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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Jack Meehan | Nephron Research | 8 | 0% |
| Casey Woodring | JPMorgan | 8 | 13% |
| Patrick Donnelly | Citigroup | 8 | 0% |
| Vijay Kumar | Evercore ISI | 6 | 33% |
| Tony Petrone | Mizuho Securities | 6 | 0% |
| Andy Cooper | Raymond James | 5 | 0% |
| Tejas Savant | Morgan Stanley | 4 | 25% |
| Lu Li | UBS | 4 | 0% |
| Puneet Souda | Leerink Partners | 4 | 25% |
| Ryan Zimmerman | BTIG | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Nephron Research | 1 | 8 | 0% |
| Citigroup | 1 | 8 | 0% |
| JPMorgan | 1 | 8 | 13% |
| Mizuho Securities | 1 |
| 6 |
| 0% |
| Evercore ISI | 1 | 6 | 33% |
| Raymond James | 1 | 5 | 0% |
| RBC Capital Markets | 2 | 4 | 0% |
| Leerink Partners | 1 | 4 | 25% |
Hologic's first quarter of fiscal 2026 showed decelerating revenue growth of 2.5% to $1,047.8 million as diagnostics revenue declined 1.3% on lower COVID-19 test sales and legacy STI assays. GAAP EPS fell 9.2% to $0.79, driven entirely by $24 million of prior-year FX gains that did not recur, while non-GAAP EPS edged up 1.0% to $1.04. Tariff expenses of $15.3 million compressed non-GAAP gross margins by 150 basis points, though Surgical remained a bright spot with 8.7% growth. Operating cash flow strengthened 21.4% to $229.9 million as the company continued operating under the pending Blackstone/TPG acquisition with no guidance or conference calls.
Revenue Growth | Demand | Product Launch | Guidance Reliability | Margin | M&A | Innovation & R&D | Competitive Dynamics | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 2 | 5 | 1 | 4 | 3 | 3 | |
| 2025Q1 | 5 | 7 | 4 | 5 | 3 | 2 | 2 | 2 |
| 2025Q2 | 8 | 4 | 3 | 1 | 2 | 3 | 2 | |
| 2025Q3 | 8 | 6 | 3 | 4 | 1 | 3 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | |
|---|---|---|---|---|
| Revenue Growth | 6 | 5 | 8 | 8 |
| Demand | 2 | 7 | 4 | 6 |
| Product Launch | 5 | 4 | 3 | 3 |
| Guidance Reliability | 1 | 5 | 1 | 4 |
| Margin | 4 | 3 | 2 | 1 |
| M&A | 3 | 2 | 3 | |
| Innovation & R&D | 2 | 3 | 3 | |
| Competitive Dynamics | 3 | 2 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
HOLX Hologic | 5 | +2.5% | |
| BAX Baxter International | 3 | +2.9% | |
| BDX Becton Dickinson | 6 | -10.6% | |
| COO Cooper Companies (The) | 8 | +6.2% | |
| ISRG Intuitive Surgical | 9 | +23.0% | |
| RMD ResMed | 8 | +10.8% | |
| WST West Pharmaceutical Services | 9 | +21.0% |