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Earnings Data
Report Date
Jul 23, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.6Last Year’s EPS
0.63Same Quarter Last Year
Moderate Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a broadly positive operational and financial picture: QIAGEN beat Q4 and full-year outlooks, delivered margin expansion and strong free cash flow, progressed multiple growth pillars (Sample Technologies, QuantiFERON, QIAstat, QIAcuity, QDI), completed strategic acquisitions (Parse, Genoox) and set 2026 guidance for continued profitable growth. Notable near-term challenges include declines in PCR/NGS consumables, regional softness (U.S. and China), tariff and FX headwinds, and short-term dilution from Parse and discontinued product lines that weigh on Q1/first-half 2026. Management expects improvement and acceleration into H2 2026 driven by new product launches and strengthened growth pillars.Company Guidance
Q4 Results Above Outlook
Net sales of $540M in Q4 2025, up 1% at constant exchange rates (CER) and ahead of outlook (which assumed flat sales). Adjusted diluted EPS was $0.62 at CER vs. outlook of about $0.60.
Full-Year 2025 Performance
Full-year net sales of $2.09B, up 5% CER (at the high end of the 4%–5% outlook). Adjusted diluted EPS was $2.40 at CER (reported $2.38), above guidance and achieved after two upward revisions during the year.
Growth Pillars Momentum
Combined sales from Sample Technologies, QuantiFERON, QIAstat, QIAcuity and QIAGEN Digital Insights reached $1.49B in 2025, up 8% CER year-over-year; management remains on track for at least $2B from these pillars by 2028.
Sample Technologies Strength & Strategic Expansion
Sample Technologies grew mid-single-digits in Q4 (+5% CER) and 2% CER for full year; installed base ~31,400 placements; liquid biopsy sample prep grew >30%; completed Parse Biosciences acquisition (adds single-cell capability).
QuantiFERON Growth and Product Innovation
QuantiFERON grew 5% CER in Q4 and 10% CER for the full year 2025; next-gen TB assay increases throughput up to ~75% and reduces turnaround time ~25%; U.S. launch planned in 2026 to capture underpenetrated latent TB market.
QIAstat Strong Adoption
QIAstat grew 15% CER in Q4 and 24% CER for full year 2025 with cumulative installed base >5,200 instruments; menu expansion (including blood culture panels) supports consumable-led growth and a $160M sales target for 2026.
QIAcuity Consumables and Installed Base Growth
Digital PCR consumables delivered double-digit growth in 2025 and cumulative QIAcuity placements exceeded 3,200 systems; over 100 instruments placed per quarter in Q4 despite a cautious capital spending environment.
Bioinformatics (QDI) Progress
QIAGEN Digital Insights delivered continued growth supported by the Genoox integration and AI-enabled workflows; company plans ~14 AI-enabled software solutions over next 2 years and targets ~$125M for QDI in 2026.
Margin Expansion and Profitability
Adjusted operating income margin expanded 80 basis points to 29.5% in 2025. Excluding tariffs and adverse FX headwinds (~120 bps), margin improvement was roughly 200 bps, supporting confidence toward the 31%+ midterm target.
Strong Cash Generation and Capital Returns
Operating cash flow of $654M and free cash flow of $453M in 2025; returned over $1.1B to shareholders since 2024, completed $500M synthetic share repurchase in Jan 2026; pro forma net leverage ~1.3x net debt / adjusted EBITDA.
2026 Financial Outlook
Full-year 2026 guidance: at least 5% CER sales growth and adjusted EPS of at least $2.50 at CER. First-quarter 2026 guidance: at least 1% CER sales growth and EPS of at least $0.54 at CER; management expects growth acceleration in H2 2026.
QGEN 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
QGEN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $34.13 | $33.21 | -2.70% |
Feb 04, 2026 | $51.25 | $50.77 | -0.93% |
Nov 04, 2025 | $43.84 | $43.73 | -0.25% |
Aug 05, 2025 | $49.59 | $47.14 | -4.92% |
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 Qiagen (QGEN) report earnings?
Qiagen (QGEN) is schdueled to report earning on Jul 23, 2026, After Close (Confirmed).
What is Qiagen (QGEN) earnings time?
Qiagen (QGEN) earnings time is at Jul 23, 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 QGEN EPS forecast?
QGEN EPS forecast for the fiscal quarter 2026 (Q2) is 0.6.