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how would you describe the environment, your readiness and your appetite to do a multibillion dollar deal?
how would you describe demand month-by-month going back to, say, November and December and through the beginning of the calendar year?
I think you guys were down 10% constant currency in the quarter, if I updated the model right. You know, I think this is a little bit surprising given seasonality
How big is this business? I'm thinking it's probably around $100 million coming out of last year.
How do you balance momentum and strength with the goal of maybe skewing the error bars around your guidance targets to the upside?
how would you describe organizational readiness for something bigger given how how how many changes have occurred in leadership over the past year?
it would be interesting to hear if there's anything, interesting that occurred in terms of a particular rebound in specific instrument categories, specific geographies
is it fair to say that the error bar around your assumptions are wider than normal heading into a new fiscal year and your intent across the board was to make assumptions
I believe in your prepared remarks, you indicated that small molecule was up low single digits while biopharma was down mid-singles. If I have that right, is that comp effect
from a readiness standpoint, could you do something in any segment as we sit here today
What gets you to the high end of guidance for the year? Is it really just what you described there
it's a smidge surprising you didn't guide for maybe a little more growth at that line. Was there any pull forward of demand
Can you just describe the M&A environment and your readiness and your priorities to potentially get a little more aggressive
Have you seen any change in activity over the last few weeks or even just -- even in the tone of discussions
is there an argument that even though you talked about 100 basis points of margin expansion potential next year
you had previously told us to expect high single-digit bioprocessing revenue growth for the year. Is that still the case
I just want to make sure this is a continuation of trend and not really anything new in terms of a further deterioration
So it's hard for a stock to work, when the estimates keep moving in the wrong direction
this implies kind of what's embedded into your guidance, is an implied 5% core and normalized diagnostic growth rate
Are there any dynamics we should be contemplating in our models, either tailwinds or headwinds that could move you off trend towards continued progress
how much of the change in your assumption that you've embedded into guidance for Breast Health as a function of market conditions
any product categories or geographies that got, you know, notably better or worse in April versus March
Could you elaborate a bit more on the grant proceeds recognized in the quarter?
What would you call out as driving the underlying improvement? So not just in process analytics and bioprocessing, but more broadly
how much of this was driven by PA process analytics versus traditional lab equipment
You talked in your prepared remarks about strong demand for automation. I'm just wondering if you could tell us a little bit more about that
if Europe kind of returns to normal and starts to get a little bit better, and by normal, I mean, what you've seen in the last few quarters, if China starts to get a smidge better
I believe China Diagnostics is down to about 5% of total sales exiting Q3. I want to make sure that's right
When would you expect this to annualize? Do you have visibility on whether or not this is the last cut?
it looks like you're assuming similar revenue pacing to last year. I just want to make sure that's right
what are the major areas where you would say things are back to normal, where are the things were -- or areas where you would say we're getting close?
What does your guidance assume for core growth within the region this year? How are you thinking about stimulus within the context of guidance?
you have to at least contemplate a scenario where the market growth rate is structurally lower
I'm curious what you're seeing in terms of movement towards reshoring in the US
are you expecting to exit 2025 back in your targeted 7% to 9% organic growth range
I'm just wondering if there's been any notable competitive responses worth calling out
your initial year 1 guidance assumes you cut 5% to 6% of the acquired businesses OpEx, assuming I have that math right
you beat the quarter from a revenue standpoint, but you increased full year guidance by less than the magnitude of the beat
The downside to that is the comps are difficult. I just want to make sure, as we sit here today, are you still comfortable with us modeling something like 6% to 8% core growth
Are you comfortable saying, as built, even in a conservative scenario for GLP-1s, that your revenue can grow at least mid to high single digits over the next several years
I want to confirm that you essentially bumped up guidance by the magnitude of the revenue beat
as currently built and with no material changes in policy dynamics are there any things you would want us to contemplate as we update our out-year model
could you share anything in terms of what are the what's the status of discussions pursuant to getting the price
GLP-1 is a percentage of sales are about 10%. I just want to make sure that's right