Have you evaluated the performance of Integra LifeSciences' (IART) international operations during the quarter that concluded in March 2024? Considering the extensive worldwide presence of this medical device maker, analyzing the patterns in international revenues is crucial for understanding its financial resilience and potential for growth.The global economy today is deeply interlinked, making a company's engagement with international markets a critical factor in determining its financial success and grow ...

Integra LifeSciences Holdings Corporation (IART) delivered adjusted earnings per share (EPS) of 55 cents in the first quarter of 2024, down 25.7% year over year. The metric was in line with the Zacks Consensus Estimate.The adjustment excludes the impact of certain non-recurring charges like structural optimization charges, the Boston recall and EU Medical Device Regulation charges.GAAP loss per share in the first quarter was 4 cents against GAAP EPS of 29 cents in the year-ago quarter.Revenue DiscussionTota ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES ☒ EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES ☐ EXCHANGE ACT OF 1934 For the transition period from to COMMISSION FILE NUMBER 000-26224 INTEGRA LIFESCIENCES HOLDINGS CORPORATION (EXACT NAME OF REGISTRANT AS SPECIFIED IN ITS CHARTER) Delaware 51-0317849 (STAT ...

财务数据和关键指标变化 - 第一季度收入为3.69亿美元,超出2月份指引范围,主要由于订单提前完成 [5][8] - 有机收入同比下降2.5%,主要由于2023年第一季度包含波士顿业务收入 [9] - 不包括波士顿,有机增长1.6% [9] - 调整后每股收益为0.55美元,在指引范围内 [9] 各条业务线数据和关键指标变化 - Codman Specialty Surgical业务同比增长4.1%,符合预期,主要由于多个领先产品和品牌的强劲表现 [9] - Tissue Technologies业务同比下降15.3%,主要由于2023年第一季度包含波士顿业务收入 [18] - 不包括波士顿,Tissue Technologies业务有机下降4.4%,主要由于Integra Skin供应受限 [10] 各个市场数据和关键指标变化 - 国际市场Codman Specialty Surgical业务保持高单位数至低双位数的增长 [9] - 国际市场Tissue Technologies业务同比下降低双位数,主要由于波士顿召回和Integra Skin供应,但MicroMatrix、Cytal和MediHoney实现低双位数增长 [18] 公司战略和发展方向及行业竞争 - 完成收购Acclarent,成为耳鼻喉外科手术干预领域的领导者,扩大可服务市场,为组合带来即时规模和增长 [10] - 继续推进战略性并购,扩大影响力,如收购SIA公司的DuraSorb产品 [10] - 全球重新推出CereLink,市场反响强烈,展现了公司颅内压监测产品组合的韧性和差异化 [9] 管理层对经营环境和未来前景的评论 - 第一季度表现反映了强劲的市场需求、广泛多元化产品组合的贡献以及Integra员工出色的执行力 [8] - 预计下半年将恢复更可靠的中单位数增长步伐 [23] - 对于波士顿设施的审计结果感到沮丧,但坚定致力于必要的补救工作和其他变革,以重新推出产品并加强供应链执行 [23] - 相信Integra未来前景光明,拥有稳定增长的市场、强大的商业能力和多元化的领先产品组合 [23] 问答环节重要的提问和回答 问题1 **Vik Chopra 提问** 波士顿设施的召回和重启,审计结果有什么发现?是否需要重新审视长期规划? [26][27] **Jan De Witte 回答** 公司正在确定工作计划,将审计观察结果转化为工作计划。目前还无法提供具体里程碑,但确定今年将推迟PriMatrix和SurgiMend的收入。公司仍致力于解决问题,重新推出产品。[28][33] 问题2 **Robbie Marcus 提问** 全年有机销售增长指引,第二季度和下半年如何实现大幅提升? [44][45] **Lea Knight 回答** 国际业务、Skin业务恢复满足需求以及其他业务线的持续增长,将推动第二半年的加速增长。公司正在采取措施提高生产效率和供应链效率,预计将在2025年及以后体现。[45][46] 问题3 **Richard Newitter 提问** 是否可以就2025年波士顿业务重启的贡献给予指引? [69][70][71] **Lea Knight 回答** 公司目前无法就2025年提供指引,正在评估最新审计结果,确定重新推出SurgiMend和PriMatrix的适当时间表。公司致力于将这些产品重新推向市场,但时间表尚未确定。[72]

Integra LifeSciences (IART) reported $368.87 million in revenue for the quarter ended March 2024, representing a year-over-year decline of 3.2%. EPS of $0.55 for the same period compares to $0.74 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $362.14 million, representing a surprise of +1.86%. The company has not delivered EPS surprise, with the consensus EPS estimate being $0.55.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- ...

业绩总结 - 2024年第一季度总收入为3.689亿美元，有机增长率为-2.5%[9] - 调整后每股收益为0.55美元，较去年同期下降0.19美元[9] - FY 2024预期营收为16.72亿至16.87亿美元，有机增长率为+3.3%至+4.3%[10] - Codman Specialty Surgical部门Q1 2024有机收入为2.589亿美元，增长率为4.4%[13] - Tissue Technologies部门Q1 2024有机收入为1.124亿美元，下降率为-15.3%[15] 未来展望 - FY 2024预期营收为16.72亿至16.87亿美元，有机增长率为+3.3%至+4.3%[10] 新产品和新技术研发 - Codman Specialty Surgical部门Q1 2024有机收入为2.589亿美元，增长率为4.4%[13] - Tissue Technologies部门Q1 2024有机收入为1.124亿美元，下降率为-15.3%[15] 市场扩张和并购 - 2024年第一季度净债务为1,201.5百万美元，与上季度持平[32] 负面信息 - 2024年第一季度调整后每股收益为0.55美元，同比下降至0.74美元[28] - 2024年第一季度调整后毛利率为64.4%，同比下降至67.3%[30]

News Release Integra LifeSciences Reports First Quarter 2024 Financial Results PRINCETON, N.J., May 6, 2024 - Integra LifeSciences Holdings Corporation (NASDAQ: IART), a leading global medical technology company, today reported financial results for the first quarter ending March 31, 2024. First Quarter 2024 Highlights • First quarter revenues of $368.9 million declined 3.1% on a reported basis and declined 2.5% on an organic basis compared to the prior year. Revenue increased 1.6% on an organic basis exclu ...

PRINCETON, N.J., May 06, 2024 (GLOBE NEWSWIRE) -- Integra LifeSciences Holdings Corporation (NASDAQ:IART), a leading global medical technology company, today reported financial results for the first quarter ending March 31, 2024. First Quarter 2024 Highlights First quarter revenues of $368.9 million declined 3.1% on a reported basis and declined 2.5% on an organic basis compared to the prior year. Revenue increased 1.6% on an organic basis excluding BostonFirst quarter GAAP earnings per diluted share of $(0 ...

PRINCETON, N.J., April 30, 2024 (GLOBE NEWSWIRE) -- Integra LifeSciences Holdings Corporation (NASDAQ:IART), a leading global medical technology company, is pleased to announce that following a successful Q1 2024 U.S. relaunch of its CereLink® ICP Monitoring System, the innovative product will be featured at the upcoming AANS Annual Scientific Meeting from May 3 through 6, 2024, in Chicago, Illinois. The CereLink ICP Monitoring System provides clinicians with uncompromised advanced continuous ICP monitoring ...

PRINCETON, N.J., April 18, 2024 (GLOBE NEWSWIRE) -- Integra LifeSciences Holdings Corporation (NASDAQ: IART), a leading global medical technology company, today announced that it has rescheduled the release of the Company’s first quarter 2024 financial results to Monday, May 6, 2024. In conjunction with the earnings release, Integra’s management team will host a conference call at 8:30 a.m. EDT. A live webcast will be available on the Investors section of the Company’s website at investor.integralife.com. F ...