IART Q3 Deep Dive: Supply Chain Progress, Product Relaunches, and Margin Pressures Shape Outlook
Update: 2025-10-31
Description
Integra LifeSciences' Q3 2025 results show mixed performance: sales up 5% to $402M, but missed Wall Street expectations; adjusted EPS at $0.54, 24% higher than expected. Operational disruptions, supply interruptions, and low inventory impacted sales growth. Management acknowledged supply chain issues and committed to improving reliability and consistency. Investors reacted negatively, sending stock down due to trimmed full-year outlook and margin pressure from compliance projects. Positive notes include early product relaunches, international growth, and a focus on higher-growth, more profitable product lines. The company's future hinges on successful supply chain transformation and regaining market share.
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