EARNINGS PRESENTATION Q4 2025 February 26, 2026 Safe Harbor Statement This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 that involve risks and uncertainties and reflect the Company's judgment as of the date of this release. All statements, other than statements of historical fact, are statements that could be deemed forward-looking statements. Some of these forward-looking statements may contain words like "will," "believe," "may ...

Forward-looking statements Integra LifeSciences J.P. Morgan Healthcare Conference January 2026 Slide 2 A global medtech leader dedicated to restoring lives Demonstrated leadership in $9B global market Extensive portfolio of best-in-class products Executing strategic transformation Strengthening operational foundation Enabling growth and innovation 19% LTM adjusted EBTIDA margin 62.8% LTM adjusted gross margin $1.6B LTM reported revenue $89M LTM operating cash flow Slide 3 Financial metrics shown for the tra ...

Financial Performance - Q3 2025 revenue grew organically by 5% compared to Q3 2024[8, 9] - Adjusted EPS for Q3 2025 was $054, a 317% increase compared to $041 in Q3 2024[7, 10] - Adjusted EBITDA margin for Q3 2025 was 195%, a 330 bps increase compared to 162% in Q3 2024[10] - Q3 2025 operating cash flow was $409 million with a free cash flow conversion of 619%[11] Segment Performance - Codman Specialty Surgical (CSS) Q3 2025 revenue was $2926 million, with organic growth of 71% compared to Q3 2024[13] - Tissue Technologies Q3 2025 revenue was $1095 million, a 03% organic decrease compared to Q3 2024[17] Guidance and Outlook - Q4 2025 reported revenue is projected to be between $420 million and $440 million, with organic growth ranging from -59% to -14%[26] - Full year 2025 reported revenue is projected to be between $162 billion and $164 billion, with organic growth ranging from -16% to -04%[27, 28] - Full year 2025 adjusted EPS is projected to be between $219 and $224[28]

Core Insights - Integra LifeSciences Holdings Corporation reported a total revenue of $402.1 million for Q3 2025, reflecting a 5.6% increase on a reported basis and a 5.0% increase on an organic basis compared to the previous year [4][8][29] - The company experienced a GAAP net loss of $(5.4) million, or $(0.07) per diluted share, an improvement from a net loss of $(10.7) million, or $(0.14) per diluted share, in Q3 2024 [5][28] - Adjusted net income for Q3 2025 was $41.6 million, or $0.54 per diluted share, compared to $31.7 million, or $0.41 per diluted share, in the prior year [5][39] Financial Performance - Total reported revenues of $402.1 million increased by 5.6% year-over-year, with a GAAP gross margin of 51.5%, down from 52.6% in Q3 2024 [4][28] - Adjusted EBITDA for Q3 2025 was $78.5 million, representing 19.5% of revenue, compared to $61.8 million, or 16.2% of revenue, in the prior year [4][36] - The company generated cash flow from operations of $40.9 million in the quarter, with total balance sheet debt at $1.8 billion and net debt at $1.6 billion [10][11] Segment Performance - Codman Specialty Surgical, which accounts for approximately 70% of revenues, reported total revenues of $292.6 million, showing reported growth of 8.1% and organic growth of 7.1% compared to Q3 2024 [6][29] - Tissue Technologies, representing about 30% of revenues, saw total revenues of $109.5 million, reflecting a reported decline of 0.5% and an organic decline of 0.3% compared to the previous year [10][29] 2025 Outlook - For Q4 2025, the company expects reported revenues in the range of $420 million to $440 million, indicating a reported growth of (5.1%) to (0.6%) and organic growth of (5.9%) to (1.4%) [12][13] - The full-year 2025 revenue guidance has been updated to a range of $1.620 billion to $1.640 billion, representing reported growth of 0.6% to 1.8% and organic growth of (1.6%) to (0.4%) [13] Strategic Initiatives - The company is implementing a comprehensive plan to strengthen its supply chain and quality management system, aiming to improve overall performance and drive transformation [3][15] - The relaunch of PriMatrix® and Durepair® was completed ahead of schedule through a dual sourcing supply strategy [8][15]