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Sentiment · FY2026 Q3
Reported Wednesday, Aug 12. Earnings call pending.
A pre-earnings brief is ready for TECH: the setup, what peers and partners said this season, and which analysts to watch. Reading it is a Tellvest Pro feature.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Matt Larew | William Blair | 14 (14%) |
| Puneet Souda | Leerink Partners | 14 (21%) |
| Dan Leonard | RBC Capital Markets | 12 (8%) |
| Patrick Donnelly | Citigroup | 11 (0%) |
| Dan Arias | Stifel | 9 (11%) |
| Daniel Markowitz | Evercore ISI | 7 (14%) |
| Kyle Boucher | TD Cowen | 6 (0%) |
| Sung Nam | Scotiabank | 6 (0%) |
| Mac Etoch | Stephens | 5 (0%) |
| Justin Bowers | Deutsche Bank | 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. |
|---|---|---|
| Leerink Partners | 1 | 14 (21%) |
| William Blair | 1 | 14 (14%) |
| RBC Capital Markets | 2 | 14 (7%) |
| Citigroup | 1 |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $289M | +4.5% | $0.21 | -32.3% | 63.2% | 13.8% | 11.6% | $55M |
| FY2025 Q2 | $297M | +9.0% | $0.22 | +29.4% | 65.3% | 16.0% | 11.7% | $78M |
| FY2025 Q3 | $316M | +4.2% | $0.14 |
| 11 (0%) |
| Stifel | 1 | 9 (11%) |
| Evercore ISI | 1 | 7 (14%) |
| Stephens | 2 | 7 (0%) |
| TD Cowen | 1 | 6 (0%) |
| -54.8% |
| 67.9% |
| 12.2% |
| 7.1% |
| $31M |
| FY2025 Q4 | $317M | +3.5% | $-0.11 | -144.0% | 62.7% | -7.5% | -5.6% | $93M |
| FY2026 Q1 | $287M | -1.0% | $0.24 | +14.3% | 65.6% | 16.6% | 13.3% | $22M |
| FY2026 Q2 | $296M | -0.4% | $0.24 | +9.1% | 64.6% | 18.4% | 12.8% | $76M |
| FY2026 Q3 | $311M | -1.5% | $0.32 | +128.6% | 66.9% | 24.2% | 16.4% | $78M |
| FY2026 Q4 | $321M | +1.3% | $0.36 | +427.3% | 65.8% | 23.1% | 17.0% | $87M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Bio-Techne delivered flat organic revenue of $295.9 million as FDA Fast Track timing from two large cell therapy customers created a 400 basis point headwind, masking 4% underlying growth. GMP reagents declined 50% on the customer-specific air pocket, but the remaining customer base grew nearly 30%, and proteomic analysis instruments grew upper single digits led by continued LEO adoption. COMET spatial biology bookings accelerated nearly 40% for the second consecutive quarter while China delivered mid-single digit growth for a third straight quarter. Adjusted operating margin expanded 100 basis points to 31.1% as the company maintained full-year guidance for low single digit growth and 100bp margin expansion.
Demand | Revenue Growth | Guidance Reliability | Margin | Macroeconomic | Product Launch | Cost Pressure | M&A | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 8 | 6 | 1 | 1 | 2 | 5 | 1 | 1 |
| 2025Q2 | 7 | 6 | 1 | 3 | 3 | 1 | 1 | 2 |
| 2025Q3 | 6 | 5 | 3 | 2 | 2 | 2 | 1 | |
| 2025Q4 | 8 | 5 | 5 | 3 | 5 | 2 | 2 | |
| 2026Q1 | 9 | 10 | 4 | 3 | 1 | 1 | 1 | |
| 2026Q2 | 7 | 4 | 2 | 3 | 2 | 2 | 3 | 1 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|
| Demand | 8 | 7 | 6 | 8 | 9 | 7 |
| Revenue Growth | 6 | 6 | 5 | 5 | 10 | 4 |
| Guidance Reliability | 1 | 1 | 3 | 5 | 4 | 2 |
| Margin | 1 | 3 | 2 | 3 | 3 | 3 |
| Macroeconomic | 2 | 3 | 2 | 5 | 1 | 2 |
| Product Launch | 5 | 1 | 2 | 2 | ||
| Cost Pressure | 1 | 1 | 2 | 1 | 3 | |
| M&A | 1 | 2 | 1 | 2 | 1 | 1 |
What TECH and other companies said about each other on FY2026 Q2 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We currently own 20% of Wilson Wolf and will complete the full acquisition by the end of calendar year 2027 or sooner based upon achievement of certain milestones.”
Bio-Techne owns 20% of Wilson Wolf (G-Rex bioreactors) and will complete the full acquisition by end of 2027; Wilson Wolf grew 20% and carries 70%+ EBITDA margins, an M&A read-through on the target.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
TECH Bio-Techne | 6 | -0.4% | |
| ALNY Alnylam Pharmaceuticals | 9 | +85.0% | |
| INCY Incyte | 9 | +27.8% | |
| INSM Insmed Incorporated | 9 | +152.6% | |
| MRNA Moderna | 3 | -29.1% | |
| REGN Regeneron Pharmaceuticals | 4 | +2.5% | |
| VRTX Vertex Pharmaceuticals | 9 | +10.8% |