BURLINGTON, Mass., July 23, 2025 /PRNewswire/ -- Azenta, Inc. (Nasdaq: AZTA) will announce fiscal third quarter 2025 earnings which ended on June 30, 2025, on Tuesday August 5, 2025, before the market opens. SOURCE Azenta Azenta is headquartered in Burlington, MA, with operations in North America, Europe and Asia. For more information, please visit www.azenta.com. INVESTOR CONTACTS: Yvonne Perron Vice President, Financial Planning & Analysis, and Investor Relations [email protected] Sherry Dinsmore [email p ...

Thermo Fisher Scientific (TMO 10.46%), a leader in life sciences tools and diagnostics, reported its second quarter 2025 results on July 23, 2025. The company outpaced expectations on both revenue and non-GAAP EPS, delivering $10.85 billion in revenue and $5.36 in non-GAAP EPS versus analyst estimates of $10.68 billion and $5.23, respectively. While revenue climbed by 3.0% from the prior year, operating margins tightened and free cash flow fell sharply, signaling growing pressures behind continued growth. O ...

Alexandria Real Estate Equities (ARE) Q2 2025 Earnings Call July 22, 2025 02:00 PM ET Company ParticipantsPaula Schwartz - Managing DirectorJoel Marcus - Founder & Executive ChairmanHallie Kuhn - SVP - Life Science & Capital MarketsPeter Moglia - CEO & Chief Investment OfficerMarc Binda - CFO & TreasurerFarrell Granath - Equity Research AssociateNick Joseph - Head - US Real Estate & Lodging Research TeamAnthony Paolone - Executive DirectorMichael Carroll - Managing DirectorVikram Malhotra - Managing Directo ...

Financial Data and Key Metrics Changes - FFO per share diluted as adjusted was $2.33 for Q2 2025, up 1.3% compared to the prior quarter [34] - Occupancy at the end of the quarter was at 90.8%, down 90 basis points from the prior quarter [35] - Same property NOI was down 5.4% and up 2% on a cash basis for the quarter [36] Business Line Data and Key Metrics Changes - Approximately 770,000 square feet were leased in Q2 2025 with leasing spreads of 5.5% to 6.1% on a cash basis [25] - Tenant improvements and leasing commissions on renewals were down 40% compared to the previous two quarters [25] - The company leased 131,768 square feet during the quarter, including the first lease signed at 701 Dexter in Seattle [26] Market Data and Key Metrics Changes - Private biotechnology companies represented 30% of overall leasing for the quarter, with nearly $22 billion deployed in the first half of the year [14] - Publicly traded biotechnology companies represented just under one-fourth of leasing for the quarter, with over 95% consisting of new leases [15] - Large pharma represented 5% of leasing for the quarter, buffered from short-term volatility due to significant cash flows [18] Company Strategy and Development Direction - The company is focused on its mega campus platform, which is strategically important for capturing opportunities and supporting talent recruitment [22][24] - The company has a $3 billion investment in various future pipeline projects, with a focus on preconstruction activities [40] - The asset recycling program is expected to be heavily weighted towards the fourth quarter, with significant dispositions planned [30][31] Management's Comments on Operating Environment and Future Outlook - Management expects the Fed to lower interest rates, which is crucial for the capital markets in the industry [7] - There are reasons to be optimistic about the life science sector, with M&A activity and biopharma licensing deals providing positive dynamics [20] - Management noted that fears regarding spending cuts and changes at HHS may be overblown, and onshoring of R&D could provide a tailwind for the life science sector [13] Other Important Information - The company completed the largest lease in its history, a 466,000 square foot lease, demonstrating brand trust and product quality [6][24] - The company has identified 768,000 square feet of lease rolls with a weighted average expiration date of January 21, 2025, with 20% already leased [27] - The company reiterated its guidance for year-end 2025 occupancy at 90.9% to 92.5% [36] Q&A Session Summary Question: Trends or catalysts leading to the Campus Point lease - Management indicated that the lease was driven by a notable big pharma's effort to consolidate its R&D hub rather than onshoring issues [48] Question: Insights on free rent trends - Management noted that free rent did increase slightly this quarter, but it is hard to predict future trends [50] Question: Tenant perspective on build-to-suit versus vacant space - Management explained that large tenants prefer build-to-suit options for their specific needs and the quality of the location [54][56] Question: Occupancy expectations for the remaining portfolio - Management expects a pickup in occupancy as non-stabilized assets are sold and new leases are executed [64] Question: Impact of FDA leadership change on tenant decisions - Management stated that concerns vary by tenant type, with private biotech focused on cash conservation and public biotechs concerned about market health [74][76] Question: Potential for larger capital transactions - Management expressed a preference for owning more of their mega campus assets and is focused on strategic transactions to monetize non-core assets [84][86]

Danaher (DHR) Q2 2025 Earnings Call July 22, 2025 08:00 AM ET Company ParticipantsJohn Bedford - VP - IRRainer Blair - President & CEOMichael Ryskin - Managing DirectorDoug Schenkel - MD - Life Science Tools & DiagnosticsMatt McGrew - EVP & CFOScott Davis - Chairman, CEO & Founding Partner – Multi-Industry ResearchTycho Peterson - Managing Director, Global EquitiesVijay Kumar - Senior MDPuneet Souda - Senior MDConference Call ParticipantsDan Leonard - MD & Research AnalystDaniel Brennan - Senior Equity Rese ...

Danaher (DHR) Q2 2025 Earnings Call July 22, 2025 08:00 AM ET Speaker0My name is Margo, and I'll be your conference facilitator this morning. At this time, I'd like to welcome everyone to Danaher Corporation's Second Quarter twenty twenty five Earnings Results Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. I will now turn the call over to John Bedford, Vice President of Investor Relations.Mr. Bedf ...

Q2 2025 Earnings Call July 22, 2025 IQVIA Template (V2.1.0) 1 Legal This presentation should be viewed in conjunction with IQVIA's Q2 2025 earnings call Safe Harbor Statement for Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of the federal securities laws, including Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, including, without limitation, our third-quarter and full-year 202 ...

Second Quarter 2025 Performance - Revenue increased to $5,936 million in Q2 2025, a 3.5% increase compared to $5,743 million in Q2 2024[5] - Core revenue growth was 1.5% and FX contributed 2.0% to revenue growth[5] - Adjusted diluted net earnings per common share increased by 4.7% to $1.80 in Q2 2025, compared to $1.72 in Q2 2024[5] - Adjusted operating profit margin remained flat at 27.3% in both Q2 2024 and Q2 2025[5] Segment Performance (Q2 2025) - Biotechnology revenue increased by 8.0% to $1,850 million, with core growth of 6.0% and FX contributing 2.0%[8] Adjusted operating profit margin increased by 150 BPS to 41.0%[8] - Life Sciences revenue increased slightly by 0.5% to $1,777 million, with core revenue declining by 2.5%, acquisitions contributing 1.5%, and FX contributing 1.5%[10] Adjusted operating profit margin decreased by 180 BPS to 19.3%[10] - Diagnostics revenue increased by 2.0% to $2,309 million, with core growth of 2.0%, divestitures reducing revenue by 0.5%, and FX contributing 0.5%[12] Adjusted operating profit margin decreased by 60 BPS to 26.1%[12] Guidance - The company forecasts low-single digit core sales growth for the three-month period ending September 26, 2025, compared to the same period in 2024[26] - The company forecasts 3.0% core sales growth for the year ending December 31, 2025, compared to 2024[26] - Adjusted operating profit margin is expected to be approximately 25.5% for the three-month period ending September 26, 2025[26] - Adjusted diluted net earnings per common share are projected to be between $7.70 and $7.80 for the year ending December 31, 2025[26] Cash Flow - Net cash provided by operating activities decreased by approximately 5.5% to $1,338 million for the three-month period ended June 27, 2025, compared to $1,417 million for the same period in 2024[52] - Free cash flow decreased by approximately 3.5% to $1,094 million for the three-month period ended June 27, 2025, compared to $1,131 million for the same period in 2024[52]

Dublin, July 22, 2025 (GLOBE NEWSWIRE) -- The "Thermo Fisher Scientific Inc.: 360? Company Analysis" report has been added to ResearchAndMarkets.com's offering.This report provides a comprehensive analysis of Thermo Fisher Scientific, covering key details such as key milestones/history, product offerings, technologies, major applications and end-user industries it serves. It includes details of Thermo Fisher Scientific's ownership structure and key management. It also includes company's business segments a ...

Seasoned Executive with Proven Track Record of Value Creation in Life SciencesRADNOR, Pa., July 21, 2025 /PRNewswire/ -- Avantor, Inc. (NYSE: AVTR), a leading global provider of mission-critical products and services to customers in the life sciences and advanced technology industries, today announced that it has named Emmanuel Ligner, President and Chief Executive Officer, effective August 18, 2025.Mr. Ligner succeeds Michael Stubblefield, who will, as previously announced, step down from his role as Direc ...