Teleflex (NYSE:TFX) Announces Earnings Results

Teleflex (NYSE:TFX) released its earnings results on Thursday. The medical technology company reported $1.93 EPS for the quarter, missing analysts’ consensus estimates of $3.73 by ($1.80), FiscalAI reports. The business had revenue of $569.00 million for the quarter, compared to analyst estimates of $912.57 million. Teleflex had a positive return on equity of 13.48% and a negative net margin of 30.56%.Teleflex’s revenue was down 28.5% on a year-over-year basis. During the same period in the prior year, the firm posted $3.89 EPS. Teleflex updated its FY 2026 guidance to 6.250-6.550 EPS.

Here are the key takeaways from Teleflex’s conference call:

• Teleflex signed definitive agreements to sell its Acute Care, Interventional Urology, and OEM businesses for total cash proceeds of $2.03 billion (approximately $1.8 billion after tax), expected to close in H2 2026, and intends to use proceeds to repurchase up to $1 billion of shares and pay down roughly $800 million of debt.
• 2026 adjusted EPS guidance of $6.25–$6.55 incorporates a full-year drag from an estimated $90 million of stranded costs and excludes positive effects from TSAs/MSAs and planned share repurchases, making 2026 a transition year before expected EPS improvement in 2027.
• Management approved a restructuring to rightsize the organization and mitigate stranded costs, targeting about $50 million in annual pre-tax savings (substantially completed by mid-2028) with some savings already included in 2026 guidance.
• The newly defined RemainCo will focus on Vascular, Interventional, and Surgical portfolios and plans to increase R&D to about 8% of sales (vs ~5% historically) to accelerate product innovation and long-term growth.
• Continuing operations showed pro forma adjusted constant-currency revenue growth of 4.7% in H2 2025 (Interventional +8.1%), 2025 adjusted EPS was $6.98 (+8.7% YoY), and the BIOTRONIK Vascular Intervention acquisition integration is progressing with anticipated salesforce and revenue synergies.

Teleflex Stock Up 2.5%

TFX traded up $2.93 during trading on Friday, hitting $121.95. The company had a trading volume of 1,693,141 shares, compared to its average volume of 1,015,410. The company has a market capitalization of $5.39 billion, a PE ratio of -5.93, a PEG ratio of 1.55 and a beta of 0.92. The company has a quick ratio of 1.53, a current ratio of 2.57 and a debt-to-equity ratio of 0.67. Teleflex has a one year low of $100.18 and a one year high of $143.32. The firm’s 50-day moving average price is $111.34 and its 200 day moving average price is $118.72.

Teleflex Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Friday, March 6th will be issued a dividend of $0.34 per share. This represents a $1.36 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Friday, March 6th. Teleflex’s dividend payout ratio (DPR) is presently -18.50%.

Analysts Set New Price Targets

A number of equities research analysts recently commented on the company. Needham & Company LLC upped their price objective on Teleflex from $138.00 to $147.00 and gave the company a “buy” rating in a report on Thursday. Wall Street Zen lowered Teleflex from a “buy” rating to a “hold” rating in a research report on Saturday, November 15th. Royal Bank Of Canada increased their price target on shares of Teleflex from $115.00 to $125.00 and gave the company a “sector perform” rating in a research report on Friday. Wells Fargo & Company lifted their price objective on shares of Teleflex from $116.00 to $130.00 and gave the stock an “equal weight” rating in a research note on Friday. Finally, Weiss Ratings reaffirmed a “sell (d)” rating on shares of Teleflex in a research note on Monday, December 29th. Two equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the company has an average rating of “Hold” and an average price target of $140.71.

Teleflex News Summary

Here are the key news stories impacting Teleflex this week:

• Positive Sentiment: Wells Fargo raised its price target to $130 (from $116) and maintained an “equal weight” rating — a near-term bullish signal that can support buying interest. Read More.
• Positive Sentiment: Royal Bank of Canada raised its price target to $125 (from $115) with a “sector perform” rating — another analyst lift that helps underpin the rally. Read More.
• Positive Sentiment: Teleflex’s board declared a quarterly cash dividend of $0.34 per share (record date March 6, payable March 31), which can attract income-seeking investors and provide support. Read More.
• Positive Sentiment: The company launched a multi‑year restructuring tied to planned divestitures — investors appear to view this as steps to simplify the portfolio, cut costs and potentially unlock value. Read More.
• Neutral Sentiment: Teleflex published its Q4 presentation and full-year results (material and earnings‑call transcripts are available) — useful for modeling but not a driver by itself. Read More.
• Negative Sentiment: Q4 results missed materially: EPS $1.93 vs. consensus ~$3.73 and revenue $569M vs. ~$912.6M — revenue fell ~28.5% year-over-year and margins contracted, a clear near-term negative for earnings momentum. Read More.
• Negative Sentiment: FY‑2026 guidance was significantly reduced: EPS guidance of $6.25–$6.55 and revenue guidance around $2.3B vs. street expectations materially higher (~$15 EPS and ~$3.7B revenue), which is a major downward re‑rating of near-term expectations. Read More.

Institutional Trading of Teleflex

A number of institutional investors have recently modified their holdings of TFX. UMB Bank n.a. grew its holdings in shares of Teleflex by 57.1% during the fourth quarter. UMB Bank n.a. now owns 311 shares of the medical technology company’s stock worth $38,000 after buying an additional 113 shares in the last quarter. Kestra Advisory Services LLC acquired a new position in Teleflex during the 4th quarter worth approximately $45,000. Danske Bank A S bought a new position in shares of Teleflex during the 3rd quarter worth approximately $54,000. State of Wyoming acquired a new stake in shares of Teleflex in the second quarter valued at approximately $111,000. Finally, EverSource Wealth Advisors LLC raised its holdings in shares of Teleflex by 108.1% in the second quarter. EverSource Wealth Advisors LLC now owns 1,003 shares of the medical technology company’s stock valued at $119,000 after purchasing an additional 521 shares during the last quarter. 95.62% of the stock is currently owned by institutional investors.

About Teleflex

Teleflex Incorporated is a diversified global provider of medical technologies, specializing in critical care and surgery. Headquartered in Wayne, Pennsylvania, the company designs, manufactures and distributes devices and solutions used by healthcare professionals in hospital, ambulatory and alternate site settings. Teleflex focuses on delivering products that support complex interventional procedures and improve patient outcomes.

The company’s offerings span several key segments, including Interventional Urology, Respiratory & Anesthesia, Surgical, Cardiac Care, Vascular and Original Equipment Manufacturer (OEM) solutions.