INTEGRA LIFESCIENCES HOLDINGS CORP — Form 8-K
Filed July 29, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 38/100
What the filing says
Integra reported Q2 2026 revenues of $418.8M (+0.8% reported, +0.7% organic) versus $415.6M prior year. Adjusted EPS was $0.56 vs. $0.45 YoY; GAAP EPS swung to +$0.06 from -$6.31 (prior year included $511.4M goodwill impairment). Adjusted gross margin improved 60 bps to 61.3%. Specialty Surgery segment grew 1.7%, Tissue Reconstruction declined 1.9%. Company initiated Braintree manufacturing facility production, tracking Q4 SurgiMend relaunch. Net debt: $1.6B (4.1x leverage). FY2026 guidance reaffirmed: 0.8–3.3% organic growth, $2.40–$2.50 adjusted EPS (narrowed revenue guidance due to FX headwind).
Why this rating
Flat organic growth and modest margin expansion are solid but unexciting. SurgiMend relaunch is material but unproven. Revenue guidance cut $8M (FX), debt still 4.1x. No major changes to trajectory.
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