HOLOGIC INC (HOLX) Earnings History

HOLOGIC INC - Q1 FY2026 EarningsMissed

Filed at: Jan 29, 2026, 4:02 PM EST|Read from source

EXECUTIVE SUMMARY

Hologic reported modest revenue growth driven by its Surgical segment, partially offset by declines in Diagnostics. While non-GAAP EPS saw a slight increase, GAAP EPS decreased due to prior year foreign exchange gains. The company is navigating tariff impacts and preparing for a pending acquisition.

POSITIVE HIGHLIGHTS

  • •

    Surgical revenue grew 8.7% (7.5% constant currency), driven by the acquired Gynesonics business and other product sales.

    positive
  • •

    Cash flow from operations was $229.9 million, an increase of 21.4% year-over-year.

    positive
  • •

    Non-GAAP diluted EPS increased 1.0% to $1.04.

    positive
  • •

    The company ended the quarter with $2.17 billion in cash and cash equivalents.

    positive

CONCERNS & RISKS

  • •

    GAAP diluted EPS decreased 9.2% to $0.79, primarily due to favorable foreign exchange gains in the prior year period.

    negative
  • •

    Diagnostics revenue decreased 1.3% (2.7% constant currency) to $464.4 million.

    negative
  • •

    Molecular diagnostics revenue decreased 3.5% (4.6% constant currency) due to lower sales of COVID-19 tests and legacy assays.

    negative
  • •

    GAAP gross margin decreased 80 basis points to 56.0%, and non-GAAP gross margin decreased 150 basis points to 60.1%, primarily due to increased tariff expenses of $15.3 million.

    negative
  • •

    Non-GAAP operating margin decreased 40 basis points to 29.0%, primarily due to higher tariff expenses.

    negative
  • •

    The company is not providing financial guidance for fiscal 2026 due to the pending acquisition.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$1.05B
+2.5%
Prior year: $1.02B
Net Income
Quarterly
$179.10M
-10.9%
Prior year: $201.00M
EPS (Diluted)
Quarterly
$0.79
-9.2%
Prior year: $0.87
Operating Income
Quarterly
$237.00M
+3.1%
Prior year: $229.80M
EPS (Basic)
Quarterly
$0.80
-8.0%
Prior year: $0.87

MARGIN ANALYSIS

Gross Margin
Current Quarter
56.0%
Prior Year
56.8%
YoY Change
-80 bps
Operating Margin
Current Quarter
22.6%
Prior Year
22.5%
YoY Change
+10 bps
Net Margin
Current Quarter
17.1%
Prior Year
19.7%
YoY Change
-260 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q1 FY2026 2026

VISUAL OVERVIEW

|
Diagnostics(1 segment)
0.0%
N/A
CC: -2.7%
Breast health
0.0%
N/A
CC: +0.8%
GYN surgical
0.0%
N/A
CC: +7.5%
Skeletal health
0.0%
N/A
CC: +65.9%

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% TotalCC
Diagnostics
N/A———-2.7%
Breast health
N/A———+0.8%
GYN surgical
N/A———+7.5%
Skeletal health
N/A———+65.9%
Total Revenue$0.00M——100.0%—

Segment performance shows business unit health and growth drivers. Constant currency (CC) removes FX impact for like-for-like comparison.

MANAGEMENT COMMENTARY

The company reported revenue of $1,047.8 million, GAAP diluted EPS of $0.79, and non-GAAP diluted EPS of $1.04.

— HOLOGIC INC, Q1 FY2026 2026 Earnings Call

Revenue increased 2.5% for the quarter, or 1.3% on a constant currency basis.

— HOLOGIC INC, Q1 FY2026 2026 Earnings Call

GAAP diluted EPS decreased (9.2%), mainly due to favorable foreign exchange gains in the prior year period. Non-GAAP EPS increased 1.0%.

— HOLOGIC INC, Q1 FY2026 2026 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.