Integra LifeSciences
Builds neurosurgery, ENT, surgical-instrument and regenerative tissue products.
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Profile
Sells medical technologies through Codman Specialty Surgical and Tissue Technologies, spanning neurosurgery, ENT, specialty instruments, wound reconstruction and private-label regenerative products. The larger Codman franchise carries the portfolio, while medical-device quality systems, supply reliability and remediation execution shape operations.
Operates through Codman Specialty Surgical and Tissue Technologies. Codman covers neurosurgery, neuro-critical care, ENT and specialty instruments, with brands such as CUSA, DuraGen, DuraSeal, Mayfield, Bactiseal and Acclarent; Tissue Technologies covers wound reconstruction, care and private-label regenerative products.
Built from a collagen technology origin, the portfolio expanded through Jarit, Codman, ACell, SIA/DuraSorb and Acclarent. Codman anchors the larger surgical side and expanded the company's global neurosurgery position, while ACell and DuraSorb deepened wound and soft-tissue reconstruction.
Operations depend on regulated medical-device quality systems, supply reliability and remediation execution after FDA warning letters and recalls tied to Boston, Mansfield and Plainsboro facilities.
Company facts
Categories
Key statistics
Year to date +40.6% · Average volume (30d) 788.0K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 28, 2026 | UBS | Initiate | Neutral | $19 | ||
| Jul 16, 2026 | Truist Financial | Target | $12 | $19 | ||
| Jul 8, 2026 | BMO Capital | Initiate | Market Perform | $19 | ||
| Jun 18, 2026 | Argus Research | Target | $25 | |||
| May 28, 2026 | Citigroup | Upgrade | Sell | Neutral |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 29, 2026Q2 FY26 | $0.48 | $0.56 | +16.5% | $417.5M | $418.8M | +0.3% | −16.55% |
| May 5, 2026Q1 FY26 | $0.41 | $0.54 | +31.7% | $381.8M | $391.9M | +2.6% | +5.90% |
| Feb 26, 2026Q4 FY25 | $0.79 | $0.83 | +5.1% | $429.6M | $434.9M | +1.2% | +0.44% |
| Oct 30, 2025Q3 FY25 | $0.43 | $0.54 | +25.6% | $429.6M | $402.1M | −6.4% | +1.69% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $382.7M | $415.6M | $402.1M | $434.9M | $391.9M | $418.8M | |
| Gross profit | $194.4M | $209.3M | $226.1M | $215.4M | $224.2M | $219.7M | |
| Operating income | −$15.5M | −$512.7M | $40.3M | $556.2M | $40.1M | $19.3M | |
| Net income | −$25.3M | −$484.1M | −$5.4M | −$1.7M | −$4.6M | $4.5M | |
| Diluted EPS | −$0.33 | −$6.33 | −$0.07 | −$0.02 | −$0.06 | $0.06 | |
| Gross margin | 50.8% | 50.4% | 56.2% | 49.5% | 57.2% | 52.5% | |
| Operating margin | -4.0% | -123.4% | 10.0% | 127.9% | 10.2% | 4.6% |
Fiscal years (4-quarter sums)FY21 $1.54B · FY22 $1.56B · FY23 $1.54B · FY24 $1.61B · FY25 $1.64B
Revenue by product · Q4 FY25
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $274.1M · Total debt $2.04B · Total assets $3.59B · Shareholders' equity $1.05B
Dividends
No dividends on record.
Ownership
Institutions and insiders are filed separately and overlap, so together they can pass the whole company. No split is drawn from them.
Shares outstanding 77.77M · Float 58.67M · 75.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 10.68M | 13.74% | 13F | Aug 7, 2026 |
| Rubric Capital Management LP | 7.75M | 9.97% | 13F | Aug 14, 2026 |
| Vanguard Portfolio Management | 3.91M | 5.02% | 13G | Jul 31, 2026 |
| Invesco Ltd. | 3.75M | 4.82% | 13F | Aug 14, 2026 |
| Morgan Stanley | 3.59M | 4.62% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Nov 5, 2025 | Jeffrey A. Graves | director | +9,000 | $11.35 |
Peers
- Medtronic
Broad neurosurgery and ENT device rival across hospital workflows
- Stryker
Neurotechnology and surgical-instrument rival in cranial procedures
- Smith & Nephew (ADR)
Advanced wound, sports-medicine, and ENT rival
- STERIS
Specialty surgical-instrument rival in OR and procedure suites
- Organogenesis
Regenerative wound-care rival with collagen and placental matrices
- MiMedx
Advanced wound and placental-allograft rival
- Axogen
Peripheral nerve-repair rival focused on allografts and conduits
- BD
Surgical mesh and biologic-graft rival in soft-tissue repair
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Integra LifeSciences | $16.89 | 0.00% | $1.31B | — | 6.6 | 0.8 | +0.8% |
| Medtronic | $91.58 | +0.42% | $116.78B | 24.5 | 15.3 | 3.2 | +9.9% |
| Stryker | $334.18 | +1.06% | $126.77B | 34.3 | 20.6 | 4.9 | +9.4% |
| Smith & Nephew (ADR) | $28.72 | −0.93% | $12.17B | 19.2 | — | 1.9 | +3.7% |
| STERIS | $233.78 | +0.06% | $22.78B | 28.6 | 20.4 | 3.8 | +7.8% |
| Organogenesis | $1.74 | +0.29% | $223.9M | — | — | 0.5 | −56.7% |
| MiMedx | $4.50 | +0.22% | $655.9M | 112.5 | 91.3 | 1.8 | −34.7% |
| Axogen | $52.49 | +1.90% | $2.77B | — | 86.9 | 11.0 | +23.1% |
| BD | $189.00 | −0.27% | $52.22B | 57.1 | 14.3 | 2.5 | −9.6% |
| Median | 31.4 | 20.5 | 2.9 | +5.8% |