Integra LifeSciences (NASDAQ:IART) Updates Q1 2026 Earnings Guidance

Integra LifeSciences (NASDAQ:IART) updated its first quarter 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 0.370-0.450 for the period, compared to the consensus estimate of 0.470. The company issued revenue guidance of $375.0 million-$390.0 million, compared to the consensus revenue estimate of $393.3 million. Integra LifeSciences also updated its FY 2026 guidance to 2.300-2.400 EPS.

Integra LifeSciences Price Performance

IART stock opened at $11.38 on Friday. The firm has a 50 day simple moving average of $11.96 and a two-hundred day simple moving average of $13.19. The stock has a market cap of $886.41 million, a PE ratio of -1.69 and a beta of 1.04. Integra LifeSciences has a one year low of $10.60 and a one year high of $24.36. The company has a debt-to-equity ratio of 1.73, a current ratio of 3.14 and a quick ratio of 1.80.

Integra LifeSciences (NASDAQ:IART) last issued its earnings results on Thursday, February 26th. The life sciences company reported $0.83 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.79 by $0.04. The business had revenue of $434.93 million during the quarter, compared to analyst estimates of $429.62 million. Integra LifeSciences had a positive return on equity of 14.28% and a negative net margin of 31.58%.Integra LifeSciences’s revenue for the quarter was down 1.7% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.97 earnings per share. Integra LifeSciences has set its Q1 2026 guidance at 0.370-0.450 EPS and its FY 2026 guidance at 2.300-2.400 EPS. On average, analysts predict that Integra LifeSciences will post 2.45 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of research analysts have commented on IART shares. JPMorgan Chase & Co. upped their price target on Integra LifeSciences from $12.00 to $13.00 and gave the company an “underweight” rating in a research report on Friday, October 31st. Weiss Ratings reaffirmed a “sell (e+)” rating on shares of Integra LifeSciences in a research report on Monday, December 29th. Wall Street Zen upgraded Integra LifeSciences from a “hold” rating to a “buy” rating in a research report on Saturday, November 8th. Truist Financial reiterated a “hold” rating and issued a $13.00 price objective (down from $15.00) on shares of Integra LifeSciences in a report on Monday, November 3rd. Finally, Wells Fargo & Company dropped their target price on shares of Integra LifeSciences from $13.00 to $12.00 and set an “equal weight” rating on the stock in a report on Friday. Two investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat.com, Integra LifeSciences currently has an average rating of “Reduce” and a consensus price target of $14.80.

Key Headlines Impacting Integra LifeSciences

Here are the key news stories impacting Integra LifeSciences this week:

• Positive Sentiment: Q4 results: adjusted EPS of $0.83 topped consensus ($0.79) and revenue of $434.9M beat estimates — a near-term fundamental positive that likely supported buying. Integra Surprises With Q4 Sales
• Positive Sentiment: Management highlighted operational progress and a simplified operating model expected to deliver $25–$30M of savings in 2026, underpinning margin improvement expectations. Press Release (GlobeNewswire)
• Positive Sentiment: Core Codman Specialty Surgical segment showed organic growth (neurosurgery, ENT, instruments, strong international sales), offsetting weakness elsewhere and supporting recurring revenue quality. Segment Details
• Neutral Sentiment: Analyst/editor pieces highlight momentum metrics and style scores (useful for some investors) but are not new company-specific catalysts. Zacks Momentum Article
• Neutral Sentiment: Earnings call/transcripts and slide deck are available for deeper read — useful for investors who want management color on remediation, tariffs and execution. Earnings Call Transcript
• Negative Sentiment: Guidance mixed: FY-2026 adjusted EPS of $2.30–$2.40 and revenue guidance imply modest growth, but Q1 EPS guidance ($0.37–$0.45) is below consensus — a near-term headwind for sentiment. Guidance Details
• Negative Sentiment: Legacy issues: the company recorded a $511M goodwill impairment in 2025 and reported a GAAP net loss for the year; leverage remains elevated (net debt ~ $1.6B, ~4.5x leverage), which raises capital-allocation and downside risk concerns. Quiver / Results Summary
• Negative Sentiment: Analyst action: Wells Fargo lowered its price target from $13 to $12 and set an “equal weight” rating, which can cap near-term upside. Wells Fargo PT Cut (Benzinga)

Institutional Investors Weigh In On Integra LifeSciences

Several large investors have recently bought and sold shares of IART. Rubric Capital Management LP raised its holdings in Integra LifeSciences by 58.4% in the 2nd quarter. Rubric Capital Management LP now owns 7,353,934 shares of the life sciences company’s stock worth $90,233,000 after purchasing an additional 2,710,262 shares during the period. Paradigm Capital Management Inc. NY lifted its position in shares of Integra LifeSciences by 57.5% during the 2nd quarter. Paradigm Capital Management Inc. NY now owns 2,181,500 shares of the life sciences company’s stock valued at $26,767,000 after buying an additional 796,300 shares in the last quarter. Kotler Kevin bought a new position in shares of Integra LifeSciences during the 4th quarter valued at approximately $5,309,000. Soleus Capital Management L.P. increased its holdings in Integra LifeSciences by 29.4% in the 2nd quarter. Soleus Capital Management L.P. now owns 1,387,818 shares of the life sciences company’s stock worth $17,029,000 after acquiring an additional 315,614 shares in the last quarter. Finally, J. Goldman & Co LP raised its stake in Integra LifeSciences by 30.8% during the 4th quarter. J. Goldman & Co LP now owns 1,243,772 shares of the life sciences company’s stock worth $15,448,000 after acquiring an additional 292,961 shares during the period. 84.78% of the stock is currently owned by institutional investors.

Integra LifeSciences Company Profile

Integra LifeSciences Corporation is a global medical technology company specializing in products and innovations for neurosurgery, regenerative medicine and reconstructive procedures. The company develops and markets surgical instruments, implants and advanced wound care solutions designed to support tissue repair and functional recovery. Its product portfolio includes collagen-based matrices, dural substitutes, hemostatic agents and specialized spinal and peripheral fixation devices.

Founded in 1989 and headquartered in Plainsboro, New Jersey, Integra has expanded its capabilities through targeted acquisitions and internal research efforts.