Integer Holdings Corporation
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Mentions · last 7 days
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X counts updated 3h ago
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Medical - Devices sits in its cycle right now — and what that implies for $ITGR.
Medical - Devices
No material change from last week — ISRG's da Vinci 5 procedure growth (+23%) confirms surgical robotics has transitioned from premium to standard-of-care in major procedures.
Industry benchmark
21-name peer basket
-2.1%YTD
+6.9%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
29.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
5.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
10.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
2.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
2.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
8.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
23.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q1 2026Apr 30, 2026$1.20$1.21-0.8%
Q4 2025Feb 19, 2026$1.76$1.70+3.5%
Q3 2025Oct 23, 2025$1.79$1.68+6.5%
Q2 2025Jul 24, 2025$1.55$1.57-1.3%
Next earningsThu, Aug 6·consensus EPS $1.38
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$439.6M+0.8%24.9%8.0%$0.48$737K
Q4 FY25$470.9M+4.8%22.5%10.9%$1.39$27.9M
Q3 FY25$466.6M+8.1%23.2%11.5%$1.13$46.3M
Q2 FY25$472.8M+10.5%22.7%11.1%$1.06$24.9M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$1.8B$1.8B – $1.8B$6.08$5.94 – $6.168
FY27$1.9B$1.9B – $1.9B$6.82$6.55 – $6.987
FY28$2.0B$2.0B – $2.1B$7.28$7.16 – $7.393
FY29$2.2B$2.2B – $2.2B$8.27$8.14 – $8.402
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
KKR nearing deal to acquire Integer Holdings, WSJ reportsKKR Near Deal to Buy Integer Holdings8,750 Shares in Integer Holdings Corporation $ITGR Purchased by ADAR1 Capital Management LLCInteger Holdings Corporation $ITGR Shares Bought by Fifth Third BancorpInteger Announces Conference Call to Discuss Second Quarter 2026 Results
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