With the KKR acquisition on track to close by year-end, the Q3 earnings miss is unlikely to drive standalone stock price action. The key remaining catalysts are regulatory approvals and the closing of the transaction.
Price Chart
Executive Summary
Integer Holdings reported Q3 2026 sales of $450M (down 3.9% YoY) and adjusted EPS of $1.34, missing the consensus estimate of $1.68. Results are largely academic given the pending $127/share all-cash acquisition by KKR, which has received HSR early termination and stockholder approval and is expected to close by year-end 2026.
Key Financial Metrics
Key Facts
- Sales decreased 3.9% YoY to $450M, below the $457.2M consensus
- GAAP diluted EPS from continuing operations was $0.43, down 61% YoY
- Non-GAAP adjusted EPS was $1.34, down 25% YoY and missing the $1.68 consensus estimate
- Adjusted EBITDA fell 17% YoY to $88M
- Cardio & Vascular sales declined 5% YoY; Cardiac Rhythm Management & Neuromodulation grew 4%
- Pending acquisition by KKR at $127/share received HSR early termination and stockholder approval; expected to close by end of 2026
- No financial outlook provided and no conference call held due to pending transaction
Financial Impact
Adjusted EPS of $1.34 missed consensus of $1.68 by 20.2%; revenue of $450M missed $457.2M consensus by 1.6%
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Cardio & Vascular | $263.1M | -5.1% |
| Cardiac Rhythm Management & Neuromodulation | $175.8M | +3.9% |
| Other Markets | $10.8M | -49.7% |
Risk Factors
- Transaction may not close if remaining customary conditions are not satisfied or waived
- Revenue and earnings declines reflect operational headwinds beyond the pending deal
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3391211 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 29, 2026 1d ago | 8-K | No price | awaiting T+20 | awaiting T+20 | No price |
Oct 29, 2026 1d ago | Press Release | $124.00 | awaiting T+20 | awaiting T+20 | $126.61 (−2.10%) |
Oct 27, 2026 2d ago | Institutional Cluster | $126.55 | awaiting T+20 | awaiting T+20 | $126.61 (+0.04%) |
Oct 21, 2026 8d ago | 8-K | $126.56 | awaiting T+20 | awaiting T+20 | $126.61 (+0.04%) |
Oct 21, 2026 8d ago | Press Release | $126.56 | awaiting T+20 | awaiting T+20 | $126.61 (+0.04%) |
Oct 14, 2026 16d ago | 8-K | $126.61 | awaiting T+20 | awaiting T+20 | $126.61 (−0.00%) |
Oct 13, 2026 16d ago | SC 13D | $126.61 | awaiting T+20 | awaiting T+20 | $126.61 (−0.00%) |
Oct 2, 2026 27d ago | Press Release | $126.45 | awaiting T+20 | awaiting T+20 | $126.61 (+0.12%) |
Sep 30, 2026 4w ago | 8-K | $126.35 $126.74 | ▲ +0.31% | ▼ −0.96% | $126.61 (+0.20%) |
Sep 16, 2026 6w ago | Insider Cluster | $126.33 $126.72 | ▼ −0.31% | ▲ +0.90% | $126.61 (−0.22%) |
US Market Status
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