Integra LifeSciences shares have surged 52.1% over the past year, significantly outperforming the industry's 5.1% decline and the S&P 500's 23.3% gain. In the first quarter of 2026, Specialty Surgery revenues reached $283.1 million, with global neurosurgery sales up 1.9% organically, while Tissue Reconstruction revenues grew 6.4% organically, driven by double-digit growth in Integra Skin and mid-double-digit growth in DuraSorb. Adjusted earnings per share came in at $0.54, above the high end of guidance, supported by favorable mix and transformation savings, with adjusted gross margin of 64.1% and adjusted EBITDA margin of 19.4%. The company ended the quarter with net debt of $1.60 billion and cash of $236.8 million, and continues to navigate an FDA warning letter issued in December 2024 as well as geopolitical and trade uncertainty. The Zacks Consensus Estimate for 2026 earnings per share has moved up to $2.45, with revenues projected to grow 2.4% to $1.67 billion.
Integra LifeSciences HoldingsStrong Q1 earnings beat with adjusted EPS above guidance, margin expansion, and upward earnings revision
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