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For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both. The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens. Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? Developed ...

Shares of Hologic (HOLX) are showing impressive gains of late, trading quite near its 52-week high of $84.67. The stock closed Thursday at $80.99, just 4.3% below the highest point. In the past three months, the women's health company's stocks have gained 8.5%, surpassing the industry's growth of 2% and the S&P 500's return of 2.8%. Hologic has also performed better than the industry rivals QIAGEN (QGEN) and Becton, Dickinson and Company (BDX) . Image Source: Zacks Investment Research 3-Months Performance T ...

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both. The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens. Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? Developed al ...

Hologic, Inc.'s (HOLX) robust strength in the molecular diagnostics business places it well for growth in the upcoming quarters. The company's Breast Health franchise is now more diverse with the newest acquisition. Sound financial stability also bodes well. Meanwhile, the impact of macroeconomic conditions and adverse currency fluctuations remain a concern for Hologic's operations. In the past year, this Zacks Rank #3 (Hold) stock has rallied 8.2% compared with the 11.8% growth of the industry and a 26.3% ...

Women's health innovator, Hologic (HOLX) , reported third-quarter fiscal 2024 results on Jul 29 after market close. Revenues exceeded both the company's internal forecasts and the Zacks Consensus Estimate. The bottom line topped the consensus mark, although the extent of surprise lowered by nearly 37% than the previous quarter. Additionally, the ongoing supply headwinds in the company's Skeletal Health business factored into narrowed EPS guidance for the year. Following the earnings release, the stock rose ...

业务收入分析 - 诊断业务收入为4.069亿美元，占总收入的40.2%[174] - 乳腺健康业务收入为2.289亿美元，占总收入的22.6%[174] - 妇科外科业务收入为1.654亿美元，占总收入的16.4%[174] - 骨科健康业务收入为1000万美元，占总收入的1.0%[174] - 公司总收入为8.112亿美元[174] - 诊断业务收入同比下降0.7%[174] - 乳腺健康业务收入同比增长6.7%[174] - 妇科外科业务收入同比增长5.8%[174] - 骨科健康业务收入同比下降46.2%[174] 产品收入分析 - 产品收入在当前三个月期间相比去年同期有所增加,主要由于乳腺健康和妇科手术收入的增加[176] - 诊断产品收入在当前三个月和九个月期间分别下降0.7%和9.6%,主要由于分子诊断收入下降[177] - 乳腺健康产品收入在当前三个月和九个月期间分别增加6.7%和10.3%,主要由于数字乳腺X线系统销量增加[178] - 妇科手术产品收入在当前三个月和九个月期间分别增加5.8%和5.9%,主要由于MyoSure设备和Fluent Fluid Management产品销量增加[179] - 骨骼健康产品收入在当前三个月和九个月期间分别下降46.2%和26.0%,主要由于Horizon DXA系统销量下降[180] - 公司产品收入在美国和欧洲的占比有所下降,而在其他地区的占比有所上升[181,182] 服务和其他收入分析 - 服务和其他收入在当前三个月和九个月期间分别增加8.0%和2.3%,主要由于乳腺健康服务合同收入和Biotheranostics业务检测量增加[183,184] - 服务及其他收入毛利率从上年同期的47.4%上升至50.6%,主要由于Biotheranostics实验室检测业务收入增加[199] 成本和费用分析 - 产品成本占产品收入的比例在当前三个月和九个月期间分别为36.8%和37.0%,较去年同期有所上升[188] - 研发费用下降11.7%和7.2%,主要由于人员成本和项目支出减少[201] - 销售及营销费用下降2.3%和3.6%,主要由于广告营销和差旅费用减少[202][203] - 一般及行政费用增加4.2%和2.2%,主要由于法律费用、人员成本和并购交易费用增加[204] - 无形资产摊销费用变动主要由于Mobidiag相关无形资产的减值和加速摊销[205] 资产减值 - 公司对BioZorb产品线的长期资产进行了减值测试,计提了26.8百万美元的减值损失[195] - 公司对Mobidiag业务进行了减值测试,计提了186.9百万美元的减值损失[196] - 公司对SSI超声波成像业务进行了减值测试,计提了26.4百万美元的减值损失[197] 经营业绩 - 诊断业务在当前三个月和九个月期间的经营利润与上一年同期相比均有所增加,主要是由于毛利率的提高和经营费用的降低[227] - 毛利率的提高主要是由于上一年度计提的1.628亿美元Mobidiag资产减值损失不再发生、无形资产摊销费用降低、芬兰Mobidiag工厂关闭导致制造成本降低、妇女健康Aptima和Fusion试剂销量增加以及Biotheranostics实验室检测业务收入增加(毛利率较高)[228] - 经营费用的降低主要是由于上一年度计提的3460万美元Mobidiag资产减值损失不再发生,以及营销和研发支出有所下降,部分被本年度重组费用增加所抵消[229] - 总收入在当前三个月和九个月期间分别同比增长6.9%和6.2%[231] - 营业利润在当前三个月和九个月期间分别同比增长61.8%和26.7%[231] 业务部门分析 - 乳腺健康业务收入增加主要由于产品收入和服务收入的增加[233] - 乳腺健康业务的毛利率从上年同期的50.9%和54.2%分别提高至54.3%[234] - 妇科外科业务收入增加主要由于产品收入的增加[239] - 妇科外科业务的毛利率从上年同比分别为68.7%和68.4%提高至69.6%和67.7%[240] - 骨科业务收入在当前三个月和九个月期间分别同比下降29.9%和16.3%[243] 现金流和融资 - 公司在前九个月的经营活动中产生了9.182亿美元的现金流[249] - 公司在前九个月进行了7.768亿美元的股票回购[252] - 公司在2021年9月27日签订了新的信贷协议,截至2024年6月29日未使用2021年循环信贷额度[254][257] - 公司发行了总计4亿美元的2028年优先票据和9.5亿美元的2029年优先票据[259,260] - 公司授权了一项为期5年的10亿美元股票回购计划[261,262] - 公司以约3.1亿美元收购了Endomagnetics Ltd[263] 风险管理 - 公司面临利率风险和外汇风险,并持有低风险的货币市场基金、美国国债和商业票据等投资[269] - 公司2021年信贷协议下的借款利息会随SOFR利率变动而变化,利率上升10%将使年利息费用增加约380万美元[270] - 公司持有大量现金及现金等价物,如果市场利率上升10%将使年利息收入增加约1,120万美元[271] - 公司通过远期外汇合约来对冲部分外汇风险,但这些合约不符合套期会计的要求[273]

Hologic, Inc. (HOLX) reported adjusted earnings per share (EPS) of $1.06 in the third quarter of fiscal 2024, up 14% year over year. The bottom line surpassed the Zacks Consensus Estimate by 3.9%. The adjustments include charges and benefits related to the amortization of acquired intangible assets, restructuring and integration/consolidation costs, product line discontinuation and many others. The company's GAAP EPS was 82 cents in the quarter compared to the year-ago quarter's loss of 16 cents. Revenues i ...

财务数据和关键指标变化 - 第三季度总收入为10.11亿美元,同比增长3.1% [9] - 第三季度非GAAP每股收益为1.06美元,同比增长14% [10] - 第三季度经营利润率为31.2%,同比提升230个基点 [19][41] - 公司现金头寸达24亿美元,财务状况稳健 [36] 各条业务线数据和关键指标变化 - 诊断业务第三季度收入4.408亿美元,同比增长0.7%,剔除新冠相关收入后增长6% [38] - 分子诊断业务第三季度增长10.5%,连续13个季度保持高个位数至两位数增长 [16] - 乳腺健康业务第三季度收入3.85亿美元,同比增长7.1% [41] - 外科业务第三季度收入1.666亿美元,同比增长6.2% [43] - 骨科业务第三季度收入1900万美元,同比下降29.7%,受到供应商问题影响 [44] 各个市场数据和关键指标变化 - 国际市场持续保持良好增长势头,如分子诊断、细胞学和MyoSure等业务在海外市场表现出色 [25][26][29] - 公司正在积极拓展海外市场,提升在多个领域的市场份额 [27][28][30] 公司战略和发展方向及行业竞争 - 公司通过收购Endomagnetics进一步拓展乳腺介入业务,提升在该领域的竞争力 [31][32] - 公司将继续保持在宫颈癌筛查领域的领导地位,无论USPSTF指南如何变化 [23] - 公司看好未来发展前景,将继续通过内生增长和并购来推动业务发展 [21][22] 管理层对经营环境和未来前景的评论 - 管理层对公司核心业务的发展前景保持乐观,认为公司已经成为一家更大、更快、更强的公司 [11][12] - 管理层表示,公司将继续专注于提升运营效率,维持行业领先的利润率水平 [20] - 管理层对公司未来一年的发展前景保持信心,预计各主要业务线将实现中个位数增长 [50][51][54] 其他重要信息 - 公司将继续保持资本配置策略的平衡,包括并购和股票回购 [21][22][37] - 公司正在积极推进供应链整合和制造基地整合,以进一步提升运营效率 [113][124] 问答环节重要的提问和回答 问题1 **Patrick Donnelly提问** 对于第四季度业绩指引,主要是由于骨科业务供应商问题导致的影响,公司核心业务是否有任何变化? [59][60] **Karleen Oberton回答** 骨科业务供应商问题导致了约1600万美元的影响,但诊断、乳腺和外科等核心业务保持良好增长态势 [61] 问题2 **Tejas Savant提问** 公司未来一年的EPS增长算法是否仍为5%-7%的收入增长带动高个位数至低双位数的利润增长? [66][67] **Karleen Oberton回答** 公司尚未给出2025财年的具体指引,但总体来看,公司希望收入增长能带动利润增长高于收入,实现高个位数至低双位数的EPS增长 [68] 问题3 **Michael Ryskin提问** 公司对于解决骨科业务供应商问题的时间线和可能的结果范围有何预期? [100][101] **Stephen MacMillan回答** 公司有信心在2025财年第一季度之前解决这一问题,不会延续太长时间 [101]

For the quarter ended June 2024, Hologic (HOLX) reported revenue of $1.01 billion, up 2.7% over the same period last year. EPS came in at $1.06, compared to $0.93 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $1 billion, representing a surprise of +1.07%. The company delivered an EPS surprise of +3.92%, with the consensus EPS estimate being $1.02.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectation ...