Integra Lifesciences Holdings 2025 Q3 Earnings Beats Earnings Estimates Despite Revenue Miss

Integra Lifesciences Holdings (IART) reported third-quarter earnings that exceeded analyst expectations on stronger-than-anticipated adjusted EPS, though revenue fell short of forecasts. The company also revised its full-year guidance downward amid ongoing supply chain challenges, triggering a post-earnings stock decline.

Revenue

, . The Codman Specialty Surgical segment led growth, , . .

Earnings/Net Income

. Meanwhile, , . .

Post-Earnings Price Action Review

, , . The sharp decline followed mixed results—stronger-than-expected adjusted earnings but below-forecast revenue—and a downward revision of full-year guidance. Investors reacted negatively to supply chain disruptions and revised growth expectations, despite the company’s emphasis on operational efficiencies.

CEO Commentary

, President and CEO, emphasized progress in strengthening supply chain and quality management systems, stating, “While revenue was impacted by two supply interruptions, we delivered strong profitability and cash flow through disciplined cost management.” Strategic priorities include resolving supply chain bottlenecks and resuming Braintree facility production by June 2026. Leadership remains cautiously optimistic about long-term growth despite near-term challenges.

Guidance

, , citing supply chain headwinds and softer demand. , . , aligning with market forecasts but reflecting reduced confidence in top-line growth.

Additional News

Recent non-earnings updates include CEO Mojdeh Poul’s public commitment to resolving supply chain disruptions and enhancing operational resilience. The company announced plans to relaunch key products like PriMatrix and Durepair through dual sourcing strategies. Additionally, Integra’s stock volatility intensified post-earnings, with analysts noting mixed sentiment between its improved margins and lingering financial risks, including a distressed Altman Z-Score.

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