Integra LifeSciences Holdings Corporation (IART) reported preliminary, unaudited third-quarter 2026 expectations of $410 million to $412 million in revenue, adjusted earnings per diluted share of $0.55 to $0.59, and operating cash flow greater than $85 million. Flood-related supply disruptions at its Cincinnati facility are estimated to have reduced third-quarter revenue by approximately $7 million and are expected to negatively impact fourth-quarter revenue by approximately $15 million to $20 million.
Integra lowered its 2026 reported revenue outlook to $1.634 billion to $1.654 billion, from $1.654 billion to $1.695 billion, and adjusted earnings per diluted share guidance to $2.30 to $2.40, from $2.40 to $2.50. It expects full-year operating cash flow of approximately $190 million to $200 million. Integra expects insurance recoveries to mitigate a substantial portion of the disruption's earnings impact through the recovery period. The preliminary results remain subject to completion of financial closing procedures.
Integra LifeSciences Holdings Corp. (IART) lists Lesha R. Shinn, CVP, Chief Legal Officer & Sec, as directly holding 26,838 shares of common stock as of September 17, 2026. The entry reports a holding position.
Integra LifeSciences Holdings Corporation (IART) furnished an updated investor presentation used with prospective lenders as it prepares to refinance its senior credit facility in 2026. The company highlights 2026 as an inflection year while it completes FDA-mandated quality and manufacturing remediations and ramps a new Braintree, Massachusetts plant.
For the twelve months ended June 30, 2026, revenue was $1.648 billion, up 1.6% year over year, with adjusted EBITDA of $337 million, up 11.8% and representing a 20.5% margin, and adjusted gross margin of 62.5%. Operating cash flow was $85 million and free cash flow $26 million, recovering from a negative 2025 as remediation and capital spending begin to decline.
The presentation details multiple FDA warning letters, recalls, and a quality “compliance master plan,” with all warning-letter commitments targeted for completion in 2026 and full reintroduction by 2027 of products that historically generated about $150 million of annual revenue. Net leverage stands at 4.1x compliance adjusted EBITDA, above the stated 2.5–3.5x target, with management emphasizing future deleveraging as remediation costs, Braintree transition expenses, and EU MDR-related spending roll off.
INTEGRA LIFESCIENCES HOLDINGS CORP (IART) reported that executive vice president and chief human resources officer Chantal Veillon-Berteloot had 1,455 shares of Common Stock disposed of on September 1, 2026 as a payment of exercise price or tax liability by delivering or withholding securities. The shares were treated as a non-derivative transaction at a reported price of $16.62 per share, and she now holds 20,772 shares directly. No Rule 10b5-1 trading plan is indicated for this transaction.
Integra LifeSciences Holdings Corp’s common stock has a reported significant shareholder, Paradigm Capital Management, Inc., as updated in an amended ownership report. Paradigm Capital Management, a New York S corporation based in Albany, reports beneficial ownership of 3,439,098 shares of Integra LifeSciences common stock.
This position represents 4.42% of the outstanding common stock of Integra LifeSciences. Paradigm Capital Management reports sole power to vote and dispose of all 3,439,098 shares, with no shared voting or dispositive power. The filing characterizes the holding as ownership of 5 percent or less of the class, reflecting its current status relative to regulatory reporting thresholds.
Vanguard Portfolio Management reports beneficial ownership of common stock of Integra LifeSciences Holdings Corp. The filing states beneficial ownership of 3,912,816 shares, representing 5.02% of the class as of June 30, 2026.
Vanguard Portfolio Management has sole voting power over 169,723 shares and sole dispositive power over all 3,912,816 shares, with no shared voting or dispositive power. The position reflects securities held by Vanguard Portfolio Management LLC and specified Vanguard affiliates and funds for which they exercise dispositive and/or voting power. No other single person has an interest in more than 5% of these securities.
Integra LifeSciences Holdings Corporation reported modestly higher revenue and a return to profitability in Q2 2026. Total revenue was $418,761 thousand for the quarter and $810,679 thousand for the first half of 2026, slightly above the prior-year periods.
Q2 2026 net income was $4,482 thousand, compared with a net loss of $484,073 thousand in Q2 2025, when results included a $511,365 thousand goodwill impairment charge. Operating income for the first half improved to $30,755 thousand from a loss of $528,171 thousand a year earlier.
Cash and cash equivalents were $214,415 thousand and short-term investments $59,669 thousand at June 30, 2026. Total debt had a carrying value of $1,872,299 thousand. Net cash provided by operating activities for the first six months was $32,605 thousand, versus $(2,338) thousand in 2025.
Integra LifeSciences reported second-quarter 2026 net revenue of $418.8 million, up 0.8% reported and 0.7% organic year over year. GAAP gross margin improved to 52.5% from 50.4%, while adjusted gross margin rose to 61.3% from 60.7%.
GAAP net income was $4.5 million, or $0.06 per diluted share, compared with a GAAP net loss of $484.1 million, or $(6.31) per share, a year ago, which included a large goodwill impairment. Adjusted net income increased to $43.7 million, or $0.56 per diluted share, from $34.4 million, or $0.45 per share. Adjusted EBITDA was $78.4 million, or 18.7% of revenue.
Specialty Surgery revenue grew 1.7% to $309.3 million, while Tissue Reconstruction declined 1.9% to $109.5 million. The company generated $22.8 million of operating cash flow, with net debt of $1.6 billion and a 4.1x leverage ratio. For Q3 2026, Integra guides to revenue of $410–$425 million and adjusted EPS of $0.53–$0.61. Full-year 2026 reported revenue guidance is now $1.654–$1.695 billion, with organic revenue growth of 0.8%–3.3% and adjusted EPS of $2.40–$2.50. The Braintree facility has begun production, supporting a planned fourth-quarter 2026 relaunch of SurgiMend.
INTEGRA LIFESCIENCES HOLDINGS CORP senior vice president and principal accounting officer Jeffrey Mosebrook reported a tax-related share disposition. On this Form 4, 937 shares of common stock were delivered at $17.89 per share to satisfy tax obligations, leaving him with 34,516 directly held shares.
Singh Harvinder reported acquisition or exercise transactions in this Form 4 filing.
Integra LifeSciences EVP & President, SS Harvinder Singh received a grant of 5,590 restricted stock units (RSUs). The award was made under the Integra LifeSciences Holdings Corporation Fifth Amended and Restated 2003 Equity Incentive Plan.
Each RSU represents a contingent right to receive one share of common stock. The RSUs will vest in three equal annual installments on the first, second, and third anniversaries of the grant date, subject to his continued service. Following this grant, Singh holds 68,883 RSUs directly.