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Teleflex (TFX) investor relations material

Teleflex Jefferies London Healthcare Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Jefferies London Healthcare Conference 2025 summary18 Nov, 2025

Strategic separation and portfolio management

  • Announced separation into RemainCo and NewCo due to differing growth profiles and capital allocation needs.

  • Significant inbound interest led to prioritizing a sale of NewCo over a spin-off.

  • Advanced due diligence underway, with a sale likely to occur before mid-2026.

  • Board and management focused on maximizing shareholder value through this process.

  • Updates to the investment community will continue as progress is made.

RemainCo business focus and performance

  • RemainCo will operate with three global business units and seven manufacturing sites, simplifying operations.

  • Positioned as an acute care, emergent procedure company within hospitals.

  • Excluding transitory impacts, RemainCo is growing at approximately 5% year-to-date.

  • BIOTRONIK acquisition adds a robust, fast-growing interventional portfolio.

  • BIOTRONIK VI business grew about 7% in its first year under ownership.

BIOTRONIK integration and growth opportunities

  • BIOTRONIK's geographic mix complements RemainCo, expanding sales reach in Europe and Asia.

  • Combined product portfolio targets complex PCI, leveraging clinical advantages and broader offerings.

  • Freesolve, a magnesium-based scaffold, offers future growth potential with ongoing clinical trials.

  • Interventional segment expected to grow at the upper end of mid-single digits, driven by innovation.

  • Pipeline includes new balloons, stent lengths, and undisclosed products.

Post-NewCo sale, what are capital allocation priorities
What drives RemainCo's interventional growth outlook
What are the drivers for RemainCo margin expansion
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Frequently asked questions

Teleflex's broad portfolio of medical technologies address needs in areas such as airway management (respiratory management), vascular access and specialty needle products, interventional access catheters, and cardiac care. The Company offers its products to physicians, hospitals, and clinician s office laboratories. Teleflex's mission is to provide solutions that enable healthcare providers to improve outcomes and enhance patient and provider safety. The company was incorporated in 1943 and is headquartered in Wayne, Pennsylvania.

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