--- title: "Hologic | 10-Q: FY2026 Q1 Revenue Misses Estimate at USD 1.048 B" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/274203353.md" datetime: "2026-01-29T21:14:33.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/274203353.md) - [en](https://longbridge.com/en/news/274203353.md) - [zh-HK](https://longbridge.com/zh-HK/news/274203353.md) --- > 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/274203353.md) | [English](https://longbridge.com/en/news/274203353.md) # Hologic | 10-Q: FY2026 Q1 Revenue Misses Estimate at USD 1.048 B Revenue: As of FY2026 Q1, the actual value is USD 1.048 B, missing the estimate of USD 1.073 B. EPS: As of FY2026 Q1, the actual value is USD 0.79, missing the estimate of USD 0.9. EBIT: As of FY2026 Q1, the actual value is USD 244.9 M. #### Overall Financial Performance 豪洛捷 (Hologic, Inc.) reported total revenues of $1,047.8 million for the three months ended December 27, 2025, compared to $1,021.8 million for the same period in the prior year . Net income was $179.1 million for the three months ended December 27, 2025, a decrease from $201.0 million in the prior year period . Gross profit for the three months ended December 27, 2025, was $586.4 million, up from $580.5 million in the prior year period . Income from operations increased to $237.0 million for the three months ended December 27, 2025, from $229.8 million in the prior year period . #### Segment Revenue Total product revenues increased by 1.7% to $831.4 million for the three months ended December 27, 2025, from $817.9 million in the prior year . **Diagnostics**: Product revenues decreased by 0.8% to $433.2 million, primarily due to lower sales of SARS-CoV-2, Aptima CT/NG, and HPV assays, partially offset by increased sales of BV/CV assays and Fusion open access assays . **Breast Health**: Product revenues decreased by 2.2% to $205.1 million, mainly due to lower sales of digital mammography systems and Brevera 9 Gauge Needles (following a stop-ship), partially offset by increased sales of Endomag products and Eviva Handpieces . **GYN Surgical**: Product revenues increased by 8.0% to $177.4 million, driven by the Gynesonics acquisition ($9.1 million contribution), and higher volumes of MyoSure devices and Fluent Fluid Management products, despite decreased domestic NovaSure device sales . **Skeletal Health**: Product revenues significantly increased by 124.3% to $15.7 million, largely due to increased Horizon DXA system volumes after a temporary stop-ship, partially offset by lower Insight FD system sales .Service and other revenues increased by 6.1% to $216.4 million, mainly from higher Breast Health service contract revenue due to an expanded installed base and increased installation/training revenue . #### Geographic Revenue - **United States**: Contributed 73.8% of total revenues ($773.5 million) in the current quarter, slightly down from 74.2% ($757.9 million) in the prior year, primarily due to decreased Diagnostics and Breast Health product sales . - **Europe**: Increased its share to 15.4% of total revenues ($161.6 million) from 14.6% ($148.9 million), driven by increased GYN Surgical product sales . - **Asia-Pacific**: Decreased its share to 5.4% of total revenues ($56.7 million) from 5.9% ($59.8 million), mainly due to lower Cytology product sales in China, partially offset by increased Horizon DXA system sales in Japan . - **Rest of World**: Remained stable at 5.4% of total revenues ($56.0 million) compared to 5.3% ($55.2 million) . #### Revenue by Type - **Disposables**: Decreased to $644.2 million from $663.7 million . - **Capital equipment, components and software**: Increased to $187.2 million from $154.2 million . - **Service**: Increased to $211.0 million from $198.6 million . - **Other**: Remained stable at $5.4 million from $5.3 million . #### Operational Costs and Margins Cost of product revenues increased to 38.7% of product revenues from 36.8% in the prior year, partly due to a $15.3 million increase in tariff costs . **Diagnostics**: Product costs as a percentage of revenue increased due to lower Covid assay volumes, higher tariffs, Blood Screening instrument sales, and fixed overhead costs from the Manchester facility shutdown . **Breast Health**: Product costs as a percentage of revenue decreased due to the absence of a prior year inventory fair value step-up, increased sales of higher-margin Endomag products, and improved manufacturing variances, despite lower sales of higher-margin 3D Dimensions products and Brevera 9 Gauge Needles, and increased tariffs . **GYN Surgical**: Product costs as a percentage of revenue increased due to higher tariffs, decreased NovaSure domestic sales, unfavorable manufacturing variances, and the inclusion of lower-margin Gynesonics products . **Skeletal Health**: Product costs as a percentage of revenue decreased due to increased Horizon DXA system volumes .Gross margin for service and other revenues increased to 54.5% from 53.8%, primarily due to increased service contract revenue with lower field service expenses . Research and Development Expenses increased slightly by 0.4% to $60.5 million, mainly due to higher consulting spend related to the quality organization and FDA remediation . Selling and Marketing Expenses decreased by 6.7% to $154.9 million . General and Administrative Expenses increased by 10.5% to $127.8 million . Amortization of Acquired Intangible Assets (Operating Expenses) decreased by 51.1% to $2.3 million, mainly due to lower amortization of Acessa, Bolder, Diagenode, and Mobidiag developed technology assets . Restructuring Charges remained stable at $3.9 million . #### Cash Flow Net cash provided by operating activities increased to $229.9 million for the three months ended December 27, 2025, from $189.3 million in the prior year period . Net cash used in investing activities decreased to - $12.1 million from - $22.0 million in the prior year period . Net cash used in financing activities decreased significantly to - $10.7 million from - $537.0 million in the prior year period . Cash and cash equivalents, end of period, increased to $2,168.0 million as of December 27, 2025, from $1,782.1 million at the end of the prior year period . #### Unique Metrics 豪洛捷 (Hologic, Inc.) acquired Gynesonics, Inc. for $340.7 million on January 2, 2025, which contributed $9.1 million to GYN Surgical product revenues in the current quarter . 豪洛捷 (Hologic, Inc.) holds a 45% ownership in Maverix Medical LLC, accounted for under the equity method, with a net investment of $27.2 million as of December 27, 2025 . A stop-ship was implemented in mid-November 2025 for Brevera 9 Gauge Needles due to a potential issue, leading to a voluntary recall in January 2026 . 豪洛捷 (Hologic, Inc.) is discontinuing the sale of its Fluoroscan Insight FD systems in fiscal 2026 . #### Future Outlook and Strategy 豪洛捷 (Hologic, Inc.) has entered into a definitive agreement to be acquired by funds managed by Blackstone Inc. and TPG Capital for up to $79.00 per share in cash, including a contingent value right (CVR) of up to $3.00 per share tied to Breast Health business global revenue metrics in fiscal years 2026 and 2027 . This transaction is anticipated to close in the first half of calendar year 2026, pending stockholder and regulatory approvals . Upon completion, 豪洛捷 (Hologic, Inc.) common stock will be delisted from Nasdaq . ### 相關股票 - [Hologic (HOLX.US)](https://longbridge.com/zh-HK/quote/HOLX.US.md) ## 相關資訊與研究 - [Retirement Systems of Alabama Decreases Stock Holdings in Hologic, Inc. $HOLX](https://longbridge.com/zh-HK/news/281340112.md) - [Examining the Future: Hologic's Earnings Outlook](https://longbridge.com/zh-HK/news/274016111.md) - [US 10 Year Note Futures Hold Key Support as Macro Crosscurrents Build](https://longbridge.com/zh-HK/news/281024783.md) - [Wealth First Promoters Confirm 74% Stake With No Encumbrance in FY26](https://longbridge.com/zh-HK/news/281530653.md) - [Berenberg Lifts FY26 Estimates for Ferrari on Expected 'Strong' Q1](https://longbridge.com/zh-HK/news/281471058.md)