Perimeter Solutions (NYSE:PRM) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Company ParticipantsHaitham Khouri - CEOJoshua Spector - Director of Equity ResearchKyle Sable - CFOSeth Barker - Head of Investor RelationsConference Call ParticipantsDan Jester - AnalystOperatorGreetings, and welcome to the Perimeter Solutions Q4 2025 earnings call. At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation. If anyone requires operator assista ...

Perimeter Solutions (NYSE:PRM) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Speaker4Greetings, and welcome to the Perimeter Solutions Q4 2025 earnings call. At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation. If anyone requires operator assistance during the conference, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. I would now like to turn the conference over to your host, Set ...

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]

~ Delivered 8% sales growth and 21% adjusted EPS growth in full year 2025 ~ ~ 2026 Outlook maintains midpoint of sales growth and high end of adjusted EPS growth from October outlook ~~ Continue to expect 200bps above-market organic sales growth in 2027 ~ PLANO, Texas, Feb. 19, 2026 (GLOBE NEWSWIRE) -- Integer Holdings Corporation (NYSE:ITGR), a leading contract development and manufacturing organization, today announced results for the three and twelve months ended December 31, 2025. Unless otherwise state ...

Core Viewpoint - Rosen Law Firm is reminding investors who purchased common stock of Integer Holdings Corporation (NYSE: ITGR) between July 25, 2024, and October 22, 2025, of the lead plaintiff deadline on February 9, 2026, for a class action lawsuit related to alleged misleading statements by the company [1]. Group 1: Class Action Details - Investors who purchased Integer common stock during the specified Class Period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and those wishing to serve as lead plaintiff must act by February 9, 2026 [3]. - Investors can join the class action by visiting the provided link or contacting the law firm directly for more information [6]. Group 2: Allegations Against Integer Holdings - The lawsuit claims that Integer made materially false and misleading statements regarding its competitive position in the electrophysiology (EP) manufacturing market [5]. - It is alleged that Integer overstated its visibility into customer demand while experiencing a decline in sales for two of its EP devices [5]. - The company mischaracterized its EP devices as long-term growth drivers for its cardio and vascular (C&V) segment, leading to misleading positive statements about its business and operations [5].

Core Viewpoint - A class action lawsuit has been filed against Integer Holdings Corporation (NYSE: ITGR) for allegedly misleading investors regarding its competitive position and sales performance in the EP manufacturing market [6]. Allegation Details - The complaint claims that the defendants failed to disclose that the company materially overstated its competitive position within the growing EP manufacturing market [3]. - It is alleged that despite the company's claims of strong visibility into customer demand, it was experiencing a sustained deterioration in sales related to two of its EP devices [3]. - The company mischaracterized its EP devices as a long-term growth driver for its C&V segment, leading to materially false and misleading statements about its business and prospects [3]. Next Steps - Investors who purchased or acquired Integer shares and suffered losses are encouraged to contact the law firm for more information about their rights and potential claims [4]. - There is no cost or obligation for investors to inquire about the lawsuit [4]. - Investors have until February 9, 2026, to apply to the Court to be appointed as lead plaintiff in the lawsuit [6].

Core Viewpoint - Rosen Law Firm is reminding investors who purchased common stock of Integer Holdings Corporation (NYSE: ITGR) during the specified class period of the upcoming lead plaintiff deadline on February 9, 2026, for a class action lawsuit related to alleged misleading statements by the company [1]. Group 1: Class Action Details - Investors who bought Integer common stock between July 25, 2024, and October 22, 2025, may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties can join by contacting Rosen Law Firm or visiting their website [3][6]. - The deadline to move the Court to serve as lead plaintiff is February 9, 2026, which is crucial for those wishing to represent other class members [3]. Group 2: Allegations Against Integer Holdings - The lawsuit claims that Integer Holdings made materially false and misleading statements regarding its competitive position in the electrophysiology (EP) manufacturing market [5]. - It is alleged that despite claims of strong customer demand visibility, Integer was experiencing a decline in sales for two of its EP devices, contradicting its portrayal of these devices as long-term growth drivers for its cardio and vascular segment [5]. - The lawsuit asserts that the positive statements made by the defendants about Integer's business and prospects were materially false and misleading, leading to investor damages when the truth was revealed [5]. Group 3: Rosen Law Firm's Credentials - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions, highlighting its own achievements in this area [4]. - The firm has been recognized for securing significant settlements for investors, including over $438 million in 2019 alone, and has consistently ranked highly in securities class action settlements since 2013 [4].

Core Viewpoint - Rosen Law Firm is reminding investors who purchased common stock of Integer Holdings Corporation (NYSE: ITGR) between July 25, 2024, and October 22, 2025, about the upcoming lead plaintiff deadline on February 9, 2026, for a class action lawsuit [1]. Group 1: Class Action Details - Investors who bought Integer common stock during the specified Class Period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties can join by contacting Rosen Law Firm [3][6]. - To serve as lead plaintiff, individuals must file a motion with the Court by February 9, 2026 [3]. Group 2: Case Allegations - The lawsuit alleges that Integer made materially false and misleading statements regarding its competitive position in the electrophysiology (EP) manufacturing market [5]. - It is claimed that Integer overstated its visibility into customer demand and mischaracterized its EP devices as long-term growth drivers for its cardio and vascular segment [5]. - The lawsuit asserts that these misrepresentations led to investor damages when the true details about the company's performance were revealed [5]. Group 3: Rosen Law Firm's Credentials - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions [4]. - The firm has achieved significant settlements, including the largest securities class action settlement against a Chinese company, and has recovered hundreds of millions of dollars for investors [4]. - In 2019, the firm secured over $438 million for investors, and its founding partner was recognized as a leading figure in the plaintiffs' bar [4].

Core Viewpoint - Rosen Law Firm is reminding investors who purchased common stock of Integer Holdings Corporation (NYSE: ITGR) between July 25, 2024, and October 22, 2025, about the upcoming lead plaintiff deadline on February 9, 2026, for a class action lawsuit [1]. Group 1: Class Action Details - Investors who bought Integer common stock during the specified Class Period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties can join by contacting Rosen Law Firm [3][6]. - To serve as lead plaintiff, individuals must file a motion with the Court by February 9, 2026 [3]. Group 2: Rosen Law Firm's Credentials - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions, highlighting their own achievements in this area [4]. - The firm has secured significant settlements for investors, including over $438 million in 2019 alone, and has been recognized as a leader in the field of securities class action litigation [4]. Group 3: Case Allegations - The lawsuit alleges that Integer Holdings Corporation made materially false and misleading statements regarding its competitive position in the electrophysiology manufacturing market and the performance of its EP devices [5]. - It is claimed that Integer misrepresented its sales and growth prospects, leading to investor damages when the true situation was revealed [5].

Core Viewpoint - Rosen Law Firm is reminding investors who purchased common stock of Integer Holdings Corporation (NYSE: ITGR) between July 25, 2024, and October 22, 2025, about the upcoming lead plaintiff deadline on February 9, 2026 [1]. Group 1: Class Action Details - Investors who bought Integer common stock during the specified Class Period may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and those wishing to serve as lead plaintiff must act by February 9, 2026 [3]. - The lawsuit alleges that Integer made materially false and misleading statements regarding its competitive position and sales performance in the electrophysiology manufacturing market [5]. Group 2: Rosen Law Firm's Credentials - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a proven track record in securities class actions, highlighting its own achievements in this area [4]. - The firm has secured significant settlements for investors, including over $438 million in 2019, and has been recognized as a leader in the field of securities class action settlements [4].