营收10.5亿美元！并购推进阶段，女性健康巨头披露最新业绩

Core Financial Performance - The company reported a revenue of $1.05 billion for the first quarter of fiscal year 2026, representing a year-over-year growth of 2.5% [5] - GAAP net profit was $179 million, a decline of 10.9% compared to the previous year [5] - The gross margin decreased to 60.1%, down approximately 150 basis points year-over-year, primarily due to an increase in tariff-related costs of about $15.3 million [4] - Operating cash flow reached $230 million, showing a year-over-year increase of over 20%, indicating strong cash generation capability [4] Business Structure Analysis - The company remains focused on women's health, but performance varies across different segments: - Diagnostic business saw a revenue decline of 1.3% to $464 million, primarily due to a structural decline following the decrease in COVID-19 testing [6][7] - Breast health revenue was $376 million, reflecting a low single-digit growth driven by products related to Endomagnetics [6][7] - Gynecological surgery revenue reached $181 million, growing by 8.7%, supported by acquisitions and product lines like MyoSure and Fluent [6][7] - Skeletal health revenue was $26.7 million, showing a significant growth of 69%, although it remains a small part of the overall structure [6][7] Corporate Background - The company is headquartered in Massachusetts, USA, and is one of the few medical technology companies that focus systematically on women's health [9] - Its core technologies cover a closed-loop strategy of "diagnostics + intervention + surgery" in women's health, which is a key reason for private equity's willingness to invest at high valuations [9] Special Context of Mergers and Acquisitions - The company is currently in a critical phase of being acquired by Blackstone and TPG private equity firms, with a shareholder special meeting scheduled for February 5, 2026, to vote on the merger agreement [1][2] - Due to the ongoing merger process, all public information is primarily based on established facts rather than future operational forecasts or commitments [12] Conclusion - The company maintains stable cash flow from its core women's health business, and the merger process has entered a definitive shareholder voting stage [14]