Integra LifeSciences Holdings Corporation (IART) AI Stock Analysis

Integra LifeSciences Holdings Corporation, based in Princeton, New Jersey, develops, manufactures, and markets surgical implants and medical instruments. The company operates through two primary segments: Codman Specialty Surgical and Tissue Technologies. Codman Specialty Surgical provides solutions for neurosurgery and neuro critical care, including equipment for tissue ablation, dural repair, cerebral spinal fluid management, intracranial monitoring, cranial stabilization, and surgical headlamps. Tissue Technologies focuses on regenerative technology products for wound treatment and surgical tissue repair solutions, including hernia repair, peripheral nerve protection, tendon repair, skin repair, plastics reconstruction, and bone grafts for hospitals and healthcare providers worldwide.

Integra posted a 5-year revenue CAGR of 3.6% from FY2020 to FY2025, with annual revenue increasing from $1.54B in FY2021 to $1.64B in FY2025. Over this period, gross margin declined from 61.2% to 51.7%, while operating margin dropped from 12.8% to 4.2%. Net income fell from $169.1M in FY2021 to -$516.5M in FY2025. Over the trailing twelve months, revenue was $1.65B with an operating margin of 9.6% and a net profit margin of -0.4%. In the latest quarter ended June 30, 2026, quarterly revenue rose 0.8% year-over-year and quarterly earnings grew 0.4%.

As of June 30, 2026, Integra held $274.1M in cash and short-term investments against total debt of $2.04B, resulting in net debt of $1.77B. Shareholders' equity stood at $1.05B, yielding a debt-to-equity ratio of 1.94, while total assets were $3.59B and the current ratio was 3.40. Operating cash flow fell to $50.4M in FY2025, leading to free cash flow of -$45.3M after capital expenditures of $95.6M. Capital allocation in FY2025 included share buybacks of $221,000.

At its last close of $13.21 on October 16, 2026, Integra had a market capitalization of $1.03B and an enterprise value of $3.02B. The stock trades at a forward P/E of 6.0x, lower than the 17.3x median of its US-listed Healthcare peers. Its price-to-sales ratio of 0.6x is below the peer median of 4.1x, while its EV/EBITDA of 12.2x is near the peer median of 12.0x. Over the past year, IART returned -9.6% compared to a 16.8% return for the S&P 500, and over five years returned -80.5% versus 83.0% for the benchmark.

Wall Street analysts hold 2 Strong Buy, 1 Buy, 7 Hold, and 2 Sell ratings on Integra. The mean price target of $18.00 implies a 36.3% premium over the last close of $13.21. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $1.66B and EPS of $2.38, representing 6.7% EPS growth. For the following fiscal year, 12 analysts project revenue of $1.71B and EPS of $2.52. Integra exceeded EPS estimates in all 4 of its last 4 quarters, with its next earnings release scheduled for October 21, 2026.

This page is an AI-written research summary of Integra LifeSciences Holdings Corporation (IART). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: IART income statement, IART balance sheet, IART key metrics, IART analyst forecast, IART chart. See the IART stock overview for the latest quote and news.