Key Takeaways Inogen reported a narrower Q4 adjusted loss of 15 cents as revenues rose 2% year over year.International sales jumped 14.8%, offsetting a 5.1% drop in U.S. sales and a 4.5% fall in rentals.INGN guided 2026 revenues of $366M-$373M, about 6% growth at midpoint.Inogen, Inc. (INGN) incurred an adjusted loss per share of 15 cents for fourth-quarter 2025, which was narrower than the adjusted loss per share of 24 cents in the year-ago period and the Zacks Consensus Estimate of a loss of 36 cents per ...

Henry Schein, Inc. Q4 2025 Earnings Call Summary - Moby Executive Narrative Achieved the highest sales growth in 15 quarters, driven by effective execution of the BOLD+1 strategic plan and a recovery from previous cybersecurity disruptions. High-growth, high-margin businesses now approach 50% of total operating income, reflecting a deliberate portfolio shift toward specialty products and technology solutions. Global dental equipment sales reached record levels, fueled by double-digit growth in tradi ...

These non-GAAP financial measures are presented solely for informational and comparative purposes and should not be regarded as a replacement of the corresponding GAAP measures. Reconciliations between GAAP and non-GAAP measures included in Exhibit B of today's press release can be found in the Financials and Filings section of our Investor Relations website under the Supplemental Information heading and in our quarterly earnings presentation also posted on our Investor Relations website. The content of thi ...

NEW YORK, Feb. 18, 2026 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Picard Medical, Inc. (NYSE: PMI). Shareholders who purchased shares of PMI during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/picard-medical-inc-loss-submission-form/?id=183599&from=3  CLASS PERIOD: Septembe ...

Core Insights - STERIS plc reported third-quarter fiscal 2026 adjusted earnings per share (EPS) of $2.53, reflecting a 9% increase year-over-year, matching the Zacks Consensus Estimate [2][9] - The company's GAAP EPS was $1.96, up 12% from $1.75 in the previous year [2] Revenue Performance - Total revenues from continuing operations reached $1.50 billion, marking a 9.5% year-over-year increase and surpassing the Zacks Consensus Estimate by 1.1% [3][9] - Organic revenues at constant exchange rate (CER) rose by 8% year-over-year [3] - Revenue breakdown by segment: - Healthcare segment revenues increased by 9% to $1.10 billion, with service revenues up 11%, consumable revenues up 8%, and capital equipment revenues up 7% [4] - Applied Sterilization Technologies (AST) revenues improved by 11% to $286.6 million, driven by 9% growth in service revenues and a significant 103% increase in capital equipment revenues [5] - Life Sciences segment revenues rose by 7% to $145.8 million, with consumable revenues up 11% and capital equipment revenues up 7% [6] Margin Analysis - Gross profit for the quarter was $655.5 million, a 7.4% increase from the prior year, but gross margin contracted by 72 basis points to 43.8% due to a 10.6% rise in the cost of revenues [7] - Selling, general and administrative expenses rose by 5% to $352.3 million, while research and development expenses increased by 7.7% to $29.5 million [8] Financial Guidance - STERIS maintained its fiscal 2026 guidance, expecting revenue growth of approximately 8-9% and adjusted EPS in the range of $10.15-$10.30 [11] - The Zacks Consensus Estimate for revenues is $5.93 billion, implying an 8.6% growth from fiscal 2025 [11] Overall Assessment - The company ended the third quarter on a mixed note, with earnings meeting estimates and revenues exceeding expectations, while all business segments experienced growth [12] - Despite increased costs impacting gross margins, the expansion of operating margins is viewed positively for the stock [12]

Financial Data and Key Metrics Changes - Total as-reported revenue grew 9% in the third quarter, with constant currency organic revenue growth of 8% driven by volume and a 200 basis points price increase [4] - Gross margin declined 70 basis points to 43.9%, primarily due to increased tariffs and inflation [4] - EBIT margin decreased 40 basis points to 22.9% of revenue, mainly driven by the decline in gross margin [4] - Adjusted net income from continuing operations was $249.4 million, with earnings per diluted share increasing by 9% to $2.53 [5] - Free cash flow for the first nine months was $736.6 million, showing year-over-year improvement [6] Business Line Data and Key Metrics Changes - Healthcare segment saw constant currency organic revenue growth of 8%, with service growth at 11% and consumables at 8% [7] - Healthcare capital equipment revenue increased by 7%, with backlog remaining over $400 million [7] - AST segment experienced constant currency organic revenue growth of 8%, with services growing by 9% and capital equipment revenue increasing by 103% [8] - Life sciences segment had a 5% increase in constant currency organic revenue, driven by 11% growth in consumables [9] Market Data and Key Metrics Changes - Orders in the Healthcare segment were down 1% year-to-date against tough comparisons from the previous year [7] - EBIT margins for Healthcare decreased by 100 basis points to 24.3% due to increased tariffs and inflation [7] - AST EBIT margins improved by 30 basis points to 45.1%, benefiting from pricing and volume increases [9] Company Strategy and Development Direction - The company is maintaining its fiscal 2026 outlook, expecting 8%-9% as-reported revenue growth and constant currency organic revenue growth of 7%-8% [10] - The company is focused on mitigating tariff impacts through various strategies, including supplier negotiations and cost reductions [24] - There is a commitment to a more integrated model and aggressive competition in the EMEA region [34] Management's Comments on Operating Environment and Future Outlook - Management expressed caution regarding potential slowdowns in the fourth quarter, particularly in the AST segment due to tough comparisons [13] - The macroeconomic environment appears positive, with no significant downside anticipated for fiscal 2027 [50] - Management noted that the company is well-positioned to handle tariff-related challenges and is optimistic about future performance [24] Other Important Information - The adjusted effective tax rate for the quarter was 24.2%, a slight decline from the previous year [5] - Capital expenditures for the first nine months totaled $278.8 million, with depreciation and amortization at $363.1 million [5] Q&A Session Summary Question: Thoughts on fourth quarter constant currency growth - Management cautioned about a potential slowdown in the second half and maintained the 7%-8% growth outlook due to tough comparisons from the previous year [13][14] Question: Capital equipment backlog activity - Management noted stability in Healthcare backlog and strong growth in Life Sciences backlog, attributing it to recovery from previous spending cuts [17] Question: Update on tariff mitigation efforts - Management discussed various mitigation strategies and expressed optimism about absorbing tariff costs moving forward [24] Question: Impact of regulatory proposals on supply chain - Management indicated that the ASC shift is generally positive, creating new capacity demands, but has not seen material commitments for manufacturing shifts to the U.S. yet [31] Question: Incremental tariff exposure in 2027 - Management suggested that any incremental tariff impact in 2027 would likely be less than a quarter's worth based on current tariffs [38] Question: Acquisition strategy and pipeline - Management confirmed ongoing interest in smaller acquisitions but emphasized a disciplined approach to larger transformative deals [43] Question: Cash flow guidance and fluctuations - Management expressed confidence in cash flow guidance but noted that timing and seasonal factors could affect predictions [48] Question: AST Services growth and quarter performance - Management acknowledged a weak start to the quarter but noted improvement in subsequent months, attributing some fluctuations to customer inventory adjustments [57]

Core Insights - GE HealthCare reported revenues of $20.6 billion for fiscal year 2025, driven by strong imaging demand, and expects earnings per share for FY26 to be between $4.95 and $5.15, surpassing analysts' estimates of $4.92 [1][2] Financial Performance - The company's FY25 revenues represent a growth margin of 4.8% compared to FY24 revenues of $19.7 billion, primarily due to robust performance in imaging and advanced visualization solutions [2] - Imaging revenue reached $9.25 billion in FY25, a 4.4% increase from $8.86 billion in FY24, while advanced visualization solutions generated $5.35 billion, reflecting a 4.3% growth from $5.13 billion in FY24 [3] - Patient care solutions revenues declined by 1.2% to approximately $3 billion, down from $3.12 billion in FY24 [3] Growth Verticals - The pharmaceutical diagnostics vertical showed the most significant growth, with revenues of $2.9 billion, marking a 15.6% increase from $2.5 billion in FY24 [4] - In Q4 2025, total revenues were $5.7 billion, with imaging growing by 6.6% to $2.55 billion, advanced visualization solutions increasing by 5.9% to $1.52 billion, and pharmaceutical diagnostics rising by 22.3% to $790 million [5] Strategic Initiatives - CEO Peter Arduini emphasized the company's focus on precision care, growth acceleration, and business optimization, highlighting successful execution of its strategy [6] - The company is pursuing a disciplined approach to mergers and acquisitions to enhance its portfolio and is committed to organic investment and product development [6] - GE HealthCare announced an agreement to acquire Intelerad, a medical imaging software provider, for $2.3 billion, aiming to expand its range of cloud-enabled products by 2028 [7]

4Q and Full Year 2025 Earnings Presentation February 4, 2026 © 2026 GE HealthCare. GE is a trademark of General Electric Company used under trademark license. Forward-looking statements and additional information This presentation contains forward-looking statements. These forward-looking statements might be identified by words, and variations of words, such as "will," "expect," "may," "would," "could," "plan," "believe," "anticipate," "intend," "estimate," "potential," "position," "forecast," "target," "gu ...

ATLANTA, Feb. 03, 2026 (GLOBE NEWSWIRE) -- A shareholder class action lawsuit has been filed against Picard Medical, Inc. (“Picard” or the “Company”) (NYSE American: PMI). The lawsuit alleges that Defendants issued false and misleading statements and/or failed to disclose material adverse facts, including allegations that: (1) Picard was the subject of a fraudulent stock promotion scheme involving social media-based misinformation and impersonated financial professionals; (2) insiders and/or affiliates used ...

Core Insights - Danaher reported revenue of $6.84 billion for the quarter ended December 2025, reflecting a year-over-year increase of 4.6% and a surprise of +0.64% over the Zacks Consensus Estimate of $6.79 billion [1] - The company's EPS for the quarter was $2.23, up from $2.14 in the same quarter last year, with an EPS surprise of +0.68% compared to the consensus estimate of $2.22 [1] Financial Performance Metrics - Organic sales growth was 2.5%, exceeding the average estimate of 1.8% from six analysts [4] - Total sales in the Biotechnology segment reached $2.03 billion, slightly above the five-analyst average estimate of $2.02 billion, representing a year-over-year increase of +8.8% [4] - Total sales in the Diagnostics segment were $2.72 billion, surpassing the estimated $2.7 billion, with a year-over-year change of +3.2% [4] - Life Sciences segment sales amounted to $2.09 billion, compared to the average estimate of $2.06 billion, reflecting a +2.6% year-over-year change [4] - Operating profit in the Biotechnology segment was $540 million, exceeding the estimated $535.78 million [4] - Operating profit for Diagnostics was $713 million, above the average estimate of $690.13 million [4] - Life Sciences operating profit reached $336 million, significantly higher than the average estimate of $258.78 million [4] - The stock has returned +2.2% over the past month, outperforming the Zacks S&P 500 composite's +0.8% change, and currently holds a Zacks Rank 2 (Buy) [3]