Teleflex Incorporated

NYSE:TFX 주식 리포트

시가총액: US$5.8b

Teleflex 과거 순이익 실적

과거 기준 점검 0/6

Teleflex의 수입은 연평균 -36.2%의 비율로 감소해 온 반면, Medical Equipment 산업은 수입이 연평균 14.8% 증가했습니다. 매출은 연평균 9.1%의 비율로 감소해 왔습니다. Teleflex의 자기자본이익률은 0.04%이고 순이익률은 0.06%입니다.

핵심 정보

-36.17%

순이익 성장률

-36.25%

주당순이익(EPS) 성장률

Medical Equipment 산업 성장률8.90%
매출 성장률-9.13%
자기자본이익률0.044%
순이익률0.064%
다음 순이익 업데이트06 Aug 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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

매출 및 비용 세부 내역

Teleflex가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:TFX 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 262,1271753164
31 Dec 251,99359687145
28 Sep 251,556-384570113
29 Jun 251,40713652894
30 Mar 251,3769456997
31 Dec 241,70057797109
29 Sep 243,0262381,175153
30 Jun 243,0082651,165152
31 Mar 243,0012961,153150
31 Dec 231,712144695114
01 Oct 232,959405925161
02 Jul 232,899369904161
02 Apr 232,860363888159
31 Dec 222,791363861154
25 Sep 222,795412862147
26 Jun 222,808510856141
27 Mar 222,817488859137
31 Dec 212,810485852131
26 Sep 212,759434836129
27 Jun 212,687351829126
28 Mar 212,540280784122
31 Dec 202,537336782120
27 Sep 202,507367772117
28 Jun 202,527479770116
29 Mar 202,612551798114
31 Dec 192,595462798114
29 Sep 192,556442804111
30 Jun 192,517269812109
31 Mar 192,475183814107
31 Dec 182,448196744106
30 Sep 182,40266822104
01 Jul 182,3278978499
01 Apr 182,24617073893
31 Dec 172,14615569685
01 Oct 172,06525963475
02 Jul 171,98624661169
02 Apr 171,93122759464
31 Dec 161,86823757059
25 Sep 161,82826756956
26 Jun 161,81626256954
27 Mar 161,79524856852
31 Dec 151,79923657452
27 Sep 151,79819757856

양질의 수익: TFX는 $197.3M 규모의 큰 일회성 손실이 있어 31st March, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.

이익 마진 증가: TFX의 현재 순 이익률 (0.06%)은 지난해 (6.8%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: TFX의 수익은 지난 5년 동안 연평균 36.2% 감소했습니다.

성장 가속화: TFX은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: TFX은 지난 1년 동안 수익이 감소(-98.6%)하여 Medical Equipment 업계 평균(14.8%)과 비교하기 어렵습니다.


자기자본이익률

높은 ROE: TFX의 자본 수익률(0.04%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/28 11:39
종가2026/07/28 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Teleflex Incorporated는 26명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Matthew TaylorBarclays
Vikramjeet ChopraBMO Capital Markets Equity Research
Travis SteedBofA Global Research