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
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Teleflex Incorporated 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$130.99 |
| 52週高値 | US$145.00 |
| 52週安値 | US$100.18 |
| ベータ | 0.81 |
| 1ヶ月の変化 | -4.51% |
| 3ヶ月変化 | 2.44% |
| 1年変化 | 4.05% |
| 3年間の変化 | -38.00% |
| 5年間の変化 | -65.45% |
| IPOからの変化 | 34,864.98% |
最新ニュース
ナラティブ更新 • Sep 03
TFX: Margin Expansion And Capital Deployment Will Guide Balanced Execution Outlook
Teleflex's analyst fair value estimate has been lifted by about $5 to $153.55 as analysts factor in recent Q2 earnings updates, continuing price target increases across the Street, and a stronger margin outlook despite more cautious revenue assumptions. Analyst Commentary Recent Street research around Teleflex points to a mixed but generally constructive tone, with several firms lifting price targets following Q2 results and company updates.Seeking Alpha • Aug 23
Teleflex: Portfolio Surgery Creates A Better Medtech Compounder
Summary Teleflex is transforming into a focused procedural technology platform, divesting lower-growth units and reinvesting in high-acuity Vascular and Surgical segments. TFX's Vascular and Surgical segments are generating high-single-digit growth, while Interventional segment weakness is attributed to temporary integration challenges. Proceeds from divestitures are funding debt reduction and substantial share repurchases, enhancing per-share earnings potential and financial flexibility. I expect margin recovery and valuation upside by 2027, contingent on successful integration, cost savings, and renewed Interventional segment growth. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 15
TFX: Biotronik Synergies And Portfolio Separation Will Drive 2027 Earnings Inflection
Analysts have lifted the Teleflex fair value estimate to $169 from $160, reflecting updated models after Q2 earnings, a focus on margin expansion, and reassessment of future P/E assumptions and revenue contributions from Biotronik and capital deployment. Analyst Commentary Recent Street research on Teleflex points to a generally constructive tone following Q2 results, with many bullish analysts lifting price targets and highlighting specific growth and margin drivers.Recent updates
ナラティブ更新 • Sep 03
TFX: Margin Expansion And Capital Deployment Will Guide Balanced Execution Outlook
Teleflex's analyst fair value estimate has been lifted by about $5 to $153.55 as analysts factor in recent Q2 earnings updates, continuing price target increases across the Street, and a stronger margin outlook despite more cautious revenue assumptions. Analyst Commentary Recent Street research around Teleflex points to a mixed but generally constructive tone, with several firms lifting price targets following Q2 results and company updates.Seeking Alpha • Aug 23
Teleflex: Portfolio Surgery Creates A Better Medtech Compounder
Summary Teleflex is transforming into a focused procedural technology platform, divesting lower-growth units and reinvesting in high-acuity Vascular and Surgical segments. TFX's Vascular and Surgical segments are generating high-single-digit growth, while Interventional segment weakness is attributed to temporary integration challenges. Proceeds from divestitures are funding debt reduction and substantial share repurchases, enhancing per-share earnings potential and financial flexibility. I expect margin recovery and valuation upside by 2027, contingent on successful integration, cost savings, and renewed Interventional segment growth. Read the full article on Seeking Alphaナラティブ更新 • Aug 15
TFX: Biotronik Synergies And Portfolio Separation Will Drive 2027 Earnings Inflection
Analysts have lifted the Teleflex fair value estimate to $169 from $160, reflecting updated models after Q2 earnings, a focus on margin expansion, and reassessment of future P/E assumptions and revenue contributions from Biotronik and capital deployment. Analyst Commentary Recent Street research on Teleflex points to a generally constructive tone following Q2 results, with many bullish analysts lifting price targets and highlighting specific growth and margin drivers.ナラティブ更新 • Jul 31
TFX: Product Approvals And Capital Deployment Plans Will Shape Balanced Forward Outlook
Analysts have nudged their price expectations for Teleflex higher, with the fair value estimate moving from $143.67 to $148.55. They cite recent price target increases linked to new product approvals, capital deployment plans and a range of fresh coverage initiations.ナラティブ更新 • Jul 07
TFX: Biotronik Synergies And Portfolio Separation Will Reshape Earnings Profile
Analysts have lifted their fair value estimate for Teleflex stock from $155 to $160 as they factor in potential benefits from Biotronik-related synergies, capital deployment that is still filtering into Street models, and possible value creation linked to activist involvement. Analyst Commentary Recent research updates around Teleflex highlight a more constructive tone from bullish analysts, with several price target revisions and rating changes aligning around the new US$160 fair value estimate.
ナラティブ更新 • Jun 22
TFX: Biotronik Synergies And Activist Pressure Will Shape Execution Risk Going Forward
Analysts have raised the fair value estimate for Teleflex stock from $116.81 to $135.00, reflecting updated assumptions around capital deployment, Biotronik-related synergies, potential activist-driven value creation, and a slightly higher future P/E multiple. Analyst Commentary Recent Street research on Teleflex has focused on how potential Biotronik synergies, capital deployment plans, and possible activist involvement could influence the stock's risk and reward profile.分析記事 • Jun 19
Teleflex (TFX) Stock Could Be 11.6% Undervalued After Q1 Revenue Beat
Teleflex stock reaction centered on earnings, not new debt issue Teleflex (TFX) has been drawing attention after Q1 revenue topped analyst expectations and investors responded positively, even as the company issued new senior notes and reiterated full year EPS guidance below prior estimates. The recent share price move appears more closely linked to Teleflex's earnings update, where revenue performance and progress on its transformation plan supported sentiment, rather than to the sizeable...ナラティブ更新 • 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.ナラティブ更新 • 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...ナラティブ更新 • 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.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株主還元
| TFX | US Medical Equipment | US 市場 | |
|---|---|---|---|
| 7D | -5.3% | -5.5% | -0.9% |
| 1Y | 4.1% | -18.1% | 13.9% |
業界別リターン: TFX過去 1 年間で-18.1 % 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13.9 % のリターンを上げたUS市場を下回りました。
価格変動
| TFX volatility | |
|---|---|
| TFX Average Weekly Movement | 4.2% |
| Medical Equipment Industry Average Movement | 8.2% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
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 ( 4% ) 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 |
|---|---|---|---|
| 1943 | 15,500 | Jason Weidman | www.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
| TFX 基礎統計学 | |
|---|---|
| 時価総額 | US$5.55b |
| 収益（TTM） | -US$25.05m |
| 売上高(TTM) | US$2.25b |
2.5x
P/Sレシオ-221.5x
PER（株価収益率TFX は割高か？
公正価値と評価分析を参照収益と収入
| TFX 損益計算書（TTM） | |
|---|---|
| 収益 | US$2.25b |
| 売上原価 | US$1.01b |
| 売上総利益 | US$1.24b |
| その他の費用 | US$1.27b |
| 収益 | -US$25.05m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -0.59 |
| グロス・マージン | 55.11% |
| 純利益率 | -1.11% |
| 有利子負債／自己資本比率 | 98.9% |
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| Teleflex 配当日 | |
|---|---|
| 配当落ち日 | Aug 14 2026 |
| 配当支払日 | Sep 30 2026 |
| 配当落ちまでの日数 | 31 days |
| 配当支払日までの日数 | 16 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 | 2026/09/14 07:32 |
| 終値 | 2026/09/11 00:00 |
| 収益 | 2026/06/30 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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 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 13 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。27
| アナリスト | 機関 |
|---|---|
| Matthew Taylor | Barclays |
| Vikramjeet Chopra | BMO Capital Markets Equity Research |
| Travis Steed | BofA Global Research |