A month has gone by since the last earnings report for Qiagen (QGEN). Shares have added about 6.3% in that time frame, outperforming the S&P 500.
Will the recent positive trend continue leading up to its next earnings release, or is Qiagen due for a pullback? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent catalysts for QIAGEN N.V. before we dive into how investors and analysts have reacted as of late.
QIAGEN's Q3 Earnings and Revenues Surpass Estimates
QIAGEN reported third-quarter 2025 adjusted earnings per share of 61 cents, up 7% year over year. The figure surpassed the Zacks Consensus Estimate by 5.2%.
The company’s GAAP earnings per share were 60 cents compared to earnings of 44 cents per share in the year-ago quarter.
QIAGEN’s Q3 Revenues
Revenues in the reported quarter improved 6% year over year to $533 million. The metric topped the Zacks Consensus Estimate by 1.3%.
QIAGEN’s 2025 Guidance
Full-year net sales are expected to be 4-5% CER, including 5-6% CER growth in the core business. The Zacks Consensus Estimate for 2025 revenues is pegged at $2.08 billion.
Adjusted EPS for 2025 is expected to be about $2.38 at CER (previously $2.35 at CER). The Zacks Consensus Estimate for adjusted EPS is pegged at $2.36.
For the fourth quarter, the company expects net sales to remain steady at CER rates, with core sales growth of about 2% CER. The Zacks Consensus Estimate is pegged at $528 million.
Adjusted earnings per share are expected to be 60 cents at CER. The Zacks Consensus Estimate is pegged at 59 cents.
How Have Estimates Been Moving Since Then?
In the past month, investors have witnessed a downward trend in fresh estimates.
VGM Scores
At this time, Qiagen has a subpar Growth Score of D, a grade with the same score on the momentum front. Charting a somewhat similar path, the stock has a score of C on the value side, putting it in the middle 20% for this investment strategy.
Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in.
Outlook
Estimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Notably, Qiagen has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Performance of an Industry Player
Qiagen is part of the Zacks Medical - Biomedical and Genetics industry. Over the past month, Emergent Biosolutions (EBS), a stock from the same industry, has gained 12.2%. The company reported its results for the quarter ended September 2025 more than a month ago.
Emergent Biosolutions reported revenues of $231.1 million in the last reported quarter, representing a year-over-year change of -21.3%. EPS of $1.06 for the same period compares with $1.37 a year ago.
Emergent Biosolutions is expected to post break-even earnings per share for the current quarter, representing a year-over-year change of 0%. Over the last 30 days, the Zacks Consensus Estimate has changed 0%.
Emergent Biosolutions has a Zacks Rank #3 (Hold) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of A.
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QIAGEN N.V. (QGEN): Free Stock Analysis Report Emergent Biosolutions Inc. (EBS): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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