TickerTalks
Browse all tickers →
TickerTalks›$ITGR
ITITGR

Integer Holdings Corporation

$ITGR·$4.1B·Medical - Devices·Healthcare
——
Mentions · last 7 days
2026-07-25: 0 posts2026-07-26: 1 posts2026-07-27: 3 posts2026-07-28: 0 posts2026-07-29: 2 posts2026-07-30: 3 posts2026-07-31: 30 posts39
X counts updated 3h ago
ITITGR
$ITGRInteger Holdings Corporation
——39 posts
AI analysisFundamentalsVoices on X
Loading…

What it does

Plain-English summary of the business — what they sell and how they make money.

Integer Holdings Corporation functions as a global leader in outsourced medical device manufacturing, maintaining operations across the United States, Puerto Rico, Costa Rica, and other international regions. The company organizes its business into two primary divisions: Medical and Non-Medical. Within its Medical segment, Integer delivers a broad array of devices and components essential for numerous advanced medical procedures. These solutions cater to areas such as interventional cardiology, structural heart conditions, heart failure management, peripheral and neurovascular interventions, interventional oncology, electrophysiology, vascular access, infusion therapy, hemodialysis, urology, and gastroenterology. Their extensive product portfolio includes cardiac rhythm management devices like implantable pacemakers, defibrillators, cardiac monitors, leads, and heart failure therapies. They also produce neuromodulation devices, such as implantable spinal cord stimulators, alongside critical components like non-rechargeable batteries, feedthroughs, device enclosures, precision-machined parts, and lead sub-assemblies. Furthermore, Integer provides rechargeable battery systems and chargers. A comprehensive range of surgical instruments and components is also offered for arthroscopic, laparoscopic, and general surgery, encompassing items like harmonic scalpels, various blades and shavers, radio frequency and biopsy probes, trocars, electrocautery components, wound dressings, GERD treatment parts, and phacoemulsification needles. Orthopedic offerings comprise specialized instruments for hip, knee, and spine surgeries, including reamers and chisels, among other general medical technologies. The Non-Medical segment concentrates on developing customized battery power and management systems, along with specialized battery solutions, designed for the energy, military, and environmental sectors. Integer primarily collaborates with multinational original equipment manufacturers (OEMs) and their affiliated subsidiaries, supporting their requirements across diverse markets, including cardiac, neuromodulation, orthopedics, vascular, advanced surgical, and portable medical applications. Established in 1970, Integer Holdings Corporation is headquartered in Plano, Texas.

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 · Healthcare

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

4-year forecast · up to 8 analysts
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 reportsreuters.com·10h agoKKR Near Deal to Buy Integer Holdingswsj.com·10h ago8,750 Shares in Integer Holdings Corporation $ITGR Purchased by ADAR1 Capital Management LLCdefenseworld.net·2d agoInteger Holdings Corporation $ITGR Shares Bought by Fifth Third Bancorpdefenseworld.net·7d agoInteger Announces Conference Call to Discuss Second Quarter 2026 Resultsglobenewswire.com·30d ago

More in Medical - Devices

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$BSX$MDT$ISRG$ABT$SYK$EW$BFLY$LUNG
Voices on X · top 5 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport