Teleflex Incorporated

NYSE:TFX 株式レポート

時価総額：US$5.9b

Teleflex 将来の成長

Future 基準チェック /36

Teleflex利益と収益がそれぞれ年間93%と5.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に15.1% 71.5%なると予測されています。

主要情報

93.0%

収益成長率

71.54%

EPS成長率

Medical Equipment 収益成長16.7%
収益成長率5.3%
将来の株主資本利益率15.07%
アナリストカバレッジ

Good

最終更新日31 Jul 2026

今後の成長に関する最新情報

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...

Recent updates

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.
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...
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...
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

業績と収益の成長予測

NYSE:TFX - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20282,5111932911369
12/31/20272,39714132525013
12/31/20262,287-410822413
3/31/20262,1271227317N/A
12/31/20251,99359245341N/A
9/28/20251,556-384306391N/A
6/29/20251,407136438514N/A
3/30/20251,37694522598N/A
12/31/20241,70057545636N/A
9/29/20243,026238450572N/A
6/30/20243,008265417543N/A
3/31/20243,001296430538N/A
12/31/20231,712144464511N/A
10/1/20232,959405381471N/A
7/2/20232,899369326412N/A
4/2/20232,860363278366N/A
12/31/20222,791363264344N/A
9/25/20222,795412373445N/A
6/26/20222,808510421488N/A
3/27/20222,817488537603N/A
12/31/20212,810485580651N/A
9/26/20212,759434565645N/A
6/27/20212,687351479567N/A
3/28/20212,540280468559N/A
12/31/20202,537336346436N/A
9/27/20202,507367307389N/A
6/28/20202,527479327413N/A
3/29/20202,612551N/A364N/A
12/31/20192,595462N/A440N/A
9/29/20192,556442N/A427N/A
6/30/20192,517269N/A416N/A
3/31/20192,475183N/A415N/A
12/31/20182,448196N/A437N/A
9/30/20182,40266N/A404N/A
7/1/20182,32789N/A404N/A
4/1/20182,246170N/A416N/A
12/31/20172,146155N/A420N/A
10/1/20172,065259N/A427N/A
7/2/20171,986246N/A425N/A
4/2/20171,931227N/A432N/A
12/31/20161,868237N/A408N/A
9/25/20161,828267N/A426N/A
6/26/20161,816262N/A373N/A
3/27/20161,795248N/A326N/A
12/31/20151,799236N/A301N/A
9/27/20151,798197N/A255N/A

アナリストによる今後の成長予測

収入対貯蓄率: TFXの予測収益成長率 (年間93% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: TFXの収益 ( 93% ) はUS市場 ( 16.4% ) よりも速いペースで成長すると予測されています。

高成長収益: TFXの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: TFXの収益 ( 5.3% ) US市場 ( 12.5% ) よりも低い成長が予測されています。

高い収益成長: TFXの収益 ( 5.3% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: TFXの 自己資本利益率 は、3年後には低くなると予測されています ( 15.1 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/07/31 04:04
終値2026/07/31 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

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 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。26

アナリスト機関
Matthew TaylorBarclays
Vikramjeet ChopraBMO Capital Markets Equity Research
Travis SteedBofA Global Research