Integer Holdings Corp (ITGR) Earnings History

Integer Holdings Corp - Q4 FY2025 Earnings

Filed at: Feb 19, 2026, 8:14 AM EST|Read from source

EXECUTIVE SUMMARY

Integer Holdings reported solid full-year 2025 results with 8% sales growth and 21% adjusted EPS growth, driven by strong performance in Cardio & Vascular and contributions from acquisitions. The company is maintaining its 2026 outlook midpoint for sales and the high end for adjusted EPS, signaling confidence in continued underlying growth despite some new product headwinds.

POSITIVE HIGHLIGHTS

  • •

    Full year sales increased 8% to $1.854 billion.

    positive
  • •

    Adjusted EPS increased 21% year-over-year to $6.40 for the full year.

    positive
  • •

    Cardio & Vascular sales increased 17% year-over-year to $1.107 billion, driven by new product ramps and acquisitions.

    positive
  • •

    The company intends to commence an accelerated share repurchase program of approximately $50 million.

    positive

CONCERNS & RISKS

  • •

    GAAP operating income decreased 1.9% to $55.9 million in Q4 2025 compared to Q4 2024.

    attention
  • •

    GAAP income from continuing operations decreased 15.1% year-over-year to $102.8 million for full year 2025.

    negative
  • •

    GAAP diluted EPS from continuing operations decreased 15.0% year-over-year to $2.89 for full year 2025.

    negative
  • •

    Cardiac Rhythm Management & Neuromodulation sales decreased 1.9% to $167 million in Q4 2025, primarily driven by lower demand from select emerging customers.

    attention
  • •

    Other Markets sales decreased 26.9% year-over-year to $78 million for full year 2025, driven by the decline in Portable Medical.

    negative
  • •

    Total debt increased $195 million to $1.185 billion, resulting in a leverage ratio of 3.0 times adjusted EBITDA as of December 31, 2025.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$472.06M
+5.0%
Prior year: $449.50M
Annual (YTD)
$1.85B
N/A
Prior year: $1.72B
Net Income
Quarterly
$48.61M
+48.6%
Prior year: $32.70M
Annual (YTD)
$102.81M
N/A
Prior year: $119.90M
EPS (Diluted)
Quarterly
$1.38
+53.3%
Prior year: $0.90
Operating Income
Quarterly
$55.94M
-1.9%
Prior year: $57.03M
Annual (YTD)
$221.26M
N/A
Prior year: $208.24M
EPS (Basic)
Quarterly
$1.39
+43.3%
Prior year: $0.97

MARGIN ANALYSIS

Gross Margin
Current Quarter
26.4%
Prior Year
26.0%
YoY Change
+43 bps
Operating Margin
Current Quarter
11.8%
Prior Year
12.7%
YoY Change
-84 bps
Net Margin
Current Quarter
10.3%
Prior Year
7.3%
YoY Change
+300 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q4 FY2025 2025

VISUAL OVERVIEW

|
Cardio & Vascular
0.0%
N/A
CC: +4.4%
Cardiac Rhythm Management & Neuromodulation
0.0%
N/A
CC: -1.9%
Other Markets
0.0%
N/A
CC: +5.9%

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% TotalCC
Cardio & Vascular
N/A———+4.4%
Cardiac Rhythm Management & Neuromodulation
N/A———-1.9%
Other Markets
N/A———+5.9%
Total Revenue$0.00M——100.0%—

Segment performance shows business unit health and growth drivers. Constant currency (CC) removes FX impact for like-for-like comparison.

MANAGEMENT GUIDANCE

FY2026

Sales
$1826000.0B—$1876000.0B
Mid-point: $1851000.0B
"Maintains midpoint of sales growth from October outlook."
Operating income
304,000,000—324,000,000
Mid-point: 314,000,000
"Adjusted operating income change from prior year: (5)% to 1%."
EBITDA
391,000,000—414,000,000
Mid-point: 402,500,000
"Adjusted EBITDA change from prior year: (3)% to 3%."
Net income
216,000,000—232,000,000
Mid-point: 224,000,000
"Adjusted net income change from prior year: (4)% to 3%."
Diluted earnings per share
$6.29—$6.78
Mid-point: $6.54
"Adjusted EPS change from prior year: (2)% to 6%."
Cash flow from operating activities
200,000,000—220,000,000
Mid-point: 210,000,000
"Change from prior year: 2% to 12%."

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

SPECIAL ITEMS & ADJUSTMENTS

Q4 2025
Restructuring and other charges
+$1.498M
FY2025
Restructuring and other charges
+$17.875M
Total Impact
+$19.373M

Special items are non-recurring events that may distort period-over-period comparisons. Analysts typically adjust for these when calculating normalized earnings.

MANAGEMENT COMMENTARY

Integer delivered strong performance in 2025, achieving 8% sales growth, 13% adjusted operating income growth, and a 21% increase in adjusted EPS.

— Integer Holdings Corp, Q4 FY2025 2025 Earnings Call

We have tightened the 2026 outlook range around the midpoint of our preliminary outlook provided last October and continue to expect solid underlying growth to be partially offset by select new product headwinds.

— Integer Holdings Corp, Q4 FY2025 2025 Earnings Call

We remain focused on our strategy of advancing our customers’ goals through industry-leading engineering and manufacturing.

— Integer Holdings Corp, Q4 FY2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.