Core Insights - QIAGEN N.V. reported fourth-quarter 2025 adjusted earnings per share (EPS) of 62 cents, consistent with the constant exchange rate (CER), and a year-over-year increase of 1.6% [1][8] - The company's net sales for the fourth quarter reached $540.4 million, reflecting a 3.7% year-over-year growth, and exceeded the Zacks Consensus Estimate by 2.36% [3][8] - For the full year, adjusted EPS was $2.38, marking a 9.2% increase from the previous year [2] Revenue Performance - QIAGEN's total revenues for 2025 amounted to $2.09 billion, up 5.7% from the prior year [3] - Revenue breakdown for Q4 included: - Sample technologies: $175 million, up 8% (5% at CER) [4] - Diagnostic solutions: $201 million, up 3% (1% at CER) [5] - PCR / Nucleic acid amplification: $78 million, down 6% (9% at CER) [5] - Genomics / NGS: $69 million, up 4% (2% at CER) [6] - Other revenues: $18 million, up 20% (19% at CER) [6] Operational Update - Total cost of sales in Q4 increased by 14.8%, leading to an adjusted gross profit decline of 1.9% to $340.2 million [7] - Adjusted gross margin contracted by 359 basis points to 62.9% [7] - Sales and marketing expenses rose by 6.1% to $120.7 million, while R&D expenses decreased by 2.8% to $47.2 million [7] Margin and Income Analysis - Adjusted operating income fell by 11.1% year-over-year to $139.1 million, with the adjusted operating margin contracting by 429 basis points to 25.7% [9] - The company experienced margin pressure due to higher costs, impacting overall profitability [8] Financial Position - QIAGEN ended Q4 2025 with cash, cash equivalents, and short-term investments totaling $1.10 billion, a slight decrease from $1.15 billion at the end of 2024 [10] - Cumulative net cash from operating activities was $654.3 million, down from $673.6 million in the previous year [10] Future Outlook - For 2026, QIAGEN anticipates net sales growth of approximately 5% at CER, with a Zacks Consensus Estimate for revenues at $2.21 billion [11] - Adjusted EPS is projected to be at least $2.50 at CER, with the Zacks Consensus Estimate at $2.62 [11] - For Q1 2026, net sales are expected to rise about 1% at CER from $483 million in the prior year, with an adjusted EPS forecast of at least 54 cents [12]

Core Insights - Qiagen reported revenue of $540.42 million for Q4 2025, marking a year-over-year increase of 3.7% and exceeding the Zacks Consensus Estimate by 2.36% [1] - The company's EPS for the quarter was $0.62, slightly down from $0.64 a year ago, with an EPS surprise of 0.83% [1] Financial Performance - Qiagen's stock has returned +4.9% over the past month, outperforming the Zacks S&P 500 composite's +0.9% change, and currently holds a Zacks Rank 3 (Hold) [3] - Key product sales include: - QIAstat-Dx: $39 million, exceeding the estimate of $36.66 million, with a year-over-year increase of +21.9% [4] - QuantiFERON: $123 million, slightly below the estimate of $128.51 million, with a year-over-year increase of +6% [4] - Other diagnostic solutions: $40 million, matching the estimate of $37.47 million, with no change year-over-year [4] - Other product sales: $18 million, exceeding the estimate of $15.71 million, with a year-over-year increase of +20% [4] - PCR/Nucleic acid amplification: $78 million, below the estimate of $80.01 million, with a year-over-year decrease of -4.9% [4] - Genomics/NGS: $69 million, slightly below the estimate of $70.74 million, with a year-over-year increase of +4.6% [4] - Total diagnostic solutions: $201 million, slightly below the estimate of $202.71 million, with a year-over-year increase of +2.6% [4] - Sample technologies: $175 million, exceeding the estimate of $158.35 million, with a year-over-year increase of +8% [4]

Core Insights - Qiagen reported revenue of $532.58 million for Q3 2025, a year-over-year increase of 6.1%, with an EPS of $0.61 compared to $0.59 a year ago, exceeding the Zacks Consensus Estimate of $525.99 million by 1.25% [1] - The company delivered an EPS surprise of 5.17%, with the consensus EPS estimate being $0.58 [1] Financial Performance - Qiagen's stock has returned -2.7% over the past month, while the Zacks S&P 500 composite increased by 2.1% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3] Sales by Product Groups - Diagnostic solutions - QIAstat-Dx: $32 million vs. $34.77 million estimated, +14.3% year-over-year [4] - Diagnostic solutions - QuantiFERON: $136 million vs. $133.3 million estimated, +11.5% year-over-year [4] - Diagnostic solutions - Other: $41 million vs. $39.24 million estimated, 0% year-over-year [4] - Other: $18 million vs. $17.37 million estimated, +28.6% year-over-year [4] - PCR / Nucleic acid amplification: $75 million vs. $76.5 million estimated, +1.4% year-over-year [4] - Genomics / NGS: $61 million vs. $60.62 million estimated, +10.9% year-over-year [4] - Diagnostic solutions total: $209 million vs. $207.61 million estimated, +6.1% year-over-year [4] - Sample technologies: $170 million vs. $163.77 million estimated, +4.9% year-over-year [4]

Core Insights - Qiagen reported revenue of $533.54 million for the quarter ended June 2025, reflecting a 7.5% increase year-over-year and surpassing the Zacks Consensus Estimate of $524.1 million by 1.8% [1] - Earnings per share (EPS) for the quarter was $0.60, consistent with the consensus estimate, compared to $0.57 in the same quarter last year [1] Revenue Performance - Diagnostic solutions - NeuMoDx: $3 million, a decrease of 57.1% year-over-year, below the estimated $4.27 million [4] - Diagnostic solutions - QIAstat-Dx: $34 million, exceeding the estimate of $32.08 million, with a year-over-year increase of 41.7% [4] - Diagnostic solutions - QuantiFERON: $129 million, slightly above the estimate of $127.14 million, representing a 12.2% year-over-year increase [4] - Other product sales: $22 million, significantly above the estimate of $16.12 million, marking a 57.1% increase year-over-year [4] - PCR / Nucleic acid amplification: $80 million, in line with the estimate of $80.33 million, showing a 5.3% year-over-year increase [4] - Genomics / NGS: $59 million, below the estimate of $61.81 million, with a 1.7% year-over-year increase [4] - Overall diagnostic solutions: $206 million, exceeding the estimate of $200.88 million, reflecting an 11.4% year-over-year increase [4] - Sample technologies: $166 million, slightly above the estimate of $164.15 million, with a 1.2% year-over-year increase [4] - Other diagnostic solutions: $40 million, surpassing the estimate of $36.95 million, with a 2.6% year-over-year increase [4] Stock Performance - Qiagen's shares have returned 5.7% over the past month, outperforming the Zacks S&P 500 composite's 1% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Viewpoint - Wall Street analysts predict that Qiagen (QGEN) will report quarterly earnings of $0.50 per share, reflecting a year-over-year increase of 6.4%, with revenues expected to reach $464.04 million, a 1.1% increase compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate for the quarter has remained unchanged over the past 30 days, indicating that analysts have not revised their initial projections [2]. - Revisions to earnings estimates are crucial as they serve as indicators for predicting investor actions regarding the stock, with empirical research showing a strong correlation between earnings estimate trends and short-term stock price performance [3]. Revenue and Sales Forecasts - Analysts forecast 'Sales by Product Groups- Diagnostic solutions- QIAstat-Dx' to reach $30.15 million, indicating a year-over-year change of +20.6% [5]. - 'Sales by Product Groups- Diagnostic solutions- QuantiFERON' is expected to reach $111.16 million, reflecting a year-over-year increase of +10.1% [5]. - The average prediction for 'Sales by Product Groups- Sample technologies' is $150.54 million, suggesting a year-over-year decrease of -2.9% [6]. - 'Sales by Product Groups- Diagnostic solutions' is projected to be $180.35 million, indicating a year-over-year increase of +6.1% [6]. - 'Sales by Product Groups- Diagnostic solutions- NeuMoDx' is expected to reach $4.60 million, reflecting a significant year-over-year decrease of -48.9% [7]. - 'Sales by Product Groups- Genomics / NGS' is projected at $54.60 million, indicating a slight decrease of -0.7% from the prior year [7]. - 'Sales by Product Groups- PCR / Nucleic acid amplification' is expected to reach $67.64 million, reflecting a year-over-year decrease of -0.5% [8]. - 'Revenue- Molecular Diagnostics' is anticipated to be $252.58 million, indicating a year-over-year increase of +3.5% [8]. - The consensus estimate for 'Revenue- Life Sciences' stands at $211.17 million, reflecting a year-over-year decrease of -1.8% [9]. - 'Sales by Product Groups- Diagnostic solutions- Other' is expected to be $34.45 million, indicating a year-over-year decrease of -1.6% [9]. Stock Performance - Qiagen shares have shown a return of +6.2% over the past month, compared to the Zacks S&P 500 composite's +11.5% change, with a Zacks Rank 2 (Buy), suggesting that QGEN is expected to outperform the overall market in the near future [9].