Reported Q: Q2 2026 Rev YoY: +3.6% EPS YoY: -25.8% Move: -2.07%
Neogen Corporation
NEOG
$10.51 -2.07%
Exchange NASDAQ Sector Healthcare Industry Medical Diagnostics Research
Q2 2026
Published: Jan 8, 2026

Company Status Snapshot

Fast view of the latest quarter outcome for NEOG

Reported

Report Date

Jan 8, 2026

Quarter Q2 2026

Revenue

224.69M

YoY: +3.6%

EPS

-0.07

YoY: -25.8%

Market Move

-2.07%

Previous quarter: Q1 2026

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Earnings Highlights

  • Revenue of $224.69M up 3.6% year-over-year
  • EPS of $-0.07 decreased by 25.8% from previous year
  • Gross margin of 47.5%
  • Net income of -15.92M
  • ""Our second quarter performance represents encouraging early progress. With a return to positive core growth across the enterprise and adjusted EBITDA margins improving nearly 500 basis points sequentially."" - Mike Nassif
NEOG
Company NEOG

Executive Summary

Neogen delivered a largely positive core operating performance in Q2 FY2026, underscoring the early progress of its transformation plan. Reported revenue rose 3.6% year-over-year to $224.7 million (core growth +2.9%), driven by strong Food Safety execution and improving cross-category engagement, while Animal Safety remained broadly flat. Management highlighted a sequence of margin and efficiency improvements, including a 470bp expansion in adjusted EBITDA margin to 21.7% (adjusted EBITDA of $48.7 million), supported by targeted cost actions and higher gross margins (47.5% reported; 50.3% ex-integration). The company also signaled ongoing strategic milestones: cost-savings of approximately $20 million annualized; continued progress on Petrifilm integration with an eye toward a 2027 completion timeline; ongoing sale of the Genomics business to accelerate deleveraging; and leadership enhancements aimed at commercial execution. Management raised full-year guidance for 2026 to Revenue of $845-855 million and Adjusted EBITDA of roughly $175 million, while emphasizing a conservative stance for the second half given end-market headwinds. Free cash flow remained positive in Q2 and the balance sheet remained solid, with a roughly $800 million gross debt load and a cash position near $145 million, accompanied by ongoing deleveraging plans through divestitures. This report synthesizes the financial data with management commentary to assess growth drivers, profitability trajectory, balance-sheet health, and the investment thesis.

Key Performance Indicators

Revenue
Increasing
224.69M
QoQ: 7.41% | YoY: 3.56%
Gross Profit
Increasing
106.68M
47.48% margin
QoQ: 48.23% | YoY: 1.68%
Operating Income
Decreasing
-5.38M
QoQ: 66.35% | YoY: -338.24%
Net Income
Decreasing
-15.92M
QoQ: -143.82% | YoY: -26.29%
EPS
Decreasing
-0.07
QoQ: -143.06% | YoY: -25.77%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2026 224.69 -0.07 +3.6% View
Q1 2026 209.19 0.17 -11.7% View
Q3 2025 220.98 -0.05 -3.4% View
Q2 2025 231.26 -2.10 +0.7% View
Q1 2025 216.96 -0.06 -5.3% View