$IART

Integra earnings beat by $0.03, revenue fell short of estimates

Integra (IART) reported Q3 EPS of $0.59, beating estimates by $0.03, but revenue of $411.2M missed expectations. Guidance for Q4 and FY 2026 was below consensus. The stock is down 40.17% over the last 3 months.

Original reporting
Published Oct 21, 2026, 8:51 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 21, 2026, 9:14 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.
AlphAI market briefEarnings
Primary signal
$IART
Bearish
high confidence
Mentioned
$IART
Relevance
8/10
AlphAI data visualization · based on investing.com
Decision brief

The 30-second read

$IARTBearishMed
01

Why it matters

Traders will likely focus on the guidance gap versus consensus because it directly affects forward earnings estimates and valuation multiples.

02

Market read

Fresh earnings and guidance numbers create an immediate repricing window for IART’s near-term expectations.

03

What to watch

The article does not include segment performance, backlog, or margin details, so the guidance miss may be driven by factors not captured here (timing, mix, or one-offs).

Relevance 8/10Novelty 8/10Timing: post-earnings, after-hours/next-session positioning based on fresh Q3 results and Q4/FY guidance

Background

This is a reported Q3 earnings beat with revenue shortfall, followed by Q4 and FY guidance that trails analyst consensus.

Company-level read

Ticker impact

$IARTBearishHigh confidence
Context

Integra (IART) reported Q3 EPS of $0.59, beating estimates by $0.03, but revenue missed at $411.2M vs $414.25M, and issued weaker Q4/FY guidance.

Expected impact

Likely downward pressure as the market reprices Q4 and FY earnings power after guidance under consensus.

Evidence & confidence

The article provides both the earnings print (EPS beat, revenue miss) and explicit Q4 and FY guidance ranges that are below analyst consensus for EPS and revenue.

Market effects

Limited sector read-through since this is a single-company earnings and guidance update.

No direct regional spillover beyond typical tech/earnings sentiment effects mentioned in the opening market wrap.

Primarily company-specific; no global macro or cross-border catalyst in the provided text.

Counterpoint

The EPS beat could still support the stock if investors focus on cost discipline or margin resilience, treating the revenue miss as temporary.

Key entities

  • Integra

    Reported Q3 EPS and revenue versus consensus and provided Q4 and FY 2026 guidance ranges.

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$IARTMed

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.

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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.

$IARTMed

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.