LOS ANGELES--(BUSINESS WIRE)--The Law Offices of Frank R. Cruz is investigating potential claims against the board of directors of Integer Holdings Corporation ("Integer†or the "Company†) (NYSE: ITGR) concerning whether the board breached its fiduciary duties to shareholders. If you are a shareholder, click here to participate. On October 23, 2025, before the market opened, Integer reduced its full- year 2025 sales guidance to a range of $1.840 billion to $1.854 billion, below prior expectation. ...

On February 17, 2026, Irenic Capital Management LP disclosed a new position in Integer Holdings (NYSE:ITGR), acquiring 1,263,663 shares in an estimated $99.11 million trade based on quarterly average pricing. What happened According to an SEC filing dated February 17, 2026, Irenic Capital Management LP established a new holding in Integer Holdings by acquiring 1,263,663 shares during the fourth quarter. The estimated value of the trade was $99.11 million, based on the average price for the period. The fu ...

Smith provided additional drivers behind the year’s earnings growth, noting operational improvements of $30 million (or $0.86 per share), reflecting higher volume, manufacturing efficiencies, operating expense management, and acquisition performance. Interest expense was $14 million lower year over year, adding $0.33 per share after tax, while foreign exchange pressure reduced adjusted net income by $2 million (or $0.07 per share). He also noted that a higher adjusted weighted average share count reduced ad ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________ FORM 10-K _____________________________________ ANNUAL REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 (Mark One) ANNUAL REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For The Fiscal Year Ended December 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____ ...

Company Overview - Integer Holdings is a leading global medical device outsource manufacturer with operations across the United States and internationally [6] - The company produces a broad portfolio of medical device components and finished devices, including cardiac rhythm management systems, neuromodulation products, vascular and orthopedic instruments, and customized battery solutions [9] - Integer Holdings serves multinational original equipment manufacturers (OEMs) in the healthcare sector, focusing on markets such as cardiac, neuromodulation, orthopedics, vascular, and advanced surgical devices [9] Financial Performance - As of February 17, 2026, Integer Holdings has a market capitalization of $3.07 billion, with a revenue of $1.83 billion and a net income of $86.90 million for the trailing twelve months (TTM) [4] - The company reported 8% full-year sales growth to $1.85 billion and 21% adjusted EPS growth to $6.40, with adjusted EBITDA reaching $402 million, up 12% year over year [10] - Integer Holdings generated $196 million in operating cash flow for 2025 [10] Recent Developments - On February 17, 2026, Newtyn Management disclosed a new position in Integer Holdings, acquiring 550,000 shares valued at approximately $43.14 million [1][2] - This new position accounts for 4.53% of Newtyn Management's 13F reportable assets under management as of December 31, 2025 [8] - As of the same date, shares of Integer Holdings were priced at $87.66, reflecting a decline of 37.9% over the past year, underperforming the S&P 500 by 49.75 percentage points [8] Debt and Guidance - Integer Holdings has a meaningful debt level of approximately $1.19 billion net, equating to about 3.0 times adjusted EBITDA [11] - Management is guiding for leverage between 2.5 and 3.5 times in 2026, with sales guidance implying flat to slightly down GAAP revenue, while adjusted earnings are expected to remain stable [11] Investment Considerations - The medical device manufacturing sector is characterized as steady, capital-intensive, and deeply embedded in customers' supply chains, making Integer Holdings' new position noteworthy despite its recent stock performance [10] - Long-term investors are encouraged to focus on organic growth, margin expansion, and deleveraging, as a well-executed strategy could lead to compounded growth for the company [12]

The company continued to bask in the afterglow of a double beat in its latest reported quarter.Investors were eager to grab hold of Integer Holdings (ITGR +2.31%) stock on the last trading day of the week. This was on the back of several bullish analyst moves on the company, including a recommendation upgrade. These factors lifted the medical device specialist's stock price by more than 2% on the day. The power of the punditsThose prognosticator adjustments came a day after Integer published its latest earn ...

Key Takeaways ITGR topped Q4 estimates with EPS up 23% and revenues rising 5% year over year.Integer Holdings saw strong C&V growth, but CRM&N and Other Markets faced demand headwinds.ITGR guided 2026 sales flat to down 1%, citing slower adoption of three newer products.Integer Holdings Corporation (ITGR) delivered adjusted earnings per share (EPS) of $1.76 in the fourth quarter of 2025, which improved 23.1% year over year. The figure surpassed the Zacks Consensus Estimate by 3.5%.The adjustments include ex ...

For the quarter ended December 2025, Integer (ITGR) reported revenue of $472.06 million, up 5% over the same period last year. EPS came in at $1.76, compared to $1.43 in the year-ago quarter.The reported revenue represents a surprise of +2.04% over the Zacks Consensus Estimate of $462.63 million. With the consensus EPS estimate being $1.70, the EPS surprise was +3.62%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expec ...

分组1 - Integer reported quarterly earnings of $1.76 per share, exceeding the Zacks Consensus Estimate of $1.7 per share, and up from $1.43 per share a year ago, representing an earnings surprise of +3.62% [1] - The company posted revenues of $472.06 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.04%, and an increase from $449.5 million year-over-year [2] - Integer has surpassed consensus EPS estimates three times over the last four quarters and topped consensus revenue estimates four times in the same period [2] 分组2 - The stock has gained approximately 10.3% since the beginning of the year, compared to the S&P 500's gain of 0.5% [3] - The current consensus EPS estimate for the upcoming quarter is $1.35 on revenues of $426.48 million, and for the current fiscal year, it is $6.32 on revenues of $1.84 billion [7] - The Medical - Instruments industry, to which Integer belongs, is currently ranked in the top 32% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Financial Data and Key Metrics Changes - For the full year 2025, sales increased by 8% on a reported basis and over 6% organically, while adjusted operating income grew by 13% [4][25] - Adjusted EPS increased by 21%, reflecting higher sales, improved profitability, and effective capital management [4][25] - In the fourth quarter, sales totaled $472 million, reflecting 5% growth on a reported basis and 2% growth on an organic basis [24] Business Line Data and Key Metrics Changes - Cardio & Vascular sales increased by 11% to $284 million in Q4 2025, driven by acquisitions and strong demand in neurovascular [26] - Cardiac Rhythm Management & Neuromodulation sales decreased by 2% to $167 million in Q4 2025, primarily due to lower demand from select emerging customers [27] Market Data and Key Metrics Changes - The medical device market remains attractive, with expected growth in mid-single digits for cardiovascular, neuromodulation, and cardiac rhythm management markets [10][11] - The company expects its underlying business to grow 4%-6% in line with the market, excluding the impact of three new products [6][35] Company Strategy and Development Direction - The company focuses on investing in differentiated capabilities and partnering with customers early in the design and development stage of new products [11][12] - A robust and diversified product development pipeline is oriented towards high-growth markets, with expectations of returning to above-market organic growth in 2027 [10][39] Management's Comments on Operating Environment and Future Outlook - Management remains confident in the ability to return to 200 basis points above-market organic growth in 2027 despite temporary headwinds in 2026 [7][39] - The company is maintaining a disciplined approach to capital management while investing in growth initiatives [21][22] Other Important Information - The company repurchased $50 million of common stock in Q4 2025 and announced an accelerated share repurchase program for an additional $50 million [4][5] - Adjusted net income for the full year was $226 million, up 23% year-over-year, while adjusted earnings per share totaled $6.40, up 21% from the previous year [26][30] Q&A Session Summary Question: Guidance on top line and the decision to lower the high end of the preliminary range - Management clarified that the adjustment was not related to specific dynamics in January but was more about rounding [41][42] Question: Return to operating income growth above sales growth in 2027 - Management expects margin expansion in the second half of 2026 and a return to above-market growth in 2027 [43][44] Question: Contribution from new products and their performance - Management indicated that the portfolio of products is expected to grow 15%-20% over the next 3-5 years, with good visibility on launch dates and expected revenues [45][47] Question: Changes in internal operations and communication with the market - Management emphasized the importance of a long-term strategy for sustainable shareholder value creation [73][75]