Hologic (HOLX) came out with quarterly earnings of $1.06 per share, beating the Zacks Consensus Estimate of $1.02 per share. This compares to earnings of $0.93 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 3.92%. A quarter ago, it was expected that this medical device maker would post earnings of $0.97 per share when it actually produced earnings of $1.03, delivering a surprise of 6.19%.Over the last four quarters, the compa ...

财务业绩 - 公司第三季度收入为10.114亿美元，同比增长2.7%，超出了公司指引[1][2][3] - 剔除新冠相关收入后，公司有机收入同比增长5.8%[2][8][11] - 诊断业务收入增长0.7%，分子诊断收入增长3.1%，乳腺健康收入增长7.1%，手术业务收入增长6.2%[8][9][10] - 公司第四季度和全年财务指引均超出之前预期[15][16][17] - 公司报告第三季度总收入为10.114亿美元，同比增长2.7%[31] - 产品收入为8.112亿美元，服务及其他收入为2.002亿美元[32] - 毛利率为55.4%，同比增加4.7个百分点[34] - 研发费用为6,410万美元，销售及营销费用为1.463亿美元，管理费用为9,400万美元[35] - 营业利润为2.44亿美元，同比增长17,400%[36] - 净利润为1.945亿美元，每股收益为0.82美元[37][38] - 非GAAP毛利率为61.1%，同比提升0.3个百分点[51] - 非GAAP营业利润率为31.2%，同比提升2.3个百分点[54] - 非GAAP税前利润为3.124亿美元，同比增长6.1%[55] - 公司GAAP净收入为194.5百万美元，非GAAP净收入为250.7百万美元[56] - 公司GAAP每股收益为0.82美元，非GAAP每股收益为1.06美元[58] - 公司调整后EBITDA为338.5百万美元[59] - 公司调整后投资资本回报率(ROIC)为14.1%[65] 现金流和财务状况 - 公司现金流保持强劲，第三季度达到4.057亿美元[5] - 公司现金及现金等价物余额为27.225亿美元[42] - 商誉及无形资产为39.787亿美元[43] - 公司在本季度完成了一项业务出售，获得净现金流3.13亿美元[46] - 公司在本季度进行了4.275亿美元的战略性投资[46] - 公司在本季度回购了7.768亿美元的股票[46] - 公司在本季度偿还了2.781亿美元的长期债务[46] - 公司在本季度的经营活动产生了9.182亿美元的现金流[46] - 公司净负债率为0.1[67] 业务发展 - 公司完成了对Endomagnetics的收购，该公司专注于乳腺手术定位和淋巴引流技术[5] - 公司重申全年业绩指引[26] - 公司在2024财年第一、二和三季度分别计提了13.7百万美元、26.8百万美元和4.3百万美元的无形资产减值[66] - 公司在2024财年第一季度计提了10.0百万美元的研发费用[60] - 公司在2024财年第一季度发生了0.4百万美元的债务清偿损失[60] - 公司美国市场收入占比74.9%，欧洲市场收入占比13.4%[70] - 公司计划在2024财年全年的GAAP每股收益为3.37-3.44美元，非GAAP每股收益为4.04-4.11美元[62]

文章核心观点 - 赫美格公司(Hologic)完成收购英国乳腺癌手术技术公司Endomag,以增强其乳腺手术产品组合,为外科医生和放射科医生提供更广泛的创新解决方案 [1][3] - Endomag的Sentimag定位系统是一种非放射性手术导航工具,可结合组织定位和乳腺癌分期 [2] - 此次收购将为赫美格公司的乳腺健康产品组合增添Endomag的无线乳腺手术定位和淋巴引流解决方案,以及Magseed标记物、Magtrace淋巴引流剂和Sentimag平台等创新产品 [3][4] 行业概况 - 根据B10Space的报告,全球乳腺癌诊断市场在2023年价值45.9亿美元,预计到2033年将达到90亿美元,复合年增长率为7.2% [7] - 这一强劲增长主要由于筛查建议和诊断成像技术进步(如数字乳腺断层成像)导致发现更小的肿瘤,以及综合治疗方法的发展 [8] 公司表现 - 与同行业相比,赫美格公司股价今年迄今上涨9%,而标准普尔500指数上涨14.1% [9] - 赫美格公司目前被评为买入评级,其他同行业的优质股票还有昆泰诊断(DGX)、环球健康服务(UHS)和血液动力学(HAE) [10][11] - 这些公司近期的业绩和股价表现也较为出色 [12][13][14]

Wall Street analysts expect Hologic (HOLX) to post quarterly earnings of $1.02 per share in its upcoming report, which indicates a year-over-year increase of 9.7%. Revenues are expected to be $1 billion, up 1.7% from the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Prior to a company's earnings announcement, it is crucial to conside ...

In the latest market close, Hologic (HOLX) reached $78.38, with a +0.35% movement compared to the previous day. This change lagged the S&P 500's 1.08% gain on the day. Meanwhile, the Dow experienced a rise of 0.32%, and the technology-dominated Nasdaq saw an increase of 1.58%.The medical device maker's stock has climbed by 6.9% in the past month, exceeding the Medical sector's gain of 0.31% and the S&P 500's gain of 0.43%.Market participants will be closely following the financial results of Hologic in its ...

Hologic, Inc.’s (HOLX) GYN Surgical performance is expected to be driven by a robust international business and sales of MyoSure and the related Fluent system. The Breast Health division is likely to have slowly moved beyond the difficult prior-year comparisons, helped by the robust demand for its offerings and visible gantry orders. In addition, the molecular business may have driven the Diagnostics division’s performance led by its growth drivers.We anticipate the company’s fiscal 2024 third-quarter finan ...

Hologic (HOLX) is set to release fiscal 2024 third-quarter 2024 results on Jul 29 after the closing bell. The performance is expected to reflect the strength of the company’s core franchises, overcoming the challenging comps of fiscal 2023.The Zacks Consensus Estimate for the company’s fiscal third-quarter earnings suggests 9.7% growth to $1.02 per share. The estimate has remained constant in the past 60 days. Meanwhile, the Zacks Consensus Estimate for its revenues indicates a 1.7% improvement to $1 billio ...

Hologic (HOLX) closed the latest trading day at $78.46, indicating a +1.45% change from the previous session's end. The stock outperformed the S&P 500, which registered a daily gain of 0.64%. On the other hand, the Dow registered a gain of 1.85%, and the technology-centric Nasdaq increased by 0.2%.Coming into today, shares of the medical device maker had gained 8.27% in the past month. In that same time, the Medical sector gained 0.71%, while the S&P 500 gained 3.82%.Investors will be eagerly watching for t ...

Hologic (HOLX) closed the latest trading day at $74.53, indicating a +0.58% change from the previous session's end. The stock outperformed the S&P 500, which registered a daily gain of 0.1%. Meanwhile, the Dow lost 0.08%, and the Nasdaq, a tech-heavy index, added 0.28%.Shares of the medical device maker have depreciated by 0.55% over the course of the past month, underperforming the Medical sector's loss of 0.44% and the S&P 500's gain of 4.08%.Analysts and investors alike will be keeping a close eye on the ...

The Medical Instruments industry is again in a transformative phase, thanks to the rapid adoption of generative Artificial Intelligence (genAI) and digital therapeutics, which market watchers expect will take the healthcare industry by storm. In fact, since the beginning of 2023, the industry has been witnessing the adoption of AI and the Internet of Medical Things in the form of digital healthcare options in hospitals and other healthcare settings. GenAI has also started to showcase its proficiency across ...