Integra LifeSciences' upcoming Q3 2026 earnings, scheduled for October 29, reflect a market-implied 80.5% probability of beating consensus adjusted EPS estimates around $0.56. This positioning draws primarily from the company's Q2 beat of $0.56 versus the $0.48 estimate, supported by margin expansion, improved supply reliability, and 24% year-over-year EPS growth amid operational efficiencies. Recent flooding at the Cincinnati facility prompted October 2 preliminary guidance showing Q3 revenue of $410–412 million and adjusted EPS of $0.55–0.59, leading to lowered full-year 2026 ranges of $1.634–1.654 billion revenue and $2.30–2.40 EPS. Traders appear to weigh these supply headwinds against strong operating cash flow projections above $85 million for the quarter and ongoing product relaunches, which could still support an adjusted EPS beat despite revenue pressure.