Integer Holdings Corporation · NYSE:ITGR
Integer — Raymond James 47th Annual Institutional Investors Conference 2026
25 slides from Integer's conference presentation, Mar 3, 2026
Slide 1: Raymond James 47th Annual Institutional Investors Conference
Raymond James 47th Annual Institutional Investors Conference Payman Khales, President & CEO Diron Smith, Executive Vice President & CFO March 3, 2026
Slide 2: Presentation of Financial Information & Forward-Looking Statements
Presentation of Financial Information & Forward-Looking Statements Important Information This presentation contains summarized information concerning Integer Holdings Corporation (the “Company”) and its business, operations, financial performance and trends. The historical financial and operating da
Slide 3: Integer at a Glance
Integer at a Glance A Leading Medical Device Contract Development & Manufacturing Organization (CDMO) Vision Improving patients’ lives around the globe, one device at a time Mission 10 ~$1.85B ~11,000 23 Advance the goals of our medical device customers through industry-leading engineering and manuf
Slide 4: Broad and Deep Portfolio of Capabilities and Product Offerings
Broad and Deep Portfolio of Capabilities and Product Offerings IPGs Batteries Catheters Machined Components Introducers Guidewires Speciality Delivery Coatings Systems Ablation Leads Textiles Extrusion Catheters & Coverings & Filmcast 2026 Raymond James Conference Not comprehensive; examples only Ma
Slide 5: Investment Highlights
Investment Highlights High-performance culture focused on Well-positioned in attractive end markets customer-centricity, innovation, and with a focus on high-growth submarkets operational excellence Differentiated by deep technical expertise, Disciplined capital management focused breadth of capabil
Slide 6: Growth Teams Drive Product Line Strategies in High-Growth Markets
Growth Teams Drive Product Line Strategies in High-Growth Markets Markets Growth(1) Electrophysiology Mid-teens Dedicated, cross-functional teams responsible Structural Heart LDD for product line strategy and accountable for growth C&V Neurovascular HSD Deep understanding of target markets, custom
Slide 7: Expanding Capabilities in High-Growth Markets
Expanding Capabilities in High-Growth Markets Capability Investments Recent M&A Transactions Rapid prototyping, advanced automation, laser processing, extrusion, complex assemblies, implantable batteries, complex and micro machining, miniaturization, coatings, and catheter process platforming Guidin
Slide 8: Differentiated in the Eyes of our Customers
Differentiated in the Eyes of our Customers Technical Expertise Capability Breadth Innovative Technologies Scalable Manufacturing • Unparalleled subject matter • Comprehensive portfolio of • Extensive set of proprietary • Robust manufacturing and quality expertise across many technical engineered co
Slide 9: Robust and Diverse Pipeline Focused on Higher Growth Markets
Robust and Diverse Pipeline Focused on Higher Growth Markets Product development sales Strategy delivering mix shift to increased over 4x since 2017 higher growth markets ~50% ~20% ~20% ~20% Mature Higher ~50% ~80% ~80% ~80% Growth 2017 2021 2024 2025 2017 2021 2024 2025 Development Sales Developmen
Slide 10: Robust and Diverse Pipeline with Top OEMs and Emerging Innovators
Robust and Diverse Pipeline with Top OEMs and Emerging Innovators Markets Growth(1) Electrophysiology Peripheral Vascular • Diagnostic/mapping • AAA stenting Electrophysiology Mid-teens • Pulsed field ablation • Embolization • Renal denervation • Peripheral artery interventions • Transeptal access •
Slide 11: Strong Pipeline of Emerging Customers with PMA Products
Strong Pipeline of Emerging Customers with PMA Products ($ in millions) Product development through launch process Product introduction & launched customer sales # of customers currently in each phase (as of year end 2025) 15% - 20% 19 CAGR ~$125 10 6 5 ~$50 ~$20 ~$10 Development Clinical Regulatory
Slide 12: High-Performance Culture
High-Performance Culture Operational Focus Areas Values & Essentials CUSTOMER Customer Experience SUCCESS Impactful Innovation OPERATIONAL Integer Operating System EXCELLENCE Integer Production System LEADERSHIP Leadership Capability IMPACT Engaged Associates 2026 Raymond James Conference March 3, 2
Slide 13: Disciplined Capital Management to Drive Sustainable Value Creation
Disciplined Capital Management to Drive Sustainable Value Creation • Technology, capabilities, automation, and capacity ORGANIC • Capex investments average 5.8% of sales over 2021-2025 period • Expect to continue investing to support growth outlook • Expand capabilities and exposure to high-growth m
Slide 14: Proven Track Record of Financial Performance
Proven Track Record of Financial Performance ($ in millions, except per share data) Sales Adj. Operating Income Adj. EPS Leverage CAGR (3 yr) 12% 21% 20% Within 2.5x - 3.5x target Organic 10% 368bps AOI margin expansion Organic sales change, adjusted operating income (AOI), AOI margin, adjusted EPS,
Slide 15: Strategic Financial Objectives Aligned to Create Long-Term Value
Strategic Financial Objectives Aligned to Create Long-Term Value Above-Market Organic Expand Disciplined Capital Sales Growth Profit Margins Management AOI Growth 2x Sales 2.5x - 3.5x 200bps Above Market Growth Rate Leverage Operational Excellence Prioritizing Organic Growth Customer-Centric and Dri
Slide 16: Financial Outlook
Financial Outlook O Integer’
Slide 17: 2026 Financial Outlook
2026 Financial Outlook ($ in millions, except per share amounts) Sales Adj. EBITDA Adj. Operating Income Adj. Net Income Adj. EPS Change (1)% - 1% (3)% - 3% (5)% - 1% (4)% - 3% (2)% - 6% Organic 0% - 3% $1,854 $1,826 - $1,876 $402 $391 - $415 $321 $304 - $324 $226 $216 - $232 $6.40 $6.29 - $6.78 202
Slide 18: 2026 Financial Outlook
2026 Financial Outlook ($ in millions) 2026 Sales Outlook • Reported sales down 1% to up 1% 4% - 6% • Organic sales flat to up 3% (1)% - 1% 2026 Product Line Sales Outlook $1,854 $1,826 - $1,876 • C&V sales flat to up low single digits due to a decline in two new (3)% - (4)% Electrophysiology produc
Slide 19: Investment Highlights
Investment Highlights High-performance culture focused on Well-positioned in attractive end markets customer-centricity, innovation, and with a focus on high-growth submarkets operational excellence Differentiated by deep technical expertise, Disciplined capital management focused breadth of capabil
Slide 20: Appendix
Appendix O Integer’
Slide 21: Acronym Reference Guide
Acronym Reference Guide ASR Accelerated Share Repurchase BCI Brain Computer Interface BPS Basis points C&V Cardio & Vascular CAGR Compound Annual Growth Rate Change Change on a year-over-year basis, unless noted COE Center of Excellence CRM Cardiac Rhythm Management CRM&N Cardiac Rhythm Management &
Slide 22: 2026 Financial and Supplemental Financial Outlook
2026 Financial and Supplemental Financial Outlook ($ in millions, except per share amounts) 2026 Outlook(a) Supplemental Financial Outlook 2026 Raymond James Conference 2026 Outlook as issued on February 19, 2026 March 3, 2026 | 22
Slide 23: Non-GAAP Financial Measures
Non-GAAP Financial Measures
Slide 24: Non-GAAP Financial Measures
Non-GAAP Financial Measures This presentation may contain the non-GAAP financial measures defined in the table below. A reconciliation of these non-GAAP financial measures to the most directly comparable GAAP financial measures can be found in the financial schedules accompanying the earnings releas
Slide 25: Contact Information
Contact Information Kristen Stewart, CFA Director, Investor Relations kristen.stewart@integer.net (M) 551.337.3973 www.integer.net
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