Neogen NEOG 2026Q1 Earnings Preview Upside Ahead on Revised Guidance

Generated by AI AgentAinvestweb
Monday, Oct 6, 2025 7:12 pm ET1min read
Forward-Looking Analysis
Analysts expect Neogen’s 2026Q1 earnings to show improvement, with Zacks Research forecasting an EPS of $0.11. This aligns with the company’s updated full-year 2025 guidance, which projected revenue between $905 million and $925 million. Neogen’s Q4 2025 results, while showing a net loss of $612.2 million due to non-cash goodwill impairment, included an adjusted net income of $11.3 million and EPS of $0.05—266.67% above the forecasted -$0.03. Adjusted EBITDA for Q4 was $40.6 million. With positive momentum in adjusted metrics and guidance for continued revenue growth, the path for 2026Q1 appears favorable.

Historical Performance Review
In Q4 2025, reported revenue of $225.46 million but incurred a net loss of $612.20 million, with an EPS of -$2.82. The loss was primarily driven by a non-cash goodwill impairment. Gross profit stood at $92.86 million. Despite the net loss, the company’s adjusted net income was $11.3 million, with an EPS of $0.05—well above the forecast.

Additional News
Neogen’s Q3 2025 results showed revenue of $221.0 million and a net loss of $11.0 million ($-0.05 EPS), though adjusted net income was $20.9 million ($0.10 EPS). The company updated its full-year 2025 revenue guidance to $905–$925 million. Zacks Research also projected Q4 2025 EPS at $0.09 and Q2 2026 EPS at $0.11. The Q4 earnings call transcript highlighted the strong performance relative to forecasts, with adjusted metrics beating expectations.

Summary & Outlook
Neogen’s financial performance in 2025 has been mixed, marked by a significant net loss due to non-cash impairments but strong adjusted earnings. The company’s revenue remains stable, with Q4 at $225.5 million and full-year guidance of $905–$925 million. Gross profit and adjusted EBITDA highlight operational strength. With a Q2 2026 EPS forecast of $0.11 and improved guidance, the outlook is cautiously optimistic. While earnings volatility remains a risk, Neogen’s strong revenue and adjusted metrics suggest a potentially bullish path ahead.

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