Integer第三季度销售额4.50亿美元同比降3.9%：KKR关联方收购已获股东批准，预计2026年底前交割
总部位于 Texas 州 Plano 的医疗器械代工制造商 Integer Holdings Corporation（纽约证券交易所代码 ITGR）10月29日公布截至2026年10月2日的第三季度业绩：销售额4.497亿美元，同比下降3.9%，有机销售额下降2.2%。
利润方面，公司当季 GAAP 营业利润2,821万美元、同比下降50%；调整后营业利润6,629万美元、下降23%。GAAP 持续经营利润1,498万美元、摊薄每股收益0.43美元；调整后净利4,614万美元、调整后每股收益1.34美元；调整后 EBITDA 为8,792万美元、下降17%。截至10月2日，公司总债务较2025年底增加3,400万美元至12.19亿美元，杠杆率为调整后 EBITDA 的3.3倍。
分产品线看，心血管产品线销售额2.631亿美元、下降5%，公司称主要受两款新电生理产品此前已沟通的影响；心脏节律管理与神经调控产品线销售额1.758亿美元、增长4%；其他市场销售额1,075万美元，上年同期为2,139万美元，主要因退出便携医疗市场。
公司同时重申，其由 KKR 管理的投资基金关联方收购的交易正在推进：该交易依据2026年8月2日签署的合并协议进行；9月29日，公司已取得《哈特-斯科特-罗迪诺反垄断改进法》等待期的提前终止；10月21日，公司股东已投票批准采纳该合并协议。交易预计在2026年底前交割，仍须满足协议中的其余惯常交割条件，包括取得所需监管批准。因收购待交割，公司不提供财务指引，也不会就第三季度业绩召开电话会议。
Integer 是全球最大的医疗器械合同开发与制造组织（CDMO）之一，服务于心血管、神经调控与心脏节律管理市场，旗下品牌包括 Greatbatch Medical 与 Lake Region Medical。
Integer Q3 Sales Fall 3.9% to $450 Million: KKR Affiliate Takeover Approved by Stockholders, Closing Expected by End of 2026
Integer Holdings Corporation (NYSE: ITGR), a medical device contract development and manufacturing organization headquartered in Plano, Texas, reported results on October 29 for the quarter ended October 2, 2026: sales were $449.7 million, down 3.9% year over year, with organic sales down 2.2%.
GAAP operating income was $28.2 million, down 50%; adjusted operating income was $66.3 million, down 23%. GAAP income from continuing operations was $15.0 million, or $0.43 per diluted share; adjusted net income was $46.1 million, or $1.34 per share; and adjusted EBITDA was $87.9 million, down 17%. Total debt rose $34 million from the end of 2025 to $1.219 billion, for a leverage ratio of 3.3 times adjusted EBITDA as of October 2.
By product line, Cardio and Vascular sales fell 5% to $263.1 million, reflecting the previously communicated impact from two new electrophysiology products; Cardiac Rhythm Management and Neuromodulation sales rose 4% to $175.8 million; and Other Markets sales were $10.8 million, down from $21.4 million a year earlier, mainly due to the Portable Medical exit.
The company also updated its pending acquisition by an affiliate of investment funds managed by KKR under a merger agreement dated August 2, 2026: early termination of the Hart-Scott-Rodino waiting period was received on September 29, and stockholders approved adoption of the merger agreement on October 21. The transaction is expected to close by the end of 2026, subject to remaining customary closing conditions, including required regulatory approvals. Because of the pending deal, Integer is not providing a financial outlook and will not host an earnings call.
Integer is one of the world's largest medical device CDMOs, serving the cardio and vascular, neuromodulation and cardiac rhythm management markets, with brands including Greatbatch Medical and Lake Region Medical.
来源：GSM·美国（原文链接）
图片来源：图：人工心脏起搏器实物（资料图，Integer 产品线涵盖心脏节律管理器械）。Steven Fruitsmaak 摄，CC BY 3.0，经 Wikimedia Commons。Photo: An artificial pacemaker (file photo). Steven Fruitsmaak, CC BY 3.0, via Wikimedia Commons.
