market effects

Medical‑technology sector may see modest confidence boost from a large player delivering solid earnings despite a localized disruption.

Limited to U.S. and North American healthcare investors; no broad market effect.

Low; impact confined to Integra and its peers.

Counterpoint

The flood‑related disruption could signal deeper supply‑chain vulnerabilities, warranting caution.

Key entities

  • Integra LifeSciences Holdings Corporation

    Medical‑technology firm reporting Q3 results.

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Integra (IART) Q3 2026 Earnings Call Transcript

Integra (IART) reported Q3 2026 adjusted EPS of $0.59, with revenue at $411.2M, impacted by Cincinnati flooding. Operating cash flow was $96M. Full-year revenue guidance was reduced by $30M due to flooding and mixed portfolio performance. Tissue Reconstruction revenue is expected to be flat. The company reduced leverage to 3.8x and completed debt refinancing, strengthening its balance sheet.

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Integra Life falls as tissue reconstruction woes add to flooding worries in Q3

Integra LifeSciences (IART) shares fell to a May low after Q3 2026 results missed revenue estimates. Revenue was $411.2M, up 2% YoY but below consensus by $0.9M, impacted by a $7M headwind and weaker Tissue Reconstruction performance. Gross margin declined 500 bps to 51%, while adjusted net income rose 12% YoY to $46.4M, beating estimates by $0.03 per share. Q4 and full-year outlooks were set below consensus.

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Integra LifeSciences Holdings Corporation Q3 2026 Earnings Call Summary

Integra LifeSciences reported Q3 2026 earnings, citing a $7M revenue hit from Cincinnati flooding. Neurosurgery grew 6.5% organically, offsetting weaker segments. Tissue Reconstruction showed mixed results. The company refinanced $2.1B in debt. Management expects 2027 revenue to be impacted by $15M-$20M in Q1 and Q2 due to ongoing disruption. Earnings growth is projected to be supported by cost savings and a SurgiMend relaunch.

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Why Integra LifeSciences (IART) stock is falling today

Integra LifeSciences (IART) shares fell 7.3% after reporting Q3 revenue of $411.2M, meeting expectations, and adjusted EPS of $0.59, beating estimates. The company cited plant flooding and operational disruptions, projecting Q4 revenue of $413M-$433M, below analyst estimates of $433.2M. Rising borrowing costs also weighed on investor sentiment.