Qiagen (QGEN) 2025 Conference May 14, 2025 01:00 PM ET Speaker0 On how the quarter played out relative to your expectations, but what were the big surprises? What really stood out to you? Speaker1 No. Again, first of thanks for having us. It's always a pleasure to be here. And well, as you said, Q1 was actually a very strong start for QIAGEN into the year. We clearly came in with a 7% growth rate revenue wise. We were able not only to beat our EPS guidance for the quarter, we also feel quite comfortable to ...

Core Viewpoint - QIAGEN N.V. has signed a definitive agreement to acquire Genoox for $70 million, aiming to enhance its next-generation sequencing (NGS) portfolio and strengthen its position in genetic interpretation for clinical genomics applications [1][5][6]. Company Developments - The acquisition of Genoox is expected to generate approximately $5 million in sales for QIAGEN in 2025 and will have a neutral impact on adjusted earnings per share (EPS) [5]. - QIAGEN's market capitalization stands at $9.28 billion, with an average earnings surprise of 4.93% over the trailing four quarters [4]. - Following the acquisition announcement, QIAGEN's shares increased by 2.3% to $42.96 [2]. Product and Technology Integration - The acquisition adds Franklin, Genoox's flagship cloud-based community platform, to QIAGEN's Digital Insights (QDI) portfolio, enhancing its capabilities in analyzing NGS data [6][7]. - Franklin is utilized by over 4,000 healthcare organizations across more than 50 countries and has facilitated over 750,000 case interpretations [7]. - The integration of QIAGEN's genomic content into the Franklin platform is expected to enhance the company's leading QCI Interpret and QCI Precision Insights solutions [8]. Industry Prospects - The global NGS market was valued at $12.13 billion in 2023 and is projected to grow at a compound annual growth rate (CAGR) of 13.2% from 2024 to 2029, driven by the demand for precision medicine and technological advancements [10]. - QIAGEN has also expanded its cell and gene therapy portfolio with enhanced digital PCR workflows for advanced treatments like CAR-T therapies [11]. Stock Performance - Over the past year, QIAGEN's shares have decreased by 8%, while the industry has seen a decline of 21.4% [12].

Qiagen (QGEN) Q1 2025 Earnings Call May 08, 2025 09:00 AM ET Company Participants John Gilardi - Vice President & Head of Corporate CommunicationsThierry Bernard - CEO, MD & Member of Management BoardRoland Sackers - CFO, MD & Member of Management BoardDoug Schenkel - Managing DirectorTycho Peterson - Managing DirectorMichael Ryskin - Managing DirectorJan Koch - VP - Equity ResearchDaniel Brennan - Managing DirectorCasey Woodring - Vice President - Equity Research Conference Call Participants Dan Leonard - ...

Qiagen (QGEN) Q1 2025 Earnings Call May 08, 2025 09:00 AM ET Speaker0 Ladies and gentlemen, thank you for standing by. I'm Lisa, your PGI call operator. Welcome, and thank you for joining QIAGEN's Q1 twenty twenty five Earnings Conference Call Webcast. At this time, all participants are in a listen only mode. Please be advised that this call is being recorded at QIAGEN's request and will be made available on their Internet site. The prepared remarks will be followed by a question and answer session. At this ...

Results for the first quarter 2025 The presentation will be available shortly before the webcast on Thursday, May 8 Q4 and Full-year 2021 results ...

QIAGEN N.V.’s (QGEN) first-quarter 2025 adjusted earnings per share (EPS) were 55 cents, and 56 cents at constant exchange rate (CER). The bottom line increased 17% from the year-ago level. Additionally, it surpassed the Zacks Consensus Estimate by 10%.The adjustment excludes the impact of certain non-recurring items, such as business integration, acquisition and restructuring-related expenses, purchased intangible amortization expenses and non-cash interest expense charges, among others.On a GAAP basis, EP ...

Qiagen (QGEN) came out with quarterly earnings of $0.55 per share, beating the Zacks Consensus Estimate of $0.50 per share. This compares to earnings of $0.47 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 10%. A quarter ago, it was expected that this diagnostic products maker would post earnings of $0.62 per share when it actually produced earnings of $0.61, delivering a surprise of -1.61%.Over the last four quarters, the co ...

Wall Street analysts forecast that Qiagen (QGEN) will report quarterly earnings of $0.50 per share in its upcoming release, pointing to a year-over-year increase of 6.4%. It is anticipated that revenues will amount to $464.04 million, exhibiting an increase of 1.1% compared to the year-ago quarter.The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial project ...

Company Overview - Qiagen NV is a Netherlands-based holding company that provides "Sample to Insight" solutions, transforming biological samples into molecular insights through integrated sample and assay technologies, bioinformatics, and automation systems [1] - The company specializes in isolating and preparing DNA, RNA, and proteins from various biological materials, and its assay technologies enable the analysis of these biomolecules [1] - Qiagen operates primarily in two end markets: Molecular Diagnostics and Life Sciences, generating approximately 90% of its sales from recurring consumables revenue [4] Investment Context - Fivespan Partners has established a position in Qiagen and is engaging with its management to explore potential improvements [3][7] - Qiagen has struggled to create shareholder value post-Covid, with 1-, 3-, and 5-year returns of 1%, -6%, and 1%, respectively, while trading at around 13 times EV/EBITDA compared to peers at approximately 15 times [5] - The company has a strong market position and brand reputation but has lost focus on its core business, leading to missed opportunities for growth [6] Strategic Opportunities - Management is encouraged to invest more in its core business, improve communication with the market, and optimize its balance sheet to enhance shareholder value [6] - Qiagen's operating margin is currently at 25%, with potential for expansion to over 30% through a more disciplined approach [6] - The company holds $1.15 billion in cash and short-term investments against $1.39 billion in debt, suggesting room for leveraging to fund growth initiatives and share buybacks [6] Market Dynamics - Qiagen's dual-listing and geographical revenue distribution show that 52% of its FY24 sales are from North America, 32% from Europe, the Middle East, and Africa, and 16% from Asia [4] - The company has previously engaged in discussions for potential transactions, including a failed offer from Thermo Fisher Scientific at 43 euros per share, indicating its attractiveness as an acquisition target [8] - Fivespan's investment philosophy includes evaluating strategic transactions, and while it does not prioritize sales, it remains open to advocating for shareholder value in the event of acquisition offers [8]

Investors interested in stocks from the Medical - Biomedical and Genetics sector have probably already heard of Qiagen (QGEN) and Repligen (RGEN) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stocks with strong earnings esti ...