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gurufocus.comOCT 213 min read$IART

Integra LifeSciences (IART) Reports Q3 Revenue In Line with Guid

Integra LifeSciences (IART) reported Q3 revenue of $411M, meeting the lower end of its guidance. The company lowered its full-year revenue outlook by $30M due to operational disruptions. IART's P/S ratio is 0.57, below historical and industry averages. The company has a GF Score of 69, indicating mixed fundamentals with strengths in momentum and profitability but weaknesses in growth and financial strength. Insider activity shows net buying of $0.1M, while institutional interest is mixed.

Original reporting
gurufocus.com
Published Oct 21, 2026, 7:00 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 21, 2026, 7:13 PM 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.
About AlphAI AI DeskScoring methodologyReport an issue
AlphAI market briefEarnings
Primary signal
$IART
Bearish
high confidence
Mentioned
$IART
Relevance
7/10
AlphAI data visualization · based on gurufocus.com
Decision brief

The 30-second read

$IARTBearishMed
01

Why it matters

The earnings release introduces a downward revision to full‑year revenue guidance and confirms unprofitability, likely prompting short‑term selling pressure.

02

Market read

First‑time earnings disclosure with guidance cut; material for traders watching healthcare device stocks.

03

What to watch

Strong cash flow generation ($96M operating cash flow) and improving leverage (3.8x) may support a rebound once disruptions ease.

Relevance 7/10Novelty 8/10Timing: after‑hours release today

Background

Integra LifeSciences (IART) is a mid‑cap medical‑device company focused on neurosurgical and tissue‑technology products. The report follows a period of operational disruptions that trimmed revenue.

Company-level read

Ticker impact

$IARTBearishHigh confidence
Context

Integra LifeSciences reported Q3 revenue of $411M, meeting the low end of guidance and cut full-year revenue outlook by $30M due to operational disruptions.

Expected impact

likely downward pressure as the market prices in weaker revenue outlook and lower full‑year guidance

Evidence & confidence

The earnings release contains fresh guidance cuts and lower‑than‑expected revenue, which historically trigger sell‑offs in mid‑cap medical‑device stocks.

Market effects

Sector

May prompt re‑rating of other mid‑cap medical‑device companies as investors reassess demand and operational risk.

Regional

Limited to U.S. and European medical‑device markets; no broad regional effect.

Global

Low global impact; relevance confined to the healthcare device sector.

Counterpoint

What could challenge this read

The low price‑to‑sales multiple (0.57) could signal a deep discount, offering a value entry if the operational disruptions are temporary.

Key entities

  • company
    Integra LifeSciences Holdings Corp

    Medical‑device manufacturer reporting Q3 results.

Read at source← All news

StoryIntegra LifeSciences reports Q3 2026 results, cites $7 M flood hit, completes $2.1 B refinancing and trims Q4 outlook

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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 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.

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Integra LifeSciences (IART) reported Q3 revenue of $304.1M, with neurosurgery growing 6.5% organically. Tissue Reconstruction revenue declined 2.2% to $107.1M. The company reaffirmed its full-year revenue outlook of $1.634B-$1.654B but reduced the midpoint by $30M. It expects 2027 revenue and EPS growth, supported by SurgiMend relaunch and PriMatrix momentum. Net debt was $1.5B at quarter-end, with leverage at 3.8x.

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