NASDAQ$MLAB

Mesa Laboratories Inc · Q2 2026 earnings

Q2 2026 earnings · · After market close · Investor relations

Briefing

Mesa Labs reported solid second quarter results with revenue growth and improved operating income.

Mesa Laboratories, Inc. announced strong second fiscal quarter results, with total revenues increasing by 5.0% to $60.7 million and operating income surging by 34.7% to $4.7 million. Non-GAAP adjusted operating income excluding unusual items also saw a healthy increase of 6.1% and represented 25.1% of revenues, indicating robust profitability despite macroeconomic uncertainties and specific segment challenges.

  • Total revenues increased by 5.0% to $60,737,000 compared to the same period last year.
  • Operating income significantly increased by 34.7% to $4,724,000.
  • Non-GAAP adjusted operating income excluding unusual items grew by 6.1% and was 25.1% as a percentage of revenues.
  • The company achieved 3.7% core organic revenue growth, driven by strong performance in Biopharmaceutical Development, Calibration Solutions, and Clinical Genomics outside of China, offsetting softness in Sterilization and Disinfection Control and headwinds in Clinical Genomics China.

Headline financials

Total Revenue

$60.7M

Previous: $57.8M+5.0%
EPS

$0.45

Previous: $0.63-28.6%
Core Organic Revenue Growth

3.7%

No prior period
Operating Income Change

34.7%

No prior period
Non-GAAP AOI

$14.4M

No prior period
Non-GAAP AOI ex Unusual

$15.2M

No prior period
Non-GAAP AOI Margin

25.1%

Previous: 24.8%+1.2%
Total Net Leverage Ratio

3.02

No prior period
SDC gross margin change

-100.0%

No prior period
CS gross margin change

190.0%

No prior period
BPD gross margin change

-200.0%

No prior period
CG gross margin change

330.0%

No prior period
Organic Revenue Growth

5.0%

No prior period
Capital Expenditures

-$2.1M

Previous: -$2.68M+21.6%
Free Cash Flow

$2.48M

Previous: $13M-81.0%
Net Income

$2.48M

Previous: $3.43M-27.8%
Operating Income

$4.72M

Previous: $3.51M+34.7%
Gross Profit

$37.3M

Previous: $35.5M+5.3%
Cash & Equivalents

$20.4M

Previous: $24.3M-16.1%
Total Assets

$430M

Previous: $454M-5.2%

Revenue & EPS history

Mesa Labs · Revenue · Quarterly

$60.7M

Q2 2026+5%vs Q2 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 anticipates sequential revenue increases in the third fiscal quarter of 2026 and expects continued decreases in Clinical Genomics China revenues for the remainder of the fiscal year. The company plans to reinvest cost savings into the SDC division to fuel long-term growth.

Tailwinds

  • Expects revenues to sequentially increase in 3Q26.
  • Plans to reinvest approximately $0.9 million of cost savings into SDC to fuel long-term growth.
  • Cost reductions are expected to generate $2.3 million of net annualized cost savings.
  • Anticipates significant decrease in outside professional services expenses for SDC during the second half of FY26.
  • Cost reductions in Clinical Genomics will further expand the Division’s contribution margins in the future while not impacting growth outside of China.

Headwinds

  • Expects continued decreases in China revenues for the rest of the fiscal year compared to the same period in the prior year.
  • Macroeconomic uncertainty persists.
  • Ongoing regulatory headwinds in the CG China diagnostics market.
  • Impact of tariffs and foreign currency translation on gross profit percentages.
  • Softness in SDC deliveries noted in the current quarter.

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 Q2 2026

Historical avgQ2 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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