文章核心观点 - 公司本季度收入为2.17亿美元,同比下降5.3% [3] - 公司本季度净亏损1260万美元,每股亏损0.06美元 [4] - 公司维持全年指引,预计全年收入在9.25亿美元到9.55亿美元之间,调整后EBITDA在2.15亿美元到2.35亿美元之间 [10] 食品安全业务 - 食品安全业务收入为1.593亿美元,同比下降4.2% [6] - 核心收入增长1.1%,主要得益于生物安全和指示剂检测、培养基和其他产品(包括Petrifilm)的良好表现,但细菌和一般卫生以及天然毒素和过敏原产品类别销售下降 [6] 动物安全业务 - 动物安全业务收入为5760万美元,同比下降8.1% [7] - 核心收入下降7.8%,主要由于动物护理和其他以及生物安全产品类别销售下降 [7] 基因组业务 - 公司全球基因组业务核心收入呈中个位数下降,较上一季度略有改善 [8] - 国际牛肉和奶业市场销售增加,但被美国客户流失和宠物市场疲软所抵消 [8] 财务状况 - 截至8月31日,公司现金总额为1.205亿美元,非流动债务为9亿美元,尚有1.5亿美元的承诺借款额度 [9] - 公司本季度毛利率为48.4%,同比下降2.6个百分点,主要由于销量下降和分销成本持续上升 [5] - 公司本季度调整后EBITDA为4370万美元,调整后EBITDA利润率为20.1%,同比下降2.8个百分点 [6]

财务表现 - 第一季度收入为2.17亿美元[1] - 净亏损1,260万美元，每股亏损0.06美元[1] - 调整后净收入1,440万美元，每股0.07美元[1] - 调整后EBITDA为4,370万美元[1] - 三个月内净亏损1260.9万美元，上年同期净利润150.3万美元[16] - 调整后EBITDA为4371.4万美元，上年同期为5236.9万美元[20] - 调整后净利润为1437.8万美元，上年同期为2368.7万美元[22] 业务表现 - 食品安全业务收入为1.593亿美元，同比下降4.2%[5] - 动物安全业务收入为5,760万美元，同比下降8.1%[6] - 食品安全业务收入同比下降4.2%，其中汇率因素影响下降5.4%[23] - 动物安全业务收入同比下降8.1%，其中汇率因素影响下降0.3%[23] - 公司总收入同比下降5.3%，其中汇率因素影响下降3.9%[23] 财务状况 - 截至2024年8月31日，公司现金总额为1.205亿美元，非流动债务为9亿美元[7] - 预计2025财年收入将在9.25亿美元至9.55亿美元之间，调整后EBITDA在2.15亿美元至2.35亿美元之间[8] 其他 - 维持全年指引不变[1]

文章核心观点 - 根据分析师预测,Neogen公司即将公布的季度财报将显示每股收益为0.10美元,同比下降9.1% [1] - 分析师预测公司营收将达到2.1611亿美元,同比下降5.6% [1] - 过去30天内,分析师对该季度每股收益预测没有任何修订,表明分析师对初始预测没有重大调整 [1] 公司财务数据总结 营收数据 - 'Revenues- Animal Safety'预计为6230万美元,同比下降0.7% [4] - 'Revenues- Food Safety'预计为1.5381亿美元,同比下降7.5% [4] - 'Revenues- Food Safety- Culture Media & Other'预计为7810万美元,同比下降4.6% [4] - 'Revenues- Animal Safety- Veterinary Instruments & Disposables'预计为1355万美元,同比增长4.8% [5] - 'Revenues- Animal Safety- Animal Care & Other'预计为769万美元,同比下降5.9% [5] - 'Revenues- Food Safety- Natural Toxins, Allergens & Drug Residues'预计为2011万美元,同比下降9.7% [6] - 'Revenues- Animal Safety- Genomics Services'预计为613万美元,同比下降64.5% [6] - 'Revenues- Food Safety- Genomics Services'预计为1736万美元,同比增长198.7% [7] - 'Revenues- Food Safety- Rodent Control, Insect Control & Disinfectants'预计为1077万美元,同比下降2.9% [7] - 'Revenues- Food Safety- Bacterial & General Sanitation'预计为3913万美元,同比下降13.5% [8] - 'Revenues- Animal Safety- Rodent Control, Insect Control & Disinfectants'预计为2162万美元,同比下降4.7% [8]

LANSING, Mich., Oct. 1, 2024 /PRNewswire/ -- Neogen® Corporation (NASDAQ: NEOG), an innovative leader in food safety solutions, announced today that it has appointed Thierry Bernard as a director to its Board, effective November 1, 2024. "We are pleased to welcome Thierry Bernard to the Neogen Board of Directors and look forward to his guidance as the company continues in its commitment to fueling a brighter future for global food security," said Jim Borel, Neogen's Board Chair. "As a sitting CEO with a wea ...

LANSING, Mich., Sept. 19, 2024 /PRNewswire/ -- Neogen® Corporation (NASDAQ: NEOG) will issue its first-quarter earnings release before the opening of the market on Thursday, October 10, 2024. Executives from the company will host a webcast and conference call later that morning, beginning at 8:00 a.m. Eastern time, to discuss the financial results. The conference call can be accessed by dialing (800) 836-8184 (U.S.) or +1 (646) 357-8785 (international) and requesting the Neogen Corporation First Quarter 202 ...

LANSING, Mich., Aug. 29, 2024 /PRNewswire/ -- Neogen® Corporation (NASDAQ: NEOG) announced today that the Company will participate in the 2024 Wells Fargo Healthcare Conference in Boston, Massachusetts, on Thursday, September 5. David Naemura, Neogen's Chief Financial Officer, will present at 3:00 PM Eastern Time. To access the webcast and presentation materials, please visit the Events & Presentations section of the Neogen Investor Relations website at neogen.com/investor-relations/events-presentations and ...

Neogen's (NEOG) vast international trade is impacted by global macroeconomic issues. Also, a tough competitive landscape weighs on the stock. NEOG stock carries a Zacks Rank #4 (Sell). Neogen's international business continues to be affected by currency movements. The current macroeconomic environment has adversely impacted Neogen's financial operations. Governments and insurance companies continue to look for ways to contain the rising cost of healthcare. This might put pressure on players in the healthcar ...

LEXINGTON, Ky., Aug. 22, 2024 /PRNewswire/ -- Neogen® Corporation (NASDAQ: NEOG) announced today that it has formed a relationship with US Equestrian to help provide better equine care solutions for veterinarians and horse owners. Neogen and US Equestrian will together develop member-accessible educational materials on best practices, prevention techniques, and recommended treatment protocols for cases of equine botulism, a progressive neuromuscular disease that leads to weakness and muscle paralysis in equ ...

Investors in Neogen Corporation (NEOG) need to pay close attention to the stock based on moves in the options market lately. That is because the Oct 18, 2024 $17.50 Put had some of the highest implied volatility of all equity options today. What is Implied Volatility? Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could a ...

文章核心观点 - 公司第四季度每股收益下降28.6%,低于市场预期[1] - 全年调整后每股收益下降19.6%,低于市场预期[2] - 第四季度收入下降2.1%,但仍超出市场预期[3][4] 分部业务表现 食品安全业务 - 第四季度收入下降1.4%,但超出预期[5][6] - 核心业务增长4.3%,主要得益于Petrifilm、培养基及食品质量分析产品的强劲增长[6] 动物安全业务 - 第四季度收入下降3.7%,低于预期[7][8] - 基因组业务在全球范围内出现中个位数的核心收入下降[8] 财务指标 - 第四季度毛利下降7.9%,毛利率下降302个基点[9] - 销售及营销费用上升3.5%,管理费用上升2.3%,研发费用下降27.1%[10] - 现金及现金等价物为1.706亿美元,有900亿美元债务和1.5亿美元承诺借款额度[11] 未来展望 - 公司预计2025财年收入将在9.25-9.55亿美元之间,低于市场预期[12][13] - 资本支出预计约为8500万美元,其中5500万美元用于整合3M食品安全业务[14] 分析师评论 - 第四季度业绩低于预期,主要受动物安全业务中基因组业务下滑拖累[15] - 食品安全业务量同比下降,预计在2025财年将缓慢改善[15] - 毛利率及营业利润率均有所下降,外汇因素成为主要负面影响[15] - 但公司已完成样品处理产品线的搬迁,并在病原体检测和Petrifilm等重点增长领域取得进展[16]