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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We also took advantage of volatility in markets to sign or close eight privatizations during the year in private equity and real estate, including in the fourth quarter, medical technology company Hologic for $18 billion.”
Blackstone privatized medical technology company Hologic for $18 billion in Q4, one of eight privatizations completed during the year.
“We also implemented the Hologic Genius Digital Diagnostic System at two of our laboratories and look forward to scaling this solution”
Quest deployed Hologic's Genius Digital Diagnostic System for cervical cancer screening, a positive read-through for Hologic equipment adoption.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Patrick Donnelly | Citigroup | 8 (0%) |
| Jack Meehan | Nephron Research | 8 (0%) |
| Casey Woodring | JPMorgan | 8 (13%) |
| Tony Petrone | Mizuho Securities | 6 (0%) |
| Vijay Kumar | Evercore ISI | 6 (33%) |
| Andy Cooper | Raymond James | 5 (0%) |
| Lu Li | UBS | 4 (0%) |
| Puneet Souda | Leerink Partners | 4 (25%) |
| Tejas Savant | Morgan Stanley | 4 (25%) |
| Conor McNamara | RBC Capital Markets | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage 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 closed fiscal 2025 with its strongest quarter, delivering $1,049.5 million in revenue (+6.2%) driven by broad-based strength across Surgical (+10.2%), Breast Health (+4.8%), and organic diagnostics ex-COVID (+5.4%). Non-GAAP operating margin expanded 120 basis points to 31.2% on operating leverage, while non-GAAP EPS grew 11.9% to $1.13. The quarter was overshadowed by the October 21 announcement of a definitive agreement to be acquired by Blackstone and TPG for up to $79 per share, leading the company to suspend guidance and conference calls for FY2026.
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) | 6 | +7.9% | |
| ISRG Intuitive Surgical | 9 | +23.0% | |
| RMD ResMed | 8 | +10.8% | |
| WST West Pharmaceutical Services | 9 | +21.0% |