Integra LifeSciences (NASDAQ:IART) Updates FY 2026 Earnings Guidance

Integra LifeSciences (NASDAQ:IART) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 2.300-2.400 for the period, compared to the consensus earnings per share estimate of 2.330. The company issued revenue guidance of $1.7 billion-$1.7 billion, compared to the consensus revenue estimate of $1.7 billion. Integra LifeSciences also updated its Q1 2026 guidance to 0.370-0.450 EPS.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on IART shares. Citigroup lowered their price target on Integra LifeSciences from $12.00 to $11.00 and set a “sell” rating for the company in a report on Friday, October 31st. Wells Fargo & Company decreased their price target on Integra LifeSciences from $13.00 to $12.00 and set an “equal weight” rating for the company in a report on Friday. Truist Financial reiterated a “hold” rating and set a $13.00 price objective (down from $15.00) on shares of Integra LifeSciences in a research note on Monday, November 3rd. Wall Street Zen raised shares of Integra LifeSciences from a “hold” rating to a “buy” rating in a research report on Saturday, November 8th. Finally, Weiss Ratings reissued a “sell (e+)” rating on shares of Integra LifeSciences in a report on Monday, December 29th. Two analysts have rated the stock with a Buy rating, two have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Reduce” and a consensus target price of $14.80.

Integra LifeSciences Price Performance

IART opened at $11.38 on Friday. Integra LifeSciences has a 12-month low of $10.60 and a 12-month high of $24.36. The company has a quick ratio of 1.80, a current ratio of 3.14 and a debt-to-equity ratio of 1.73. The firm has a market capitalization of $886.41 million, a P/E ratio of -1.69 and a beta of 1.04. The stock has a fifty day moving average of $11.96 and a 200-day moving average of $13.19.

Integra LifeSciences (NASDAQ:IART) last posted its quarterly earnings results on Thursday, February 26th. The life sciences company reported $0.83 EPS for the quarter, topping the consensus estimate of $0.79 by $0.04. The business had revenue of $434.93 million during the quarter, compared to analysts’ expectations of $429.62 million. Integra LifeSciences had a negative net margin of 31.58% and a positive return on equity of 14.28%. The firm’s quarterly revenue was down 1.7% compared to the same quarter last year. During the same period last year, the company posted $0.97 earnings per share. Integra LifeSciences has set its Q1 2026 guidance at 0.370-0.450 EPS and its FY 2026 guidance at 2.300-2.400 EPS. Equities analysts forecast that Integra LifeSciences will post 2.45 EPS for the current fiscal year.

More Integra LifeSciences News

Here are the key news stories impacting Integra LifeSciences this week:

• Positive Sentiment: Q4 results: adjusted EPS of $0.83 topped consensus ($0.79) and revenue of $434.9M beat estimates — a near-term fundamental positive that likely supported buying. Integra Surprises With Q4 Sales
• Positive Sentiment: Management highlighted operational progress and a simplified operating model expected to deliver $25–$30M of savings in 2026, underpinning margin improvement expectations. Press Release (GlobeNewswire)
• Positive Sentiment: Core Codman Specialty Surgical segment showed organic growth (neurosurgery, ENT, instruments, strong international sales), offsetting weakness elsewhere and supporting recurring revenue quality. Segment Details
• Neutral Sentiment: Analyst/editor pieces highlight momentum metrics and style scores (useful for some investors) but are not new company-specific catalysts. Zacks Momentum Article
• Neutral Sentiment: Earnings call/transcripts and slide deck are available for deeper read — useful for investors who want management color on remediation, tariffs and execution. Earnings Call Transcript
• Negative Sentiment: Guidance mixed: FY-2026 adjusted EPS of $2.30–$2.40 and revenue guidance imply modest growth, but Q1 EPS guidance ($0.37–$0.45) is below consensus — a near-term headwind for sentiment. Guidance Details
• Negative Sentiment: Legacy issues: the company recorded a $511M goodwill impairment in 2025 and reported a GAAP net loss for the year; leverage remains elevated (net debt ~ $1.6B, ~4.5x leverage), which raises capital-allocation and downside risk concerns. Quiver / Results Summary
• Negative Sentiment: Analyst action: Wells Fargo lowered its price target from $13 to $12 and set an “equal weight” rating, which can cap near-term upside. Wells Fargo PT Cut (Benzinga)

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of the business. Rubric Capital Management LP boosted its holdings in Integra LifeSciences by 58.4% during the second quarter. Rubric Capital Management LP now owns 7,353,934 shares of the life sciences company’s stock valued at $90,233,000 after acquiring an additional 2,710,262 shares during the period. Paradigm Capital Management Inc. NY boosted its position in shares of Integra LifeSciences by 57.5% in the second quarter. Paradigm Capital Management Inc. NY now owns 2,181,500 shares of the life sciences company’s stock valued at $26,767,000 after acquiring an additional 796,300 shares during the period. Kotler Kevin bought a new stake in shares of Integra LifeSciences in the fourth quarter valued at approximately $5,309,000. Soleus Capital Management L.P. increased its position in Integra LifeSciences by 29.4% during the second quarter. Soleus Capital Management L.P. now owns 1,387,818 shares of the life sciences company’s stock worth $17,029,000 after acquiring an additional 315,614 shares during the period. Finally, J. Goldman & Co LP raised its stake in Integra LifeSciences by 30.8% during the 4th quarter. J. Goldman & Co LP now owns 1,243,772 shares of the life sciences company’s stock valued at $15,448,000 after purchasing an additional 292,961 shares during the last quarter. Institutional investors and hedge funds own 84.78% of the company’s stock.

Integra LifeSciences Company Profile

Integra LifeSciences Corporation is a global medical technology company specializing in products and innovations for neurosurgery, regenerative medicine and reconstructive procedures. The company develops and markets surgical instruments, implants and advanced wound care solutions designed to support tissue repair and functional recovery. Its product portfolio includes collagen-based matrices, dural substitutes, hemostatic agents and specialized spinal and peripheral fixation devices.

Founded in 1989 and headquartered in Plainsboro, New Jersey, Integra has expanded its capabilities through targeted acquisitions and internal research efforts.