Update shared on29 Aug 2025
Fair value Decreased 5.34%Despite a near-term upside from strong Q2 results, Teleflex’s consensus price target has been revised down to $132.62 due to persistently modest organic growth and muted EPS increases, with valuation already reflecting current expectations despite anticipated second-half acceleration.
Analyst Commentary
- Strong Q2 results provided near-term upside surprise.
- Organic constant currency revenue growth remains modest at 1%-2% year-over-year.
- EPS growth remains muted, with only a modest increase (~50 basis points).
- Valuation already reflects current growth expectations.
- Acceleration in growth is anticipated in the second half of the year.
What's in the News
- Teleflex launched the Barrigel rectal spacer in Japan after regulatory approval, insurance coverage, and academic society endorsement; it is the first and only sculptable, non-animal stabilized hyaluronic acid rectal spacer shown to reduce rectal radiation exposure during prostate therapy.
- Raised 2025 full-year GAAP revenue growth outlook from 1.28%-2.28% to 9.00%-10.00%, and adjusted constant currency revenue growth from 1.00%-2.00% to 7.70%-8.70%, reflecting the acquisition of BIOTRONIK’s Vascular Intervention business and favorable currency impact.
- Increased 2025 GAAP diluted EPS outlook from $6.51-$6.91 to $6.73-$7.13.
- A multinational study found Arrow Chlorhexidine-Impregnated Central Venous Catheters achieved a 70.5% reduction in CLABSI incidence compared to plain catheters, with effectiveness consistent even among high-risk, long-stay ICU patients.
Valuation Changes
Summary of Valuation Changes for Teleflex
- The Consensus Analyst Price Target has fallen from $140.11 to $132.62.
- The Consensus Revenue Growth forecasts for Teleflex has risen from 8.1% per annum to 8.9% per annum.
- The Future P/E for Teleflex has fallen from 12.42x to 11.57x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.