NASDAQ$NEOG

Neogen Corporation · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Neogen's Q1 2022 results showcased resilience with record revenue and double-digit organic sales growth in both Food Safety and Animal Safety segments.

Neogen Corporation announced record revenue of $128.305 million for the first quarter of fiscal year 2022, a 17% increase compared to the previous year. Both the Food Safety and Animal Safety segments experienced double-digit organic sales growth. Net income increased to $17.077 million, or $0.16 per share.

  • Revenues increased by 17% compared to the prior year's first quarter.
  • Food Safety and Animal Safety segments both achieved double-digit organic sales growth for the third consecutive quarter.
  • Net income rose to $17.077 million, or $0.16 per share, compared to $15.860 million, or $0.15 per share, in the previous year.
  • Gross margins improved to 46.8% due to higher margin product sales within the Food Safety segment.

Headline financials

Total Revenue

$128M

Previous: $109M+17.4%
EPS (adj)

$0.16

Previous: $0.15+6.7%
Free Cash Flow

$17.1M

Previous: $15.9M+7.7%
Net Income

$17.1M

Previous: $15.9M+7.7%
Operating Income

$21.7M

Previous: $18.9M+15.1%
Gross Profit

$60M

Previous: $50.3M+19.3%
Cash & Equivalents

$401M

Previous: $60.9M+557.8%
Total Assets

$932M

Previous: $822M+13.5%
Stock-Based Comp

$1.69M

Previous: $1.68M+0.5%

Revenue & EPS history

Neogen · Revenue · Quarterly

$128M

Q1 2022+17.4%vs Q1 2021
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

Neogen · $128M total across 2 segments · Q1 2022

  • Animal Safety
    $65.6M+18.9%
  • Food Safety
    $62.7M+15.8%

Forward guidance

Neogen is optimistic for the remainder of the year due to strong results and excitement surrounding new Megazyme product offerings.

Tailwinds

  • Strong results showcase Neogen's resilience.
  • Growth across almost all core product lines.
  • Tremendous excitement surrounding new Megazyme product offerings.
  • Positive start to the new fiscal year.
  • International operations performed well during the quarter.

Headwinds

  • Challenges due to supply chain issues.
  • Labor shortages.
  • Higher product costs caused by the COVID-19 pandemic.
  • Drug residue test kit sales declined by 22% due to the prior year termination of a European distribution agreement and competitive pressure within the marketplace.
  • Revenues at the company’s Brazilian operations declined by 15%.

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 Q1 2022

Historical avgQ1 2022

-1.4%

Avg return

Earnings day

-2.4%

Avg return

5 days after

-1.8%

Avg return

30 days after

36%

23 / 64 earnings

Positive

+31.5%

Q2 2026

Best reaction

-28.7%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+3.9%-7.1%-12.5%
Q2 2026+31.5%+24.5%+46.3%
Q1 2026+16.4%+1.5%+10.0%
Q3 2025-28.7%-23.3%-15.2%
Q2 2025-3.3%-13.1%-20.7%
Q1 2025-2.8%-0.8%+9.3%
Q4 2024-1.6%-5.3%-1.0%
Q3 2024-13.1%-13.9%-13.6%
Q2 2024-5.5%-8.4%-18.0%
Q1 2024-11.7%-8.8%-11.0%
Q4 2023+2.3%+0.0%+0.8%
Q3 2023+0.2%-3.6%-6.9%
Q2 2023+5.1%+11.2%+30.3%
Q1 2023-1.0%-4.1%-12.2%
Q4 2022+8.0%+7.5%-2.8%
Q3 2022-7.4%-5.3%-15.3%
Q2 2022+1.4%+0.2%-19.2%
Q1 2022+3.0%+6.1%+2.9%
Q4 2021+0.2%-1.9%-3.6%
Q3 2021+3.0%+5.6%+14.9%
Q2 2021+1.2%+0.5%+3.8%
Q1 2021+0.2%+1.1%-4.3%
Q4 2020-4.0%-4.0%-2.9%
Q3 2020-5.3%-1.2%+8.1%
Q2 2020-5.4%-5.7%+1.2%
Q1 2020-10.6%-13.0%-13.1%
Q4 2019+9.0%+10.6%+13.2%
Q3 2019-8.3%-5.2%-4.4%
Q2 2019-8.1%-10.7%+2.4%
Q1 2019-17.8%-19.3%-30.4%
Q4 2018+1.5%+1.7%+3.9%
Q3 2018-4.2%+1.0%+7.6%
Q2 2018-0.8%-0.7%-1.8%
Q1 2018-4.4%-1.5%+6.4%
Q4 2017-2.2%-1.8%-4.5%
Q3 2017-5.9%-6.7%-9.8%
Q2 2017+3.8%+5.6%+0.5%
Q1 2017-4.7%-2.8%-10.1%
Q4 2016-1.6%-1.8%-0.4%
Q3 2016-14.6%
Q2 2016-2.0%
Q1 2016-12.1%
Q4 2015+25.2%
Q3 2015-3.4%
Q2 2015+1.2%
Q1 2015-1.7%
Q4 2014+11.3%
Q3 2014-0.1%
Q2 2014-5.6%
Q1 2014-0.3%
Q4 2013-4.9%
Q3 2013+0.5%
Q2 2013-0.7%
Q1 2013+7.5%
Q4 2010-2.9%
Q4 2012-2.9%
Q3 2012-0.3%
Q3 2011-0.3%
Q2 2011+2.5%
Q2 2012+2.5%
Q4 2011-7.3%
Q1 2011-7.3%
Q1 2012-7.3%
Q3 2010-0.5%

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