Dafinchi AI

TECH

Healthcare

Adjusted EPS was $0.53, compared to $0.49 in the prior year; GAAP EPS was a loss of $0.11 versus a positive $0.25 last year.
Adjusted operating margin for Q4 was 32%, down 150 basis points year-over-year due to unfavorable product mix.
Diagnostics and Spatial Biology segment revenue declined 1% both reported and organic, with operating margin decreasing to 6% from 12.5%.
Fiscal 2025 organic revenue growth was 5%, driven by strength in biopharma and protein sciences.
GMP reagent portfolio grew 20% in Q4 and over 30% for the full fiscal year.
Protein Sciences segment revenue grew 6% reported and 4% organic with a 43.6% operating margin, up 60 basis points.
Q4 revenue was $317 million, up 3% organically and 4% reported year-over-year.
Wilson Wolf grew over 20% in fiscal 2025 with EBITDA margins north of 70%.

STE

Healthcare

Capital expenditures totaled $94 million, and depreciation and amortization were $119 million.
EBIT margin increased 50 basis points to 22.8% due to gross margin improvement and operating expense leverage.
Free cash flow was strong at $327 million, supported by earnings growth and working capital improvements.
Gross margin improved by 20 basis points to 45.3%, with positive price and productivity gains offsetting inflation and tariff costs.
Net income from continuing operations was $231.2 million, with adjusted EPS of $2.34, a 15% increase year-over-year.
The company announced its 20th consecutive year of dividend increases, raising the quarterly dividend by 10% to $0.63.
Total debt was reduced to $1.9 billion, with a gross debt to EBITDA ratio of 1.2x.
Total reported revenue grew 9% in Q1 2026, with constant currency organic revenue growth of 8%, driven by volume and 230 basis points of price increases.

VCEL

Healthcare

Adjusted EBITDA more than doubled, increasing 112% to $13.4 million or 21% of revenue.
Burn Care revenue was $9.8 million, with Epicel revenue up 11% year-over-year and biopsy growth near 40%.
Gross margin expanded by over 400 basis points to 74%, a record outside the seasonally strong Q4.
MACI revenue reached $53.5 million, growing 21% year-over-year and 15% sequentially.
Net loss narrowed to $0.6 million or $0.01 per share, improving by over $4 million compared to prior year.
NexoBrid revenue grew 52% year-over-year to $1.2 million, with record hospital orders in June and July.
Operating cash flow was $8.2 million, with cash and investments totaling approximately $164 million and no debt.
Operating expenses increased to $48.6 million due to headcount growth and new facility costs.
Vericel delivered solid financial results in Q2 2025 with total revenue of $63.2 million, a 20% increase year-over-year.

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