Bio-Techne Q2 Earnings Call Highlights

8 hours ago 8

MarketBeat

Wed, February 4, 2026 astatine 10:22 AM CST 8 min read

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Bio‑Techne reported organic gross flat successful Q2 arsenic spot from ample pharma was offset by softness successful emerging biotech and U.S. academia and a near‑term intermission successful GMP reagent buys from 2 ample cell‑therapy customers; absorption said integrated maturation would person been astir 4% excluding that timing effect.
Profitability improved: adjusted EPS was $0.46 (up 10% YoY) and adjusted operating borderline expanded ~100 bps to 31.1%, contempt adjusted gross borderline declining to 68.5% driven by unfavorable merchandise and lawsuit mix; the institution remains connected way for a full‑year ~100 bps operating borderline expansion.
Outlook: Q3 integrated maturation is expected to reflector Q2 but with 2 company‑specific headwinds — an estimated ~300 bp resistance from cell‑therapy timing and ~100 bp from an OEM bid displacement — and absorption says underlying maturation would beryllium mid‑single digits; geographically, China and broader APAC continued to amusement beardown double‑digit oregon mid‑single‑digit gains.
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Bio-Techne (NASDAQ:TECH) reported second-quarter fiscal 2026 results that absorption said were mostly successful enactment with interior expectations, arsenic spot from ample pharmaceutical customers was offset by softness successful emerging biotech and U.S. academia, on with impermanent bid timing headwinds tied to 2 ample compartment therapy customers.

President and CEO Kim Kelderman said integrated gross was level successful the quarter, reflecting “continued spot from our ample pharma customers” that was offset by “a soft, yet improving biotech extremity market” and a “soft but unchangeable U.S. world extremity market.” She besides pointed to expected bid timing impacts aft 2 of Bio-Techne’s largest compartment therapy customers received FDA Fast Track designations, creating a near-term intermission successful GMP reagent purchases.

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CFO Jim Hipple quantified the impact, saying that excluding the timing effect from those 2 customers, integrated maturation would person been 4% for the quarter. Hipple added that the institution besides benefited from a ample OEM commercialized proviso reagent bid that historically landed successful fiscal Q3 but shifted into Q2, contributing astir 1% to maturation successful some Protein Sciences and the institution overall—creating a corresponding headwind to Q3.

Adjusted EPS was $0.46, up 10% twelvemonth implicit year, including a favorable $0.04 interaction from overseas exchange. GAAP EPS was $0.24, compared with $0.22 a twelvemonth earlier.