UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _________________________________________________ FORM 10-K _________________________________________________ (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 to . Commission file number 1-5353 ____________________________ ...

Key Takeaways TFX Q4 adjusted EPS rose 1% to $1.93 but missed estimates by 48.3%, with revenues below consensus. Teleflex's gross margin fell 678 bps to 54% as costs jumped 51%, pressuring operating profit. TFX expects 2026 GAAP revenue growth of 14.4-15.4% and adjusted EPS of $6.25-$6.55. Teleflex Incorporated (TFX) posted fourth-quarter 2025 adjusted earnings per share (EPS) from continuing operations of $1.93, up 1% from the year-ago quarter’s figure. The metric missed the Zacks Consensus Estimate by 48. ...

Teleflex (NYSE:TFX) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Company ParticipantsBradley Bowers - VP of Equity ResearchJayson Bedford - Managing Director of Equity ResearchJohn Deren - EVP and CFOLawrence Keusch - Vice President of Investor Relations and Strategy DevelopmentStuart Randle - Interim President and CEOTravis Steed - Managing Director of Medical Technology Equity ResearchConference Call ParticipantsLarry Biegelsen - Senior Medical Device Equity Research AnalystMatthew O'Brien - Managi ...

Teleflex (NYSE:TFX) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Company ParticipantsBradley Bowers - VP of Equity ResearchJayson Bedford - Managing Director of Equity ResearchJohn Deren - EVP and CFOLawrence Keusch - Vice President of Investor Relations and Strategy DevelopmentStuart Randle - Interim President and CEOTravis Steed - Managing Director of Medical Technology Equity ResearchConference Call ParticipantsLarry Biegelsen - Senior Medical Device Equity Research AnalystMatthew O'Brien - Managi ...

An audio replay of the call will be available beginning either on the Teleflex website or by telephone. Teleflex Incorporated Year-End 2025 Earnings Conference Call 2/26/2026 Conference Call Logistics The release, accompanying slides, and replay webcast are available online at www.teleflex.com (click on Investors) The call can be accessed by dialing 1 800 770 2030 (U.S.) or 1 609 800 9909 (all other locations). The confirmation code is 69028. at 11:00 am Eastern Time on February 26, 2026 Today's Speakers St ...

Wall Street analysts forecast that Teleflex (TFX) will report quarterly earnings of $3.73 per share in its upcoming release, pointing to a year-over-year decline of 4.1%. It is anticipated that revenues will amount to $925.96 million, exhibiting an increase of 16.4% compared to the year-ago quarter.The consensus EPS estimate for the quarter has undergone a downward revision of 0.2% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed t ...

Core Viewpoint - Teleflex Incorporated will host a conference call on February 26, 2026, to discuss its fourth quarter 2025 financial results and provide an operational update [1] Company Information - Teleflex is a global provider of medical technologies focused on improving health and quality of life [1] - The company aims to become the most trusted partner in healthcare, offering a diverse portfolio in various therapy areas including anesthesia, emergency medicine, interventional cardiology, radiology, surgical, vascular access, and urology [1] - Teleflex's product brands include Arrow™, Barrigel™, Deknatel™, LMA™, Pilling™, QuikClot™, Rüsch™, UroLift™, and Weck™, all united by a common purpose [1] Conference Call Details - The conference call is scheduled for 8:00 a.m. Eastern Time on February 26, 2026 [1] - Participants can pre-register for the call through a provided link and access it via a live audio webcast on the company's website [1] - An audio replay will be available starting at 11:00 a.m. Eastern Time on the same day, accessible through the Teleflex website or by telephone [1]

Core Viewpoint - TFX is undergoing a significant strategic adjustment announced in December 2025, which is expected to continue into 2026 [1] Group 1: Company Project Progress - TFX announced the sale of its emergency care, interventional urology, and OEM businesses for $2.03 billion, with board approval and expected completion in the second half of 2026, subject to regulatory approvals [2] - The company anticipates a post-tax net gain of approximately $1.8 billion from the transaction, which will be used to optimize its capital structure [2] Group 2: Fund Movements - In conjunction with the business sale, TFX's board approved a stock repurchase plan of up to $1 billion, primarily funded by the proceeds from the sale, aimed at enhancing shareholder returns [3] Group 3: Strategic Advancement - Following the divestiture of non-core businesses, TFX will focus more on high-growth areas such as vascular access, interventional, and surgical sectors [4] - The integration effects of the previously announced acquisition of the BodiLink vascular intervention business (approximately €760 million) will also be closely monitored, as it may impact mid- to long-term performance [4]

Company Overview - Teleflex is a diversified medical device company specializing in devices for critical care and surgical procedures, with a global presence and a broad portfolio of proprietary products [6] - The company generates revenue primarily through the design, manufacturing, and global distribution of proprietary medical devices used in hospitals and healthcare settings [8] - Key product lines include Arrow catheters, UroLift System, and vascular closure devices, addressing the needs of hospitals and healthcare providers [8] Financial Performance - As of February 4, Teleflex shares were priced at $106.00, down 38.7% over the past year, underperforming the S&P 500's roughly 14% gain in the same period [3] - Teleflex posted GAAP revenue of $913 million in the most recent quarter, reflecting a year-over-year increase of 19.4%, with adjusted diluted EPS rising to $3.67 [10] - The company has narrowed its full-year revenue guidance and lifted adjusted EPS expectations to a range of $14.00 to $14.20 [10] Investment Position - Tejara Capital Ltd increased its stake in Teleflex by 69,700 shares, with an estimated transaction value of approximately $8.45 million [2] - This acquisition raised Teleflex's stake to 2.23% of Tejara's 13F assets under management as of December 31 [3] - The total position value in Teleflex rose by $8.50 million quarter over quarter, including share additions and price fluctuations [2] Market Context - Teleflex is undergoing a transition that has impacted its stock price, which is down nearly 39% over the past year despite ongoing operating growth [9] - The company's focus on single-use medical devices and recurring hospital demand provides a different risk profile compared to Tejara's other higher-beta positions in energy, shipping, and biotech [11]

Upgrades - CoStar Group (CSGP) upgraded to Buy from Neutral with an $80 price target due to low expectations, past peak investment, and momentum from Homes.com, along with an anticipated AI-driven product update [2] - Teleflex (TFX) upgraded to Buy from Hold with a $138 price target as the company plans to sell its acute care, interventional urology, and manufacturing businesses for $2 billion, expecting significant earnings accretion from share repurchases and debt repayment by 2027 [3] - CoreWeave (CRWV) upgraded to Buy from Hold with a $140 price target, with a solid medium-term outlook ahead of the Q4 report [3] - Affirm (AFRM) upgraded to Buy from Hold with a $100 price target after submitting an application to establish Affirm Bank, which could be a game-changer [4] - Target (TGT) upgraded to Peer Perform from Underperform without a price target, with a wide margin of safety despite reduced estimates due to the company's owned real estate [4] Downgrades - Procter & Gamble (PG) downgraded to Hold from Buy with a price target of $156, up from $150, as the pace of recovery is expected to drag [5] - Stryker (SYK) downgraded to Hold from Buy with a $387 price target following a transfer in analyst coverage, with a well-understood valuation reflecting a "beat/raise precedent" [5] - Insulet (PODD) downgraded to Hold from Buy with a $294 price target after a transfer in analyst coverage, noting that competitive advantages may narrow [5] - Matador (MTDR) downgraded to Equal Weight from Overweight with a price target of $47, down from $61, due to stock valuation incorporating structural considerations and recent productivity variability [5] - SkyWater Technology (SKYT) downgraded to Hold from Buy with a price target of $35, up from $24, after agreeing to be acquired by IonQ for $35 per share or $1.88 billion [5]