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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 | 9 | 0% |
| Erin Wright | Morgan Stanley | 9 | 0% |
| Lisa Gill | JPMorgan | 7 | 0% |
| Mike Ryskin | Bank of America | 6 | 0% |
| Kevin Caliendo | UBS | 6 | 17% |
| Patrick Donnelly | Citigroup | 6 | 0% |
| Mike Cherny | Leerink Partners | 6 | 0% |
| Tycho Peterson | Jefferies | 5 | 0% |
| Ann Hynes | Mizuho Securities | 4 | 0% |
| Pito Chickering | Deutsche Bank | 4 | 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 | 9 | 0% |
| Morgan Stanley | 1 | 9 | 0% |
| Leerink Partners | 2 | 8 | 0% |
| JPMorgan |
| 1 |
| 7 |
| 0% |
| Bank of America | 1 | 6 | 0% |
| Citigroup | 1 | 6 | 0% |
| Evercore ISI | 2 | 6 | 17% |
| UBS | 1 | 6 | 17% |
Revenue grew 5.8% to $3.5 billion with adjusted EPS of $4.25, up 10.6%, as specialty testing in neurology and oncology drove double-digit growth. The consumer health platform and AI-powered diagnostics launches expanded the addressable market while the CHOP collaboration was signed. Management raised full-year EPS guidance to $17.70-$18.35, upgrading the growth rate to approximately 10%.
Demand | Regulation Policy | Margin | M&A | Innovation & R&D | Revenue Growth | Pricing | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 3 | 3 | 3 | 4 | 1 | 2 | 2 |
| 2025Q1 | 10 | 3 | 3 | 3 | 1 | 2 | 3 | |
| 2025Q2 | 9 | 2 | 3 | 2 | 2 | 3 | 2 | |
| 2025Q3 | 7 | 3 | 3 | 3 | 2 | 3 | 1 | 2 |
| 2025Q4 | 11 | 3 | 3 | 2 | 4 | 1 | 2 | |
| 2026Q1 | 6 | 4 | 1 | 1 | 2 | 1 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 5 | 10 | 9 | 7 | 11 | 6 |
| Regulation Policy | 3 | 3 | 2 | 3 | 3 | 4 |
| Margin | 3 | 3 | 3 | 3 | 3 | 1 |
| M&A | 3 | 3 | 2 | 3 | 2 | 1 |
| Innovation & R&D | 4 | 2 | 2 | 4 | 2 | |
| Revenue Growth | 1 | 1 | 3 | 3 | 1 | 1 |
| Pricing | 2 | 2 | 2 | 1 | 2 | 1 |
| Cost Pressure | 2 | 3 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
LH LabCorp | 8 | +5.8% | |
| A Agilent Technologies | 8 | +10.0% | |
| CRL Charles River Laboratories | 4 | +1.2% | |
| DGX Quest Diagnostics | 9 | +9.2% | |
| DHR Danaher Corporation | 7 | +3.7% | |
| IDXX Idexx Laboratories | 8 | +14.3% | |
| IQV IQVIA | 7 | +8.4% | |
| MTD Mettler Toledo | 7 | +7.2% | |
| RVTY Revvity | 5 | +7.0% | |
| TMO Thermo Fisher Scientific | 7 | +6.2% | |
| WAT Waters Corporation | 9 | +91.5% |