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 expanded access to our Invitae genetic tests through Epic Aura, enabling streamlined ordering and results delivery for Epic customers.”
Labcorp integrated its Invitae genetic tests into Epic's Aura platform, a read-through of Epic's EHR reach into ordering and results delivery.
“In parallel, we signed an agreement with Crouse Health to manage their inpatient labs.”
Labcorp signed a lab-management agreement with health system Crouse Health, illustrating its hospital inpatient-lab outsourcing strategy.
“We signed an agreement to acquire select assets of Laboratory Alliance of Central New York, a pathology reference laboratory.”
Labcorp agreed to acquire assets of Laboratory Alliance of Central New York, a regional pathology reference lab.
“This quarter, we signed an agreement to acquire select clinical laboratory assets of Empire City Laboratories, which serves the New York Tri-State area.”
Labcorp signed to acquire clinical lab assets of Empire City Laboratories in the New York Tri-State area, expanding regional footprint.
“Geneoscopy received FDA approval for a simplified at-home collection method for ColoSense for colorectal cancer screening. As a commercial partner, we will be expanding access to this test to patients and providers.”
Labcorp is the commercial partner for Geneoscopy's FDA-approved ColoSense colorectal screening test, expanding patient access.
“Margin improved 110 basis points, driven by strong organic demand in Invitae. Invitae was accretive in the quarter and will be slightly accretive for the full year.”
The acquired Invitae genetic-testing business was accretive and a key driver of Diagnostics margin expansion, a positive integration read-through.
“We completed our acquisition of select oncology and clinical testing assets from BioReference Health. This acquisition further solidifies Labcorp's position as an industry leader in oncology.”
Labcorp completed a purchase of oncology and clinical testing assets from BioReference Health, strengthening its oncology testing position.
“We continue to make progress on the acquisition of select assets of the outreach business from Community Health Systems across 13 states, which we expect to close by year-end.”
Labcorp is acquiring the outreach lab business of hospital operator Community Health Systems across 13 states, part of the ongoing hospital lab-divestiture trend.
“Through a collaboration with Roche, we are digitalizing pathology workflows using slide scanners to enhance diagnostic speed and scalability.”
Labcorp is collaborating with Roche on digital pathology slide-scanning, indicating adoption of Roche's diagnostics-imaging hardware in large reference labs.
“This quarter, we launched Labcorp Test Finder, a generative AI tool developed with Amazon Web Services to improve test selection for providers and health systems.”
Labcorp partnered with AWS to build a generative-AI test-selection tool, a read-through of AWS winning healthcare GenAI workloads.
“plan to offer Fujirebio's FDA-cleared biomarker test that aids in diagnosing the disease in the coming weeks”
Labcorp plans to offer Fujirebio's FDA-cleared Alzheimer's biomarker test, extending Labcorp's leading position in Alzheimer's disease diagnostics through a licensing/offering partnership.
“we announced an agreement to acquire select assets of the outreach business from Community Health systems across 13 states”
Labcorp announced an agreement to acquire select outreach-business assets from Community Health Systems across 13 states for $195 million, described as one of the largest health care companies in the U.S. and expected to be a higher-margin addition.
Labcorp closed the year with revenue of $3.5 billion, up 5.6%, and adjusted EPS of $4.07 rising 18% as diagnostics margins expanded 150 basis points in Q4. Full-year adjusted EPS reached $16.39, representing 13% growth, while esoteric testing mix climbed to 41.5% of revenue. Management introduced FY2026 guidance of $17.65-$18.25 adjusted EPS, implying approximately 9% growth with PAMA reimbursement cuts delayed.
Demand | Regulation Policy | Margin | M&A | Innovation & R&D | Pricing | Revenue Growth | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 3 | 3 | 3 | 4 | 2 | 1 | 2 |
| 2025Q1 | 10 | 3 | 3 | 3 | 2 | 1 | 3 | |
| 2025Q2 | 9 | 2 | 3 | 2 | 2 | 2 | 3 | |
| 2025Q3 | 7 | 3 | 3 | 3 | 2 | 1 | 3 | 2 |
| 2025Q4 | 11 | 3 | 3 | 2 | 4 | 2 | 1 | |
| 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 | |
| Pricing | 2 | 2 | 2 | 1 | 2 | 1 |
| Revenue Growth | 1 | 1 | 3 | 3 | 1 | 1 |
| Cost Pressure | 2 | 3 | 2 | 1 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Erin Wright | Morgan Stanley | 9 (0%) |
| Jack Meehan | Nephron Research | 9 (0%) |
| Lisa Gill | JPMorgan | 7 (0%) |
| Mike Cherny | Leerink Partners | 6 (0%) |
| Mike Ryskin | Bank of America | 6 (0%) |
| Patrick Donnelly | Citigroup | 6 (0%) |
| Kevin Caliendo | UBS | 6 (17%) |
| Tycho Peterson | Jefferies | 5 (0%) |
| Pito Chickering | Deutsche Bank | 4 (0%) |
| Elizabeth Anderson | Evercore ISI | 4 (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 | 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%) |
| 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% |