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    Why Teleflex (TFX) Is Down 8.7% After CEO Exit, Lower 2025 Outlook And Legal Scrutiny

    Simply Wall St·01/18/2026 00:34:19
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    • Earlier this month, Teleflex Incorporated announced the immediate departure of Chairman, President and CEO Liam Kelly, appointing long-time director Stuart Randle as Interim President and CEO and naming Dr. Stephen Klasko as Chairman, while also trimming its preliminary 2025 revenue outlook to about US$3.27 billion–US$3.28 billion due to softer demand and order delays.
    • These sudden leadership changes, paired with reduced revenue expectations and a securities law investigation, raise fresh questions about execution risks in Teleflex’s medical device portfolio and broader business direction.
    • Next, we’ll examine how the leadership transition and lowered 2025 revenue guidance may reshape Teleflex’s previously balanced investment narrative.

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    Teleflex Investment Narrative Recap

    To own Teleflex today, you have to believe its core single use devices and the BIOTRONIK vascular acquisition can offset weak pockets like UroLift and margin pressure, even as execution risk rises. The abrupt CEO change, softer 2025 revenue outlook around US$3.27 billion to US$3.28 billion, and securities law investigation sharpen the near term focus on whether management can stabilize demand and protect profitability, while integration of BIOTRONIK remains the biggest swing factor.

    The most relevant update here is the trimmed 2025 revenue guidance, which ties directly to softer demand for intra aortic balloon pumps, catheters and OEM order delays, just as Teleflex is supposed to be leveraging new vascular assets. This friction near term matters for the same hospital based growth engine that underpins the BIOTRONIK thesis and could compound existing concerns about margin pressure and the timing of any meaningful benefit from portfolio optimization efforts.

    But against that backdrop, investors should still keep a close eye on the securities investigation and what it may eventually reveal about...

    Read the full narrative on Teleflex (it's free!)

    Teleflex's narrative projects $3.9 billion revenue and $553.0 million earnings by 2028. This requires 8.9% yearly revenue growth and a $361.1 million earnings increase from $191.9 million today.

    Uncover how Teleflex's forecasts yield a $124.14 fair value, a 21% upside to its current price.

    Exploring Other Perspectives

    TFX 1-Year Stock Price Chart
    TFX 1-Year Stock Price Chart

    Five Simply Wall St Community members see fair value anywhere between about US$15 and US$200, underlining how far apart expectations can be. You should weigh that spread against Teleflex’s current execution risks around demand softness in key device lines and leadership transition, and consider how different assumptions on those points could reshape your own view of the company’s prospects.

    Explore 5 other fair value estimates on Teleflex - why the stock might be worth less than half the current price!

    Build Your Own Teleflex Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.