revenue $464.1M, net income $23.6M. Integer Holdings to be acquired by KKR as sales miss on new-product adoption

Filed August 4, 2026 · Period ending July 3, 2026 · Compared to 10-Q Jul 24, 2025 · ~1 min read

Key Changes

• high

  2026 sales growth negatively impacted by lower-than-expected market adoption of three new products. Management characterizes the simultaneous shortfall across multiple products as 'highly unusual,' signaling a material deviation from prior expectations. Total revenue declined 2.6% year-over-year to $464.1M.

  MD&A: New-product adoption shortfall verify on EDGAR →
• high

  Gross margin compressed in Q2 and H1 2026 versus prior year, driven by lower fixed-cost absorption from reduced production volumes. Company is offsetting some pressure with cost-reduction initiatives, but net effect is margin contraction.

  MD&A: Gross margin compression verify on EDGAR →
• medium

  SG&A professional fees rose materially in 2026 due to in stockholder-activist defense costs, non-recurring expenses tied to shareholder disputes and legal proceedings.

  MD&A: SG&A expense increase verify on EDGAR →