Bio-Techne Corporation (NASDAQ: TECH) has reported its financial performances for the fourth quarter ending June 30, 2025, reflecting robust growth in its core segments despite the prevailing market uncertainty. The earnings report showcases a mix of gains and strategic initiatives that have positioned the company for sustained performance in an evolving industry landscape.
Bio-Techne Corp Earnings Summary
For the fourth quarter of fiscal year 2025, Bio-Techne showed a modest increase in organic revenue and adjusted earnings while addressing significant adjustments in its operations. The company's strategic decisions and segment performances have been instrumental in maintaining its growth trajectory amid market fluctuations.
Bio-Techne Corp Results Table
| Financial Metric | FY25 Q4 Result | FY24 Q4 Result | YoY Change (%) | FY25 Full Year | FY24 Full Year | YoY Change (%) |
|---|---|---|---|---|---|---|
| Total Revenue (Million $USD) | 317.0 | 304.8 | 4 | 1,200 | 1,140 | 5 |
| GAAP EPS ($) | (0.11) | 0.25 | -144 | 0.46 | 1.05 | -56.2 |
| Adjusted EPS ($) | 0.53 | 0.49 | 8.2 | 1.92 | 1.77 | 8.5 |
| GAAP Operating Income (Million) | (23.9) | 45.8 | -152 | 102.3 | 206.7 | -51 |
| Adjusted Operating Margin (%) | 32.0 | 33.5 | -4.5 | 31.6 | 32.1 | -1.6 |
Overall revenues increased by 4% year-over-year for the fourth quarter and 5% for the full year. However, GAAP EPS and operating income showed a negative trend primarily due to impairment charges related to the Exosome Diagnostics business. The adjusted figures reflect moderate profit growth and margin maintenance.
Revenue Breakdown
Bio-Techne's revenues are primarily driven by its two main segments: Protein Sciences and Diagnostics and Spatial Biology.
Revenue Breakdown Table
| Segment | Q4 2025 Revenue (Million $USD) | Q4 2024 Revenue (Million $USD) | YoY Change (%) | FY25 Full Year Revenue | FY24 Full Year Revenue | YoY Change (%) |
|---|---|---|---|---|---|---|
| Protein Sciences | 226.5 | 214.0 | 6 | 870.2 | 830.9 | 5 |
| Diagnostics and Spatial Biology | 89.7 | 90.7 | -1 | 346.3 | 326.4 | 6 |
Segment Analysis
Protein Sciences Segment
The Protein Sciences segment continued to perform strongly with a 6% revenue increase in Q4 2025 compared to the previous year. This segment capitalized on its strengths in protein analysis tools and reagents, leveraging volume growth and ongoing profitability programs to improve the operating margin.
Diagnostics and Spatial Biology Segment
The Diagnostics and Spatial Biology segment experienced a slight decline in fourth-quarter revenue compared to the same quarter last year. This was primarily attributed to an unfavorable product mix, impacting operating margins. However, the full-year figures indicate an encouraging 6% growth, suggesting resilience and recovery in the broader fiscal context.
Key Developments
A significant strategic shift occurred with the announced divestiture of Bio-Techne's Exosome Diagnostics business. The sale is expected to bolster the company's focus on core high-growth pillars in areas like precision diagnostics and research tools. These initiatives are anticipated to drive improved profitability and operational efficiency.
Additionally, the fourth quarter saw impacts from the impairment associated with divesting the Exosome Diagnostics business, an impairment charge of $83.1 million was reported.
Comments from Company Officers
Kim Kelderman, President and CEO of Bio-Techne, expressed satisfaction with the fourth quarter outcomes. "Bio-Techne delivered a solid fourth quarter that was in-line with our expectations, despite ongoing market uncertainty," Kelderman said. He highlighted strong performance in key growth pillars and the company's strategic focus. Kelderman stated, "This strategic decision on the Exosome Diagnostics business will immediately strengthen our profitability and allow us to increase our focus on high-growth areas."
Dividends and Share Repurchases
Bio-Techne continues maintaining dividends and strategic share repurchase plans to enhance shareholder value. Specific details regarding this quarter's dividends and share repurchases were not provided in the report, but their continuation reflects the company's commitment to returning value to its shareholders while strategically reinvesting in growth areas.
Bio-Techne Corp Stock Forecast
Given the company's strategic pivots and consistent segment growths, we project Bio-Techne's stock could see notable movements in the coming months:
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High Projection : Considering solid performances from the Protein Sciences segment, increased focus post-divestiture, and ongoing market resilience, the stock could reach a peak of approximately $120 within a year.
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Low Projection : On the downside, market uncertainties and continued product mix challenges in the Diagnostics and Spatial Biology segment could limit growth, projecting a low near $90 per share.
The overall financial health of Bio-Techne and strategic reinvestments underscore a cautiously optimistic outlook, aligning with broader sectoral growth trends.
Bio-Techne's Q4 2025 earnings report reflects the company's robust operational framework and strategic foresight amid industry fluctuations, reinforcing its position as a crucial player in the life sciences market.
