QuidelOrtho Corporation (QDEL) reported an adjusted loss per share of 7 cents in the second quarter of 2024 against earnings per share (EPS) of 26 cents in the year-ago period. However, the figure beat the Zacks Consensus Estimate by 66.7%. The adjustments include expenses related to the amortization of intangibles, and acquisition and integration costs, among others. GAAP loss per share in the quarter was $2.20 compared with 80 cents in the year-ago quarter. Revenues in Detail QuidelOrtho registered revenu ...

财务数据和关键指标变化 - 公司第二季度总收入为6.37亿美元,与预期一致 [8] - 经调整EBITDA为9000万美元,与预期一致 [8] - 经调整毛利率为44.2%,较上年同期下降140个基点,主要由于新冠疫情相关产品销售下降 [32] - 经调整每股亏损为0.07美元,上年同期为每股收益0.26美元,主要由于新冠疫情相关收入下降 [39] 各条业务线数据和关键指标变化 - 不包括新冠和美国供血业务的经常性收入增长5% [23] - 非呼吸系统业务(实验室、输血医学和部分门诊)增长2% [24] - 实验室仪器收入下降15%,但实验室经常性收入增长4% [24][25] - 集成和自动化分析仪安装量分别增长7%和16% [26] - 免疫血液学收入增长2%,符合市场增长和预期 [26] - 呼吸系统业务(不含新冠)增长18%,主要由于流感检测产品销售强劲 [27] 各个市场数据和关键指标变化 - 北美(不含新冠)增长2%,经常性收入增长5% [30] - 欧洲中东非洲增长2%,主要由于免疫血液学试剂增长抵消了仪器收入下降 [30] - 中国增长4%,实验室业务增长8%,部分被其他业务时间因素抵消 [30] - 其他地区(包括日本、亚太和拉美)增长3% [30] 公司战略和发展方向及行业竞争 - 公司产品组合覆盖从预防到诊断、治疗到监测的全医疗服务流程,在集中式和分散式检测设置中均有优势 [12][13] - 公司正在积极采取措施提高运营效率和盈利能力,包括成本节约、供应链优化、制造质量和IT改善等 [18] - 公司计划在2025年推出呼吸系统和性传播疾病检测产品,进一步丰富Savanna产品线 [16][17] - 公司有信心在未来2-3年内将调整后EBIT利润率提升至中高20%区间 [11][49] 管理层对经营环境和未来前景的评论 - 公司基本面稳健,有明确的发展路径,正在全面审视业务以提高绩效 [11][19] - 公司面临的挑战主要是内部成本执行和流程问题,而非结构性问题,正在采取措施加以解决 [14] - 公司将继续推进成本节约措施,预计2024年下半年和2025年上半年将实现全部1亿美元成本节约 [18] - 公司有信心在未来2-3年内将调整后EBITDA利润率提升至中高20%区间 [11][49] 其他重要信息 - 公司将出售两处房产,预计将产生现金流并降低运营成本 [36][37] - 公司将就此前的审计报告进行修订,增加一项关键审计事项,但不会影响财务报表 [44][45] - 公司暂时未恢复2024年财务指引,但预计全年业绩将接近或略低于此前指引下限 [46][47][48] 问答环节重要的提问和回答 问题1 **Jack Meehan提问** 除了之前宣布的1亿美元成本节约,公司是否还有其他更大规模的节约机会? [52] **Brian Blaser回答** 公司正在全面审视各个方面,包括采购、供应链、制造、IT等,寻找更多的节约机会。预计未来2-3年内将公司调整后EBITDA利润率提升至中高20%区间。 [53][54] 问题2 **Casey Woodring提问** 请进一步说明第二季度自由现金流为负6600万美元的情况,以及全年的现金流和杠杆情况。 [56] **Joe Busky回答** 第二季度自由现金流为负是正常的季节性表现,下半年现金流将好转。公司预计全年自由现金流将为正,并将大幅降低借款规模,维持在信用协议允许的杠杆水平以内。 [57][58] 问题3 **Andrew Cooper提问** 请进一步说明Savanna产品线的发展计划,特别是呼吸系统检测产品的情况。 [71] **Brian Blaser回答** Savanna产品虽然推出较晚,但具有明显的竞争优势,包括工作流程、检测时间、检测项目和成本等。公司正在加快推进Savanna产品线,计划2025年推出呼吸系统和性传播疾病检测产品,并有更多产品在开发中。 [72][73][74][75]

QuidelOrtho (QDEL) came out with a quarterly loss of $0.07 per share versus the Zacks Consensus Estimate of a loss of $0.21. This compares to earnings of $0.26 per share a year ago. These figures are adjusted for nonrecurring items. This quarterly report represents an earnings surprise of 66.67%. A quarter ago, it was expected that this medical diagnostics company would post earnings of $0.43 per share when it actually produced earnings of $0.44, delivering a surprise of 2.33%. Over the last four quarters, ...

财务业绩 - 2024年第二季度收入为6.37亿美元，同比下降[6] - 2024年前三季度收入为13.5亿美元，同比增长6%[3] - 2024年第二季度调整后每股亏损0.07美元，调整后EBITDA为0.9亿美元[8] - 2024年第二季度GAAP每股亏损2.20美元，经营亏损1.185亿美元[6,7] - 2024年第二季度经常性收入同比增长5%[2] - 2024年前三季度经常性收入同比增长7%[3] - 公司总收入为6.37亿美元，同比下降4.2%，主要受到呼吸系统业务收入下降34.8%的影响[31] - 非呼吸系统业务收入为5.79亿美元，同比增长0.5%[31] - 实验室业务收入为3.54亿美元，同比下降2.0%[32] - 输血医疗业务收入为1.61亿美元，同比下降1.2%[32] - 急诊检测业务收入为1.17亿美元，同比下降12.7%，但剔除新冠疫情影响后实际增长20.3%[32] - 公司录得净亏损1.48亿美元，主要由于商誉减值损失17.44亿美元[29] - 公司调整后净亏损为480万美元，调整后每股亏损为0.07美元[29] - 公司调整后EBITDA为8990万美元[30] - 公司经营活动产生的现金流为负9860万美元[26] - 总收入同比下降4.2%，主要受到新冠疫情影响[43] - 剔除新冠疫情和美国供血业务收入后，总收入同比增长3.5%[43] - 北美地区收入同比下降7.7%，主要受新冠疫情影响[38] - 中国地区收入同比增长4.1%，表现良好[38] - 仪器收入同比下降[43] - 剔除新冠疫情、美国供血业务收入和一次性第三方结算收入后，总收入同比增长5.9%[44] 业务调整 - 公司正在进行业务审查和重新调整研发投资重点[5] - 公司将实施1亿美元的年度成本节约措施，将在2024年下半年和2025年上半年产生效益[1] - 公司将专注于提供优质客户服务和患者护理、改善成本结构、集中于高增长潜力的产品组合[9] - 公司持续推进诊断业务的创新和全球化[12,13,14]

QuidelOrtho Corporation (QDEL) is well-poised for growth in the coming quarters, courtesy of its strong product portfolio. The optimism led by a solid first-quarter 2024 performance and its continued spending on research and development (R&D) are expected to contribute further. However, headwinds due to data security threats and reimbursement policies persist.Over the past year, this Zacks Rank #3 (Hold) stock has lost 60% compared with a 2.2% decline of the industry. The S&P 500 has witnessed 23% growth in ...

NEW YORK, June 24, 2024 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized shareholder rights law firm, is investigating potential claims against QuidelOrtho Corporation (NASDAQ: QDEL) on behalf of long-term stockholders following a class action complaint that was filed against QuidelOrtho on April 12, 2024 with a Class Period from February 18, 2022 to April 1, 2024. Our investigation concerns whether the board of directors of QuidelOrtho have breached their fiduciary duties to the com ...

NEW YORK, June 10, 2024 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of QuidelOrtho Corporation f/k/a Quidel Corporation (NASDAQ: QDEL).Shareholders who purchased shares of QDEL during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery.CONTACT US HERE:https://securitiesclasslaw.com/securities/quidelortho-loss-submission-form/?id=83240&from=4CLASS P ...

NEW YORK, June 08, 2024 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of QuidelOrtho Corporation (NASDAQ: QDEL) between February 18, 2022 and April 1, 2024, both dates inclusive (the “Class Period”) of the important June 11, 2024 lead plaintiff deadline. SO WHAT: If you purchased QuidelOrtho common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arr ...

NEW YORK, June 07, 2024 (GLOBE NEWSWIRE) -- Levi & Korsinsky, LLP notifies investors in QuidelOrtho Corporation f/k/a Quidel Corporation ("QuidelOrtho" or the "Company") (NASDAQ: QDEL) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of QuidelOrtho investors who were adversely affected by alleged securities fraud between February 18, 2022 and April 1, 2024. Follow the link below to get more information and be contacted by a member of our team: https://zlk ...

A month has gone by since the last earnings report for QuidelOrtho (QDEL) . Shares have lost about 2.4% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is QuidelOrtho due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. QuidelOrtho Q1 Earnings Beat Estimates, Margins F ...