Latest news with #capitalequipment
Yahoo
3 days ago
- Business
- Yahoo
Hologic Focuses on Breast Health Turnaround This Year: Can It Deliver?
Hologic HOLX has built a resilient Breast Health business, with its mammography products holding a leading market share. The division struggled this year, with revenues decreasing 2.1% and 6.9% in the first and second quarters of fiscal 2025, respectively, due to an anticipated slowdown in soft capital equipment sales and budget constraints among private and government hospital customers abroad. Nonetheless, Hologic expects Breast Health to return to healthy growth in the fourth quarter. A new leadership team is now in place and has already made progress in three key areas, setting the stage for better future growth. One of these was to create a clear separation between the capital and disposable product sales representatives, aligning the different skill sets required for these sales processes. Hologic believes that this reorganization, along with a more defined selling strategy, will lead to a clearer focus and improved performance within its commercial channels. In addition, the sales team has refined its end-of-life strategy for aging gantries that remain in the field. With clear visibility into the locations of these older units, Hologic is launching a new offensive strategy that actively encourages customers and its sales reps to pursue upgrading them. The Endomagnetics acquisition in 2024 expanded Hologic's presence in the interventional breast health market, adding wireless breast surgery localization and lymphatic tracing solutions to its portfolio. The business presumably entered the second half of fiscal 2025 with strong momentum. Hologic has implemented a direct sales approach for Endomagnetics products in North America, replacing the previously used distributor. Service revenues tend to provide greater stability, rising 12% year over year in the second quarter and accounting for 21% of Hologic's total revenues. With Endomagnetics now a part, Hologic has enough scale to emphasize more on recurring revenues, alongside a capital sales focus. This is expected to support the upcoming Envision platform launch and also maximize the reach of Endomag products and services. Updates From Hologic's Breast Health Peers GE Healthcare GEHC and RadNet RDNT are two prominent players competing with Hologic in the breast health space. GEHC recently announced the commercial availability of an advanced floor-mounted digital X-ray system, Definium Pace Select ET, to deliver high-image quality and optimize efficiency in highly demanding environments while enhancing access and affordability. GE Healthcare's Women's Health products use X-ray technology to help clinicians screen for and diagnose breast cancer, as well as bone and metabolic diseases in women. RadNet's subsidiary, DeepHealth, recently completed the acquisition of iCAD, Inc. — a global leader in AI-powered breast health solutions. The addition of iCAD's extensive AI portfolio, including breast cancer detection, risk evaluation, breast density and breast arterial calcification assessment, significantly boosts RadNet's Digital Health segment. HOLX Stock Performance, Valuation and Estimates Over the past year, Hologic shares have declined 20.4% compared with the industry's 10.5% fall. Image Source: Zacks Investment Research Hologic is trading at a forward 12-month price-to-earnings of 3.45X, lower than the industry average of 4.17X. The stock carries a Value Score of B at present. Image Source: Zacks Investment Research Hologic's fiscal 2025 and 2026 EPS estimates have shown a bearish trend over the past 90 days. Image Source: Zacks Investment Research HOLX stock currently carries a Zacks Rank #4 (Sell). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Hologic, Inc. (HOLX) : Free Stock Analysis Report RadNet, Inc. (RDNT) : Free Stock Analysis Report GE HealthCare Technologies Inc. (GEHC) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Globe and Mail
30-07-2025
- Business
- Globe and Mail
ParkOhio Announces Second Quarter 2025 Results Webcast
ParkOhio (NASDAQ: PKOH) announces the following webcast: If you are unable to participate during the live webcast, the call will be archived at ParkOhio is a diversified international company providing world class customers with a supply chain management outsourcing service, capital equipment used on their production lines, and manufactured components used to assemble their products. Headquartered in Cleveland, Ohio, ParkOhio operates more than 130 manufacturing sites and supply chain logistics facilities, through three reportable segments: Supply Technologies, Assembly Components and Engineered Products.
Yahoo
29-06-2025
- Business
- Yahoo
Stratasys's Q1 Earnings Call: Our Top 5 Analyst Questions
Stratasys' first quarter results were well received by the market, as the company delivered better-than-expected revenue and improved profit margins despite ongoing softness in capital equipment spending. Management attributed the quarter's performance to resilient consumables demand, disciplined cost controls, and the continued strength of its recurring revenue model. CEO Yoav Zeif highlighted that consumables sales rose 7% sequentially, reflecting high utilization rates across the installed base, while CFO Eitan Zamir noted that the impact of cost-saving initiatives launched last year has helped offset lower product sales. Is now the time to buy SSYS? Find out in our full research report (it's free). Revenue: $136 million vs analyst estimates of $134.6 million (5.6% year-on-year decline, 1.1% beat) Adjusted EPS: $0.04 vs analyst estimates of $0.02 ($0.03 beat) Adjusted EBITDA: $8.17 million vs analyst estimates of $6.79 million (6% margin, 20.3% beat) The company reconfirmed its revenue guidance for the full year of $577.5 million at the midpoint Management raised its full-year Adjusted EPS guidance to $0.33 at the midpoint, a 6.3% increase EBITDA guidance for the full year is $47 million at the midpoint, above analyst estimates of $44.64 million Operating Margin: -9.1%, up from -17% in the same quarter last year Market Capitalization: $939.6 million While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Brian Drab (William Blair) asked about the impact of U.S. tariffs on products imported from Israel. CEO Yoav Zeif said tariffs apply to the cost of goods but are 'not material' at current levels. Brian Drab (William Blair) inquired about macroeconomic assumptions behind the second-half forecast. CFO Eitan Zamir explained guidance assumes a slightly stronger second half, driven by seasonality and focus on EBITDA, but acknowledged ongoing uncertainty in capital spending. Danny Eggerichs (Craig-Hallum) questioned trends in consumables demand and customer utilization. Zamir reported higher utilization rates, with expectations for consumables revenue to grow year-over-year as manufacturing applications increase. Danny Eggerichs (Craig-Hallum) asked about near-term capital allocation after the Fortissimo investment. Zeif said the primary use will be for inorganic growth, with a focus on acquisitions that fit Stratasys' recurring revenue and manufacturing strategy. Troy Jensen (Cantor Fitzgerald) probed the decline in R&D spend and competition at the low end of the market. Zamir emphasized R&D was refocused, not cut, while Zeif reiterated that Stratasys is committed to industrial-grade, high-end markets rather than commoditized prototyping. In upcoming quarters, the StockStory team will be watching (1) the pace of sequential revenue growth, particularly in consumables and high-value manufacturing markets; (2) deployment of capital from the Fortissimo investment, including any announced acquisitions; and (3) the adoption and performance of new products like the Neo800 Plus and advanced materials in key verticals. Execution on cost controls and recurring revenue expansion will also be critical signposts. Stratasys currently trades at $11.20, up from $9.73 just before the earnings. Is there an opportunity in the stock?The answer lies in our full research report (it's free). Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
25-06-2025
- Business
- Yahoo
5 Insightful Analyst Questions From Repligen's Q1 Earnings Call
Repligen's first quarter results for 2025 saw revenue and adjusted profits exceed Wall Street expectations, but the market reacted negatively, reflecting investor caution. Management attributed growth to strong demand across its protein, chromatography, and analytics product lines, as well as robust order momentum in biopharma manufacturing. CEO Olivier Loeillot highlighted that "orders were up high teens year on year with all franchises growing double digits," and noted particularly strong performance from consumables and proteins. However, capital equipment sales faced headwinds due to timing and customer delays, while small biotech sales softened, highlighting ongoing uncertainty in that segment. Is now the time to buy RGEN? Find out in our full research report (it's free). Revenue: $169.2 million vs analyst estimates of $164.3 million (10.4% year-on-year growth, 3% beat) Adjusted EPS: $0.39 vs analyst estimates of $0.35 (11.4% beat) Adjusted EBITDA: $32.7 million vs analyst estimates of $28.78 million (19.3% margin, 13.6% beat) The company lifted its revenue guidance for the full year to $707.5 million at the midpoint from $697.5 million, a 1.4% increase Management lowered its full-year Adjusted EPS guidance to $1.67 at the midpoint, a 2.3% decrease Operating Margin: 3.9%, up from 2.4% in the same quarter last year Organic Revenue rose 10.7% year on year (-12.5% in the same quarter last year) Market Capitalization: $6.75 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Rachel Vatnsdal (JPMorgan) asked whether tariffs led to order pull-forward and about the sustainability of CDMO order strength. CEO Olivier Loeillot replied there was no evidence of customers accelerating purchases and that CDMO growth was broad-based, especially in ATF consumables. Dan Arias (Stifel) inquired about emerging modalities and potential impacts from FDA changes. Loeillot confirmed new modalities revenue and orders rose, and reported no signs of trial disruptions or slowdowns from regulatory changes. Puneet Souda (Leerink Partners) questioned the clinical versus commercial revenue mix's sustainability and the integration of 908 Devices. Loeillot explained the mix remains stable but is gradually shifting commercial, and integration efforts are focused on R&D and commercial synergy. Jacob Johnson (William Blair) asked about small biotech trends. Loeillot acknowledged sales to small biotech declined due to weak funding, but this segment now represents less than 10% of Repligen's business. Justin Bowers (Deutsche Bank) asked about the impact of biopharma onshoring and margin outlook. Loeillot highlighted that increased U.S. manufacturing capacity could be a tailwind, and Garland noted Q1 gross margin benefited from product mix that is unlikely to repeat. In the coming quarters, the StockStory team will be watching (1) the pace of adoption for new analytics and mixing technologies, (2) the trajectory of order growth among large pharma, CDMO, and emerging modalities, and (3) signs of stabilization or recovery in small biotech and China segments. Progress on integrating recent acquisitions and managing tariff-related risks will also be important markers for execution. Repligen currently trades at $123.96, down from $143.71 just before the earnings. Is the company at an inflection point that warrants a buy or sell? See for yourself in our full research report (it's free). The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today.
