Hologic(US:HOLX) ZACKS·2025-09-10 15:11Core Insights - Hologic is on track with its financial improvement plan, raising fiscal 2025 revenue guidance to $4.08-$4.09 billion and adjusted EPS to $4.23-$4.26 [1] Group 1: Financial Performance - Hologic's Breast Health sales in Q3 reached $365.2 million, exceeding expectations and indicating a return to growth in Q4 2025 [2] - The company has reduced its estimated quarterly tariff costs from $20-$25 million to $10-$12 million through supply chain adjustments [3] - Hologic's GYN Surgical segment saw a 24.8% growth in international sales during Q3, with expectations for strong revenue growth in Q4 [4] Group 2: Competitive Landscape - Becton, Dickinson and Company (BDX) reported an increase in organic growth and adjusted EPS guidance for the fiscal year, reflecting strong operational performance [5] - QIAGEN N.V. also exceeded its sales and adjusted EPS outlook, raising its FY 2025 net sales growth forecast to 4-5% [6] Group 3: Stock Performance and Valuation - Hologic shares have increased by 3.3% over the past three months, outperforming the industry average of 1.2% [7] - The stock is currently trading at a forward five-year price-to-sales ratio of 3.49X, below the industry average of 4.07X [9]