Hologic (HOLX) came out with quarterly earnings of $1.06 per share, beating the Zacks Consensus Estimate of $1.02 per share. This compares to earnings of $0.93 per share a year ago. These figures are adjusted for nonrecurring items. Over the last four quarters, the company has surpassed consensus EPS estimates four times. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earn ...

财务业绩 - 公司第三季度收入为10.114亿美元，同比增长2.7%，超出了公司指引[1][2][3] - 剔除新冠相关收入后，公司有机收入同比增长5.8%[2][8][11] - 诊断业务收入增长0.7%，分子诊断收入增长3.1%，乳腺健康收入增长7.1%，手术业务收入增长6.2%[8][9][10] - 公司第四季度和全年财务指引均超出之前预期[15][16][17] - 公司报告第三季度总收入为10.114亿美元，同比增长2.7%[31] - 产品收入为8.112亿美元，服务及其他收入为2.002亿美元[32] - 毛利率为55.4%，同比增加4.7个百分点[34] - 研发费用为6,410万美元，销售及营销费用为1.463亿美元，管理费用为9,400万美元[35] - 营业利润为2.44亿美元，同比增长17,400%[36] - 净利润为1.945亿美元，每股收益为0.82美元[37][38] - 非GAAP毛利率为61.1%，同比提升0.3个百分点[51] - 非GAAP营业利润率为31.2%，同比提升2.3个百分点[54] - 非GAAP税前利润为3.124亿美元，同比增长6.1%[55] - 公司GAAP净收入为194.5百万美元，非GAAP净收入为250.7百万美元[56] - 公司GAAP每股收益为0.82美元，非GAAP每股收益为1.06美元[58] - 公司调整后EBITDA为338.5百万美元[59] - 公司调整后投资资本回报率(ROIC)为14.1%[65] 现金流和财务状况 - 公司现金流保持强劲，第三季度达到4.057亿美元[5] - 公司现金及现金等价物余额为27.225亿美元[42] - 商誉及无形资产为39.787亿美元[43] - 公司在本季度完成了一项业务出售，获得净现金流3.13亿美元[46] - 公司在本季度进行了4.275亿美元的战略性投资[46] - 公司在本季度回购了7.768亿美元的股票[46] - 公司在本季度偿还了2.781亿美元的长期债务[46] - 公司在本季度的经营活动产生了9.182亿美元的现金流[46] - 公司净负债率为0.1[67] 业务发展 - 公司完成了对Endomagnetics的收购，该公司专注于乳腺手术定位和淋巴引流技术[5] - 公司重申全年业绩指引[26] - 公司在2024财年第一、二和三季度分别计提了13.7百万美元、26.8百万美元和4.3百万美元的无形资产减值[66] - 公司在2024财年第一季度计提了10.0百万美元的研发费用[60] - 公司在2024财年第一季度发生了0.4百万美元的债务清偿损失[60] - 公司美国市场收入占比74.9%，欧洲市场收入占比13.4%[70] - 公司计划在2024财年全年的GAAP每股收益为3.37-3.44美元，非GAAP每股收益为4.04-4.11美元[62]

文章核心观点 - 赫美格公司(Hologic)完成收购英国乳腺癌手术技术公司Endomag,以增强其乳腺手术产品组合,为外科医生和放射科医生提供更广泛的创新解决方案 [1][3] - Endomag的Sentimag定位系统是一种非放射性手术导航工具,可结合组织定位和乳腺癌分期 [2] - 此次收购将为赫美格公司的乳腺健康产品组合增添Endomag的无线乳腺手术定位和淋巴引流解决方案,以及Magseed标记物、Magtrace淋巴引流剂和Sentimag平台等创新产品 [3][4] 行业概况 - 根据B10Space的报告,全球乳腺癌诊断市场在2023年价值45.9亿美元,预计到2033年将达到90亿美元,复合年增长率为7.2% [7] - 这一强劲增长主要由于筛查建议和诊断成像技术进步(如数字乳腺断层成像)导致发现更小的肿瘤,以及综合治疗方法的发展 [8] 公司表现 - 与同行业相比,赫美格公司股价今年迄今上涨9%,而标准普尔500指数上涨14.1% [9] - 赫美格公司目前被评为买入评级,其他同行业的优质股票还有昆泰诊断(DGX)、环球健康服务(UHS)和血液动力学(HAE) [10][11] - 这些公司近期的业绩和股价表现也较为出色 [12][13][14]

While investors usually depend on consensus earnings and revenue estimates to assess the business performance for the quarter, delving into analysts' forecasts for certain key metrics often provides a more comprehensive understanding. Given this perspective, it's time to examine the average forecasts of specific Hologic metrics that are routinely monitored and predicted by Wall Street analysts. Analysts' assessment points toward 'Revenue- GYN Surgical' reaching $166.70 million. The estimate points to a chan ...

In the latest market close, Hologic (HOLX) reached $78.38, with a +0.35% movement compared to the previous day. This change lagged the S&P 500's 1.08% gain on the day. Meanwhile, the Dow experienced a rise of 0.32%, and the technology-dominated Nasdaq saw an increase of 1.58%. For the full year, the Zacks Consensus Estimates project earnings of $4.08 per share and a revenue of $4.04 billion, demonstrating changes of +3.03% and +0.13%, respectively, from the preceding year. Based on our research, we believe ...

Also, in April 2024, Hologic secured an Innovative Technology contract from Vizient for its CoolSeal advanced energy portfolio and JustRight 5 mm stapler. The recognition by Vizient's team of experts underscores the potential of these technologies to enhance clinical care, patient safety and healthcare worker safety and improve the business operations of healthcare organizations. We expect this development to have a positive impact on Hologic's revenues in the fiscal third quarter. Hologic, Inc.'s (HOLX) GY ...

Price-to-Earnings Forward Twelve Months (F12M) Image Source: Zacks Investment Research The stock also appears cheaper in comparison to QGEN and ABT, which are trading at 19.36X and 21.02X, respectively. Investment Thesis Hologic's future growth prospects are highlighted by its impressive portfolio of products regardless of macroeconomic hurdles. In the Molecular Diagnostics business, the company has expanded both the worldwide Panther footprint and menu, with the BV and CV/TV assays and the Biotheranostics ...

Coming into today, shares of the medical device maker had gained 8.27% in the past month. In that same time, the Medical sector gained 0.71%, while the S&P 500 gained 3.82%. Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Hologic. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the company's business health and profitability. Looking at its ...

It's also important to note that HOLX currently trades at a PEG ratio of 2.47. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The Medical - Instruments was holding an average PEG ratio of 2.47 at yesterday's closing price. Hologic (HOLX) closed the latest trading day at $74.53, indicating a +0.58% change from the previous session's end. The stock outperformed the S&P 500, which registered a daily gain of 0 ...

However, a deteriorating geopolitical situation, supply chain bottlenecks leading to a tough situation related to raw material and labor costs, freight charges, as well as healthcare staffing shortages, have put the industry in a tight spot again. Meanwhile, industry players like Hologic, Inc. (HOLX) , Masimo Corporation (MASI) and Veracyte, Inc. (VCYT) have adapted well to changing consumer preferences and are still witnessing an uptrend in their stock prices. The Zacks Medical - Instruments industry is hi ...