Teleflex (TFX)
NYSEHealth CareMedical - Instruments & SuppliesSnapshot 2026-10-29
$141.39+1.73%
Close 2026-10-29 · 1-day change
NYSEHealth CareMedical - Instruments & SuppliesSnapshot 2026-10-29
Research Workspace
Put TFX beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
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 (4q 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.
Primary pillar under pressure — Full year 2026 revenue growth of 14.4% to 15.4% GAAP: Comparison needs review.
View ThesisRanks among the strongest in its industry on quality — around the top 21%.
View QualityMiddle-of-the-pack management execution.
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 1% a day.
View RiskTFX’s core case rests on strong revenue growth, despite an unsteady management record. Revenue growth eased from 32.3% to 28.9%, while Q2 FY2026 earnings beat consensus. TFX trades at 16× P/E versus the 30× peer median. Expectations look modest versus our view, though full-year 2026 revenue guidance comparisons need review. Our model puts the next-quarter miss probability near 23%, making a guidance reversal a specific risk. Peer multiples imply a price about 16% above where it trades. The thesis is on watch, and this read is provisional.
Trailing returns as of 2026-10-29. TFX is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 13 analysts currently covering TFX (as of Oct 2026).
Based on 4 Wall Street analysts offering 12-month price targets for TFX in the last 4 months.
Continue this research
Compare TFX with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| TFX Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-29. 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.
Compare the value case
Put TFX next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Maintain revenue growth guidance for 2026
Guidance cut raises concerns about revenue growth sustainability.
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 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $141.39
The last 12 months of price, then the range of analyst 12-month targets from today’s $141.39.
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.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Maintain revenue growth guidance for 2026
Price target increase reflects confidence in revenue growth.
Advances: Maintain revenue growth guidance for 2026
Exceeding expectations supports revenue growth guidance for 2026.
Advances: Maintain revenue growth guidance for 2026
Approval fuels growth hopes, supporting revenue guidance.
Advances: Execute strategic divestitures in 2026
FDA approval and sale align with strategic divestitures.
Advances: Maintain revenue growth guidance for 2026
FDA approval boosts growth expectations significantly.
Enrollment in study indicates future product potential.
Raises concerns about valuation impacting revenue growth expectations.