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Dec 31, 2025
Integra LifeSciences Q4 2025 Earnings Report
Integra LifeSciences Q4 2025 Earnings Report
Key Takeaways
Integra LifeSciences reported a slight revenue decline in Q4 2025, impacted by remediation efforts in its Tissue Technologies segment, while showing organic growth in its Codman Specialty Surgical business. The company is undergoing a transformation plan to improve long-term margins and operational accountability.
Reported Q4 revenues of $434.9 million, a 1.7% decrease compared to the prior year.
Codman Specialty Surgical segment grew 2.7% reported, driven by strong performance in Neurosurgery and International markets.
Tissue Technologies revenue declined 12.8% due to remediation efforts for MediHoney and a difficult comparison for Integra Skin.
The company implemented a simplified operating model in early 2026 to drive $25-$30 million in savings.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Integra expects modest revenue growth in 2026 supported by margin improvement initiatives and a new operating model.
Positive Outlook
- Full-year 2026 revenue expected between $1,662 million and $1,702 million.
- Anticipated organic growth of 0.8% to 3.3% for the full year.
- Expected savings of $25-$30 million from the new operating model.
- Early relaunch of PriMatrix and Durepair products.
- Improved safety stock levels across the portfolio.
Challenges Ahead
- Q1 2026 organic growth could be as low as -3.4%.
- Guidance reflects a full year of impact from tariffs.
- Ongoing remediation costs and EU Medical Device Regulation compliance expenses.
- Uncertainty regarding the recovery of Section 122 tariff amounts already paid.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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