The earnings call reflected a balanced view with significant achievements in areas like next-generation sequencing and improved financial metrics, countered by challenges in core products revenue and specific segments like Gene Synthesis and Sanger Sequencing. While highlights in financial positions and reaffirmed guidance are positive, the lowlights concerning revenue declines in key areas offset these gains.

Company Guidance -

Q4 2025

During Azenta's Q3 2025 earnings call, the management reaffirmed their guidance for the fiscal year 2025, projecting organic revenue growth between 3% to 5% and an adjusted EBITDA margin expansion of 300 basis points. The company reported a strong adjusted EBITDA margin increase of 260 basis points year-over-year for the quarter, attributed to effective execution and cost discipline despite a challenging macroeconomic environment. Revenue for Q3 totaled $144 million, with a flat year-over-year growth on a reported basis and a slight 2% decline on an organic basis. Notably, the SMS segment saw a 53.6% non-GAAP gross margin, up 760 basis points year-over-year, driven by a favorable product mix and operational efficiencies. Meanwhile, the Multiomics segment experienced 4% reported growth, bolstered by next-generation sequencing, which saw stable pricing and double-digit volume growth. The company remains in a strong financial position with $550 million in cash and no outstanding debt, and it continues to prioritize investment in growth, innovation, and strategic M&A opportunities.

Next-Generation Sequencing Growth

NGS experienced sustained double-digit volume growth, with pricing stabilizing, contributing to the positive performance of the Multiomics segment.

Improved Adjusted EBITDA Margin

Adjusted EBITDA margin expanded by 260 basis points year-over-year, demonstrating operational turnaround efforts and cost discipline.

Strong Financial Position

Azenta ended the quarter with $550 million in cash and no outstanding debt, indicating a solid financial foundation.

Sample Storage and Product Services Growth

Growth in sample storage and product services helped offset weaknesses in other areas, showing the benefit of diversification in the portfolio.

Reaffirmation of Full Year Guidance

Azenta reaffirmed its full year 2025 guidance of organic revenue growth between 3% to 5% and adjusted EBITDA margin expansion of 300 basis points.

Azenta (AZTA) Earnings, Revenues Date & History

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AZTA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 18, 2025	2025 (Q4)	0.19 / -	0.18	―	―	―
Aug 05, 2025	2025 (Q3)	0.14 / 0.19	0.16	18.75% (+0.03)
May 07, 2025	2025 (Q2)	0.07 / 0.05	0.05	0.00% (0.00)
Feb 05, 2025	2025 (Q1)	0.06 / 0.08	0.02	300.00% (+0.06)
Nov 12, 2024	2024 (Q4)	0.10 / 0.18	0.13	38.46% (+0.05)
Aug 06, 2024	2024 (Q3)	0.08 / 0.16	0.13	23.08% (+0.03)
May 08, 2024	2024 (Q2)	0.02 / 0.05	-0.06	183.33% (+0.11)
Feb 07, 2024	2024 (Q1)	-0.03 / 0.02	0.12	-83.33% (-0.10)
Nov 13, 2023	2023 (Q4)	0.02 / 0.13	0.16	-18.75% (-0.03)
Aug 08, 2023	2023 (Q3)	-0.03 / 0.13	0.12	8.33% (+0.01)

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

AZTA Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$32.41	$26.90	-17.00%
May 07, 2025	$25.42	$25.26	-0.63%
Feb 05, 2025	$51.97	$53.76	+3.44%
Nov 12, 2024	$45.99	$44.51	-3.22%

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.