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QuidelOrtho (QDEL)
NASDAQ:QDEL
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.45Last Year’s EPS
0.74Same Quarter Last Year
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a balanced picture: management reported execution progress—delivering full-year revenue, meaningful cost savings ($140M), EBITDA margin expansion (+240 bps), product clearances and a healthy pipeline—while acknowledging notable near-term headwinds including respiratory revenue decline, Q4 gross margin pressure, lower-than-target recurring free cash flow driven by timing/ERP issues, elevated leverage (4.2x) and a large noncash goodwill impairment. Management provided constructive 2026 guidance with improved adjusted EBITDA margin and a plan to reduce leverage and improve cash flow, but timing and respiratory variability create uncertainty.Company Guidance
Revenue and Growth Achieved Full-Year Guidance
Full year 2025 reported revenue of $2.73 billion, Q4 revenue of $724 million (+2% YoY reported). Excluding COVID and Donor Screening, Q4 reported growth was +7% and full-year Non-respiratory (ex Donor Screening) grew +5%.
Labs Business Strength and Durable Demand
Labs represented 55% of company revenue, grew 7% in Q4 and 6% for full year, driven by clinical chemistry strength and recurring revenue model.
Margin Expansion and Cost Savings
Company achieved $140 million of cost savings, full-year adjusted EBITDA margin expanded to 22% (up 240 basis points YoY). Operating expenses decreased 5% for the year, supporting margin expansion to the low-20s.
R&D and Product Milestones
FDA clearances in 2025 for high-sensitivity troponin assay on VITROS and ID MTS Direct Antiglobulin Test Card on Vision; launched Results Manager middleware; planned launches in 2026 including VITROS 450 (OUS) and partner immunoassay platforms (+25 assays OUS); LEX molecular platform in final stages of FDA review.
Segment and Regional Outperformance
Triage (Point of Care) revenue up 16% in Q4 and 7% for the year; Immunohematology +3% for the year. Regional strength: Latin America +17% Q4 / +18% year; Japan & Asia Pacific +4% Q4 / +6% year; EMEA +4% for year and improved adjusted EBITDA margins by >900 bps year-over-year.
Clear 2026 Financial Guidance with EBITDA Upside
2026 guidance: revenue $2.7–2.9 billion; Labs mid-single-digit growth; adjusted EBITDA $630–670 million (~23.3%, +130 bps vs 2025); free cash flow guidance $120–160 million (includes $50–60M one-time), and target net debt leverage ~3.8x by year-end 2026.
QDEL Earnings History
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
QDEL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 11, 2026 | $28.80 | $23.73 | -17.59% |
Nov 05, 2025 | $27.37 | $21.26 | -22.32% |
Aug 05, 2025 | $23.68 | $23.44 | -1.01% |
May 07, 2025 | $25.85 | $36.46 | +41.04% |
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 QuidelOrtho (QDEL) report earnings?
QuidelOrtho (QDEL) is schdueled to report earning on May 13, 2026, After Close (Confirmed).
What is QuidelOrtho (QDEL) earnings time?
QuidelOrtho (QDEL) earnings time is at May 13, 2026, After Close (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 QDEL EPS forecast?
QDEL EPS forecast for the fiscal quarter 2026 (Q1) is 0.45.
