Azenta (AZTA) announced that its affiliate, Azenta Germany, has signed a binding agreement for the sale of Azenta’s B Medical Systems business to THELEMA S.A R.L., for a purchase price of $63M. The transaction is expected to close on or before March 31, 2026. “The agreement to sell B Medical Systems marks a major step forward in simplifying the portfolio to prioritize our core capabilities with the highest strategic impact,” said John Marotta, President and CEO. “The proceeds from this sale will be deploye ...

BURLINGTON, Mass., Dec. 29, 2025 /PRNewswire/ -- Azenta, Inc. (Nasdaq: AZTA) today announced that its affiliate, Azenta Germany GmbH, has signed a binding agreement for the sale of Azenta's B Medical Systems business to THELEMA S.À R.L., for a purchase price of US$63 million. The transaction is expected to close on or before March 31, 2026. "The agreement to sell B Medical Systems marks a major step forward in simplifying the portfolio to prioritize our core capabilities with the highest strategic impact," ...

Group 1 - Azenta held its Investor Day 2025 to discuss its strategic outlook and long-range growth plans [1][2] - The company emphasizes its commitment to serving customers and enabling breakthroughs faster [2] - Non-GAAP measures and forward-looking statements were discussed, with a reference to the 8-K filing and the latest Form 10-K [3]

Azenta (NasdaqGS:AZTA) 2025 Investor Day December 10, 2025 12:45 PM ET Company ParticipantsGinger Zhou - Senior VP and General Manager of the GENEWIZ Multiomics and Synthesis SolutionsMatt Stanton - Managing DirectorAlex Esmon - VP of Cryo and StoresLawrence Lin - EVP and CFOJohn Marotta - President and CEOYvonne Perron - VP of FP&A and Investor RelationsMackenzie Strehle - Senior Equity Research AssociateConference Call ParticipantsDavid Saxon - Senior AnalystBrendan Smith - Director and Senior AnalystMatt ...

Company Overview and Strategy - Azenta is uniquely positioned for strong top-line growth, margin expansion, and inorganic growth opportunities[15] - The company estimates a current serviceable addressable market (SAM) of approximately $6 billion across SMS and Multiomics[18] - Azenta's FY25 revenue was $594 million, with approximately 55% recurring revenue and 3% organic year-over-year growth[26] Sample Management Solutions (SMS) - SMS FY'25 revenue was approximately $325 million, with approximately 50% recurring revenue[85] - The SMS business has experienced a 15%+ CAGR in sample storage growth from FY'15 to FY'25[85] - The company estimates SMS has approximately 11% market share of a $3 billion serviceable addressable market[18, 88] Multiomics (GENEWIZ) - Multiomics (GENEWIZ) FY'25 revenue was approximately $269 million, with over 70% of revenue from returning customers[132] - The company estimates Multiomics has approximately 9% market share of a $3 billion serviceable addressable market[18, 137] - GENEWIZ has sequenced 15 petabytes (PB) of data and synthesized 425 million nucleotides[128] Financial Targets and Capital Allocation - The company is targeting cumulative free cash flow generation of $200 million - $250 million from FY2026 to FY2028[172] - Azenta has a $250 million share repurchase authorization[61] - The company is introducing 2028 organic financial targets including $700 million - $750 million in revenue, 6% - 8% CAGR, 70% recurring revenue, $120 million - $150 million adjusted EBITDA, and 18% - 20% adjusted EBITDA margin[186]

BURLINGTON, Mass., Dec. 10, 2025 /PRNewswire/ -- Azenta, Inc. (Nasdaq: AZTA) today announced that its Board of Directors has approved a share repurchase program under which the company may repurchase up to $250 million of its outstanding common stock. The Repurchase Program is intended to enhance shareholder value and capitalize on undervaluation. Repurchases may be made from time to time through open market repurchases, privately negotiated transactions, or by other methods compliant with Rules 10b-18 and ...

Group 1 - BellRing Brands (BRBR) has been added to the Zacks Rank 5 (Strong Sell) List due to a downward revision of its current year earnings estimate by almost 14.6% over the last 60 days [1] - Azenta (AZTA) is also on the Zacks Rank 5 (Strong Sell) List, with its current year earnings estimate revised downward by 11.8% over the last 60 days [1] - Bridgestone (BRDCY) has seen its current year earnings estimate revised downward by almost 5.1% over the last 60 days, placing it in the automotive industry [2]

A major earnings reset and fresh fund interest could mark a turning point for this formerly high-flying life-sciences stock.On November 14, Dallas-based Meros Investment Management disclosed a new position in Azenta (AZTA 0.14%), acquiring 159,945 shares valued at an estimated $4.6 million.What HappenedAn SEC filing published November 14 shows that Meros Investment Management initiated a new stake in Azenta (AZTA 0.14%), purchasing 159,945 shares during the third quarter. The estimated value of the position ...

Core Insights - Azenta and SOPHiA GENETICS are compared based on various financial metrics and market performance indicators to determine which company is superior in the medical sector Volatility and Risk - Azenta has a beta of 1.29, indicating its share price is 29% more volatile than the S&P 500 - SOPHiA GENETICS has a beta of 1.1, suggesting its share price is 10% more volatile than the S&P 500 [1][2] Institutional & Insider Ownership - 99.1% of Azenta shares are owned by institutional investors, while 31.6% of SOPHiA GENETICS shares are owned by institutional investors - 10.6% of Azenta shares are owned by company insiders, compared to 4.9% for SOPHiA GENETICS [2] Profitability - Azenta's net margin is -10.01%, return on equity is 1.40%, and return on assets is 1.17% - SOPHiA GENETICS has a net margin of -41.13%, return on equity of -37.75%, and return on assets of -18.75% [4] Earnings and Valuation - Azenta's gross revenue is $593.82 million with a price/sales ratio of 2.71, while SOPHiA GENETICS has a gross revenue of $65.17 million and a price/sales ratio of 5.03 - Azenta's net income is -$59.50 million with an earnings per share of -$1.30 and a price/earnings ratio of -26.96 - SOPHiA GENETICS has a net income of -$62.49 million with an earnings per share of -$0.46 and a price/earnings ratio of -10.54 - Azenta has higher revenue and earnings than SOPHiA GENETICS and is trading at a lower price-to-earnings ratio, indicating it is more affordable [6] Analyst Recommendations - Azenta has 2 sell ratings, 3 hold ratings, and 3 buy ratings, resulting in a rating score of 2.13 - SOPHiA GENETICS has 1 sell rating, 0 hold ratings, and 2 buy ratings, resulting in a rating score of 2.33 - Azenta's consensus price target is $38.60, suggesting a potential upside of 10.13%, while SOPHiA GENETICS has a consensus price target of $9.00, suggesting a potential upside of 85.57% [8] Summary - Azenta outperforms SOPHiA GENETICS in 9 out of 14 factors compared between the two companies [9]

Economic and Financial Risks - A prolonged economic downturn, reductions in government funding for scientific research, and inflation may lead to lower sales and cash flows, adversely affecting financial results [66] - The company faces risks from public health threats and epidemics, which could disrupt operations and significantly affect financial performance [73] - Global climate change and related regulations could increase operational costs and impact demand for products and services, potentially harming financial results [75] - Currency exchange rate fluctuations may require the company to raise prices for products and services, potentially leading to reduced sales [76] - The company is exposed to various risks from international operations, including economic fluctuations, geopolitical tensions, and currency exchange rate fluctuations [84] - Changes in regulatory requirements and trade policies, particularly between the U.S. and China, could negatively impact the company's operations and relationships with customers [84] - The company may incur excess inventory charges if actual demand for its products or services differs from expectations, adversely affecting financial results [94] - Changes in tax laws, such as the OECD's Pillar Two global minimum tax framework, could significantly impact the estimates of tax assets and liabilities, affecting future effective tax rates [103] - The company has accumulated significant net operating losses (NOLs) in various jurisdictions, particularly Luxembourg, which may not be fully utilized if adequate taxable income is not generated before expiration, leading to higher effective tax rates [104] Operational Challenges - The company has initiated a transformation initiative aimed at reducing complexity and streamlining processes to achieve cost savings and increased profitability [83] - The company faces risks related to acquisitions, including integration challenges, increased expenses, and potential customer attrition [88] - The company has experienced challenges in attracting and retaining key personnel, which could impair its ability to execute its business strategy [91] - Compliance with numerous governmental regulations, including environmental and safety standards, may incur significant costs and require modifications to products and services [105][106] - The Dodd-Frank Act imposes disclosure requirements regarding the use of conflict minerals, potentially affecting pricing, sourcing, and availability of materials used in products [107] - The BIOSECURE Act may impact the supply of products and services, potentially delaying the development and sales processes [122] - The Bulk Transfer Rule restricts bulk transfers of sensitive personal data to countries of concern, which could adversely affect the capacity and productivity of the Genomics segment [123] Cybersecurity and Data Protection - The company is exposed to risks associated with cybersecurity incidents, which could compromise sensitive data and disrupt operations, leading to financial penalties [71] - Cybersecurity incidents pose risks to the company's information systems, potentially leading to significant legal and financial exposure [111][113] - Non-compliance with data protection laws, such as the GDPR and CCPA, could result in government enforcement actions, private litigation, and increased compliance costs [115][117] Market and Competitive Landscape - Approximately 39% of the company's revenue for the fiscal year ended September 30, 2025, was derived from international sales, with expectations for continued growth, particularly in Asia and China [84] - The expiration of patents starting in 2025 through 2044 may increase competition and lead to revenue declines [128] - Customers do not make long-term commitments, exposing the company to competitive pricing pressures [135] Financial Position and Investments - As of September 30, 2025, the company held approximately $119.6 million in cash and cash equivalents denominated in foreign currency, which may impact financial results due to exchange rate fluctuations [77] - The company held approximately $136.0 million in cash outside the United States as of September 30, 2025, which may limit its ability to repatriate funds for use in the U.S. [87] - As of September 30, 2025, the company's aggregate short-term and long-term investments totaled $262.7 million, up from $200.6 million in 2024, primarily consisting of highly rated corporate debt and U.S. government-backed securities [253] - A hypothetical 100 basis point change in interest rates would result in an annual change of $3.8 million in interest income for fiscal year 2025 [253] - Sales in currencies other than the U.S. dollar accounted for 37% of total sales for the fiscal year ended September 30, 2025, compared to 30% in 2024 [254] - Foreign currency losses amounted to $2.0 million in fiscal year 2025, down from $2.8 million in 2024, related to currency fluctuations on balances [255] - Balances denominated in non-functional currencies were approximately $49.7 million and $63.9 million at September 30, 2025 and 2024, respectively [255] - A hypothetical 10% change in foreign exchange rates would result in an approximate change of $0.5 million in net income for the fiscal year ending September 30, 2025 [255] Governance and Shareholder Matters - The stock price has fluctuated between $67.51 and $25.03 from the beginning of fiscal year 2024 to the end of fiscal year 2025, indicating volatility [137] - Stockholder activism, including actions from Politan Capital Management, may lead to changes in the Board of Directors and impact stock price stability [141] - Securities litigation and stockholder activism could divert management's attention and incur significant legal expenses [142] - Provisions in the company's charter may delay or prevent acquisitions, potentially decreasing share value [143] - The company has anti-takeover provisions that may discourage potential acquirers, potentially affecting the market price of its common stock [144] - The issuance of preferred stock could decrease the amount of earnings available for common stockholders and adversely affect their rights [147] - The company’s by-laws designate Delaware courts as the exclusive forum for certain disputes, which may limit stockholders' ability to bring claims in more favorable jurisdictions [150] - The company’s restated certificate of incorporation includes provisions that could delay or prevent a change in control, impacting stock price [146] Technological and Industry Trends - AI technologies are transforming the life sciences industry, but ineffective AI practices could lead to errors and negatively impact competitiveness [124] - Failure to introduce new products and services reflecting technological advances could render existing offerings obsolete, negatively impacting future performance [80]