SOAGY
Sartorius Aktiengesellschaft56.43
-0.16-0.29%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
No onshoring in guide; equipment stabilizing
Q&A clarified 2026 guidance assumes equipment stability from strong H2 orders—doubling H1 levels—but no US onshoring upside until 2027, with low end reflecting potential consumables slowdown. Management dismissed structural equipment weakness, pinning lag on post-pandemic cash caution and overcapacity. Early China recovery emerged, plus smaller CDMOs activating on equipment and consumables. LPS book-to-bill turned positive in Q4; margins guided slightly below 21% amid cell model investments. Equipment lags consumables due to post-pandemic cash caution. Watch Q1 for order visibility amid balanced tone.
Key Stats
Market Cap
19.48BP/E (TTM)
125.39Basic EPS (TTM)
0.45Dividend Yield
0.01%IPO
Website
Employees
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