NYSE$TFX

Teleflex Inc · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Teleflex reported solid revenue growth in Q4 2024 but faced a GAAP EPS decline due to impairment charges.

Teleflex Incorporated reported Q4 2024 revenue of $795.4 million, up 2.8% year-over-year, with adjusted EPS rising 15.1% to $3.89. GAAP EPS declined to $(2.95) due to a $240 million non-cash goodwill impairment charge. The Interventional and Surgical segments showed strong growth, while Interventional Urology declined. The company reaffirmed its FY25 guidance with expectations for continued revenue growth and adjusted EPS improvements.

  • Revenue grew 2.8% year-over-year to $795.4 million, driven by strong Interventional and Surgical segments.
  • GAAP EPS declined to $(2.95) due to a $240 million non-cash goodwill impairment charge.
  • Adjusted EPS increased 15.1% to $3.89, reflecting strong operational performance.
  • Interventional Urology segment saw an 8.7% revenue decline due to market challenges.

Headline financials

Total Revenue

$795M

Previous: $774M+2.8%
EPS (adj)

$3.89

Previous: $3.38+15.1%
Interest Expense

$18.7M

No prior period
Net Income

-$137M

Previous: $31.1M-539.4%
Operating Income

-$110M

Previous: $135M-181.8%
Gross Profit

$440M

Previous: $431M+2.0%

Revenue & EPS history

Teleflex · Revenue · Quarterly

$795M

Q4 2024+2.8%vs Q4 2023
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Teleflex · $428M total across 1 segment · Q3 2023

  • Americas Segment
    $428M+5.7%

Forward guidance

Teleflex expects modest revenue growth in FY25, with GAAP EPS forecasted between $8.85 and $9.25, and adjusted EPS between $13.95 and $14.35. The company remains focused on optimizing its portfolio and driving efficiency.

Tailwinds

  • Full-year adjusted EPS expected between $13.95 and $14.35.
  • Revenue expected to grow between 1.0% and 2.0% on an adjusted constant currency basis.
  • Acquisition of BIOTRONIK’s Vascular Intervention business to enhance Interventional portfolio.
  • Operating efficiency improvements expected to support margin expansion.
  • Planned $300 million share repurchase program to enhance shareholder value.

Headwinds

  • Foreign currency fluctuations expected to negatively impact revenue by 1.8%.
  • Interventional Urology segment continues to face demand challenges.
  • GAAP revenue growth guidance range of -0.4% to 0.7% indicates limited top-line expansion.
  • Interest expense projected to remain elevated at approximately $83 million for FY25.
  • Integration costs related to acquisitions may temporarily impact margins.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

-0.4%

Avg return

Earnings day

-2.6%

Avg return

5 days after

-1.9%

Avg return

30 days after

53%

36 / 68 earnings

Positive

+12.5%

Q3 2023

Best reaction

-21.7%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+6.9%+4.6%+5.2%
Q4 2025+6.5%+9.2%+3.9%
Q3 2025-13.3%-10.0%-3.4%
Q1 2025-8.2%-12.0%-10.8%
Q4 2024-21.7%-26.4%-22.4%
Q3 2024-10.2%-13.5%-18.0%
Q2 2024+7.3%+4.5%+11.0%
Q1 2024-4.0%-4.7%-1.2%
Q4 2023-5.3%-9.9%-12.0%
Q3 2023+12.5%+9.2%+21.4%
Q2 2023-4.3%-7.6%-14.1%
Q1 2023-5.2%-7.4%-13.1%
Q4 2022-2.3%-1.0%+3.4%
Q3 2022+3.1%+5.6%+8.6%
Q2 2022-9.8%-5.9%-15.9%
Q1 2022-9.7%-9.9%-8.3%
Q4 2021+6.4%+3.4%+5.3%
Q3 2021-2.5%+0.9%-16.7%
Q2 2021-0.5%-3.6%-2.8%
Q1 2021-4.8%-7.0%-9.4%
Q4 2020-0.6%+0.8%+3.2%
Q3 2020-5.0%-0.8%+10.8%
Q2 2020-7.0%-8.2%-4.0%
Q1 2020-6.7%-3.5%+2.8%
Q4 2019-6.3%-11.9%-38.3%
Q3 2019+4.9%+1.9%+7.1%
Q2 2019+6.4%+6.8%+7.1%
Q1 2019+7.0%+4.9%+2.7%
Q4 2018-0.4%+0.7%+5.3%
Q3 2018+6.4%+6.9%+14.4%
Q2 2018-9.2%-12.4%-8.6%
Q1 2018+0.6%-0.7%-0.2%
Q4 2017-5.5%-6.0%-6.3%
Q3 2017+6.1%+7.7%+9.9%
Q2 2017+5.5%+4.9%+3.7%
Q1 2017-4.4%-7.2%-1.2%
Q4 2016+3.1%+3.9%+5.9%
Q3 2016-9.7%-11.2%-2.7%
Q2 2016+3.2%+3.0%+4.4%
Q1 2016-2.8%
Q4 2015+9.6%
Q3 2015+2.4%
Q2 2015-4.5%
Q1 2015+0.6%
Q4 2014+4.6%
Q3 2014+0.7%
Q2 2014+1.9%
Q1 2014+1.6%
Q4 2013+3.0%
Q3 2013+5.5%
Q2 2013+0.2%
Q1 2013-5.9%
Q4 2010-0.4%
Q4 2012+1.0%
Q3 2012+3.7%
Q2 2012+4.4%
Q1 2012+0.9%
Q4 2011+0.9%
Q3 2011-1.2%
Q2 2011+0.9%
Q1 2010+2.9%
Q1 2011+0.7%
Q4 2008-2.6%
Q3 2009-3.4%
Q3 2010-3.4%
Q2 2009+7.3%
Q4 2009+7.3%
Q2 2010+7.3%

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