Integra LifeSciences (IART) Q3 Earnings Beat Estimates

Core Insights - Integra LifeSciences (IART) reported quarterly earnings of $0.54 per share, exceeding the Zacks Consensus Estimate of $0.43 per share, and showing an increase from $0.41 per share a year ago, resulting in an earnings surprise of +25.58% [1] - The company posted revenues of $402.06 million for the quarter ended September 2025, which was 3.07% below the Zacks Consensus Estimate, but an increase from $380.83 million year-over-year [2] - Integra shares have declined approximately 32% year-to-date, contrasting with the S&P 500's gain of 17.2% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.93 on revenues of $457.68 million, and for the current fiscal year, it is $2.21 on revenues of $1.67 billion [7] - The estimate revisions trend for Integra was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Medical - Instruments industry, to which Integra belongs, is currently ranked in the top 39% of over 250 Zacks industries, suggesting that stocks in the top 50% outperform those in the bottom 50% by more than 2 to 1 [8] - Another company in the same industry, ClearPoint Neuro, Inc. (CLPT), is expected to report a quarterly loss of $0.20 per share, reflecting a year-over-year change of -11.1%, with revenues anticipated to be $9.9 million, up 21.9% from the previous year [9]