NASDAQ$AZTA

Azenta Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Azenta's Q1 2024 earnings were reported, showing revenue ahead of expectations with progress in cost reduction initiatives and positive free cash flow.

Azenta's first quarter results exceeded expectations, with revenue at $154 million. The company has made progress on cost reduction initiatives, leading to the third consecutive quarter of positive free cash flow. While the market environment remains soft, Azenta is positive about its position and expects to continue outgrowing the market throughout fiscal 2024.

  • Revenue was $154 million, a 13% decrease year-over-year.
  • Organic revenue declined 15% year-over-year, excluding a 1% foreign exchange tailwind and a 1% contribution from acquisitions.
  • Sample Management Solutions revenue was $79 million, up 5% year-over-year.
  • Multiomics revenue was $63 million, up 3% year-over-year.

Headline financials

Total Revenue

$154M

Previous: $178M-13.5%
EPS

-$0.28

Previous: $0.12-333.3%
Adjusted EBITDA margin

3.0%

No prior period
Organic revenue growth

-15.0%

No prior period
Capital Expenditures

-$11.9M

Previous: -$12.8M+7.2%
Free Cash Flow

-$27.6M

Previous: -$24.1M-14.8%
Net Income

-$15.7M

Previous: -$11.2M-40.0%
Operating Income

-$26.7M

Previous: -$27.7M+3.6%
Gross Profit

$61.5M

Previous: $73.9M-16.7%
Stock-Based Comp

$3.2M

Previous: $2.11M+52.1%

Revenue & EPS history

Azenta · Revenue · Quarterly

$154M

Q1 2024-13.5%vs Q1 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

The company is reiterating revenue and earnings guidance for fiscal year 2024.

Tailwinds

  • Total revenue is expected to be in the range of $696 to $718 million.
  • Total organic revenue growth in the range of 5% to 8% relative to fiscal year 2023 is expected.
  • Adjusted EBITDA margin expansion is expected to be approximately 300 basis points.
  • Non-GAAP diluted earnings per share is expected to be in the range of $0.19 to $0.29.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

-0.6%

Avg return

Earnings day

-0.1%

Avg return

5 days after

+0.4%

Avg return

30 days after

43%

28 / 65 earnings

Positive

+22.4%

Q4 2025

Best reaction

-23.4%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026-21.6%-21.0%-6.1%
Q1 2026-23.4%-19.3%-34.2%
Q4 2025+22.4%+20.9%+14.8%
Q2 2025-0.7%+11.3%+13.1%
Q1 2025+3.4%-8.6%-16.0%
Q4 2024-2.9%-9.4%+0.2%
Q3 2024-4.9%-1.1%-15.4%
Q2 2024-4.8%-6.9%-2.1%
Q1 2024-4.0%-1.2%-2.0%
Q4 2023+14.6%+16.1%+27.2%
Q3 2023+21.8%+18.4%+11.0%
Q2 2023-19.8%-11.1%+0.0%
Q1 2023-20.8%-22.2%-29.7%
Q4 2022+15.8%+17.5%+25.8%
Q3 2022-10.3%-8.7%-23.8%
Q2 2022-4.0%+5.6%+8.9%
Q1 2022+5.6%-3.1%-7.0%
Q4 2021-7.6%-7.1%-16.7%
Q3 2021-4.0%-4.0%-3.5%
Q2 2021-7.3%-7.1%-2.9%
Q1 2021-2.8%-0.3%-4.2%
Q4 2020+9.7%+12.8%+19.9%
Q3 2020+17.8%+21.2%+13.2%
Q2 2020-15.4%-12.3%-3.9%
Q1 2020-1.4%+6.7%-15.1%
Q4 2019+7.8%+5.5%-7.7%
Q3 2019-15.7%-17.0%-14.1%
Q2 2019+18.5%+23.4%+15.6%
Q1 2019+0.9%-5.3%-0.4%
Q4 2018-11.6%-10.9%-13.6%
Q3 2018-7.2%-5.8%+22.3%
Q2 2018+8.4%+12.5%+31.4%
Q1 2018-3.4%-9.5%-2.4%
Q4 2017-23.3%-21.2%-28.8%
Q3 2017-8.1%+0.9%+6.6%
Q2 2017+6.0%+9.4%+16.3%
Q1 2017+16.9%+20.6%+20.0%
Q4 2016+7.7%+11.7%+20.1%
Q3 2016-3.3%-5.4%-1.7%
Q2 2016-7.3%
Q1 2016-1.7%
Q4 2015-0.2%
Q3 2015+11.2%
Q2 2015-0.5%
Q1 2015-5.1%
Q4 2014+6.0%
Q3 2014+2.7%
Q2 2014+1.1%
Q1 2014-1.3%
Q4 2013+2.9%
Q3 2013-4.0%
Q2 2013+2.7%
Q1 2013+2.5%
Q4 2012+1.3%
Q3 2012-13.8%
Q2 2012-1.1%
Q1 2011+7.2%
Q1 2012+7.2%
Q4 2009+2.8%
Q2 2011+2.8%
Q4 2011+2.8%
Q4 2010-0.1%
Q3 2010-0.1%
Q3 2011-0.1%
Q2 2010-6.9%

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