NYSEHealth CareMedical Instruments & SuppliesSnapshot 2026-07-31
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Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Health Care Equipment: fringe margins under pressure (3q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRanks among the strongest in its industry on quality — around the top 19%.
View QualityManagement screens strong on capital allocation, earnings delivery, margins.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 2% a day.
View RiskHealthy across the board
Teleflex's growth depends on maintaining revenue guidance for 2026. The latest earnings beat showed a 15% surprise and revenue growth of 32% year over year. It trades at 12× P/E, below the peer median of 33×. Expectations look modest compared to our view, indicating potential upside. A specific risk is the 26% probability of a miss in the next quarter. Peer multiples imply a price roughly in line with where it trades. Our read is provisional.
Trailing returns as of 2026-07-31. TFX is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 12 analysts currently covering TFX (as of Jul 2026).
Based on 6 Wall Street analysts offering 12-month price targets for TFX in the last 4 months.
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-08-01. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Health Care Equipment — fair value, gap to price, and forward P/E.
Advances: Maintain revenue growth guidance for 2026
FDA approval supports revenue growth guidance for 2026.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
Current $136.71
The last 12 months of price, then the range of analyst 12-month targets from today’s $136.71.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
New study supports growth through innovative product development.
Raises concerns about valuation impacting revenue growth expectations.
Positive clinical data supports revenue growth objectives.
Advances: Maintain dividend payments
Dividend declaration supports capital allocation objectives.
