Inferra AI / Company / TFX

Teleflex Inc.

TFX · Health Care

Last earnings Aug 6, 2026

Key results

GAAP revenuequarter

30.8%

SECOND HALF 2025 CONTINUING OPERATIONS FINANCIAL SUMMARY 1 GAAP revenue growth of 30.8% compared to the prior period Pro forma adjusted constant currency revenue growth of 4.7% compared to the prior year period, reflecting the period during 2025 in which Teleflex owned the Vascular Intervention business 3 (1) Continuing operations excludes the Acute Care, Interventional Urology, and OEM businesses that were classified as discontinued operations during the fourth quarter of 2025 as a result of our entry into agreements to divest those businesses, which we refer to as the Strategic Divestitures .

SEC original ↗Teleflex Inc. — Earnings release (8-K exhibit)EX-99Feb 26, 2026

Revenuefull-year

$23.7 million

As a result of the modification in the legislation, along with an adjustment to our calculation of the reserves related to years 2019 through 2025, we recognized a $23.7 million decrease in our reserve (and corresponding increase to revenue for the three months and year ended December 31, 2025), of which $20.1 million pertains to prior periods when including discontinued operations and $9.0 million on a continuing operations basis.

SEC original ↗Teleflex Inc. — Earnings release (8-K exhibit)EX-99Feb 26, 2026

Conflicting figures recorded for this item — see “Conflicting figures” below.

Adjusted revenuefull-year

$14 million

Pro forma adjusted revenue This non-GAAP measure is based upon net revenues, adjusted to (i) exclude, depending on the period presented, the impact of adjustments in our reserves and the corresponding revenue impact related to the Italian payback measure described in Adjusted revenue and approximately $14 million of products discontinued in the year ended December 31, 2025 due to a strategic realignment and (ii) include revenues for the six months ended June 29, 2025 generated by the Vascular Intervention business we acquired from BIOTRONIK SE Co.

SEC original ↗Teleflex Inc. — Earnings release (8-K exhibit)EX-99Feb 26, 2026

Revenuequarter

4.7%

revenue grew 4.7% year-over-year 2025 adjusted

SEC original ↗Teleflex Inc. — Presentation / slide deck (8-K exhibit)EX-99Feb 26, 2026

Conflicting figures recorded for this item — see “Conflicting figures” below.

Gross marginquarter

63.7%

gross margin of 63.7% and adjusted

SEC original ↗Teleflex Inc. — Presentation / slide deck (8-K exhibit)EX-99Feb 26, 2026

Conflicting figures recorded for this item — see “Conflicting figures” below.

Operating marginquarter

22.7%

operating margin of 22.7% 2025 adjusted EPS of $6.98, an 8.7% increase year-over-year

SEC original ↗Teleflex Inc. — Presentation / slide deck (8-K exhibit)EX-99Feb 26, 2026

EPSquarter

$6.98

operating margin of 22.7% 2025 adjusted EPS of $6.98, an 8.7% increase year-over-year

SEC original ↗Teleflex Inc. — Presentation / slide deck (8-K exhibit)EX-99Feb 26, 2026

Reported Vascular Intervention revenuequarter

$202 million

OnControl Reported Vascular Intervention revenues were $202 million in 2H'25 $472.71 Reported rev.

SEC original ↗Teleflex Inc. — Presentation / slide deck (8-K exhibit)EX-99Feb 26, 2026

Revenue shown as pro forma adjusted $427.51 Reported rev.

SEC original ↗Teleflex Inc. — Presentation / slide deck (8-K exhibit)EX-99Feb 26, 2026

Gross marginfull-year

$1,120,754 thousand

Gross profit 307,447 268,788 1,120,754 1,037,387

SEC original ↗Teleflex Inc. — Earnings release (8-K exhibit)EX-99Feb 26, 2026

Conflicting figures recorded for this item — see “Conflicting figures” below.

Selling, general, and administrativequarter

$222,368 thousand

Selling, general and administrative expenses 222,368 178,141 720,169 674,520

SEC original ↗Teleflex Inc. — Earnings release (8-K exhibit)EX-99Feb 26, 2026

Selling, general, and administrativefull-year

$720,169 thousand

Selling, general and administrative expenses 222,368 178,141 720,169 674,520

SEC original ↗Teleflex Inc. — Earnings release (8-K exhibit)EX-99Feb 26, 2026

AI analysis

Q2 2025 · reported Feb 26, 2026

Based on: Earnings release + Q2 2025 deck + parent 8-K + 10-Q — transcript not held

Revenue · Full year

$23.7M

EX-99 · Feb 26, 2026

EPS · Q2 2025

$6.98

EX-99 · Feb 26, 2026

Gross margin · Q2 2025

63.7%

EX-99 · Feb 26, 2026

Operating margin · Q2 2025

22.7%

EX-99 · Feb 26, 2026

Headline figures

Metric	Q2 2025	Prior qtr	Year ago
GAAP revenue	30.8%	—	—
Revenue	4.7%	—	—
Gross margin	63.7%	—	—
Operating margin	22.7%	—	—
EPS	$6.98	—	—
Reported Vascular Intervention revenue	$202 million	—	—
Selling, general, and administrative	$222,368 thousand	—	—

EX-99 · Feb 26, 2026

Guidance · company-stated

Revenue

“We have introduced financial guidance for 2026, which calls for mid-single-digit pro forma adjusted constant currency revenue growth.”

Company outlook — Lowered

“htm EX-99.1 Document Exhibit 99.1 FOR IMMEDIATE RELEASE February 26, 2026 Teleflex Reports 2025 Financial Results and Full Year 2026 Outlook Announces Restructuring to Right-Size and Reduce Cost Structure Related to Announced Strategic Divestitures Wayne, PA -- Teleflex Incorporated (NYSE TFX) (the Company ) today announced financial results for the year ended December 31, 2025 .”

Primary outlook statements conflict; no label forced — evidence preserved.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin63.7%

Operating margin22.7%

Gross marginfull year$1,120,754 thousand

Capital allocation

CC revenue4.5%

EPS$6.25

Includes Vascular Intervention revenue19.0%

Adjusted operating margin$90M

Our 2026 adjusted EPS outlook includes the full impact of stranded costs and excludes benefits from TS and MS agreements, share repurchase under our current $1 billion share repurchase authorization and intended debt paydown from the estimated $1.8 billion in after-tax proceeds from the strategic divestitures.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Teleflex Inc. Q2 2025 — SECOND HALF 2025 CONTINUING OPERATIONS FINANCIAL SUMMARY 1 GAAP revenue growth of 30.8% compared to the prior period Pro forma adjusted constant currency revenue growth of 4.7% compared to the prior y…

Based on: Earnings release + Q2 2025 deck + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Revenue: “We have introduced financial guidance for 2026, which calls for mid-single-digit pro forma adjusted constant currency revenue growth.”

Company outlook — Lowered (“Reduce”)
“htm EX-99.1 Document Exhibit 99.1 FOR IMMEDIATE RELEASE February 26, 2026 Teleflex Reports 2025 Financial Results and Full Year 2026 Outlook Announces Restructuring to Right-Size and Reduce Cost Structure Related to Announced Strategic Divestitures Wayne, PA -- Teleflex Incorporated (NYSE TFX) (the Company ) today announced financial results for the year ended December 31, 2025 .”

Revenue — Initiated (“introduced”)
“We have introduced financial guidance for 2026, which calls for mid-single-digit pro forma adjusted constant currency revenue growth.”

Primary outlook statements conflict; no label forced — evidence preserved.

Capital allocation

SEC original ↗Teleflex Inc. — Earnings release (8-K exhibit)EX-99Feb 26, 2026

Randle continued, We expect our two strategic divestitures to close in the second half of 2026 and remain committed to using the majority of the net proceeds from the transactions to return significant capital to shareholders through share repurchases, while also reducing debt to enhance our financial flexibility and support future growth and value creation.

SEC original ↗Teleflex Inc. — Earnings release (8-K exhibit)EX-99Feb 26, 2026

CC Revenue Growth 4.5% to 5.5% pro forma adjusted constant currency revenue growth for 2026 Adjusted Earnings Per Share 2026 adjusted EPS from continuing operations in the range of $6.25 to $6.55 Excludes foreign exchange, Italian payback matter, and discontinued products Includes Vascular Intervention revenue for the first half of 2025 ~19.0% adjusted operating margin Annualized impact of $90 million in stranded costs $105M of interest expense Refinancing of $500M (4.625% interest rate) debt No incremental debt paydown with net proceeds from sale transactions ~13.5% tax rate No material change in share count vs.

SEC original ↗Teleflex Inc. — Presentation / slide deck (8-K exhibit)EX-99Feb 26, 2026

2025 No incremental share repurchase from net proceeds from sale transactions Assumes: Note: See tables appearing in this presentation and the appendices hereto for reconciliations of non-GAAP financial information.

SEC original ↗Teleflex Inc. — Presentation / slide deck (8-K exhibit)EX-99Feb 26, 2026

The two sales transactions remain on track to close in 2H'26, and we remain committed to using the majority of the associated after-tax proceeds to return significant capital to shareholders through our $1 billion share repurchase program while also reducing debt to enhance our financial flexibility and support future growth and value creation.

SEC original ↗Teleflex Inc. — Presentation / slide deck (8-K exhibit)EX-99Feb 26, 2026

(2) Operating margin defined as Income from continuing operations before interest, loss on extinguishment of debt and taxes as a percentage of as reported and adjusted revenues.

SEC original ↗Teleflex Inc. — Presentation / slide deck (8-K exhibit)EX-99Feb 26, 2026

Strategy & priorities

htm EX-99.1 Document Exhibit 99.1 FOR IMMEDIATE RELEASE February 26, 2026 Teleflex Reports 2025 Financial Results and Full Year 2026 Outlook Announces Restructuring to Right-Size and Reduce Cost Structure Related to Announced Strategic Divestitures Wayne, PA -- Teleflex Incorporated (NYSE TFX) (the Company ) today announced financial results for the year ended December 31, 2025 .

SEC original ↗Teleflex Inc. — Earnings release (8-K exhibit)EX-99Feb 26, 2026

With a more streamlined portfolio and clear strategic priorities, we believe we will be well positioned to drive durable performance and long-term value for shareholders.

SEC original ↗Teleflex Inc. — Earnings release (8-K exhibit)EX-99Feb 26, 2026

STRATEGIC DIVESTITURES RESTRUCTURING PLAN In the first quarter of 2026, in connection with the Strategic Divestitures, our Board of Directors approved and we commenced a multi-year restructuring plan intended to align our global organizational structure and supply chain infrastructure amongst our remaining businesses.

SEC original ↗Teleflex Inc. — Earnings release (8-K exhibit)EX-99Feb 26, 2026

Risks & headwinds

Any forward-looking statements contained herein are based on our management s current beliefs and expectations, but are subject to a number of risks, uncertainties and changes in circumstances, which may cause actual results or company actions to differ materially from what is expressed or implied by these statements.

SEC original ↗Teleflex Inc. — Presentation / slide deck (8-K exhibit)EX-99Feb 26, 2026

These risks and uncertainties are identified and described in more detail in our filings with the Securities and Exchange Commission, including our Annual Report on Form 10-K.

SEC original ↗Teleflex Inc. — Presentation / slide deck (8-K exhibit)EX-99Feb 26, 2026

Conflicting figures

Revenue

$23.7 million

“As a result of the modification in the legislation, along with an adjustment to our calculation of the reserves related to years 2019 through 2025, we recognized a $23.7 million decrease in our reserve (and corresponding increase to revenue for the three months and year ended December 31, 2025), of which $20.1 million pertains to prior periods when including discontinued operations and $9.0 million on a continuing operations basis.”

4.7%

“revenue grew 4.7% year-over-year 2025 adjusted”

Gross margin

63.7%

“gross margin of 63.7% and adjusted”

$1,120,754 thousand

“Gross profit 307,447 268,788 1,120,754 1,037,387”

Documents

Earnings deck slides

0 decks with slide view

Teleflex Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

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