Every 8-K that Integra LifeSciences Holdings (IART) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow IART and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full IART filings page.
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 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 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 Corporation reported the results of its 2026 Annual Meeting of Stockholders held on May 7, 2026. Stockholders approved Amendment No. 3 to the Fifth Amended and Restated 2003 Equity Incentive Plan, increasing the number of common shares available for equity awards by 3,550,000 shares.
All director nominees were elected, each receiving over 62 million votes in favor, with broker non-votes of 3,918,311 for each nominee. Stockholders also ratified PricewaterhouseCoopers LLP as the independent registered public accounting firm for the 2026 fiscal year and approved, on an advisory and non-binding basis, the compensation of the named executive officers.
Integra LifeSciences announced a major leadership transition, appointing longtime director and current chairman Stuart M. Essig as president and chief executive officer effective May 1, 2026, succeeding Mojdeh Poul, who departed as CEO and board member on April 30, 2026.
Under his new employment agreement, Mr. Essig will receive a $1,075,000 base salary, a target annual bonus equal to 125% of salary, and one-time equity awards of $4 million in restricted stock units and $4 million in stock options, each vesting over three years. The agreement also provides for severance of up to 2.99 times salary plus target bonus, continued health coverage, and accelerated equity vesting in certain terminations and change in control scenarios.
The company entered into a separation agreement with Ms. Poul that includes a cash payment of $566,526 and reimbursement of up to $25,000 in legal fees, along with previously disclosed severance benefits. Integra also created a new chief commercial officer role, appointing Michael McBreen, who will receive a $660,000 salary, a 90% target bonus, and a $1 million promotion equity award, with broader commercial responsibilities designed to sharpen customer and market focus.
Integra LifeSciences reported first quarter 2026 revenue of $391.9 million, up 2.4% year over year and 1.3% on an organic basis. GAAP results improved but remained a loss, at $(0.06) per diluted share versus $(0.33) a year earlier.
Profitability strengthened on an adjusted basis. Adjusted gross margin rose to 64.1% from 62.2%, adjusted EBITDA reached $76.2 million (19.4% of revenue), and adjusted EPS increased to $0.54 from $0.41. Tissue Reconstruction grew 6.7% reported, while Specialty Surgery was roughly flat.
The company reaffirmed 2026 revenue guidance of $1.662–$1.702 billion and raised its 2026 adjusted EPS outlook to $2.40–$2.50 from $2.30–$2.40, citing first-quarter benefits from IEEPA tariffs. Net debt was $1.60 billion with a total leverage ratio of 4.1x and total liquidity of about $488 million.
Integra LifeSciences Holdings Corporation amended its existing $150 million accounts receivable securitization facility, originally entered into in 2018, by executing amendments to its Receivables Financing Agreement and Purchase and Sale Agreement.
The amendments extend the facility’s scheduled termination date to April 10, 2029 and adjust certain customary representations, covenants and concentration limits related to the receivables backing the facility. These changes are intended to keep the funding structure in place to support ongoing liquidity and working capital needs.
Integra LifeSciences reported flat-to-modest growth in 2025 but a large GAAP loss driven by non-cash charges. Full-year revenue was $1,635.2 million, up 1.5%, while GAAP earnings per diluted share fell to $(6.74) from $(0.09), mainly due to a $511 million goodwill impairment recorded in the second quarter.
On an adjusted basis, 2025 EBITDA was $317.5 million (19.4% margin), slightly below 2024, and adjusted earnings per diluted share declined to $2.23 from $2.56. Free cash flow for the year was negative at $(31.1) million, and net debt stood at $1.60 billion with a total leverage ratio of 4.5x and liquidity of about $516 million.
In the fourth quarter, revenue was $434.9 million, down 1.7%, with organic revenue down 2.5%. GAAP EPS was $(0.02), and adjusted EPS was $0.83. For 2026, the company guides revenue to $1,662–$1,702 million and adjusted EPS to $2.30–$2.40, with Q1 revenue of $375–$390 million and adjusted EPS of $0.37–$0.45.
Integra LifeSciences Holdings Corporation adopted a renewed change in control severance program for certain senior executives, effective January 1, 2026. The program applies if an executive is terminated without cause or resigns for good reason within two years after a change in control that occurs by December 31, 2026.
Covered leaders include CFO Lea Knight and business presidents Robert T. Davis, Jr., Michael McBreen, and Harvinder Singh. On a qualifying termination, they may receive a lump sum of 1.5 times their salary plus target bonus, or 2 times for Ms. Knight, a pro rata target bonus for the year of termination, subsidized COBRA premiums for up to 18 months, up to 12 months of outplacement services, and any earned but unpaid prior-year bonus. Benefits require a release of claims and are subject to a “best pay cap” that can reduce payments to mitigate excise taxes. The program runs through December 31, 2026, with automatic extensions after a change in control or qualifying termination until all obligations are met.
Integra LifeSciences (IART) furnished an update on results for the quarter ended September 30, 2025 via a press release attached as Exhibit 99.1. The release includes reconciliations between GAAP and non-GAAP measures such as organic revenues, adjusted EBITDA, adjusted net income, adjusted gross profit, adjusted gross margin, adjusted earnings per diluted share, net debt, free cash flow, and adjusted free cash flow conversion for comparable periods in 2025 and 2024.
The company also provided forward-looking guidance for adjusted earnings per diluted share and did not reconcile it to GAAP EPS because certain expense items are highly variable and not reasonably predictable. Non-GAAP adjustments may include structural optimization, acquisition/divestiture and integration-related costs, EU Medical Device Regulation costs, charges related to the prior Boston manufacturing recall and Braintree transition, intangible amortization, tax effects of adjustments, and impairment charges.