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IDEXX Laboratories: A Strong Third Quarter With Good Future Prospects (NASDAQ:IDXX)
Seeking Alpha· 2025-11-04 18:31
IDEXX Laboratories ( IDXX ) delivered a very strong quarter and exceeded expectations. With Cancer Dx and InVue , further growth is likely in the future, which is why I consider theMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. Targeting those with a market capitalization of less than $10 billion, affords ample opportunities for growth. The ideal scenario is for these companies to demonstrate a long- ...
IDEXX Raises 2025 EPS Guidance
RTTNews· 2025-11-03 20:05
IDEXX Laboratories, Inc. (IDXX) updated its 2025 EPS outlook range to $12.81 - $13.01, incorporating a $0.33 increase at midpoint from prior guidance, reflecting $0.22 benefit from operational performance, $0.04 benefit from lower effective tax rate, net of impacts related to recent U.S. tax law changes, and approximately $0.07 combined benefit from updated estimates for interest expense, average shares outstanding, and foreign exchange impacts. The updated EPS growth outlook is 20% - 22% as reported and 1 ...
IDEXX Laboratories Gears Up For Q3 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts - IDEXX Laboratories (NASDAQ:IDXX)
Benzinga· 2025-11-03 14:01
IDEXX Laboratories, Inc. (NASDAQ:IDXX) will release earnings results for the third quarter, before the opening bell on Monday, Nov. 3.Analysts expect the Westbrook, Maine-based company to report quarterly earnings at $3.14 per share, up from $2.80 per share in the year-ago period. The consensus estimate for IDEXX Laboratories' quarterly revenue is $1.07 billion, compared to $975.54 million a year earlier, according to data from Benzinga Pro.On Aug. 4, IDEXX Laboratories reported better-than-expected second- ...
NeoGenomics(NEO) - 2025 Q3 - Earnings Call Transcript
2025-10-28 21:32
NeoGenomics (NasdaqCM:NEO) Q3 2025 Earnings Call October 28, 2025 08:30 AM ET Company ParticipantsPriya Vedaraman - SVP of FinanceJeff Sherman - CFOTony Zook - CEOWarren Stone - COOConference Call ParticipantsNone - AnalystNone - AnalystNone - AnalystMason Carrico - Research AnalystAndrew Brackmann - AnalystYuko Oku - AnalystDavid Westerberg - AnalystPuneet Souda - AnalystNone - AnalystNone - AnalystPriya VedaramanGood morning everyone and welcome to the NeoGenomics third quarter 2025 financial results call ...
NeoGenomics(NEO) - 2025 Q3 - Earnings Call Transcript
2025-10-28 21:32
NeoGenomics (NasdaqCM:NEO) Q3 2025 Earnings Call October 28, 2025 08:30 AM ET Company ParticipantsPriya Vedaraman - SVP of FinanceJeff Sherman - CFOTony Zook - CEOWarren Stone - COOConference Call ParticipantsNone - AnalystNone - AnalystNone - AnalystMason Carrico - Research AnalystAndrew Brackmann - AnalystYuko Oku - AnalystDavid Westerberg - AnalystPuneet Souda - AnalystNone - AnalystNone - AnalystPriya VedaramanGood morning everyone and welcome to the NeoGenomics third quarter 2025 financial results call ...
NeoGenomics(NEO) - 2025 Q3 - Earnings Call Transcript
2025-10-28 21:30
NeoGenomics (NasdaqCM:NEO) Q3 2025 Earnings Call October 28, 2025 08:30 AM ET Speaker2Good morning everyone and welcome to the NeoGenomics third quarter 2025 financial results call. At this time, all participants are in a listen only mode and the floor will be open for questions following the presentation. If anyone should require operator assistance during this conference, please press 0 on your telephone keypad. Please note this conference is being recorded. I will now turn the conference over to your hos ...
NeoGenomics(NEO) - 2025 Q3 - Earnings Call Presentation
2025-10-28 20:30
业绩总结 - 第三季度收入为1.878亿美元,同比增长11.9%[22] - 临床收入增长18%,同店增长15%[20] - 调整后毛利润为8540万美元,同比增长6.6%[22] - 净亏损为2712.9万美元,亏损每股0.21美元[33] - 2025年第三季度总收入为187,797千美元,较2024年的167,824千美元增长11.9%[37] - 2025年截至9月30日,调整后的毛利为246,339千美元,较2024年的228,678千美元增长7.7%[37] - 2025年截至9月30日,调整后的EBITDA为29,977千美元,相较于2024年的27,735千美元增长8.9%[41] 用户数据 - 临床量达到361K,同比增长15%[19] - NGS收入同比增长24%[20] 未来展望 - 预计2025财年收入指导为7.2亿美元,同比增长9%至10%[21] - 2025年预计净亏损(GAAP)在116,000千美元至108,000千美元之间[48] - 2025年预计调整后的EBITDA(非GAAP)在41,000千美元至44,000千美元之间[48] 财务状况 - 调整后EBITDA为1200万美元,同比下降8.5%[22] - 现金及现金等价物为1.641亿美元,同比下降54.7%[22] - 2025年截至9月30日,现金及现金等价物期末余额为164,117千美元,较2024年的361,992千美元减少54.6%[34] - 2025年截至9月30日,经营活动产生的净现金流为3,887千美元,而2024年为-2,777千美元[34] 毛利率 - 调整后毛利率为45.5%,较去年下降228个基点[22] - 2025年第三季度的毛利率(GAAP)为42.8%,较2024年的44.6%下降了1.8个百分点[37] 其他信息 - 2025年截至9月30日,股权证券购买支出为500千美元,较2024年无支出增加[34]
NeoGenomics Non-GAAP EPS of $0.03 beats by $0.01, revenue of $187.8M beats by $3.95M (NASDAQ:NEO)
Seeking Alpha· 2025-10-28 19:08
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Labcorp Gears Up to Report Q3 Earnings: What's in Store for the Stock?
ZACKS· 2025-10-15 21:41
财报发布信息 - 公司计划于2025年10月28日美股市场开盘前发布2025年第三季度财报 [1] - 上一季度公司调整后每股收益为4.35美元,超出市场预期5.07% [1] - 在过去四个季度中,公司每股收益均超出市场预期,平均超出幅度为2.52% [1] 第三季度业绩预期 - 第三季度营收市场共识预期为35.6亿美元,较去年同期增长8.3% [2][8] - 第三季度每股收益市场共识预期为4.13美元,较去年同期增长18% [2][8] - 过去七天内,第三季度盈利预期上调了1美分 [3] 诊断实验室业务增长动力 - 诊断实验室业务预计将继续保持强劲业绩,受有机增长和收购活动推动 [4] - 通过收购Incyte Diagnostics的临床病理业务,公司在第三季度开始为大多数Incyte客户提供检测服务 [5] - 公司与NOWDiagnostics合作,向全国社区公共卫生组织免费分发First to Know梅毒检测试剂盒 [5] - 公司延长了与迈阿密大学健康系统的长期协议,并收购了北密西西比健康服务的门诊实验室业务 [6] - 公司于9月完成了对BioReference Health肿瘤学实验室测试业务的收购 [6] - 专业领域的创新产品有望推动第三季度检测量增长,包括Labcorp Plasma Detect和PGDx elio plasma focus Dx等新型肿瘤检测产品 [7] - 公司于8月推出了首个经FDA批准的阿尔茨海默病血液检测 [7] - Labcorp OnDemand渠道通过一系列健康和健康测试支持收入增长,近期推出了测量皮质醇、瘦素等指标的测试 [8][9] - 新的Labcorp Whole Health Solutions提供超过1000种生物标志物的专门检测组合 [9] - 诊断实验室业务营收市场共识预期为同比增长8.4% [9] 生物制药实验室服务业务增长动力 - 该业务预计受益于其最大组成部分中央实验室的强劲表现 [10] - 业务新增了数字病理学能力,包括用于快速分析大数据的AI驱动解决方案 [10] - Global Trial Connect中央实验室解决方案套件预计对收入产生积极影响 [10] - 早期开发业务预计也做出积极贡献 [10] - 生物制药实验室服务业务营收市场共识预期为同比增长7.5% [11] 运营效率与盈利能力 - 数字技术和AI的持续应用有望推动运营效率提升,改善净推荐值和利润率等指标 [12] - Labcorp Diagnostic Assistant和eClaim Assist平台等工具在进展中发挥关键作用 [12] - 公司关键指标预计受益于LaunchPad计划带来的协同效应,该计划目标实现每年1亿至1.25亿美元的节约 [12] - 诊断业务调整后营业利润市场共识预期为同比增长14.7%,生物制药实验室服务业务调整后营业利润预期增长7.8% [13] 同业公司比较 - Exact Sciences第三季度每股收益预期同比增长147.6%,过去四个季度平均超出预期329.87% [16][17] - ANI Pharmaceuticals第三季度每股收益预期同比增长29.9%,过去四个季度平均超出预期22.66% [17][18] - IDEXX Laboratories第三季度每股收益预期同比增长12.1%,过去四个季度平均超出预期6.08% [19]
NeoGenomics to Report Third Quarter 2025 Financial Results on October 28, 2025
Businesswire· 2025-10-07 19:05
FORT MYERS, Fla.--(BUSINESS WIRE)--NeoGenomics will report its third quarter 2025 financial results prior to the open of the U.S. financial markets on Tuesday, Oct. 28, 2025. ...