QGEN
Qiagen N.V.45.01
-0.43-0.95%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
M&A openness amid rumors, competition color.
Q&A largely reaffirmed prepared remarks but clarified QIAGEN's openness to value-creating M&A amid takeover rumors, while laser-focused on executing the 7% CAGR plan now incorporating Parse. New launches like QIAsprint (high-throughput) and QIAmini (low-volume labs) plus QIAstat blood panels open fresh markets, fueling 2pp H2 growth acceleration. QuantiFERON guidance bakes in competition via pricing flexibility for annual contracts—yet hits $600M '28 target. Margins flat at 29.5% as gross gains offset Parse/tariff hits; still ahead of 31% '28 goal, review pending CEO transition. China stays minor (4%), flat at best. Funding thaw matters next.
Key Stats
Market Cap
9.76BP/E (TTM)
24.33Basic EPS (TTM)
1.85Dividend Yield
0.01%IPO
Website
Employees
Sector
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