NASDAQ$NEOG

Neogen Corporation · Q2 2025 earnings

Q2 2025 earnings · · Investor relations

Briefing

Neogen's second quarter reflected steady progress with improvement across the business, core revenue growth accelerating in both segments, sequential margin expansion, and significantly better free cash flow.

Neogen Corporation announced preliminary results for Q2 2025, with revenue of $231.3 million. The company reported a net loss of $456.3 million due to a non-cash goodwill impairment, but adjusted net income was $24.4 million, or $0.11 per diluted share. The company is updating its full-year outlook.

  • Revenue reached $231.3 million, a 0.7% increase compared to the previous year.
  • Net loss was $456.3 million, or $(2.10) per diluted share, due to a non-cash goodwill impairment charge.
  • Adjusted Net Income was $24.4 million, or $0.11 per diluted share.
  • Adjusted EBITDA was $51.4 million.

Headline financials

Total Revenue

$231M

Previous: $230M+0.7%
EPS (adj)

$0.11

Previous: $0.11+0.0%
Gross Margin

49.0%

No prior period
Adj. EBITDA Margin

22.2%

No prior period
Capital Expenditures

-$17.2M

Previous: -$24.4M+29.7%
Net Income

-$456M

Previous: -$3.49M-12985.7%
Operating Income

-$457M

Previous: $14.5M-3262.7%
Gross Profit

$113M

Previous: $117M-2.9%
Stock-Based Comp

$4.82M

Previous: $3.51M+37.2%

Revenue & EPS history

Neogen · Revenue · Quarterly

$231M

Q2 2025+0.7%vs Q2 2024
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Revenue by segment

Neogen · $229M total across 2 segments · Q1 2024

  • Food Safety
    $166M+157.3%
  • Animal Safety
    $62.7M-7.4%

Forward guidance

The company is updating its full-year outlook. Revenue is now expected to be in the range of $905 million to $925 million. Adjusted EBITDA is now expected to be in the range of $205 million to $215 million.

Headwinds

  • Strengthening of the U.S. dollar.
  • A delay in the ramp-up of sample collection production.
  • The voluntary attrition of genomics revenue related to restructuring activities.
  • Lower revenue.
  • Higher shipping and distribution costs.

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 Q2 2025

Historical avgQ2 2025

-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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