NASDAQ$QDEL

Quidel Corp · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

QuidelOrtho reported Q4 2025 revenue of $724M with adjusted diluted EPS of $0.46 despite a GAAP net loss.

Fourth quarter revenue was $724 million; non-respiratory revenue grew 7% in constant currency ex-donor screening while respiratory revenue fell 14% on lower COVID testing. GAAP net loss was $131 million, but adjusted EBITDA was $153 million (21% margin) and adjusted diluted EPS was $0.46. Full-year adjusted EBITDA was $597 million with adjusted EPS of $2.12, in line with guidance.

  • Q4 revenue $724M; Labs +8% reported.
  • Adjusted EBITDA $153M; adjusted EPS $0.46.
  • FY25 free cash flow guide: $120–$160M in 2026 vs. $(77)M in 2025.
  • CFO retirement announced; search underway.

Headline financials

Total Revenue

$724M

No prior period
EPS (adj)

$0.46

No prior period
Adjusted EBITDA

$153M

No prior period
Adjusted EBITDA margin

21.2%

No prior period
GAAP operating cash flow

$132M

No prior period
GAAP net loss margin

-18.0%

No prior period
GAAP operating margin

-9.0%

No prior period
Non-respiratory revenue growth (constant currency, ex. Donor Screening)

7.0%

No prior period
Labs revenue growth (as reported)

8.0%

No prior period
Labs revenue growth (constant currency)

7.0%

No prior period
Respiratory revenue decline

-14.0%

No prior period
Flu revenue growth (as reported)

6.0%

No prior period
Flu revenue growth (constant currency)

6.0%

No prior period
Triage revenue growth

8.9%

No prior period
Net Income

-$131M

No prior period
Operating Income

-$66.3M

No prior period

Revenue & EPS history

Quidel · Revenue · Quarterly

$724M

Q4 2025
Beat estimate in 2 of 2 quarters(100%)
ActualEstimate

Forward guidance

FY 2026 guidance: revenue $2.7–$2.9B, adjusted EBITDA $630–$670M (23.3% margin), adjusted EPS $2.00–$2.42, and free cash flow $120–$160M.

Tailwinds

  • Cost savings drove 240 bps FY25 adjusted EBITDA margin expansion.
  • Non-respiratory growth and flu strength offset COVID decline.
  • ERP conversion completed; FCF expected to improve sharply in 2026.

Headwinds

  • GAAP losses include goodwill and restructuring noise.
  • Respiratory revenue still declining year over year.
  • Donor screening wind-down weighs on mix.

Historical earnings impact

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

Avg. return before/after earnings

Based on 12 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

-3.1%

Avg return

Earnings day

-0.1%

Avg return

5 days after

+0.8%

Avg return

30 days after

17%

2 / 12 earnings

Positive

+6.9%

Q2 2024

Best reaction

-17.6%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-6.0%-14.8%+22.8%
Q4 2025-17.6%-19.7%-40.6%
Q3 2025-4.3%+6.3%+30.6%
Q1 2025-0.3%+44.3%+13.8%
Q3 2024-2.8%+3.0%-4.4%
Q2 2024+6.9%+2.0%+7.5%
Q1 2024-2.7%-4.0%-5.0%
Q3 2023-0.9%+2.9%+13.3%
Q2 2023-2.0%-7.1%-9.8%
Q1 2023-6.5%-7.7%-7.6%
Q3 2022+3.8%+0.1%+7.7%
Q2 2022-5.1%-6.3%-19.2%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro