$TFX

Integra LifeSciences (IART) reported flat Q2 revenue of $418.8M, meeting expectations. Teleflex (TFX) saw 28.9% revenue growth, beating estimates. LeMaitre (LMAT) missed expectations with 9.6% growth. Intuitive Surgical (ISRG) reported 18.5% growth, beating estimates. All stocks declined post-earnings, with IART down 17.7%, TFX flat, LMAT down 24.9%, and ISRG down 12.3%.

TELEFLEX INC (TFX) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Exhibit 99.1 Teleflex Appoints Veteran Medical Technology Executive Sean M. Salmon to Teleflex Board of Directors Wayne, Pa., September 8, 2026 - Teleflex Incorporated (NYSE:TFX), a leading global provider of medical technologies, today announced the appointment of Sean M. Salmon

Teleflex Inc. (NYSE:TFX) appointed Sean M. Salmon, a former Medtronic (NYSE:MDT) executive, to its Board of Directors. Salmon brings over 20 years of experience in medical technology, most recently leading Medtronic's Cardiovascular Portfolio. The appointment increases Teleflex's board to nine members, with eight being independent. Salmon will serve on the Growth and Operating Committee.

Teleflex Inc. (NYSE: TFX) will showcase its Dynetic-35 Stent System at CIRSE 2026. The system, supported by the BIONETIC-TRA study, demonstrated 100% procedural success for treating iliac artery lesions via trans-radial approach, offering an alternative to traditional femoral access. The study, led by Dr. Michael Lichtenberg, showed low radial artery occlusion rates and a non-complex learning curve.

Teleflex (TFX) reported Q2 revenue of $570.3M, up 28.9% YoY, but GAAP EPS fell to $0.96. The company completed a $1.5B divestiture, repurchased $250M in stock, and raised full-year adjusted EPS guidance to $6.90-$7.20. However, it cut full-year revenue and EPS growth forecasts due to slower-than-expected integration of its Biotronik acquisition.

Analysts updated price targets and ratings for several companies. UBS raised Fluence Energy's target to $12, Morgan Stanley increased Dynatrace's to $65, and Raymond James boosted Nvidia's to $352. Other companies include Snowflake, Teleflex, Coinbase, Expedia, Micron, AMD, and SanDisk, with varying target changes and ratings.

Teleflex Inc. completed the sale of its OEM business to Montagu and Kohlberg for $1.5B. The divestiture aligns with its strategy to focus on core businesses and return capital to shareholders. Teleflex plans to use proceeds for debt reduction and share repurchases, aiming to enhance financial flexibility and growth.

A specialty-stocks earnings recap compares Q2 results for LeMaitre (LMAT), Teleflex (TFX), Integra LifeSciences (IART), and Intuitive Surgical (ISRG). The group’s revenues beat consensus by 0.8%, but next-quarter guidance was 1.6% below. LMAT revenue was $70.38M (+9.6%) but missed by 1.7% and EPS. TFX revenue was $570.3M (+28.9%) beat by 2%. IART revenue $418.8M flat, in line. ISRG revenue $2.89B (+18.5%) beat by 2.6%.

Teleflex (TFX) Q2 2026 earnings call said pro forma adjusted constant-currency growth was 4.7%, adjusted operating margin 19.6%, and it delivered better-than-expected revenue, margin, and adjusted EPS. Interventional growth lagged due to slower VI acquisition integration. Teleflex closed the OEM divestiture, raising about $1.5B after-tax proceeds $1.25B, and expects Acute Care and Interventional Urology divestiture completion in Q4 2026 pending FTC review.

Teleflex (NYSE:TFX) said non product-related disruption during BIOTRONIK Vascular Intervention integration affected the acquired revenue base. It now expects full integration through 2H26. Teleflex completed its OEM sale, raising about $1.5B proceeds, and repurchased 1.9M shares for $250M. 2026 pro forma revenue growth guidance was cut to 3.5% to 4.5%, while adjusted EPS was raised to $6.90 to $7.20.