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Teleflex IncorporatedNYSE:TFX 株式レポート

時価総額 US$6.0b
株価
US$132.15
US$143.67
8.0% 割安 内在価値ディスカウント
1Y7.9%
7D2.8%
1D
ポートフォリオ価値
表示

Teleflex Incorporated

NYSE:TFX 株式レポート

時価総額:US$6.0b

Teleflex(TFX)株式概要

テレフレックス・インコーポレイテッドは、米国、欧州、中東、アフリカ、アジア太平洋地域、および国際的に、クリティカルケアおよび外科手術の一般的な診断および治療手順用のシングルユース医療機器の設計、開発、製造、供給を行っている。 詳細

TFX ファンダメンタル分析
スノーフレーク・スコア
評価3/6
将来の成長3/6
過去の実績0/6
財務の健全性1/6
配当金2/6

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Teleflex Incorporated 競合他社

価格と性能

株価の高値、安値、推移の概要Teleflex
過去の株価
現在の株価US$132.15
52週高値US$139.67
52週安値US$100.18
ベータ0.82
1ヶ月の変化1.87%
3ヶ月変化22.07%
1年変化7.90%
3年間の変化-45.96%
5年間の変化-66.63%
IPOからの変化35,174.62%

最新ニュース

ナラティブの更新 Jun 06

TFX: Portfolio Reset And Recent Upgrades Will Shape Balanced Forward Outlook

Analysts have raised their fair value estimate for Teleflex from $129.25 to about $143.67, citing a lower required discount rate, an updated view on revenue growth and margins, and a higher assumed future P/E multiple following several recent upgrades and target increases from major firms. Analyst Commentary Recent Street research on Teleflex has leaned constructive, with several firms updating ratings and price targets in quick succession.
ナラティブの更新 May 23

TFX: Business Separation And Portfolio Shift Will Drive Future Earnings Repricing

Narrative Update on Teleflex The updated analyst price target for Teleflex moves to $155 from $147, with analysts citing recent upgrades and price target increases, along with the company's ongoing business separation and portfolio optimization efforts, as key supports for the higher fair value and slightly adjusted discount rate and P/E assumptions. Analyst Commentary Recent street research around Teleflex has leaned positive, with several bullish analysts updating views in quick succession.

Recent updates

ナラティブの更新 Jun 06

TFX: Portfolio Reset And Recent Upgrades Will Shape Balanced Forward Outlook

Analysts have raised their fair value estimate for Teleflex from $129.25 to about $143.67, citing a lower required discount rate, an updated view on revenue growth and margins, and a higher assumed future P/E multiple following several recent upgrades and target increases from major firms. Analyst Commentary Recent Street research on Teleflex has leaned constructive, with several firms updating ratings and price targets in quick succession.
ナラティブの更新 May 23

TFX: Business Separation And Portfolio Shift Will Drive Future Earnings Repricing

Narrative Update on Teleflex The updated analyst price target for Teleflex moves to $155 from $147, with analysts citing recent upgrades and price target increases, along with the company's ongoing business separation and portfolio optimization efforts, as key supports for the higher fair value and slightly adjusted discount rate and P/E assumptions. Analyst Commentary Recent street research around Teleflex has leaned positive, with several bullish analysts updating views in quick succession.
ナラティブの更新 May 02

TFX: Business Separation And Portfolio Focus Will Reshape Future Earnings Profile

Analysts have reduced their fair value estimate for Teleflex to $147 from $155, citing updated assumptions for revenue growth, profit margins, and future P/E multiples following recent upgrades and price target increases from several research firms. Analyst Commentary Recent research has skewed more optimistic on Teleflex, with several bullish analysts updating their views following the company’s Q4 results, guidance, and plans for a major business transformation.
ナラティブの更新 Apr 17

TFX: Business Separation Execution And Activist Pressure Will Constrain Forward Upside

Teleflex's analyst price target is now framed slightly higher, moving from about $115 to roughly $117. Analysts are factoring in updated assumptions on fair value, discount rate, revenue growth, profit margins, and future P/E following recent upgrades and price target increases tied to the company's ongoing business separation and portfolio optimization efforts.
ナラティブの更新 Apr 03

TFX: Business Separation And Activist Pressure Will Shape Balanced Forward Outlook

Analysts have raised their average price target for Teleflex to $125 from $115. They cite the company’s ongoing business separation, portfolio optimization, and preparation for future value-creating opportunities as key reasons for the change.
ナラティブの更新 Mar 20

TFX: Business Separation And Leadership Changes Will Shape Balanced Forward Outlook

Narrative update Analysts have raised the Teleflex price target by $10, to $125 from $115, citing the company's business separation efforts, portfolio optimization, and positioning for future value creating opportunities following recent results and guidance. Analyst Commentary Recent research highlights a mixed backdrop for Teleflex, with some firms adjusting targets higher while others stay guarded.
ナラティブの更新 Mar 06

TFX: Business Separation And Portfolio Optimization Will Drive Future Earnings Quality

Narrative Update on Teleflex The analyst price target on Teleflex has shifted toward $125, with analysts pointing to the company’s ongoing business separation, portfolio optimization, and positioning for future value-creating opportunities as key factors behind the revised outlook. Analyst Commentary Bullish analysts are pointing to recent price target moves and rating actions as signals of growing confidence in Teleflex’s ability to execute on its transformation plan and to support higher valuation levels over time.
ナラティブの更新 Feb 20

TFX: Higher Margin Assumptions And CEO Transition Will Shape Bullish Outlook

Narrative Update on Teleflex The updated analyst price target on Teleflex has shifted by $23, with analysts citing refreshed views on long term profit margins and a slightly higher assumed future P/E multiple as key drivers behind the change. Analyst Commentary Recent Street research on Teleflex reflects a mix of optimism about the company’s long term potential and caution around valuation and execution, which helps explain the updated price target.
ナラティブの更新 Feb 06

TFX: CEO Transition And Refined Assumptions Will Shape Bullish Future Outlook

Analysts have adjusted their price targets on Teleflex by aligning fair value estimates to about $129.25. This reflects updated views on the discount rate, revenue growth, profit margin and future P/E assumptions highlighted in recent research, including a Wells Fargo target cut and a Needham upgrade.
ナラティブの更新 Jan 23

TFX: Leadership Transition And Softer Demand Will Shape Steady Forward Outlook

Analysts kept their Teleflex fair value estimate steady at US$115.00, as slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E led them to view the prior price target as still appropriate. What's in the News Board member Stuart Randle has been appointed Interim President and CEO effective January 8, 2026, replacing Liam Kelly.
ナラティブの更新 Jan 09

TFX: Softer Demand And Leadership Change Will Shape Balanced Outlook

Analysts have reduced their price target on Teleflex from US$120.00 to US$115.00, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What's in the News Teleflex issued preliminary 2025 revenue guidance of US$3.270b to US$3.278b, below its prior outlook of US$3.305b to US$3.320b, citing softer demand for intra aortic balloon pumps and catheters in the U.S. and Asia, delays in OEM purchase orders, and lower order volumes across parts of its portfolio (Key Developments).
ナラティブの更新 Dec 20

TFX: Margin Expansion Will Drive Stronger Earnings Despite Revenue Headwinds

Analysts have raised their price target on Teleflex from 152.80 dollars to 155.00 dollars, reflecting expectations for meaningfully higher profit margins that more than offset slightly slower projected revenue growth and a lower future earnings multiple. What's in the News Teleflex narrowed its full year 2025 GAAP revenue growth outlook to 9.10% to 9.60%, and now expects revenue between 3,325 million dollars and 3,340 million dollars.
Seeking Alpha Dec 10

Teleflex: Selling, But How Much?

Summary Teleflex Incorporated rebounded from lows after announcing a $2.03B divestiture of Acute Care, Interventional Urology, and OEM businesses. TFX will use $1B of net proceeds for share buybacks, reducing pro forma net debt to $1.5B, but revenue impact remains ambiguous. Shares now trade at 10x adjusted earnings, with market reaction positive despite uncertainty around divested revenue figures. I maintain a cautious long position, closely monitoring Q4 results to clarify divestment implications and future margin trajectory. Read the full article on Seeking Alpha
ナラティブの更新 Dec 06

TFX: Diabetes Trial And Goodwill Charge Will Shape Balanced Future Outlook

Analysts have modestly adjusted their price target on Teleflex, keeping fair value steady at approximately $124.14 per share while refining assumptions for a slightly lower discount rate and marginally improved long term valuation metrics. This reflects incremental confidence in the company’s earnings durability.
ナラティブの更新 Nov 22

TFX: Future Diabetes Trial Progress Will Drive Upside Despite Margin Pressures

Teleflex's analyst price target has been revised downward by $3.57 to $124.14. Analysts cite modest reductions in expected profit margins and growth as driving factors for the update.
分析記事 Nov 09

Teleflex (NYSE:TFX) Has Announced A Dividend Of $0.34

Teleflex Incorporated ( NYSE:TFX ) has announced that it will pay a dividend of $0.34 per share on the 15th of...
ナラティブの更新 Nov 07

TFX: Future Advances In Diabetes Trials And Asian Market Expansion Will Drive Upside

Analysts have revised their price target for Teleflex downward from $132.63 to $127.71. They cite higher discount rates and softer revenue growth projections, despite improved profit margins and a lower expected future price-to-earnings ratio.
分析記事 Oct 30

Teleflex Incorporated (NYSE:TFX) Not Lagging Market On Growth Or Pricing

Teleflex Incorporated's ( NYSE:TFX ) price-to-earnings (or "P/E") ratio of 29.5x might make it look like a strong sell...
分析記事 Sep 11

These 4 Measures Indicate That Teleflex (NYSE:TFX) Is Using Debt Reasonably Well

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
ナラティブの更新 Aug 29

Acquisitions And Asian Expansion Will Broaden Healthcare Horizons

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.
分析記事 Aug 04

Results: Teleflex Incorporated Exceeded Expectations And The Consensus Has Updated Its Estimates

Last week saw the newest quarterly earnings release from Teleflex Incorporated ( NYSE:TFX ), an important milestone in...
分析記事 Aug 03

Teleflex (NYSE:TFX) Has Announced A Dividend Of $0.34

Teleflex Incorporated ( NYSE:TFX ) has announced that it will pay a dividend of $0.34 per share on the 15th of...
分析記事 Jul 10

Teleflex Incorporated (NYSE:TFX) Not Lagging Market On Growth Or Pricing

With a price-to-earnings (or "P/E") ratio of 35.1x Teleflex Incorporated ( NYSE:TFX ) may be sending very bearish...
分析記事 Jun 22

Investors Met With Slowing Returns on Capital At Teleflex (NYSE:TFX)

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
Seeking Alpha Mar 02

Teleflex's Bold Transformation: Why I'm Skeptical On Value Creation

Summary Teleflex's management announced a significant acquisition and business split, but the market reacted negatively, dropping the shares over 20%. Fourth quarter earnings and 2025 guidance show weak revenue growth and margin leverage, with potential risks from tariffs and poor execution in key areas. The acquisition of BIOTRONIK's vascular intervention business is risky; it expands Teleflex's vascular intervention business, but the end markets aren't growing that fast and the company is a smaller player. Splitting the business into RemainCo and NewCo makes strategic sense, but NewCo may struggle with growth and margin leverage as a smaller entity. Even with conservative modeling and valuation assumptions, Teleflex stock looks undervalued by more than 20%, but it's tough to recommend a stock where I have serious doubts about execution and strategy. Read the full article on Seeking Alpha
Seeking Alpha Dec 11

Teleflex Incorporated: Compelling Only On One Metric

Summary Teleflex Incorporated, a diversified medical device company, saw a 17% stock drop after Q3 results in late October. The stock now trades at under 13.5 EPS (non-GAAP) and at the equity's lowest price-to-sales ratio in a decade. Have the shares fallen into the 'buy zone'?  An analysis of Teleflex Incorporated follows in the paragraphs below. Read the full article on Seeking Alpha

株主還元

TFXUS Medical EquipmentUS 市場
7D2.8%2.7%-4.1%
1Y7.9%-20.8%20.6%

業界別リターン: TFX過去 1 年間で-20.8 % の収益を上げたUS Medical Equipment業界を上回りました。

リターン対市場: TFXは、過去 1 年間で20.6 % のリターンを上げたUS市場を下回りました。

価格変動

Is TFX's price volatile compared to industry and market?
TFX volatility
TFX Average Weekly Movement6.0%
Medical Equipment Industry Average Movement8.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.6%
10% least volatile stocks in US Market3.1%

安定した株価: TFX 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: TFXの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
194315,500Jason Weidmanwww.teleflex.com

テレフレックス・インコーポレイテッドは、米国、欧州、中東、アフリカ、アジア太平洋地域、および国際的に、クリティカルケアおよび外科手術の一般的な診断および治療手順用のシングルユース医療機器の設計、開発、製造、供給を行っている。同社は、Arrowブランドのカテーテル、カテーテルナビゲーションおよび先端位置決めシステム、静脈内治療投与、血圧測定、血液サンプル採取用の骨内アクセスシステム、EZ-IO骨内血管アクセスシステム、Arrow FAST1胸骨骨内注入システムで構成される骨内アクセスシステム、QuikClotブランドの体外止血材および外傷用製品を含む止血材製品で構成される血管・救急医療製品を提供している。また、各種冠動脈カテーテル、心臓構造支持装置、末梢インターベンション製品プラットフォーム、GuideLiner、Turnpike、TrapLinerカテーテル、MANTA血管閉鎖装置、Arrow OnControl動力式骨生検システムなどのインターベンション製品、薬剤コーティングバルーン、ステント、バルーンカテーテルなどの冠動脈および末梢医療機器も提供している。さらに、手動および自動アプライヤーシステムを使用した金属およびポリマー製結紮クリップ、腹腔鏡手術で使用される筋膜閉鎖手術システム、経皮手術システム、電動肥満ステープラー、その他の手術器具などの外科用製品をWeck、MiniLap、Pleur-Evac、Deknatel、KMedic、Pilling、Titan SGSのブランドで提供している。病院、医療提供者、医療機器メーカーにサービスを提供している。オンライン販売も行っている。テレフレックス・インコーポレーテッドは1943年に設立され、ペンシルベニア州ウェインに本社を置いている。

Teleflex Incorporated 基礎のまとめ

Teleflex の収益と売上を時価総額と比較するとどうか。
TFX 基礎統計学
時価総額US$6.01b
収益(TTM)US$1.36m
売上高(TTM)US$2.13b
4,308x
PER(株価収益率
2.8x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
TFX 損益計算書(TTM)
収益US$2.13b
売上原価US$949.97m
売上総利益US$1.18b
その他の費用US$1.18b
収益US$1.36m

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)0.031
グロス・マージン55.33%
純利益率0.064%
有利子負債/自己資本比率86.6%

TFX の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

1.0%
現在の配当利回り
4,431%
配当性向

TFX 配当は確実ですか?

TFX 配当履歴とベンチマークを見る
TFX 、いつまでに購入すれば配当金を受け取れますか?
Teleflex 配当日
配当落ち日May 22 2026
配当支払日Jun 30 2026
配当落ちまでの日数20 days
配当支払日までの日数19 days

TFX 配当は確実ですか?

TFX 配当履歴とベンチマークを見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/10 07:30
終値2026/06/10 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Teleflex Incorporated 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25

アナリスト機関
Matthew TaylorBarclays
Travis SteedBofA Global Research
James LucasBrean Capital Historical (Janney Montgomery)