Dafinchi AI

MASI

Healthcare

Gross margin improved by 40 basis points to 62.9%, despite a 50 basis point tariff impact.
Masimo's core Healthcare business reported Q2 2025 revenue of $370 million, up 7.4% on a constant currency basis.
Non-GAAP earnings per share (EPS) grew 46% year-over-year to $1.33, driven by operational improvements and a lower tax rate.
Operating cash flow was $62 million, enabling $38 million debt repayment and $14 million in share repurchases.
Operating margin expanded by 600 basis points year-over-year to 27.5%, reflecting cost structure optimizations and tariff mitigation.

ITGR

Healthcare

Adjusted earnings per share increased 19% year-over-year to $1.55.
Adjusted net income for Q2 was $55 million, up 23% year-over-year, driven by operational improvements and lower interest expense.
Adjusted operating income grew 15% year-over-year, with margin expansion of 50 basis points to 17.1%.
For the first half of 2025, sales increased 9% and adjusted operating profit increased 14%, outperforming sales growth by 1.5x.
Free cash flow in Q2 was $25 million, a 55% improvement from prior year, with $44 million cash flow from operations and $19 million CapEx.
In Q2 2025, Integer reported sales of $476 million, an 11% year-over-year increase on both reported and organic basis.
Net total debt decreased by $25 million from Q1 to $1.204 billion, with leverage at 3.2x trailing 4 quarter adjusted EBITDA.

AZTA

Healthcare

Adjusted EBITDA margin expanded by approximately 260 basis points year-over-year to 12.3%.
Balance sheet remains strong with $550 million in cash and no debt.
Free cash flow was $15 million for the quarter, driven by improved working capital and reduced accounts receivable.
Multiomics gross margin declined 500 basis points to 42.6%, due to product mix, lower volume in Sanger Sequencing and Gene Synthesis, and nonrecurring items.
Multiomics segment revenue was $66 million, up 4% reported and 3% organic, driven by next-generation sequencing growth and large customer deals.
Non-GAAP EPS for the quarter was $0.19.
Non-GAAP gross margin improved to 48.5%, up 180 basis points year-over-year, driven by favorable sales mix and operational efficiencies.
Q3 revenue totaled $144 million, flat year-over-year on a reported basis and down 2% organically.
Sample Management Solutions (SMS) revenue was $78 million, down 4% reported and 6% organic, impacted by softer bookings and timing delays.
SMS segment gross margin increased 760 basis points to 53.6%, reflecting favorable product mix and cost management.
Year-to-date adjusted EBITDA margin expanded 350 basis points year-over-year.

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