NASDAQ$MLAB

Mesa Laboratories Inc · Q4 2026 earnings

Q4 2026 earnings · · Before market open · Investor relations

Briefing

Mesa Laboratories reported Q4 2026 revenues of $63.7 million with operating income rising 87% year-over-year.

Mesa Labs posted 2.6% revenue growth in Q4 2026 driven by SDC strength and backlog clearance, partially offset by BPD weakness from export controls and commercial issues. Non-GAAP AOI excluding unusual items grew 49.2% to 28.7% of revenues while the company repaid $14.7 million of debt, lowering net leverage to 2.11x. Full-year revenues reached $249.1 million with 3.4% organic growth and free cash flow of $39.6 million.

  • Q4 revenues grew 2.6% to $63.7M with core organic growth of -0.6%.
  • Non-GAAP AOI excluding unusual items rose 49.2% to $18.3M (28.7% margin).
  • Net loss narrowed to $4.1M ($0.75 per share) despite $3.0M CEO transition costs.
  • Total net leverage ratio improved to 2.11 after $14.7M debt repayment in the quarter.

Headline financials

Total Revenue

$63.7M

Previous: $62.1M+2.6%
EPS (adj)

$3.30

Previous: $2.23+48.0%
Core Organic Revenue Growth

-0.6%

Previous: 6.3%-109.5%
Operating Income Change

87.0%

Previous: 100.5%-13.4%
Non-GAAP AOI

$15.3M

Previous: $12.1M+26.3%
Non-GAAP AOI ex Unusual

$18.3M

Previous: $12.3M+49.2%
Non-GAAP AOI Margin

28.7%

No prior period
Total Net Leverage Ratio

2.11

Previous: 3.01-29.9%
Organic Revenue Growth

2.6%

Previous: 5.5%-52.7%
Free Cash Flow

$39.6M

No prior period
Net Income

-$4.14M

Previous: -$7.11M+41.9%
Operating Income

$2.75M

Previous: $1.47M+87.1%
Gross Profit

$42.2M

Previous: $38.4M+9.9%
Cash & Equivalents

$26.9M

No prior period
Total Assets

$428M

No prior period

Revenue & EPS history

Mesa Labs · Revenue · Quarterly

$63.7M

Q4 2026+2.6%vs Q4 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

No numerical FY27 guidance issued; management expects positive core organic growth in 1Q27 and AOI margin moderating to mid-20s.

Tailwinds

  • SDC backlog normalized with continued production improvements expected
  • China revenue decline expected to flatten or slow significantly

Headwinds

  • BPD faces ongoing commercial execution and export control challenges
  • AOI margin to moderate from 28.7% as investments increase in H1 FY27

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+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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