INTEGRA LIFESCIENCES HOLDINGS CORP — Form 8-K
Filed October 2, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 52/100
What the filing says
Integra LifeSciences lowered full-year 2026 revenue guidance from $1.654–$1.695B to $1.634–$1.654B, and adjusted EPS from $2.40–$2.50 to $2.30–$2.40, citing July 2026 flooding at its Cincinnati manufacturing facility. The flood disrupted production of Specialty Surgical Technologies products; Q3 revenue impact ~$7M, Q4 impact ~$15M–$20M expected, with return to full operations estimated Q2 2027. The company maintains property/business interruption insurance expected to mitigate earnings impact substantially.
Why this rating
~$20M–$41M guidance cut is ~2.2%–4.4% of market cap (~$925M). Material but manageable; insurance coverage limits downside; business fundamentals outside flood remain intact.
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