Neogen's earnings call highlighted regulatory tailwinds and strategic divestitures, but faced significant challenges with revenue declines, production inefficiencies, and trade impacts, leading to a mixed outlook.

Company Guidance

During Neogen Corporation's fourth quarter FY 2025 earnings call, the company outlined several key metrics and guidance for fiscal year 2026. The projected revenue range is set between $820 million and $840 million, excluding the recently divested cleaners and disinfectants business, which contributed approximately $60 million in fiscal 2025. The company anticipates adjusted EBITDA to be between $165 million and $175 million, reflecting the exclusion of the divested business' $11 million annualized EBITDA impact. Neogen expects a challenging macroeconomic environment, forecasting continued pressure on food production and consumer spending due to prolonged inflation. In terms of growth, the company sees opportunities in the regulatory-driven Food Safety segment, particularly in pathogen detection products, where testing volumes have increased significantly. The guidance assumes gradual improvement in margins throughout the year, with stronger performance expected in the second half, driven by seasonal factors and ongoing efficiency improvements. Capital expenditures are projected to be around $50 million, significantly lower than the previous year, as the company focuses on completing key projects like the Petrifilm transition.

USDA and FSIS Food Safety Initiatives

The USDA, Food Safety and Inspection Service announced a food safety policy plan and increased microbiological testing, particularly for Listeria, by over 200%. The FSIS also conducted more robust in-person food safety assessments, up by over 50% in 2025.

Launch of Listeria Right Now

Neogen launched Listeria Right Now, a product for the MDS platform for fast detection of environmental pathogens, aiming to minimize product recall or disposal costs.

Divestiture of Cleaners and Disinfectants Business

Neogen completed the divestiture of its cleaners and disinfectants business, resulting in approximately $115 million in net proceeds, which will be used to pay down $100 million of debt.

Positive Tailwinds from Regulatory Environment

Neogen expects to benefit from a favorable regulatory backdrop, particularly in the U.S., with USDA prioritizing food safety.

Neogen (NEOG) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

NEOG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 30, 2025	2026 (Q1)	-0.07 / -	-0.06	―	―	―
Jul 29, 2025	2025 (Q4)	-0.05 / -2.82	-0.02	-14000.00% (-2.80)
Apr 09, 2025	2025 (Q3)	-0.02 / -0.05	-0.01	-400.00% (-0.04)
Jan 10, 2025	2025 (Q2)	-0.01 / -2.10	-0.02	-10400.00% (-2.08)
Oct 10, 2024	2025 (Q1)	-0.03 / -0.06	0.01	-700.00% (-0.07)
Jul 30, 2024	2024 (Q4)	-0.01 / -0.02	0.03	-166.67% (-0.05)
Apr 09, 2024	2024 (Q3)	0.01 / -0.01	0.04	-125.00% (-0.05)
Jan 09, 2024	2024 (Q2)	0.03 / -0.02	-0.19	89.47% (+0.17)
Oct 10, 2023	2024 (Q1)	0.03 / 0.01	0.05	-80.00% (-0.04)
Jul 27, 2023	2023 (Q4)	0.01 / 0.03	0.14	-78.57% (-0.11)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

NEOG Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	$5.42	$4.83	-10.89%
Apr 09, 2025	$7.04	$5.02	-28.69%
Jan 10, 2025	$13.07	$12.36	-5.43%
Oct 10, 2024	$14.85	$13.79	-7.14%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Neogen Corp (NEOG) report earnings?

Neogen Corp (NEOG) is schdueled to report earning on Sep 30, 2025, Before Open (Confirmed).

What is Neogen Corp (NEOG) earnings time?

Neogen Corp (NEOG) earnings time is at Sep 30, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is NEOG EPS forecast?

NEOG EPS forecast for the fiscal quarter 2026 (Q1) is -0.07.

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