Added to YB: 2025-11-25
Pitch date: 2025-09-25
TFX [bullish]
Teleflex Incorporated
+13.22%
current return
Author Info
No bio for this author
Company Info
Teleflex Incorporated designs, develops, manufactures, and supplies single-use medical devices for common diagnostic and therapeutic procedures in critical care and surgical applications in the United States, Europe, the Middle East, Africa, the Asia Pacific, and internationally.
Market Cap
$5.8B
Pitch Price
$116.50
Price Target
160.00 (+21%)
Dividend
1.05%
EV/EBITDA
17.02
P/E
4.2K
EV/Sales
3.84
Sector
Health Care Equipment and Supplies
Category
special_situation
Teleflex Incorporated - $TFX
TFX: Med device co breaking up via spin of mature urology/OEM unit ($1.4B rev, 2% growth) from higher-growth vascular/surgical RemainCo ($2.1B rev, 5% growth). Multiple cash offers received for spin unit may accelerate process vs 6mo timeline. 30% upside to $160 on 8% FCF yield vs 10% today, 45% on peer multiples.
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