NASDAQ$AZTA

Azenta Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Reported financial results for the third quarter of fiscal year 2022.

Azenta's Q3 2022 results were below expectations due to lower revenue from consumables and genomics, despite delivering 6% organic growth year-over-year driven by storage services and automated ultra-cold storage systems.

  • Revenue from continuing operations was $133 million, up 3% year over year and down 9% sequentially.
  • Year-over-year organic growth was 6%, which excludes a 3 percentage point headwind from foreign exchange.
  • Revenue from Life Sciences Products declined 3% year over year driven by lower consumables and instruments revenue partially offset by double-digit growth across large automated stores, cryogenic systems and infrastructure services.
  • Life Sciences Services revenue was up 6% year over year, with 19% growth in Sample Repository Solutions driven by growth in storage.

Headline financials

Total Revenue

$133M

Previous: $315M-57.9%
EPS (adj)

$0.12

Previous: $0.72-83.3%
Capital Expenditures

-$59.7M

Previous: -$34.6M-72.6%
Free Cash Flow

-$69.3M

Previous: $4.56M-1619.7%
Net Income

-$9.57M

Previous: $39.2M-124.4%
Operating Income

-$5.07M

Previous: $50.2M-110.1%
Gross Profit

$59.6M

Previous: $144M-58.7%
Cash & Equivalents

$1.47B

Previous: $270M+446.3%
Total Assets

$3.72B

Previous: $1.76B+111.1%
Stock-Based Comp

$3.49M

Previous: $6.09M-42.7%

Revenue & EPS history

Azenta · Revenue · Quarterly

$133M

Q3 2022-57.9%vs Q3 2021
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

The Company announced revenue and earnings guidance for continuing operations for the fourth quarter of fiscal 2022.

Tailwinds

  • Revenue is expected to be in the range of $131 million to $141 million
  • Non-GAAP diluted earnings per share is expected to be in the range of $0.04 to $0.12

Headwinds

  • GAAP diluted earnings per share from continuing operations is expected to be in the range of ($0.11) to ($0.03).

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 Q3 2022

Historical avgQ3 2022

-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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