Azenta (AZTA) Company Report

Azenta, Inc.'s Board of Directors has authorized a share repurchase program for up to $250 million of its outstanding common stock.
The program commenced on December 9, 2025, and is scheduled to continue until December 31, 2028, unless extended or terminated earlier.
The company intends for the repurchase program to enhance shareholder value and capitalize on undervaluation.

Dec 10, 2025, 5:45 PM

8-K

Azenta Outlines 2028 Financial Targets and Capital Allocation Strategy

AZTA

Guidance Update

Share Buyback

New Projects/Investments

Azenta set its 2028 long-range financial targets, projecting revenue between $700 million and $750 million, a doubling of EBITDA to $120 million-$150 million, and $200 million-$250 million in free cash flow.
The company authorized a $250 million share buyback program as part of its capital allocation strategy.
Key strategic pillars include driving operational excellence via the Azenta Business System, reinvesting in growth areas such as scaling BioRepositories and regionalizing gene synthesis, and pursuing disciplined, value-accretive M&A.

Dec 10, 2025, 5:45 PM

Transcript

Azenta Outlines Long-Range Plan and Financial Targets Through 2028

AZTA

Guidance Update

New Projects/Investments

Revenue Acceleration/Inflection

Azenta projects $700 million-$750 million in organic revenue by the end of 2028, representing a compound annual growth rate of 6%-8%, with nearly two-thirds of this revenue expected to be recurring.
The company aims to at least double EBITDA to a range of $120 million-$150 million by 2028, achieving an 18%-20% EBITDA margin, and expects to generate $200 million-$250 million in free cash flow.
Key growth drivers include scaling Biorepositories, regionalizing Gene Synthesis, and investing in automated solutions, while operational excellence initiatives like the Azenta Business System are expected to improve gross margins above 50% and reduce G&A.
Azenta emphasizes its strong balance sheet and plans for value-accretive capital deployment, with a robust pipeline of potential M&A targets.

Dec 10, 2025, 5:45 PM

Transcript

Azenta Outlines Long-Range Financial Targets and Strategic Growth Initiatives at Investor Day 2025

AZTA

Guidance Update

New Projects/Investments

Share Buyback

Azenta announced its long-range plan (LRP) targets for the end of 2028, projecting organic revenue between $700 million-$750 million, representing a compound annual growth rate (CAGR) of 6% to 8%.
The company aims to at least double EBITDA to a range of $120 million-$150 million, achieving an 18%-20% EBITDA margin, and targets gross margins above 50% during the LRP period.
Azenta expects to generate $200 million-$250 million in free cash flow cumulatively through the LRP and has authorized a $250 million share repurchase program.
Key growth strategies include scaling BioRepositories, regionalizing gene synthesis to the U.S. and Western Europe, and investing in automated solutions and technology.
Operational excellence initiatives have already resulted in a 55% decrease in customer complaints and a 10-day reduction in Days Sales Outstanding (DSO).

Dec 10, 2025, 5:45 PM

Transcript

Azenta Authorizes Share Repurchase Program

AZTA

Share Buyback

Azenta, Inc. has authorized a share repurchase program allowing the company to repurchase up to $250 million of its outstanding common stock.
The program commenced on December 9, 2025, and is scheduled to continue until December 31, 2028, unless extended or terminated earlier by the Board.
The company's objective for the repurchase program is to enhance shareholder value and capitalize on undervaluation.

Dec 10, 2025, 5:43 PM

Press Release

Azenta Reports Q4 and Full-Year Fiscal 2025 Results, Provides Fiscal 2026 Guidance

AZTA

Earnings

Guidance Update

M&A

Azenta (AZTA) reported fiscal year 2025 revenue of $594 million, up 4% on a reported basis and 3% organically, with a 310 basis point expansion in adjusted EBITDA margin to 11.2%.
For fiscal year 2026, the company projects organic revenue growth between 3%-5% and anticipates approximately 300 basis points of adjusted EBITDA margin expansion, alongside an improvement of over 30% in free cash flow generation year-over-year.
The company concluded fiscal 2025 with a strong balance sheet, holding $546 million in cash, cash equivalents, and marketable securities, and plans to focus capital deployment on productivity, organic growth, share repurchases, and targeted tuck-in M&A, with 2026 slated for M&A execution.
Despite a challenging macro environment, Azenta demonstrated resilience, with its Multi-Omix segment achieving a record revenue quarter in Q4 2025.

Nov 21, 2025, 1:30 PM

Transcript

Azenta Reports Q4 and Full-Year Fiscal 2025 Results, Provides FY 2026 Guidance

AZTA

Earnings

Guidance Update

M&A

Azenta reported Q4 2025 revenue of $159 million, an increase of 6% on a reported basis and 4% organically, contributing to a full-year fiscal 2025 revenue of $594 million, up 4% reported and 3% organic. The company achieved a 13% adjusted EBITDA margin in Q4 and 11.2% for the full year, representing expansions of approximately 230 basis points and 310 basis points, respectively.
For fiscal year 2026, Azenta anticipates organic revenue growth between 3%-5% and expects adjusted EBITDA margin expansion of approximately 300 basis points. The company forecasts a slower start in Q1 2026, with revenue expected to decline approximately 1%-2% year-over-year, primarily due to macroeconomic slowdowns impacting capital expenditures and government funding.
The company ended fiscal 2025 with a strong financial position, holding $546 million in cash, cash equivalents, and marketable securities, providing strategic flexibility. Capital allocation priorities include driving productivity, accelerating organic growth, returning capital to shareholders through share repurchases, and pursuing targeted tuck-in M&A, with a focus on Sample Repository Solutions, automated solutions, and synthesis.

Nov 21, 2025, 1:30 PM

Transcript

Azenta Reports Q4 and Full-Year 2025 Results, Provides FY 2026 Guidance

AZTA

Earnings

Guidance Update

M&A

Azenta reported Q4 2025 revenue of $159 million, a 6% reported and 4% organic increase, with Multi-Omix achieving a record quarter. For the full fiscal year 2025, revenue reached $594 million (up 3% organically) and adjusted EBITDA margin expanded by 310 basis points to 11.2%.
The company maintains a strong balance sheet with $546 million in cash, cash equivalents, and marketable securities and no debt. For fiscal 2026, Azenta forecasts organic revenue growth of 3%-5% and an additional 300 basis points of adjusted EBITDA margin expansion.
Despite the positive full-year outlook, Q1 2026 revenue is projected to decline 1-2% due to ongoing macroeconomic uncertainty, particularly regarding capital expenditures, and the impact of the recent government shutdown.
Azenta is focused on operational excellence through its Azenta Business System, accelerating organic growth, and pursuing targeted tuck-in M&A in Sample Repository Solutions, automated solutions, and synthesis, with 2026 expected to be a year of M&A execution.

Nov 21, 2025, 1:30 PM

Transcript

Azenta Life Sciences Reports Q4 & FY 2025 Results and Provides FY 2026 Guidance

AZTA

Earnings

Guidance Update

Azenta Life Sciences reported Q4 2025 revenue of $159 million, an increase of 6% reported and 4% organic year-over-year, with Non-GAAP EPS of $0.21 and an Adjusted EBITDA margin of 13.0%.
For the full fiscal year 2025, the company achieved $594 million in revenue, up 4% reported and 3% organic, with Non-GAAP EPS of $0.51 and an Adjusted EBITDA margin of 11.2%, representing 310 basis points of expansion year-over-year.
FY 2025 free cash flow generation was $38 million.
Looking ahead to FY 2026, Azenta expects organic revenue growth of 3%-5%, 300 basis points of Adjusted EBITDA margin expansion, and over 30% improvement in free cash flow generation year-over-year.
The company maintains a strong balance sheet with $559 million in cash, cash equivalents, restricted cash, and marketable securities as of September 30, 2025, and no debt outstanding.

Nov 21, 2025, 1:30 PM

Presentation

Azenta Reports Fourth Quarter and Full Year Fiscal 2025 Results and Provides Fiscal 2026 Guidance

AZTA

Earnings

Guidance Update

Financial Restatement

Azenta reported Q4 2025 revenue from continuing operations of $159 million, an increase of 6% year over year, with organic revenue growing 4%. For the full fiscal year 2025, revenue from continuing operations was $594 million, up 4% year over year, with 3% organic growth.
Diluted EPS from continuing operations was $1.11 for Q4 2025 and $0.52 for fiscal year 2025. Non-GAAP diluted EPS from continuing operations was $0.21 for Q4 2025 and $0.51 for fiscal year 2025.
The company achieved Adjusted EBITDA margin expansion of 310 basis points for fiscal year 2025, with the Adjusted EBITDA margin reaching 11.2%.
For fiscal year 2026, Azenta anticipates organic revenue growth of 3% to 5% and approximately 300 basis points of Adjusted EBITDA margin expansion.
During Q4 2025, Azenta identified and corrected an immaterial classification error in previously issued consolidated financial statements, revising prior periods.