NASDAQ$AZTA

Azenta Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Azenta's financial performance for Q3 2024, marked by revenue growth and margin expansion, driven by transformation initiatives and disciplined execution.

Azenta reported a solid third quarter with revenue of $173 million, a 4% increase year-over-year, and significant margin expansion. The company's organic revenue grew by 5% year-over-year, driven by Sample Management Solutions and B Medical Systems. Adjusted EBITDA was $18 million, with an Adjusted EBITDA margin of 10.3%, reflecting a 260 basis point improvement year-over-year. Non-GAAP diluted EPS was $0.16, compared to $0.13 in the prior year.

  • Revenue reached $173 million, up 4% year-over-year, with organic revenue growing by 5%.
  • Sample Management Solutions revenue increased by 7% year-over-year, reaching $81 million.
  • Multiomics revenue was $64 million, remaining flat year-over-year with organic revenue growth of 1%.
  • B Medical Systems revenue grew by 7% year-over-year to $29 million, with organic revenue up 8%.

Headline financials

Total Revenue

$173M

Previous: $166M+4.1%
EPS

-$0.12

Previous: $0.13-192.3%
Adjusted EBITDA margin

10.3%

No prior period
Organic revenue growth

5.0%

Previous: 2.0%+150.0%
Capital Expenditures

-$25.3M

Previous: -$29.2M+13.3%
Free Cash Flow

-$31.9M

Previous: -$30.7M-4.0%
Net Income

-$6.58M

Previous: -$1.47M-347.8%
Operating Income

-$14.8M

Previous: -$15.8M+6.8%
Gross Profit

$69.1M

Previous: $68M+1.5%
R&D Expense

$7.91M

No prior period
Stock-Based Comp

$3.82M

Previous: $4M-4.4%

Revenue & EPS history

Azenta · Revenue · Quarterly

$173M

Q3 2024+4.1%vs Q3 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

Azenta is lowering its revenue guidance while raising its earnings guidance for fiscal year 2024.

Tailwinds

  • 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 $0.30 to $0.36.

Headwinds

  • Total revenue is expected to be in the range of $652 to $658 million due to the expected timing of orders in both B Medical and Sample Management Solutions.
  • Total organic revenue is expected to be in the range of down 2% to down 1% relative to fiscal year 2023.

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 2024

Historical avgQ3 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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