OSUR Earnings Prediction
The chart below shows how OSUR performed 10 days before and after its earnings report, based on data from the past quarters. Typically, OSUR sees a -0.63% change in stock price 10 days leading up to the earnings, and a +8.92% change 10 days following the report. On the earnings day itself, the stock moves by -0.32%. This data can give you a slight idea of what to expect for the next quarter's release.
OSUR Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
37.45M
-50.65%
-6.19%
Gross Margin
36.23%
-4.31%
-15.29%
Operating Margin
-33.16%
-3142.20%
120.63%
Net Margin
-28.83%
-209.00%
155.36%
EPS
-0.14
-151.85%
133.33%
No Data Available
OSUR Earnings Analysis
OraSure Technologies Inc Corporation (OSUR.O) Earnings Conference Call
Positive
Strong Revenue Performance: Q4 revenue was in the top half of guidance range and core revenue grew 10% year-over-year.
Innovation Pipeline Enhancement: Acquisition of Sherlock Biosciences enhances innovation pipeline with a new molecular diagnostics platform.
Expanded HIV Testing Approval: FDA approval for OraQuick HIV self-test expanded age range for testing to include adolescents 14 and older.
Marburg Virus Test Contract: Awarded $7.5 million contract for developing a rapid antigen test for Marburg virus disease.
Improved Operating Efficiency: Generated positive cash flow from operations for the core business, indicating improved operating efficiency.
Core Revenue Growth: Core revenue of $36.5 million grew 10% year-over-year, with diagnostics revenue up 9% and sample management solutions revenue up 14%.
Record Revenue Achievement: International diagnostics business achieved record revenue in 2024, surpassing previous highs.
Productivity Gains from Automation: Investments in automation and facility consolidation expected to drive productivity gains in 2025 and beyond.
Gross Margin Improvement: Expecting adjusted gross margin to increase towards 50% in 2025, up from 44.4% in 2024.
Negative
Market Uncertainty Impacting Aid: Significant uncertainty in the market environment due to administrative orders freezing U.S. funding for foreign aid, impacting HIV testing and treatment programs in developing countries.
Research Funding Uncertainty: Potential reductions in research funding by the National Institutes of Health (NIH) are creating uncertainty for academic and research organizations that utilize the company's sample management solutions.
Revenue Decline from Exit: The exit from the risk assessment testing business, while strategic, has resulted in a revenue decline, with $2.1 million generated in Q4 from this segment, which is being phased out.
Operating Loss Challenges: GAAP operating loss of $12.4 million in Q4, indicating challenges in achieving profitability despite some positive cash flow from operations in the core business.
Gross Margin Performance Analysis: Non-GAAP gross margin of 40.1% in Q4 was slightly below expectations, primarily due to lower-than-expected margins in the risk assessment business and higher scrap expenses.
Flat Revenue Guidance: Core revenue guidance for Q1 2025 is flat year-over-year, indicating potential stagnation in growth amidst external uncertainties.
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OSUR Earning Call Sentiment
OraSure Technologies, Inc. (OSUR) Q4 2024 Earnings Call Transcript
OSUR.O
-1.48%Positive
The earnings call reflects mixed signals. Financial performance shows positive revenue growth and a strong cash position, but there are uncertainties in risk assessment testing and market disruptions. The Q&A highlights concerns about government funding and academic market stability, despite optimistic guidance for 2025. The exit from risk assessment testing and operational disruptions could offset positive revenue growth. Given the lack of market cap data, the prediction is neutral, considering both positive and negative factors.
