Seeking Alpha·2d ago
Teleflex Incorporated (TFX) Q3 2026 Earnings Call TranscriptTeleflex Incorporated (TFX) Q3 2026 Earnings Call Transcript
Teleflex's recent financials are heavily distorted by non-cash impairment charges, with cumulative net losses exceeding $1.0B in 2025Q3-Q4, yet the underlying business shows signs of stabilization: gross margin expanded to 58.2% in 2026Q2 and operating cash flow remained positive at $95.9M.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue volatility persists with a 27.0% YoY decline in 2026Q2, but gross margin improved to 58.2% from 49.5% in 2025Q3, indicating a favorable mix shift despite operating margin compression to 10.6%.
Teleflex offers a wide range of medical technologies across vascular, surgical, anesthesia, and other critical care fields, enhancing its market reach and revenue streams.
With operations in over 150 countries and 14,000 employees, Teleflex has a strong international footprint, supporting consistent growth and market penetration.
Teleflex's potential spin-off of mature and high-growth businesses could unlock strategic value and attract investor interest in differentiated segments.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 5, 2026 | $2.63+38.4% vs $1.90 | $568M+0.4% vs $566M |
Q3 2026 Aug 6, 2026 | $1.76+37.5% vs $1.28 | $570M+1.9% vs $560M |
Q2 2026 May 7, 2026 | $1.39+14.9% vs $1.21 | $548M+2.1% vs $537M |
Q1 2026 Feb 26, 2026 | $1.93-48.3% vs $3.73 | $569M-38.1% vs $919M |
Teleflex Incorporated (TFX) Q3 2026 Earnings Call Transcript
While the top- and bottom-line numbers for Teleflex (TFX) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Teleflex (TFX) came out with quarterly earnings of $2.63 per share, beating the Zacks Consensus Estimate of $1.92 per share. This compares to earnings of $3.67 per share a year ago.
WAYNE, Pa.--(BUSINESS WIRE)--Teleflex Incorporated (NYSE: TFX) announced today that its Board of Directors declared a quarterly cash dividend of thirty-four cents ($0.34) per share of common stock. The dividend is payable December 31, 2026, to shareholders of record at the close of business on November 16, 2026.About Teleflex IncorporatedAs a global provider of medical technologies, Teleflex is driven by our purpose to improve the health and quality of people's lives. Through our vision to becom.
Benchmark TFX against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Teleflex Incorporated (TFX)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $150.87 | $6.68B | 20.46 | -34.61% | 13.61% | 9.74% | 0.89% | |
| $1.88 | $7.68M | -0.56 | 814.07% | -795.5% | -162.75% | — | |
| $72.23 | $229.98M | 21.58 | -5.83% | 30.48% | 8.78% | 1.7% | |
| $58.54 | $2.98B | 195.98 | 14.88% | 2.52% | 2.93% | — | |
| $13.28 | $1.54B | -12.74 | 8.28% | -16.78% | -35.81% | — | |
| $11.73 | $484.83M | -14.97 | 9.46% | -10.12% | -19.25% | — |
Teleflex Incorporated (TFX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Teleflex Incorporated (TFX) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 7, 2026·SEC
Aug 6, 2026·SEC
Aug 3, 2026·SEC
Get notified when TFX posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Teleflex Incorporated (TFX) stock FAQ — growth, dividends, profitability & financials explained
Teleflex Incorporated (TFX) reported $2.26B in revenue over the trailing twelve months. Revenue was $1.99B in fiscal year 2025. That is 114% more than the $931.2M of fiscal year 1996.
Teleflex Incorporated (TFX) revenue fell by 29.3% over the trailing twelve months, compared with the twelve months before.
Yes. Teleflex Incorporated (TFX) earned $307.0M in net income over the trailing twelve months (a 13.6% net margin).
Yes. Teleflex Incorporated (TFX) pays a dividend that yields 0.89% at the current price, a small yield.
Teleflex Incorporated (TFX) had a return on equity (ROE) of 9.7% over the trailing twelve months. That is below the market's typical 10-15%.
Teleflex Incorporated (TFX) generated $386.4M in free cash flow over the trailing twelve months.
