Craig Bijou
Analyst
Bank of America
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About Craig Bijou
Craig Bijou is recorded as Analyst at Bank of America. Craig Bijou has spoken on 5 earnings calls across 2 companies, most recently for Integer Holdings Corp on July 24, 2025. Those appearances were for Integer Holdings Corp (ITGR) and Teleflex Inc (TFX). The companies whose calls Craig Bijou spoke on are classified in the Healthcare sector.
Craig Bijou on recent calls
“I wanted to start with a follow-up on just on the Q2 performance. And apologies for asking again, but just trying to understand if you guys would be willing to quantify just how much of that 11% versus the high single digits was from a pull forward of the orders or just maybe better than expected performance.”
“I wanted to start with the urology business, interventional urology. And it came in a little bit ahead of expectations.”
“A couple of quick ones for me, maybe just to follow up on Rich's question on tariffs. I mean, would it be possible to size the exposure to if the Mexican tariffs went into place?”
“I want to ask maybe a follow-up on the CMV growth trend line and your expectations for 25. If I look at the trailing four-quarter growth for CMV, it was 14% in Q4, 15% in Q3.”
“We spent a lot of 23 talking about customer inventory workdown. So I do apologize for asking this question again, but maybe we can kind of put it to rest. But it sounds like inventory order patterns at your customers are getting to a more normal level.”
Affiliation history
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Bank of America
Analyst
Transcript header (unverified)
Current
Company network
Teleflex Inc
TFX
Medical Instruments & Supplies · Healthcare
2 appearances
Latest appearance 2025-05-01
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