NASDAQ$MLAB

Mesa Laboratories Inc · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

Mesa Labs reported its first fiscal quarter results for 2026, with revenues increasing by 2.4% and net income rising by 40.0%.

Mesa Laboratories, Inc. announced its first fiscal quarter results for 2026, with total revenues reaching $59.543 million, a 2.4% increase year-over-year. Net income saw a significant 40.0% increase to $4.742 million, or $0.85 per diluted share. Despite a challenging macroeconomic environment, the company achieved 0.4% core organic revenue growth, driven by strong performance in Sterilization and Disinfection Control and Clinical Genomics (excluding China). Operating income decreased by 45.1% due to FX impacts and non-cash stock-based compensation, but non-GAAP adjusted operating income excluding unusual items was 21.7% of revenues.

  • Total revenues increased by 2.4% to $59.543 million in Q1 FY26 compared to the same period last year.
  • Net income surged by 40.0% to $4.742 million, resulting in diluted EPS of $0.85.
  • Core organic revenue growth was 0.4%, with strong performance in SDC and CG (excluding China) offsetting declines in BPD and CG China.
  • Non-GAAP adjusted operating income excluding unusual items was $12.902 million, representing 21.7% of revenues, despite a 15.9% decrease from the prior year.

Headline financials

Total Revenue

$59.5M

Previous: $58.2M+2.4%
EPS

$0.85

Previous: $0.62+37.1%
Core Organic Revenue Growth

0.4%

No prior period
Operating Income Change

-45.1%

No prior period
Non-GAAP AOI

$12.9M

Previous: $14M-7.7%
Non-GAAP AOI ex Unusual

$12.9M

Previous: $15.3M-15.9%
Non-GAAP AOI Margin

21.7%

Previous: 26.4%-17.8%
Total Net Leverage Ratio

3.16

No prior period
Organic Revenue Growth

2.4%

No prior period
Capital Expenditures

-$1.01M

Previous: -$891K-13.2%
Free Cash Flow

$884K

Previous: $9.54M-90.7%
Net Income

$4.74M

Previous: $3.39M+40.0%
Operating Income

$3.06M

Previous: $5.58M-45.1%
Gross Profit

$36.9M

Previous: $37.2M-0.8%
Cash & Equivalents

$21.3M

Previous: $28.5M-25.3%
Total Assets

$436M

Previous: $440M-1.0%

Revenue & EPS history

Mesa Labs · Revenue · Quarterly

$59.5M

Q1 2026+2.4%vs Q1 2025
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

Mesa Labs · $63.7M total across 4 segments · Q4 2026

  • Sterilization and Disinfection Control
    $29.1M
  • Calibration Solutions
    $13.6M
  • Clinical Genomics
    $12.2M
  • Biopharmaceutical Development
    $8.85M

Forward guidance

Mesa Labs expects to meet its revenue goals for the first half of the fiscal year, with anticipated additional revenue in Q2 FY26 from BPD timing delays. The company also expects a meaningful improvement in non-GAAP adjusted operating income excluding unusual items as a percentage of revenues in the second quarter.

Tailwinds

  • Expectation to meet revenue goals for the first half of the fiscal year.
  • Anticipated shift of approximately $1.5 million of 1Q26 BPD revenues into 2Q26.
  • Expected meaningful improvement in AOI excluding unusual items as a percentage of revenues in Q2 FY26.
  • Continued reduction of past-due backlog in SDC over the remainder of fiscal year 2026.
  • Expected normalization of mix and improvement in gross profit percentage for BPD over the course of the year.

Headwinds

  • Continued contraction of Clinical Genomics China revenues due to macroeconomic and tariff uncertainty, and regulatory headwinds.
  • Ongoing impact of tariffs on the bottom line, despite efforts to counter them through price increases or surcharges.
  • Gross profit percentage contraction in BPD due to unfavorable product mix, delayed volumes, and FX.
  • Gross profit percentage decrease in Calibration Solutions due to raw material price headwinds driven by tariffs and increased labor costs.
  • Gross profit percentage decrease in Clinical Genomics primarily due to decreased volumes.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+0.1%

Avg return

Earnings day

-0.5%

Avg return

5 days after

-0.1%

Avg return

30 days after

55%

35 / 64 earnings

Positive

+26.6%

Q2 2023

Best reaction

-24.9%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026
Q3 2026+8.7%+15.9%+8.8%
Q2 2026+2.1%+6.7%+3.7%
Q1 2026-24.9%-16.0%-15.9%
Q4 2025-9.3%-13.5%-12.8%
Q3 2025+2.5%+10.3%+3.2%
Q2 2025-11.4%-16.2%-7.6%
Q1 2025+5.8%+11.8%+13.4%
Q4 2024+13.3%+5.5%-3.4%
Q3 2024+2.0%-0.2%+18.9%
Q2 2024+0.1%-8.8%+2.0%
Q1 2024+8.0%+10.3%+11.4%
Q4 2023-2.2%-7.7%-11.7%
Q3 2023-7.4%-8.6%-13.5%
Q2 2023+26.6%+31.2%+39.1%
Q1 2023-5.5%-10.7%-23.5%
Q4 2022-3.7%-2.7%-6.1%
Q3 2022-3.9%-2.0%-5.8%
Q2 2022+4.0%+1.4%-0.1%
Q1 2022+0.4%-1.4%-3.8%
Q4 2021+4.7%+6.4%+9.6%
Q3 2021+0.9%-0.4%-5.2%
Q2 2021-0.4%+2.7%+2.1%
Q1 2021+2.0%-1.5%-1.4%
Q4 2020-5.7%-6.5%-18.6%
Q3 2020-7.2%-2.4%-13.9%
Q2 2020-0.2%-4.7%+3.3%
Q1 2020+6.6%+7.0%-7.3%
Q4 2019-21.1%-19.3%-2.3%
Q3 2019+0.6%+3.4%+2.2%
Q2 2019+0.9%+3.0%+20.4%
Q1 2019-2.7%-0.3%+3.5%
Q4 2018+16.3%+15.4%+31.3%
Q3 2018-5.1%-14.2%-8.0%
Q2 2018-17.2%-19.7%-19.7%
Q1 2018+5.2%+1.6%-2.5%
Q4 2017-6.5%-13.3%-12.3%
Q3 2017+6.4%+1.4%+5.2%
Q2 2017-1.3%-0.8%-1.1%
Q1 2017-4.3%-10.4%-10.5%
Q4 2016+12.7%+26.5%+23.1%
Q3 2016-4.8%
Q2 2016+1.9%
Q1 2016+13.3%
Q4 2015+2.1%
Q3 2015+0.8%
Q2 2015+10.4%
Q1 2015-2.0%
Q4 2014-4.0%
Q3 2013-0.2%
Q3 2014-0.2%
Q2 2014-0.1%
Q1 2014-3.5%
Q4 2013-0.2%
Q2 2013-1.8%
Q1 2013-0.8%
Q4 2012+2.5%
Q3 2011+1.3%
Q3 2012+1.3%
Q2 2011+1.5%
Q2 2012+1.5%
Q4 2011+0.0%
Q1 2011+0.0%
Q1 2012+0.0%
Q4 2010+0.1%

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