Teleflex (TFX) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Individual investors often ...

Investors with an interest in Medical - Instruments stocks have likely encountered both Teleflex (TFX) and SONOVA HOLDING (SONVY) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank emphasizes companies with positive estimate ...

Teleflex (TFX) is slated for expansion in the coming quarters, owing to the key growth drivers in the Interventional business. The company’s market dominance in Central Venous Catheters and midlines categories is poised to continue, aiming to further increase market share by introducing new products. In addition, the sound solvency position is encouraging. Meanwhile, the impact of macroeconomic challenges on the company’s operations remains a concern. Competitive pressures may hinder Teleflex’s growth.In th ...

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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 1-5353 TELEFLEX INCORPORATED (Exact name of registrant as specified in its charter) Delaware 23-1147939 (State or other jurisdicti ...

财务数据和关键指标变化 - 第一季度收入为7.378亿美元,同比增长3.8%,其中GAAP和同比基础均为3.8% [8] - 第一季度调整后每股收益为3.21美元,同比增长3.9% [21] - 第一季度调整后毛利率为61.1%,同比增加170个基点,主要受益于MSA终止、Palette收购、价格上涨、成本改善等因素 [20] - 第一季度调整后营业利润率为26.6%,同比增加80个基点,主要受益于毛利率提升,部分被Palette Life Sciences纳入、员工相关费用和业务投资所抵消 [20] - 2024年全年预计调整后每股收益为13.60美元至13.95美元,下限提高0.05美元 [26] 各条业务线数据和关键指标变化 - 血管通路业务收入增长2%至1.814亿美元,受内毒素导管召回的影响有所抵消 [11] - 介入业务收入增长15.4%至1.347亿美元,增长动力包括气囊泵、MANTA和复杂导管 [12] - 麻醉业务收入增长3.2%至9640万美元,ET导管召回影响正在逐步恢复 [12] - 外科业务收入增长7.1%至1.055亿美元,胸腔引流和结扎产品表现良好 [12] - 介入泌尿业务收入增长6.1%至7970万美元,主要受益于Barrigel收购 [13] - OEM业务收入增长13.6%至8770万美元,多个产品类别均实现两位数增长 [14] 各个市场数据和关键指标变化 - 美洲地区收入下降1.5%至4.063亿美元,主要受MSA收入终止的影响 [10] - EMEA地区收入增长9.7%至1.596亿美元,多个产品线包括介入和介入泌尿均有两位数增长,同时受益于ET导管召回后的持续恢复 [10] - 亚洲地区收入增长11.2%至8420万美元,中国、印度和东南亚等市场均有两位数增长 [10] 公司战略和发展方向及行业竞争 - 公司将继续专注于内生增长机会和创新,扩大利润率,执行资本配置策略以提升长期价值 [29][30] - Palette Life Sciences的整合进展良好,预计未来几年将成为公司增长的重要贡献者 [30] - 公司将继续关注介入领域的并购机会,看好该领域的长期增长潜力 [73][74] - 公司在外科和泌尿领域的新产品管线丰富,有望推动未来增长 [16][17] 管理层对经营环境和未来前景的评论 - 公司2024年有望实现3.75%-4.75%的同比收入增长,扣除MSA和Palette的影响,内生增长为4.75%-5.75% [47][48] - 原材料价格通胀有所缓解,但预计2024年总体通胀水平将高于2023年 [9] - 物流和分销基础设施保持良好,即使中东冲突也能通过调整运输路线维持客户服务水平 [9] - 公司对2024年的财务目标充满信心,将继续专注于执行计划 [29] 其他重要信息 - 公司在2月自愿召回快速闪光型径动脉和动脉导管套件,财务影响很小 [18] - 公司最近还针对Arrow、FiberOptix和UltraFLEX 主动动脉球囊导管套件发出自愿现场通知,财务影响预计很小 [18] - 公司将在2024年下半年推出Ringer导管,该产品具有独特的气囊设计 [17] - 公司在2024年AUA会议上将有5篇论文发表,涉及UroLift与Rezum的对比研究等 [79][80] 问答环节重要的提问和回答 问题1 **Patrick Wood 提问** OEM业务连续几个季度表现强劲,未来是否会有所回落 [35] **Liam Kelly 回答** OEM业务有望全年保持两位数增长,Q2可能会有一定回落,但整体需求环境良好 [36][37] 问题2 **Jayson Bedford 提问** 第一季度毛利率超出全年指引,未来几个季度有何压力 [40] **Thomas Powell 回答** 第一季度表现出色,公司有信心实现全年指引,将继续密切关注形势并适时更新 [41][42] 问题3 **Shagun Singh 提问** 2024年增长指引略低于公司长期目标,未来如何加速增长 [46] **Liam Kelly 回答** 公司内生增长潜力依然很强,剔除MSA和Palette的影响,2024年有望实现4.75%-5.75%的有机增长 [47][48][49]

业绩总结 - 公司2024财年调整后每股收益为3.21美元，同比增长3.9%[18] - 全球收入增长3.8%，调整后毛利率为61.1%[18] - 公司2024财年调整后营业利润率范围为26.25%至26.75%[20] - 公司2024年第一季度的调整后每股稀释收益为3.21美元[42] 用户数据 - 美洲地区Q1'24收入为406.3百万美元，同比增长-1.4%[12] 未来展望 - 公司将继续专注于推出新产品[23] - 公司在2024年开始表现良好，业务单位表现出色[22] - 公司将继续投资有机和非有机增长驱动因素[22] 新产品和新技术研发 - 公司将继续专注于推出新产品[23] 市场扩张和并购 - 公司将继续投资有机和非有机增长驱动因素[22] 负面信息 - 美洲地区Q1'24收入为406.3百万美元，同比增长-1.4%[12] 其他新策略和有价值的信息 - 公司2024年第一季度，GAAP基础下的毛利率为55.1%，调整后的毛利率为59.4%[42] - 公司2024年第一季度，GAAP基础下的营运利润率为5.8%，调整后的营运利润率为4.2%[42]

Exhibit 99.1 FOR IMMEDIATE RELEASE May 2, 2024 Teleflex Reports First Quarter Financial Results and Full Year 2024 Outlook Wayne, PA -- Teleflex Incorporated (NYSE: TFX) (the “Company”) today announced financial results for the first quarter ended March 31, 2024. First quarter financial summary • Revenues of $737.8 million, up 3.8% compared to the prior year period; up 3.8% on a constant currency basis • GAAP diluted EPS from continuing operations of $0.33, compared to $1.63 in the prior year period • Adjus ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _________________________________________________ FORM 10-K _________________________________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 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 1-5353 ____________________________ ...

Teleflex Incorporated (NYSE:TFX) Q4 2023 Earnings Conference Call February 22, 2024 8:00 AM ET Company Participants Lawrence Keusch - Vice President of Investor Relations and Strategy Development Liam Kelly - Chairman, President and CEO Thomas Powell - Executive Vice President and CFO Conference Call Participants Patrick Wood - Morgan Stanley Jayson Bedford - Raymond James Shagun Singh - RBC Capital Markets Michael Sarcone - Jefferies Larry Biegelsen - Wells Fargo Matthew O'Brien - Piper Sandler Mike ...