Bio-Rad Laboratories Reports Q4 2025 Earnings Insights
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 13 2026
0mins
Should l Buy BIO?
Source: seekingalpha
- Revenue Growth: Bio-Rad reported net sales of approximately $693 million for Q4 2025, reflecting a 3.9% increase year-over-year; however, the gross margin fell short of expectations, indicating ongoing challenges in cost management.
- Product Line Performance: The Diagnostics segment returned to growth, driven by the annualization effect of the diabetes testing reimbursement change in China and large customer orders, while the Life Science division saw significant progress from the Stilla acquisition and strong QX700 digital PCR sales.
- Future Outlook: The company anticipates 2026 non-GAAP revenue growth between 0.5% and 1.5%, with a projected decline in Q1 year-over-year but expected sequential improvement in subsequent quarters, reflecting management's cautious optimism about market stabilization.
- Cash Flow and Buyback Plans: Free cash flow for 2026 is projected to be between $375 million and $395 million, with $285 million available for stock buybacks, demonstrating the company's strategic flexibility in capital management.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy BIO?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on BIO
Wall Street analysts forecast BIO stock price to rise
1 Analyst Rating
0 Buy
1 Hold
0 Sell
Hold
Current: 257.320
Low
340.00
Averages
340.00
High
340.00
Current: 257.320
Low
340.00
Averages
340.00
High
340.00
About BIO
Bio-Rad Laboratories, Inc. is engaged in developing, manufacturing, and marketing a range of products for the life science research and clinical diagnostics markets. The Company offers a range of products and systems used to separate complex chemical and biological materials and to identify, analyze and purify their components. It operates through two segments: Life Science and Clinical Diagnostics. The Life Science segment develops, manufactures, and markets instruments, systems, reagents, and consumables used for biological research, biopharmaceutical production processes, food testing regimes, and science education. Its Clinical Diagnostics segment designs, manufactures, markets and supports test systems, informatics systems, test kits and specialized quality controls that serve clinical laboratories in the global diagnostics market. These products are sold to hospital laboratories, diagnostic reference laboratories, transfusion laboratories, and physician office laboratories.
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.
Bio-Rad Laboratories Q1 2026 Earnings Call Insights
- Middle East Impact: Bio-Rad's Q1 2026 earnings report indicates significant pressure on revenue and margins due to the ongoing Middle East conflict, with full-year revenue growth guidance adjusted to between -3% and +0.5%, highlighting the substantial external threats to the company's performance.
- Sales and Margins: The company reported net sales of approximately $592 million and a non-GAAP EPS of $1.89, while the gross margin stood at 52.3%, reflecting challenges in cost control due to unfavorable manufacturing absorption and other factors impacting profitability.
- Digital PCR Growth: Bio-Rad's ddPCR instrument revenue grew by 24% year-over-year, with the new QX700 platform driving market share gains, indicating enhanced competitiveness in the digital PCR space and potential for further market influence.
- Acquisition Strategy Shift: Management noted a strategic shift in acquisition focus from early-stage opportunities to companies with demonstrated revenue and margin profiles, targeting firms with revenues between $100 million and $500 million, reflecting a cautious approach to future growth.
See More
Bio-Rad Laboratories to Announce Q1 Earnings on April 30
- Earnings Announcement Schedule: Bio-Rad Laboratories is set to release its Q1 2023 earnings report on April 30 after market close, with consensus EPS estimates at $1.99, reflecting a 21.7% year-over-year decline, while revenue is expected to reach $588.86 million, a slight increase of 0.6% year-over-year.
- Historical Performance Review: Over the past two years, Bio-Rad has exceeded EPS estimates 75% of the time and revenue estimates 50% of the time, indicating a degree of stability in its financial performance amidst market fluctuations.
- Expectation Revisions: In the last three months, there have been no upward revisions to EPS estimates, with three downward adjustments, while revenue estimates also saw no upward revisions and two downward adjustments, reflecting a cautious market outlook on the company's future performance.
- Future Outlook: Bio-Rad has outlined a revenue growth guidance of 0.5% to 1.5% for 2026, alongside plans for margin expansion through operational improvements, demonstrating the company's proactive approach to future growth and profitability enhancement.
See More
NYSE Suspends Trading of Bio-Rad Labs B; Additional Information Listed at $277.00
Company Overview: NYSE HALT BIORAD LABS is a significant player in the biotechnology sector, focusing on innovative solutions and products.
Financial Status: The company has reported a substantial financial figure of $277,000,000, indicating strong market performance or investment potential.
See More
Longleaf Partners Global Fund Q1 Performance Insights
- Portfolio Performance: Longleaf Partners Global Fund ended Q1 2026 with a P/V in the mid-50s%, indicating relative stability and effectiveness of its investment strategy in the current market.
- Top Contributors: FedEx and Glanbia emerged as the fund's top contributors, suggesting these companies outperformed expectations in the current economic environment, thereby enhancing the fund's overall returns.
- Investment Adjustments: The fund did not initiate any new positions in Q1 but increased stakes in Canal+, Delivery Hero, and IDP Education, reflecting confidence in their long-term potential and market positioning.
- Exit Strategy: The fund exited investments in Bio-Rad Laboratories and Louis Hachette Group to focus on holdings with better qualitative and quantitative positioning, demonstrating its ongoing commitment to optimizing the investment portfolio.
See More
U.S. Stocks Close Higher as Software Stocks Recover
- Market Recovery: The S&P 500 index rose by 0.05%, the Dow Jones Industrial Average by 0.10%, and the Nasdaq 100 by 0.18% on Friday, indicating a recovery after early losses, reflecting cautious optimism among investors regarding future economic prospects.
- Inflation Data Impact: The U.S. January Consumer Price Index rose by 2.4% year-over-year, below the expected 2.5%, marking the smallest increase in seven months, which may prompt the Fed to continue cutting rates, thus providing support for the stock market and alleviating concerns over rate hikes.
- Strong Software Stock Performance: Software stocks like Crowdstrike Holdings and ServiceNow rose over 4% and 3%, respectively, lifting the broader market and indicating a rebound in investor confidence in tech stocks, particularly amid rapid advancements in AI technology.
- Metal Stocks Retreat: Reports of the Trump administration's plans to narrow tariffs on steel and aluminum products led to declines in metal companies, with Century Aluminum falling over 7%, reflecting the negative impact of policy changes on the sector.
See More
US Stocks Edge Up, Led by Chipmakers' Gains
- Chipmaker Rebound: Applied Materials (AMAT) reported Q1 adjusted EPS of $2.38, surpassing the consensus of $2.21, leading to a 10% stock price increase that helped lift the broader market, indicating strong recovery potential in tech stocks.
- Inflation Data Impact: The US January CPI rose 2.4% year-over-year, below the expected 2.5%, which may prompt the Fed to continue cutting rates, with the 10-year T-note yield falling to 4.05%, providing support for the market.
- Earnings Performance: Over two-thirds of S&P 500 companies have reported earnings, with 76% exceeding expectations, and Q4 earnings growth is projected at 8.4%, demonstrating corporate resilience and restoring market confidence.
- Market Sentiment Fluctuations: Despite the overall market rise, concerns over AI persist, putting pressure on certain stocks, particularly in tech and logistics, reflecting investor caution regarding future economic prospects.
See More
Bio-Rad Laboratories Q1 2026 Earnings Call Insights
- Middle East Impact: Bio-Rad's Q1 2026 earnings report indicates significant pressure on revenue and margins due to the ongoing Middle East conflict, with full-year revenue growth guidance adjusted to between -3% and +0.5%, highlighting the substantial external threats to the company's performance.
- Sales and Margins: The company reported net sales of approximately $592 million and a non-GAAP EPS of $1.89, while the gross margin stood at 52.3%, reflecting challenges in cost control due to unfavorable manufacturing absorption and other factors impacting profitability.
- Digital PCR Growth: Bio-Rad's ddPCR instrument revenue grew by 24% year-over-year, with the new QX700 platform driving market share gains, indicating enhanced competitiveness in the digital PCR space and potential for further market influence.
- Acquisition Strategy Shift: Management noted a strategic shift in acquisition focus from early-stage opportunities to companies with demonstrated revenue and margin profiles, targeting firms with revenues between $100 million and $500 million, reflecting a cautious approach to future growth.
See More
Bio-Rad Laboratories to Announce Q1 Earnings on April 30
- Earnings Announcement Schedule: Bio-Rad Laboratories is set to release its Q1 2023 earnings report on April 30 after market close, with consensus EPS estimates at $1.99, reflecting a 21.7% year-over-year decline, while revenue is expected to reach $588.86 million, a slight increase of 0.6% year-over-year.
- Historical Performance Review: Over the past two years, Bio-Rad has exceeded EPS estimates 75% of the time and revenue estimates 50% of the time, indicating a degree of stability in its financial performance amidst market fluctuations.
- Expectation Revisions: In the last three months, there have been no upward revisions to EPS estimates, with three downward adjustments, while revenue estimates also saw no upward revisions and two downward adjustments, reflecting a cautious market outlook on the company's future performance.
- Future Outlook: Bio-Rad has outlined a revenue growth guidance of 0.5% to 1.5% for 2026, alongside plans for margin expansion through operational improvements, demonstrating the company's proactive approach to future growth and profitability enhancement.
See More
NYSE Suspends Trading of Bio-Rad Labs B; Additional Information Listed at $277.00
Company Overview: NYSE HALT BIORAD LABS is a significant player in the biotechnology sector, focusing on innovative solutions and products.
Financial Status: The company has reported a substantial financial figure of $277,000,000, indicating strong market performance or investment potential.
See More
Longleaf Partners Global Fund Q1 Performance Insights
- Portfolio Performance: Longleaf Partners Global Fund ended Q1 2026 with a P/V in the mid-50s%, indicating relative stability and effectiveness of its investment strategy in the current market.
- Top Contributors: FedEx and Glanbia emerged as the fund's top contributors, suggesting these companies outperformed expectations in the current economic environment, thereby enhancing the fund's overall returns.
- Investment Adjustments: The fund did not initiate any new positions in Q1 but increased stakes in Canal+, Delivery Hero, and IDP Education, reflecting confidence in their long-term potential and market positioning.
- Exit Strategy: The fund exited investments in Bio-Rad Laboratories and Louis Hachette Group to focus on holdings with better qualitative and quantitative positioning, demonstrating its ongoing commitment to optimizing the investment portfolio.
See More
U.S. Stocks Close Higher as Software Stocks Recover
- Market Recovery: The S&P 500 index rose by 0.05%, the Dow Jones Industrial Average by 0.10%, and the Nasdaq 100 by 0.18% on Friday, indicating a recovery after early losses, reflecting cautious optimism among investors regarding future economic prospects.
- Inflation Data Impact: The U.S. January Consumer Price Index rose by 2.4% year-over-year, below the expected 2.5%, marking the smallest increase in seven months, which may prompt the Fed to continue cutting rates, thus providing support for the stock market and alleviating concerns over rate hikes.
- Strong Software Stock Performance: Software stocks like Crowdstrike Holdings and ServiceNow rose over 4% and 3%, respectively, lifting the broader market and indicating a rebound in investor confidence in tech stocks, particularly amid rapid advancements in AI technology.
- Metal Stocks Retreat: Reports of the Trump administration's plans to narrow tariffs on steel and aluminum products led to declines in metal companies, with Century Aluminum falling over 7%, reflecting the negative impact of policy changes on the sector.
See More
US Stocks Edge Up, Led by Chipmakers' Gains
- Chipmaker Rebound: Applied Materials (AMAT) reported Q1 adjusted EPS of $2.38, surpassing the consensus of $2.21, leading to a 10% stock price increase that helped lift the broader market, indicating strong recovery potential in tech stocks.
- Inflation Data Impact: The US January CPI rose 2.4% year-over-year, below the expected 2.5%, which may prompt the Fed to continue cutting rates, with the 10-year T-note yield falling to 4.05%, providing support for the market.
- Earnings Performance: Over two-thirds of S&P 500 companies have reported earnings, with 76% exceeding expectations, and Q4 earnings growth is projected at 8.4%, demonstrating corporate resilience and restoring market confidence.
- Market Sentiment Fluctuations: Despite the overall market rise, concerns over AI persist, putting pressure on certain stocks, particularly in tech and logistics, reflecting investor caution regarding future economic prospects.
See More
