FY26 Adjusted EBITDA Margin Expansion of 300 Basis Points
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4d ago
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Should l Buy AZTA?
Backs FY26 adjusted EBITDA margin expansion 300 basis points.
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Analyst Views on AZTA
Wall Street analysts forecast AZTA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AZTA is 41.83 USD with a low forecast of 31.00 USD and a high forecast of 50.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 27.850
Low
31.00
Averages
41.83
High
50.00
Current: 27.850
Low
31.00
Averages
41.83
High
50.00
About AZTA
Azenta, Inc. is a provider of life sciences solutions worldwide. The Company provides a full suite of cold-chain sample management solutions and multiomics services across areas such as drug development, clinical research and advanced cell therapies for pharmaceutical, biotech, academic and healthcare institutions globally. The Company's segments include Sample Management Solutions and Multiomics. Its Sample Management Solutions segment offers end-to-end sample management products and services, including sample repository services and core products (automated stores, cryogenic systems, automated sample tube, consumables and instruments and controlled rate thawing devices). The Company's Multiomics segment includes its genomic services business, which advances research and development activities by providing gene sequencing, synthesis, editing and related services. The Company's brands include GENEWIZ, FluidX, Ziath, 4titude, Limfinity, Freezer Pro, and Barkey.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Azenta, Inc. Q1 2026 Earnings Call Insights
- Revenue Performance: Azenta reported total revenue of $149 million for Q1 2026, reflecting a 1% year-over-year increase, yet organic revenue declined by approximately 1%, primarily impacted by a 2% foreign exchange headwind, indicating challenges in the current macroeconomic environment.
- Margin Outlook: Management anticipates an adjusted EBITDA margin expansion of about 300 basis points for 2026, despite the first quarter's EBITDA margin standing at 8.5%, down 230 basis points year-over-year, highlighting underutilized lab capacity in North America and additional costs from automated storage projects.
- Strategic Restructuring: The company confirmed the strategic sale of B Medical expected to close by March 31, alongside a $250 million share repurchase authorization, reflecting a cautious and strategic approach to capital deployment.
- Future Outlook: Azenta reaffirmed its organic revenue growth target of 3% to 5% for fiscal 2026, with expectations for accelerated growth in the second half, particularly as delayed approvals are processed and capital investments ramp up, demonstrating confidence in future market conditions.
See More
Azenta Reports Q1 2026 Earnings with Mixed Results
- Earnings Overview: Azenta's Q1 2026 earnings report reveals a non-GAAP EPS of $0.09, missing expectations by $0.04, while revenue reached $149 million, up 1.4% year-over-year, exceeding forecasts by $1.9 million, indicating resilience in revenue growth.
- Organic Revenue Decline: Despite total revenue growth, organic revenue, excluding foreign exchange impacts, declined by 1% year-over-year, reflecting potential pressures from intensified market competition and demand fluctuations on the company's performance.
- Adjusted EBITDA Performance: The adjusted EBITDA stood at $13 million with an EBITDA margin of 8.5%, down 230 basis points from the previous year, indicating challenges in cost control and operational efficiency that may affect future profitability.
- Future Guidance: The company reiterates its guidance for fiscal year 2026, expecting organic revenue growth in the range of 3% to 5%, with an anticipated EBITDA margin expansion of approximately 300 basis points, demonstrating management's confidence in future growth prospects.
See More
Azenta Reports Q1 Fiscal 2026 Financial Results Amid Discontinued Operations
- Revenue Performance: In Q1 of fiscal 2026, Azenta reported $149 million in revenue from continuing operations, a 7% decline from the previous quarter but a 1% year-over-year increase, indicating slight growth potential amid market challenges.
- Earnings Per Share Shift: The diluted EPS from continuing operations was -$0.11, an improvement from -$0.16 a year ago, despite an overall increase in losses, reflecting financial pressure during the company's transformation phase.
- Adjusted EBITDA Decline: Adjusted EBITDA stood at $13 million, down 39% from the previous quarter, with the EBITDA margin decreasing from 13% to 8.5%, highlighting challenges in cost control and operational efficiency.
- Future Outlook: Management expresses optimism for the second half of fiscal 2026, emphasizing a commitment to sustainable growth through ongoing execution initiatives, despite facing multiple market and operational challenges.
See More
Azenta Reports Q1 Fiscal 2026 Financial Results
- Revenue Performance: In Q1 of fiscal 2026, Azenta reported $149 million in revenue from continuing operations, reflecting a 1% year-over-year increase, but organic revenue declined by 1%, indicating sluggish growth in multiomics and sample management solutions that may impact future market competitiveness.
- Earnings Decline: The diluted EPS from continuing operations was -$0.11, an improvement from -$0.16 a year ago, yet the total diluted EPS fell to -$0.34 from -$0.25, highlighting ongoing challenges in restoring profitability amid operational difficulties.
- Cash Flow and Liquidity: As of December 31, 2025, Azenta had a total cash balance of $571 million and generated $21 million in operating cash flow, with free cash flow at $15 million, necessitating continued focus on capital expenditures and liquidity management to sustain operations.
- Share Repurchase Program: The Board approved a share repurchase program of up to $250 million to be executed by December 31, 2028, aimed at enhancing shareholder value, although no shares have been repurchased to date, reflecting uncertainties in market conditions.
See More
Azenta to Announce Q1 Earnings with Strong EPS Expectations
- Earnings Announcement: Azenta (AZTA) is set to announce its Q1 earnings on February 4th before market open, with a consensus EPS estimate of $0.13, reflecting a significant year-over-year increase of 62.5%, indicating strong profitability potential.
- Revenue Expectations: Despite the optimistic EPS outlook, the revenue estimate stands at $147.1 million, representing a slight decline of 0.6% year-over-year, which may reflect cautious investor sentiment regarding the company's revenue growth prospects.
- Historical Performance: Over the past two years, Azenta has achieved a 100% accuracy rate in beating EPS estimates and a 75% rate for revenue estimates, showcasing the company's reliability in financial forecasting, which could bolster market confidence in its future performance.
- Revision Trends: In the last three months, there have been no upward revisions for EPS estimates, with four downward adjustments, while revenue estimates also saw no upward revisions and three downward adjustments, suggesting a potential weakening in market expectations for the company's growth trajectory.
See More
Azenta (AZTA) to Announce Q1 2026 Earnings on February 4, 2026
- Earnings Announcement: Azenta will release its fiscal Q1 2026 earnings on February 4, 2026, before market open, reflecting the company's ongoing growth potential in the life sciences sector.
- Conference Call Details: The company will host a conference call and live webcast at 8:30 AM ET on the same day, allowing analysts and investors to access information directly through Azenta's website, ensuring transparent communication.
- Replay Availability: A replay of the earnings call will be available starting at 8:30 AM ET on February 5, 2026, facilitating access to key information for investors who cannot attend live, thereby enhancing investor relations management.
- Company Overview: Azenta is a leading provider of life sciences solutions globally, focusing on drug development and clinical research, with multiple industry-leading brands, underscoring its significant position in the rapidly evolving biotech market.
See More
Azenta, Inc. Q1 2026 Earnings Call Insights
- Revenue Performance: Azenta reported total revenue of $149 million for Q1 2026, reflecting a 1% year-over-year increase, yet organic revenue declined by approximately 1%, primarily impacted by a 2% foreign exchange headwind, indicating challenges in the current macroeconomic environment.
- Margin Outlook: Management anticipates an adjusted EBITDA margin expansion of about 300 basis points for 2026, despite the first quarter's EBITDA margin standing at 8.5%, down 230 basis points year-over-year, highlighting underutilized lab capacity in North America and additional costs from automated storage projects.
- Strategic Restructuring: The company confirmed the strategic sale of B Medical expected to close by March 31, alongside a $250 million share repurchase authorization, reflecting a cautious and strategic approach to capital deployment.
- Future Outlook: Azenta reaffirmed its organic revenue growth target of 3% to 5% for fiscal 2026, with expectations for accelerated growth in the second half, particularly as delayed approvals are processed and capital investments ramp up, demonstrating confidence in future market conditions.
See More
Azenta Reports Q1 2026 Earnings with Mixed Results
- Earnings Overview: Azenta's Q1 2026 earnings report reveals a non-GAAP EPS of $0.09, missing expectations by $0.04, while revenue reached $149 million, up 1.4% year-over-year, exceeding forecasts by $1.9 million, indicating resilience in revenue growth.
- Organic Revenue Decline: Despite total revenue growth, organic revenue, excluding foreign exchange impacts, declined by 1% year-over-year, reflecting potential pressures from intensified market competition and demand fluctuations on the company's performance.
- Adjusted EBITDA Performance: The adjusted EBITDA stood at $13 million with an EBITDA margin of 8.5%, down 230 basis points from the previous year, indicating challenges in cost control and operational efficiency that may affect future profitability.
- Future Guidance: The company reiterates its guidance for fiscal year 2026, expecting organic revenue growth in the range of 3% to 5%, with an anticipated EBITDA margin expansion of approximately 300 basis points, demonstrating management's confidence in future growth prospects.
See More
Azenta Reports Q1 Fiscal 2026 Financial Results Amid Discontinued Operations
- Revenue Performance: In Q1 of fiscal 2026, Azenta reported $149 million in revenue from continuing operations, a 7% decline from the previous quarter but a 1% year-over-year increase, indicating slight growth potential amid market challenges.
- Earnings Per Share Shift: The diluted EPS from continuing operations was -$0.11, an improvement from -$0.16 a year ago, despite an overall increase in losses, reflecting financial pressure during the company's transformation phase.
- Adjusted EBITDA Decline: Adjusted EBITDA stood at $13 million, down 39% from the previous quarter, with the EBITDA margin decreasing from 13% to 8.5%, highlighting challenges in cost control and operational efficiency.
- Future Outlook: Management expresses optimism for the second half of fiscal 2026, emphasizing a commitment to sustainable growth through ongoing execution initiatives, despite facing multiple market and operational challenges.
See More
Azenta Reports Q1 Fiscal 2026 Financial Results
- Revenue Performance: In Q1 of fiscal 2026, Azenta reported $149 million in revenue from continuing operations, reflecting a 1% year-over-year increase, but organic revenue declined by 1%, indicating sluggish growth in multiomics and sample management solutions that may impact future market competitiveness.
- Earnings Decline: The diluted EPS from continuing operations was -$0.11, an improvement from -$0.16 a year ago, yet the total diluted EPS fell to -$0.34 from -$0.25, highlighting ongoing challenges in restoring profitability amid operational difficulties.
- Cash Flow and Liquidity: As of December 31, 2025, Azenta had a total cash balance of $571 million and generated $21 million in operating cash flow, with free cash flow at $15 million, necessitating continued focus on capital expenditures and liquidity management to sustain operations.
- Share Repurchase Program: The Board approved a share repurchase program of up to $250 million to be executed by December 31, 2028, aimed at enhancing shareholder value, although no shares have been repurchased to date, reflecting uncertainties in market conditions.
See More
Azenta to Announce Q1 Earnings with Strong EPS Expectations
- Earnings Announcement: Azenta (AZTA) is set to announce its Q1 earnings on February 4th before market open, with a consensus EPS estimate of $0.13, reflecting a significant year-over-year increase of 62.5%, indicating strong profitability potential.
- Revenue Expectations: Despite the optimistic EPS outlook, the revenue estimate stands at $147.1 million, representing a slight decline of 0.6% year-over-year, which may reflect cautious investor sentiment regarding the company's revenue growth prospects.
- Historical Performance: Over the past two years, Azenta has achieved a 100% accuracy rate in beating EPS estimates and a 75% rate for revenue estimates, showcasing the company's reliability in financial forecasting, which could bolster market confidence in its future performance.
- Revision Trends: In the last three months, there have been no upward revisions for EPS estimates, with four downward adjustments, while revenue estimates also saw no upward revisions and three downward adjustments, suggesting a potential weakening in market expectations for the company's growth trajectory.
See More
Azenta (AZTA) to Announce Q1 2026 Earnings on February 4, 2026
- Earnings Announcement: Azenta will release its fiscal Q1 2026 earnings on February 4, 2026, before market open, reflecting the company's ongoing growth potential in the life sciences sector.
- Conference Call Details: The company will host a conference call and live webcast at 8:30 AM ET on the same day, allowing analysts and investors to access information directly through Azenta's website, ensuring transparent communication.
- Replay Availability: A replay of the earnings call will be available starting at 8:30 AM ET on February 5, 2026, facilitating access to key information for investors who cannot attend live, thereby enhancing investor relations management.
- Company Overview: Azenta is a leading provider of life sciences solutions globally, focusing on drug development and clinical research, with multiple industry-leading brands, underscoring its significant position in the rapidly evolving biotech market.
See More
