NASDAQ$MLAB

Mesa Laboratories Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Mesa Labs reported a decrease in revenue due to core organic revenue decline, but profitability was supported by the GKE acquisition and improvements in Calibration Solutions.

Mesa Labs reported a 1.5% decrease in revenue compared to the third quarter of fiscal year 2023, primarily due to a 9.0% core organic revenue decline, which was partially offset by revenue from the GKE acquisition. Non-GAAP adjusted operating income decreased by 6.8% year-over-year but increased sequentially, driven by the GKE acquisition. Gross profit percentage increased due to the GKE acquisition and improvements in the Calibration Solutions division.

  • Revenues decreased by 1.5% compared to Q3 2023, primarily due to a 9.0% core organic revenue decline.
  • The GKE acquisition contributed $3,837 to revenues and helped offset the organic revenue decline.
  • Non-GAAP adjusted operating income decreased by 6.8% year-over-year but increased sequentially, driven by the GKE acquisition.
  • Gross profit percentage increased due to the GKE acquisition and improvements in the Calibration Solutions division.

Headline financials

Total Revenue

$53.5M

Previous: $54.3M-1.5%
EPS (adj)

$2.02

Previous: $2.35-14.0%
Capital Expenditures

-$2.03M

Previous: -$3.52M+42.2%
Free Cash Flow

$29.2M

Previous: $11.9M+144.6%
Net Income

$2.12M

Previous: $451K+369.2%
Operating Income

-$67K

Previous: $3.4M-102.0%
Gross Profit

$33.4M

Previous: $32.8M+1.9%
Cash & Equivalents

$28.2M

Previous: $26.1M+8.1%
Total Assets

$742M

Previous: $663M+11.9%
R&D Expense

$4.29M

No prior period
Stock-Based Comp

$2.99M

Previous: $2.06M+45.6%

Revenue & EPS history

Mesa Labs · Revenue · Quarterly

$53.5M

Q3 2024-1.5%vs Q3 2023
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

With ongoing economic uncertainty, Mesa Labs will be conservative in deploying any increases in operating expenses.

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 Q3 2024

Historical avgQ3 2024

+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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