Loading...Loading...Monday, Integra LifeSciences Holdings Corporation IART reported first-quarter revenues of $368.9 million, down 3.1% Y/Y on a reported basis and 2.5% on an organic basis, beating the consensus of $361.96 million and the management guidance of $360 million to $365 million.Revenue increased by 1.6% on an organic basis, excluding Boston.Integra Lifesciences reported an adjusted EPS of $0.55, which is in line with the consensus and lower than $0.74 a year ago.

正在加载。。。正在加载。。。周一，Integra LifeSciences Holdings Corporation IART公布第一季度收入为3.689亿美元，同比下降3.1%，有机下降2.5%，打破了3.6196亿美元的共识和3.6亿至3.65亿美元的管理指导。不包括波士顿，收入有机增长1.6%。Integra Lifesciences报告调整后每股收益为0.55美元，这与共识一致，低于一年前的0.74美元。

The management had forecasted first-quarter adjusted EPS of $0.53-$0.57.The company reported adjusted gross margin of 64.4%, compared to 67.3% in the prior year.Adjusted EBITDA for the first quarter of 2024 was $71.8 million, or 19.5% of revenue, compared to $92.3 million, or 24.2% of revenue, in the prior year.Codman Specialty Surgical revenues were $256.4 million, representing reported growth of 3.3% and organic growth of 4.4% Y/Y.Tissue Technologies revenues were $112.4 million, down 15.3% on a reported and organic basis, primarily driven by the impact of the Boston product recall. Tissue Technologies sales were down 4.4%, excluding Boston. The company is evaluating the timeline to address the findings related to the Boston facility product recall and resume commercial production.Guidance: Integra LifeSciences expects second-quarter revenue of $411 million-$416 million versus the consensus of $395.8 million, representing reported growth of 7.8%-9.1% and organic growth of 1.3%-2.6%, reflecting the better than expected first quarter performance and the completion of the Acclarent acquisition.The company forecasts adjusted EPS of $0.60-$0.65 versus the consensus of $0.75.For fiscal year 2024, the company is updating its revenue and adjusted EPS expectations to $1.672 billion-$1.687 billion and $3.01.

管理层预测第一季度调整后的每股收益为0.53-0.57美元。该公司报告调整后的毛利率为64.4%，而去年为67.3%。2024年第一季度调整后的息税折旧摊销前利润为7180万美元，占收入的19.5%，而上一年为9230万美元，占收入的24.2%。Codman Specialty手术收入为2.564亿美元，同比增长3.3%，有机增长4.4%。Tissue Technologies收入为1.124亿美元，同比下降15.3%，主要受波士顿产品召回的影响。不包括波士顿，纸巾技术的销售额下降了4.4%。该公司正在评估时间表，以解决与波士顿工厂产品召回有关的调查结果，并恢复商业生产。提示：Integra LifeSciences预计第二季度收入为4.11亿美元至4.16亿美元，而普遍预期的收入为3.958亿美元，这意味着报告的增长率为7.8%-9.1%，有机增长率为1.3%-2.6%，反映出第一季度业绩优于预期，并且完成了备受赞誉的收购。该公司预计调整后的每股收益为0.60-0.65美元，而普遍认为为0.75美元。2024财年，该公司正在更新其收入，并将每股收益预期调整为16.72亿-16.87亿美元和30.1美元。