Integer Holdings braces for $1-$5 million tariff impact

Published 11/04/2025, 12:06
Integer Holdings braces for $1-$5 million tariff impact

PLANO, Texas - Integer Holdings Corporation (NYSE: ITGR), a prominent contract development and manufacturing organization with annual revenue of $1.72 billion and strong financial health according to InvestingPro metrics, has reiterated its financial outlook in light of recent trade policy developments. The company's president and CEO, Joseph Dziedzic, confirmed that Integer anticipates a $1 to $5 million impact on its full-year adjusted operating income, a projection that aligns with prior statements.

This forecast takes into account the current tariffs and the additional tariffs announced by the U.S. on April 2, which are set to take effect after a 90-day pause. Integer's estimate also factors in both implemented and planned actions to mitigate the impact of these trade measures. The company's strong liquidity position, with a current ratio of 2.95, provides a solid foundation for managing these challenges, as highlighted by InvestingPro analysis.

Integer, which serves various medical markets including cardiac rhythm management, neuromodulation, and cardio and vascular sectors, is scheduled to release its first-quarter financial and operational results on April 24, 2025. The company currently trades at a P/E ratio of 38.2x, reflecting high growth expectations. Discover more detailed valuation metrics and 6 additional key insights with InvestingPro's comprehensive research report.

The company, known for its brands Greatbatch Medical® and Lake Region Medical®, operates as a strategic partner to medical device companies and original equipment manufacturers (OEMs), focusing on enhancing patient lives through high-quality products and solutions.

The statements made by Integer Holdings regarding the anticipated effects of tariffs are forward-looking and subject to risks, uncertainties, and assumptions. These forward-looking statements include expectations about the impact of tariffs on the company's 2025 adjusted operating income. It is important to note that actual results could differ materially from these predictions.

Integer Holdings has outlined various risks in its Annual Report on Form 10-K and other SEC filings. These risks range from operational challenges, such as dependence on a limited number of customers and supply chain disruptions, to strategic concerns like intense competition and the need to adapt to technological changes. Despite these risks, the company has maintained solid revenue growth of 10.35% over the last twelve months, with an EBITDA of $333.29 million. Financial risks, legal and compliance issues, and other uncertainties inherent in international operations are also part of the company's risk landscape.

Investors and stakeholders are advised that the information in this article is based on a press release statement from Integer Holdings Corporation.

In other recent news, Integer Holdings' subsidiary, Greatbatch Ltd., received an upgrade on its senior secured debt rating from S&P Global Ratings, moving from 'BB-' to 'BB'. This upgrade follows the company's $1 billion convertible notes issuance, which aims to refinance existing debt and improve liquidity. The transaction has been viewed positively as it reduces interest expenses and enhances the company's revolver capacity, though it remains leverage-neutral. In addition, Raymond James initiated coverage on Integer Holdings with an Outperform rating and set a price target of $145, highlighting the company's strong position in the medical device industry and potential for growth.

Meanwhile, Integra Resources reported its fourth-quarter earnings and revenue, which were in line with analyst expectations. This marks Integra's first quarterly report as a gold producer following the acquisition of the Florida Canyon mine. The company reported adjusted earnings of $0.02 per share on revenue of $30.4 million, producing 10,984 ounces of gold during the period. Integra's full-year production at Florida Canyon exceeded guidance, producing a record 72,229 ounces of gold. The company ended the year with a cash balance of $52.2 million and working capital of $64.4 million.

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