TFX TELEFLEX INC
Last updated: May 11, 2026
Execution Consistency
Did the company actually spend money buying back stock in 3+ of the last 4 quarters?
Bought back stock in 2/4 quarters. Q1 2026: $300M, Q3 2025: $200M, Q2 2025: $0M, Q1 2025: $0M
Execution Acceleration
Is the most recent quarter's buyback spend more than 15% above the trailing average?
Latest quarter $300M vs trailing avg $67M (+350%)
Buyback vs FCF
What percentage of free cash flow is going to buybacks? Bull: 30%+. Bear: negative FCF or no buybacks.
Negative FCF ($-74M), buybacks not supported by cash flow
Buyback Intensity
How fast are they shrinking the float? Bull: 2%+ annually. Bear: under 0.5%.
Repurchased 0 shares = 0.0% of 44,270,211 outstanding (annualized)
Insider Buying
Are officers and directors buying stock with their own money on the open market?
6 open-market purchases by 5 insiders
- HAGGERTY GRETCHEN R () bought 200 shares at $114.78 on 2025-08-06
- HAGGERTY GRETCHEN R () bought 300 shares at $114.73 on 2025-08-06
- RANDLE STUART A () bought 1,000 shares at $115.86 on 2025-08-05
- Krakauer Andrew A () bought 1,000 shares at $115.25 on 2025-08-05
- Kelly Liam (Chairman, President & CEO) bought 1,500 shares at $115.07 on 2025-08-05
- Ryu Jaewon () bought 1,500 shares at $115.00 on 2025-08-05
Insider-Buyback Convergence
Are both company buybacks and insider buying independently active? Bull when the company is buying back stock in 2+ quarters and insiders have made 2+ open-market purchases.
Company buybacks in 2 quarters and 6 insider purchases by 5 insiders (no calendar overlap, but both independently active)
Insider Net Direction
Over the last 90 days, are insiders net buyers or net sellers on the open market?
Insiders bought $1M, sold $0M in the last 90 days (net buying)
Red Flag
Active buyback + insiders net selling 3x+ more than buying. Company cash may be supporting price while insiders exit.
No buyback-insider divergence detected