NEOG · Neogen Corp
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AI Brief
Q4 FY26 earnings call · Jul 30, 2026TL;DR. Neogen reported Q4 FY26 core revenue growth of 4.3% led by Food Safety at 5.8% core growth, its highest since FY23, with adjusted EBITDA of $45.4 million (20.2% margin) and free cash flow of $26.2 million; the company provided FY27 guidance of $880-$885 million revenue and $180-$182 million adjusted EBITDA while planning a 50% R&D increase, a Petrifilm manufacturing transition starting November 2026, and the Petrifilm first SKU validation by end of August.
- + Q4 Food Safety core growth of 5.8%, highest since FY23, with Bacterial & General Sanitation up 9.9% and Indicator Testing/Culture Media up 9.5%
- + Adjusted gross margin expanded 330 bps year-over-year to 49.7%
- + FY27 revenue guidance of $880-$885 million implies ~3% core growth and adjusted EBITDA of $180-$182 million, with management noting $30 million above prior street consensus
- + Inventory reduced by more than $36 million year-over-year and on-time/full delivery improved 40% since launching SNOP
- + R&D investment increasing ~50% in FY27 with long-term objective of approaching 5% of revenue
- − FY27 reported revenue growth implication is only ~1.5% after ~50 bps divestiture headwind and ~100 bps negative FX
- − FY27 adjusted EBITDA margin of 20.5% at midpoint implies only slight expansion vs FY26 as investments absorb efficiencies
- − Customer inflation pressures from Iran war temper near-term volume outlook despite positive industry volume trends
- − FY27 transformation initiatives expected to total $25 million, up from ~$22 million in FY26
- − Genomics divestiture regulatory review moved into second phase in Australia and New Zealand, extending closing timeline risk
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Medical Devices — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
NEOG
this stock
Neogen Corp
|
$3.00B | +83.1% | -2.7% | — | 5.1% |
|
ABT
Abbott Laboratories
|
$174.90B | -21.1% | +5.7% | 28.1 | 1.1% |
|
MDT
Medtronic plc
|
$113.38B | -10.2% | +8.4% | 21.8 | 1.3% |
|
SYK
Stryker Corp
|
$104.47B | -21.6% | +11.2% | 28.2 | 2.0% |
|
BSX
Boston Scientific Corp
|
$63.59B | -54.2% | +12.5% | 17.8 | 3.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| NEOG | -5.7% | +10.0% | +27.5% | +10.7% | +83.1% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -5.0% | +9.9% | +15.3% | +11.3% | +71.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.