Bio-Techne 2025 Q4 Earnings Net Income Surges 143.6% Negative Change

Generated by AI AgentAinvest Earnings Report Digest
Thursday, Aug 7, 2025 3:33 am ET2min read
Aime RobotAime Summary

- Bio-Techne (TECH) reported a $0.11/share loss in Q4 2025, marking a 142.3% decline from prior-year profits despite 3.5% revenue growth to $316.96M.

- Protein Sciences drove $226.47M revenue, while diagnostics and spatial biology segments grew 14% organically in Q1 2025, showing resilience in key markets.

- CEO Kim Kelderman highlighted strategic divestiture of Exosome Diagnostics to boost profitability and focus on cell therapy, protein analysis, and precision diagnostics.

- Shares fell 13.59% weekly amid earnings concerns, though a post-earnings buy-and-hold strategy yielded 150.80% returns, outperforming benchmarks.

Bio-Techne (TECH) reported its fiscal 2025 Q4 earnings on Aug 06th, 2025. The company posted a loss of $0.11 per share compared to a profit of $0.26 per share in the prior year, while net income turned negative at $-17.68 million versus $40.59 million a year ago. Despite the decline, the company continues its long-standing track record of profitability over more than two decades in the same quarter. The results fell short of expectations, and the company did not raise or lower guidance for future periods.

Revenue

Total revenue rose by 3.5% to $316.96 million in 2025 Q4, compared to $306.10 million in 2024 Q4. The Protein Sciences segment led with revenue of $226.47 million, driven by its core offerings in cytokines, growth factors, immunoassays, and reagents. The Diagnostics and Spatial Biology segment contributed $89.70 million, reflecting strong adoption of its portfolio across diagnostics and spatial biology. Intersegment revenue amounted to $787,000, while consolidated revenue totaled $316.96 million.

Earnings/Net Income

Bio-Techne swung to a loss of $0.11 per share in 2025 Q4 from a profit of $0.26 per share in 2024 Q4, representing a 142.3% negative change. The company reported a net loss of $-17.68 million, a 143.6% deterioration from the net income of $40.59 million in the prior year. This marked a significant decline in profitability despite a long history of positive earnings. The performance is considered poor given the magnitude of the downturn.

Price Action

The stock price of dropped 6.19% during the latest trading day, tumbled 13.59% during the most recent full trading week, and declined 3.23% month-to-date. The sharp decline reflects investor concern over the earnings performance and broader market uncertainties.

Post-Earnings Price Action Review

A strategy of buying Bio-Techne (TECH) stocks upon a revenue beat and holding them for 30 days delivered strong results. The approach achieved a 150.80% return, significantly outperforming the benchmark return of 86.33%. The excess return of 64.48% highlights the strategy’s effectiveness in capitalizing on positive earnings surprises. With a CAGR of 20.55% and a maximum drawdown of 0.00%, the strategy demonstrated robust risk-adjusted returns and minimal downside risk.

CEO Commentary

Kim Kelderman, President and Chief Executive Officer, emphasized that Bio-Techne delivered a “solid fourth quarter” amid “ongoing market uncertainty,” with strong performance in cell therapy and protein analysis instrumentation growth pillars. He noted the company’s “resilient pharma market” and the “meaningful impact” of innovative solutions on customer development timelines and scientific breakthroughs. Kelderman highlighted the strategic decision to divest the Exosome Diagnostics business to “immediately strengthen profitability” and refocus on high-growth areas such as research and precision diagnostics. He concluded with confidence in the team’s ability to “navigate the evolving landscape and continue delivering meaningful value to all stakeholders,” reflecting a cautiously optimistic outlook.

Guidance

The CEO did not provide explicit quantitative guidance for future periods but indicated continued focus on high-growth areas, including cell therapy and protein analysis instrumentation. The company expects to leverage the divestiture of the Exosome Diagnostics business to enhance profitability and invest in its core growth pillars. While acknowledging persistent market uncertainties, leadership expressed confidence in the team’s execution and ability to drive value for stakeholders.

Additional News

On October 30, 2024, Bio-Techne released its first-quarter fiscal 2025 results, reporting a 4% organic revenue increase to $289.5 million, with GAAP EPS at $0.21 versus $0.31 the previous year. The Diagnostics and Spatial Biology segment saw a 14% organic growth, driven by continued adoption of its portfolio and strong growth in cell and gene therapy offerings, including GMP reagents. Kim Kelderman highlighted the momentum in the segment and the potential for biotech end-market recovery. The company hosted an earnings call and provided detailed financial and non-GAAP metrics for transparency.

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