secwatch.observer — SEC 8-K summary
======================================

Issuer:     INTEGRA LIFESCIENCES HOLDINGS CORP (IART)
CIK:        0000917520
Form:       8-K
Filed at:   2026-10-02T12:20:13+00:00
Accession:  0000917520-26-000067
Event type: earnings
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

Integra cuts FY2026 guidance on Cincinnati flood; Q3 revenue $410-412M, adjusted EPS $0.55-0.59
--------------------------------------------------------------------------------

- Q3 preliminary revenue $410M-$412M, adjusted EPS $0.55-$0.59; Q3 operating cash flow >$85M; July Cincinnati flood cut Q3 revenue by ~$7M.
- FY2026 revenue guidance lowered to $1.634B-$1.654B from $1.654B-$1.695B; adjusted EPS guidance cut to $2.30-$2.40 from $2.40-$2.50.
- Flood is expected to cut Q4 revenue by ~$15M-$20M; full Cincinnati manufacturing operations expected to resume in Q2 2027.
- Integra carries property and business-interruption insurance and expects recoveries to mitigate a substantial portion of the earnings impact.
- CEO Stuart Essig cites recovery progress and customer support; FY2026 operating cash flow still expected at ~$190M-$200M, with improving product availability and key product returns.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/917520/000091752026000067/0000917520-26-000067-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/917520/000091752026000067/iart-20261002.htm
  HTML page:      https://secwatch.observer/filing/0000917520-26-000067

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer