TruBridge (TBRG) Exceeds Expectations in Q3 Earnings and Revenue
Earnings Performance: TruBridge (TBRG) reported quarterly earnings of $0.88 per share, significantly exceeding the Zacks Consensus Estimate of $0.4 per share and marking a turnaround from a loss of $0.21 per share a year ago.
Revenue Growth: The company achieved revenues of $86.11 million for the quarter, surpassing expectations by 1.32% and showing growth from $83.83 million in the same quarter last year.
Market Position: Despite the strong earnings report, TruBridge shares have underperformed the market with a 2.2% decline since the beginning of the year, compared to a 15.6% gain in the S&P 500.
Future Outlook: The current consensus EPS estimate for the upcoming quarter is $0.46, with revenues projected at $88.61 million, while the Zacks Rank for TruBridge stands at #3 (Hold), indicating expected performance in line with the market.
Trade with 70% Backtested Accuracy
Analyst Views on AZTA
About AZTA
About the author

- Revenue Performance: Azenta reported total revenue of $149 million for Q1 2026, reflecting a 1% year-over-year increase, yet organic revenue declined by approximately 1%, primarily impacted by a 2% foreign exchange headwind, indicating challenges in the current macroeconomic environment.
- Margin Outlook: Management anticipates an adjusted EBITDA margin expansion of about 300 basis points for 2026, despite the first quarter's EBITDA margin standing at 8.5%, down 230 basis points year-over-year, highlighting underutilized lab capacity in North America and additional costs from automated storage projects.
- Strategic Restructuring: The company confirmed the strategic sale of B Medical expected to close by March 31, alongside a $250 million share repurchase authorization, reflecting a cautious and strategic approach to capital deployment.
- Future Outlook: Azenta reaffirmed its organic revenue growth target of 3% to 5% for fiscal 2026, with expectations for accelerated growth in the second half, particularly as delayed approvals are processed and capital investments ramp up, demonstrating confidence in future market conditions.
- Earnings Overview: Azenta's Q1 2026 earnings report reveals a non-GAAP EPS of $0.09, missing expectations by $0.04, while revenue reached $149 million, up 1.4% year-over-year, exceeding forecasts by $1.9 million, indicating resilience in revenue growth.
- Organic Revenue Decline: Despite total revenue growth, organic revenue, excluding foreign exchange impacts, declined by 1% year-over-year, reflecting potential pressures from intensified market competition and demand fluctuations on the company's performance.
- Adjusted EBITDA Performance: The adjusted EBITDA stood at $13 million with an EBITDA margin of 8.5%, down 230 basis points from the previous year, indicating challenges in cost control and operational efficiency that may affect future profitability.
- Future Guidance: The company reiterates its guidance for fiscal year 2026, expecting organic revenue growth in the range of 3% to 5%, with an anticipated EBITDA margin expansion of approximately 300 basis points, demonstrating management's confidence in future growth prospects.
- Revenue Performance: In Q1 of fiscal 2026, Azenta reported $149 million in revenue from continuing operations, a 7% decline from the previous quarter but a 1% year-over-year increase, indicating slight growth potential amid market challenges.
- Earnings Per Share Shift: The diluted EPS from continuing operations was -$0.11, an improvement from -$0.16 a year ago, despite an overall increase in losses, reflecting financial pressure during the company's transformation phase.
- Adjusted EBITDA Decline: Adjusted EBITDA stood at $13 million, down 39% from the previous quarter, with the EBITDA margin decreasing from 13% to 8.5%, highlighting challenges in cost control and operational efficiency.
- Future Outlook: Management expresses optimism for the second half of fiscal 2026, emphasizing a commitment to sustainable growth through ongoing execution initiatives, despite facing multiple market and operational challenges.
- Revenue Performance: In Q1 of fiscal 2026, Azenta reported $149 million in revenue from continuing operations, reflecting a 1% year-over-year increase, but organic revenue declined by 1%, indicating sluggish growth in multiomics and sample management solutions that may impact future market competitiveness.
- Earnings Decline: The diluted EPS from continuing operations was -$0.11, an improvement from -$0.16 a year ago, yet the total diluted EPS fell to -$0.34 from -$0.25, highlighting ongoing challenges in restoring profitability amid operational difficulties.
- Cash Flow and Liquidity: As of December 31, 2025, Azenta had a total cash balance of $571 million and generated $21 million in operating cash flow, with free cash flow at $15 million, necessitating continued focus on capital expenditures and liquidity management to sustain operations.
- Share Repurchase Program: The Board approved a share repurchase program of up to $250 million to be executed by December 31, 2028, aimed at enhancing shareholder value, although no shares have been repurchased to date, reflecting uncertainties in market conditions.
- Earnings Announcement: Azenta (AZTA) is set to announce its Q1 earnings on February 4th before market open, with a consensus EPS estimate of $0.13, reflecting a significant year-over-year increase of 62.5%, indicating strong profitability potential.
- Revenue Expectations: Despite the optimistic EPS outlook, the revenue estimate stands at $147.1 million, representing a slight decline of 0.6% year-over-year, which may reflect cautious investor sentiment regarding the company's revenue growth prospects.
- Historical Performance: Over the past two years, Azenta has achieved a 100% accuracy rate in beating EPS estimates and a 75% rate for revenue estimates, showcasing the company's reliability in financial forecasting, which could bolster market confidence in its future performance.
- Revision Trends: In the last three months, there have been no upward revisions for EPS estimates, with four downward adjustments, while revenue estimates also saw no upward revisions and three downward adjustments, suggesting a potential weakening in market expectations for the company's growth trajectory.
- Earnings Announcement: Azenta will release its fiscal Q1 2026 earnings on February 4, 2026, before market open, reflecting the company's ongoing growth potential in the life sciences sector.
- Conference Call Details: The company will host a conference call and live webcast at 8:30 AM ET on the same day, allowing analysts and investors to access information directly through Azenta's website, ensuring transparent communication.
- Replay Availability: A replay of the earnings call will be available starting at 8:30 AM ET on February 5, 2026, facilitating access to key information for investors who cannot attend live, thereby enhancing investor relations management.
- Company Overview: Azenta is a leading provider of life sciences solutions globally, focusing on drug development and clinical research, with multiple industry-leading brands, underscoring its significant position in the rapidly evolving biotech market.








