Hologic(HOLX) ZACKS·2025-02-13 16:57Core Insights - Hologic (HOLX) is experiencing growth from new strategic product launches in Diagnostics and Breast Health, but macroeconomic challenges and unfavorable foreign exchange impacts are hindering its overall growth [1][8] Growth Drivers - The molecular diagnostic assays segment is a significant revenue contributor, accounting for 11% of revenues in Q1 fiscal 2025, excluding COVID-19 sales [2] - The company's BV CV/TV assay has shown strong double-digit growth, and the Biotheranostics lab testing business is also contributing positively [2] - Hologic's core women's health assays on the Panther platform performed robustly during the quarter [2] - The new Envision Mammography Platform, which offers a 2.5-second scan time, is set for commercial launch next year [3] - The next-generation Genius AI Detection PRO solution aims to enhance accuracy and efficiency in cancer screening, addressing racial bias concerns in AI-driven breast cancer diagnosis [4] International Expansion - Hologic's Surgical business is expanding into new global markets, with the International Surgical business reporting over 20% growth in Q1 fiscal 2025 [5] - The company is increasing the global reach of the Panther Fusion system to meet the demand for high-throughput molecular diagnostic respiratory testing [5] Operational Strategies - Hologic is streamlining operations and reducing costs through strategic investments in areas with good returns, such as the Genius marketing campaign and cervical cancer co-testing initiatives [6] Financial Performance - The stock has declined 13.2% over the past year, while the industry has risen by 5.2%, but there are expectations for the stock to regain momentum with the expansion of diagnostics and breast health offerings [7] - Hologic has reduced its full-year revenue guidance by 4.05 billion to 20 million foreign currency headwind for fiscal 2025, a significant change from earlier expectations [11]