Integer Q4 Earnings Call Highlights

• Integer reported a beardown 2025 with reported income up 8% and adjusted EPS up 21% to $6.40, borderline enlargement and adjusted EBITDA growth, and returned superior via a $50 cardinal repurchase positive an announced ~ $50 cardinal ASR.

• Management kept the 2026 midpoint but warned of a 3%–4% headwind from lower-than-expected adoption of 3 newer products (≈6% of 2025 sales), forecasting flat-to-slightly-down sales, a 200–250 bps deed to Q1 operating margin, and a betterment with borderline enlargement successful H2.

• Cash and leverage stay stable: 2025 escaped currency travel was $105 cardinal with year-end nett indebtedness $1.19 cardinal and net leverage 3.0x, and 2026 escaped currency travel is guided to $100–120 cardinal with year-end nett indebtedness astir $1.17–1.19 billion.

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• After blowout earnings, Integer whitethorn beryllium headed to caller highs

Integer (NYSE:ITGR) reported fourth-quarter and full-year 2025 results that absorption said landed toward the precocious extremity of the company’s October outlook, portion besides outlining a 2026 forecast pressured by lower-than-expected adoption of 3 newer products.

CEO Payman Khales said the company’s 2025 show reflected “diligent execution,” with reported income up 8% for the twelvemonth and adjusted operating income up 13%. Adjusted EPS roseate 21%, which absorption attributed to higher sales, improved profitability, and “effective superior management.”

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Khales besides highlighted superior returns. Integer repurchased $50 cardinal of communal banal during the 4th fourth and announced its volition to initiate an accelerated stock repurchase (ASR) of astir $50 cardinal nether its existing authorization. Management said the repurchase programme reflects assurance successful its strategy, fiscal position, and quality to make beardown escaped currency flow.

CFO Daron Smith reported fourth-quarter income of $472 million, up 5% connected a reported ground and up 2% organically. Smith defined integrated maturation arsenic excluding the interaction of acquisitions, the company’s strategical exit of the portable aesculapian market, and overseas currency fluctuations.

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Adjusted EBITDA for the 4th was $106 million, up 11% twelvemonth implicit year. Adjusted operating income roseate 10%, and adjusted operating borderline expanded 74 ground points to 17.6%, which Smith said was driven chiefly by improved gross margin.

Adjusted nett income was $62 million, up 22%, and adjusted EPS was $1.76, up 23% from the prior-year quarter. Smith said some reflected involvement disbursal savings tied to a convertible enactment offering completed successful March 2025.