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Sep 30, 2025
Integra LifeSciences Q3 2025 Earnings Report
Integra LifeSciences reported its financial results for the third quarter of 2025, highlighting revenue growth, improved profitability, and progress in supply chain and quality management initiatives.
Key Takeaways
Integra LifeSciences delivered a strong third quarter in 2025 with total revenues of $402.1 million, marking a 5.6% increase year-over-year. The company achieved significant profitability improvements, with adjusted EPS rising to $0.54 from $0.41 in the prior year, and adjusted EBITDA reaching $78.5 million. Despite some supply interruptions, demand remained healthy across its portfolio, and strategic initiatives to strengthen the supply chain and quality management system are progressing.
Total revenues for Q3 2025 reached $402.1 million, an increase of 5.6% on a reported basis compared to the prior year.
GAAP earnings per diluted share improved to $(0.07) from $(0.14) in the prior year, while adjusted earnings per diluted share increased to $0.54 from $0.41.
Adjusted EBITDA for the quarter was $78.5 million, representing 19.5% of revenue, up from $61.8 million (16.2% of revenue) in Q3 2024.
The company successfully relaunched PriMatrix® and Durepair® ahead of schedule through a dual sourcing supply strategy and is making progress on its Compliance Master Plan.
Revenue by Segment
Forward Guidance
Integra LifeSciences is revising its 2025 guidance to reflect third-quarter revenue and updated assumptions for the fourth quarter. For Q4 2025, the company expects revenues between $420 million and $440 million and adjusted EPS in the range of $0.79 to $0.84 per share. The full-year 2025 revenue guidance is updated to $1.620 billion to $1.640 billion, with full-year adjusted EPS expected between $2.19 and $2.24 per share.
Positive Outlook
- Anticipated adjusted EPS for Q4 2025 is strong, ranging from $0.79 to $0.84 per share.
- Full-year 2025 adjusted EPS guidance is positive, expected between $2.19 and $2.24 per share.
- The company expects to achieve 5% organic growth, indicating continued strong demand.
- Margin expansion program is on track to reduce costs by $25 to $30 million in 2026 through productivity and efficiency initiatives.
- The Braintree facility is on track to resume production in June 2026, supporting the relaunch of SurgiMend® in Q4 2026.
Challenges Ahead
- Fourth-quarter 2025 reported revenue growth is projected to be negative, ranging from (5.1%) to (0.6%).
- Fourth-quarter 2025 organic revenue growth is also projected to be negative, ranging from (5.9%) to (1.4%).
Revenue & Expenses
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Historical Earnings Impact
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Avg. Return Before/After Earnings
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