Seeking Alpha·Jun 24, 2026
Qiagen N.V. (QGEN) Shareholder/Analyst Call TranscriptQiagen N.V. (QGEN) Shareholder/Analyst Call Transcript
Qiagen N.V.(QGEN)Earnings, Financials & Key Ratios
QGEN•NYSE
$38.72
19.0× P/E·Price updated Jul 7, 2026
AboutQIAGEN N.V. offers sample to insight solutions that transform biological materials into molecular insights worldwide. The company provides primary sample technology consumables, such as nucleic stabilization and purification kits for primary sample materials, manual and automated processing for genotyping, gene expression, and viral and bacterial analysis, as well as silica membranes and magnetic bead technologies; secondary sample technology consumables, including kits and components for purification of nucleic acids from secondary sample materials; and instruments for nucleic acid purification and accessories. It also provides interferon-gamma release assay for TB testing, and assays for post-transplant testing and viral load monitoring; assays for prenatal testing and detection of sexually transmitted diseases and HPV, as well as assays for analysis of genomic variants, such as mutations, insertions, deletions, and fusions; and sample to insight instruments, including one-step molecular analysis of hard-to-diagnose syndromes, and integrated PCR testing. In addition, it offers PCR consumables, such as quantitative PCR, reverse transcription, and combinations kits for analysis of gene expression, genotyping, and gene regulation instruments and technologies; human ID and forensics assay consumables, including STR assays for human ID, and assays for food contamination; PCR instruments consist of digital PCR solutions; and developed and configured OEM consumables. Further, the company provides predefined and custom NGS gene panels, library prep kits and components, and whole genome amplification; QIAGEN consumables and instruments, as well as bioinformatics solutions; and custom laboratory and genomic services. It serves molecular diagnostics, academia, pharmaceutical, and applied testing customers. It has a strategic alliance agreement with Sysmex Corporation and OncXerna Therapeutics, as well as an agreement with Mirati. The company was founded in 1986 and is headquartered in Venlo, the Netherlands.Show more
- Revenue$2.09B+5.7%
- EBITDA$714M+137.2%
- Net Income$425M+408.3%
- EPS (Diluted)2.04+436.8%
- Gross Margin61.79%+26.4%
- EBITDA Margin34.17%+124.6%
- Operating Margin24.9%+404.0%
- Net Margin20.33%+381.1%
- ROE11.57%+410.3%
QGEN Price & Volume
Qiagen N.V. (QGEN) stock price & volume — 10-year historical chart
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Stagnant Revenue Growth Challenges Diagnostic Market Moat
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Mixed
Profitability:Moderate
Financial:Healthy
Cash Flow:Stable
Primary Risk:Diagnostic market share erosion
Key Thesis Takeaways
- Qiagen faces a challenging transition period as revenue growth decelerated to 1.8% in 2026Q1, reflecting broader headwinds in academic research funding and post-pandemic testing normalization.
- While the company maintains a robust liquidity position with a 3.21 current ratio, investors should monitor the potential erosion of its core sample preparation moat due to increased competition in automated diagnostic assays.
- Future performance remains contingent on the successful scaling of its five growth pillars and the ability to improve operating leverage, which currently remains constrained by SG&A expenses consuming a significant portion of the 62.9% gross margin.
Verdict Logic
while the company exhibits high cash conversion efficiency with an OCF/NI ratio of 1.48, the 19.5% year-over-year decline in 2026Q1 EPS warrants caution regarding near-term growth prospects.
QGEN Growth Metrics
Qiagen N.V. (QGEN) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years5.02%
5 Years2.25%
3 Years-0.81%
TTM4.79%
Profit CAGR
10 Years12.56%
5 Years3.42%
3 Years0.13%
TTM329.31%
EPS CAGR
10 Years13.8%
5 Years44.84%
3 Years-0.16%
TTM339.53%
Return on Capital
10 Years6.19%
5 Years8.55%
3 Years6.45%
Last Year9.52%
QGEN Recent Earnings
Qiagen N.V. (QGEN) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 9/12 qtrs (75%)●Beat Revenue 11/12 qtrs (92%)
Q2 2026Latest
May 6, 2026Metric
Actual
Est
EPS
$0.54-0.4%
$0.54
Rev
$492M-0.8%
$496M
Q1 2026
Feb 4, 2026Metric
Actual
Est
EPS
$0.62+1.6%
$0.61
Rev
$540M+2.3%
$528M
Q4 2025
Nov 4, 2025Metric
Actual
Est
EPS
$0.64+4.9%
$0.61
Rev
$533M+1.3%
$526M
Q3 2025
Aug 5, 2025Metric
Actual
Est
EPS
$0.60+0.0%
$0.60
Rev
$534M+3.4%
$516M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 6, 2026 | $0.54vs $0.54-0.4% | $492Mvs $496M-0.8% |
| Q1 2026 | Feb 4, 2026 | $0.62vs $0.61+1.6% | $540Mvs $528M+2.3% |
| Q4 2025 | Nov 4, 2025 | $0.64vs $0.61+4.9% | $533Mvs $526M+1.3% |
| Q3 2025 | Aug 5, 2025 | $0.60vs $0.60+0.0% | $534Mvs $516M+3.4% |
Based on last 12 quarters of dataView full earnings history →
Latest QGEN News
Recent stock market news and headlines for Qiagen N.V. (QGEN)
Seeking Alpha·Jun 15, 2026
Qiagen N.V. (QGEN) Discusses Digital PCR Technology and Applications in Environmental Sample Analysis TranscriptQiagen N.V. (QGEN) Discusses Digital PCR Technology and Applications in Environmental Sample Analysis Transcript
Zacks Investment Research·Jun 15, 2026
QIAGEN Expands QIAcuity Gene Expression Portfolio to Drive dPCR UseQGEN's QIAcuity expansion adds gene expression assays, multiplexing, automation and analysis tools to drive dPCR adoption.
Peers Comparison
Key metrics vs top competitors for Qiagen N.V. (QGEN)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $38.72 | $7.99B | 18.98 | 5.65% | 20.33% | 11.57% | 0.67% | |
| $191.76 | $29.13B | 35.19 | -0.78% | 19.43% | 32.84% | — | |
| $9.39 | $2.04B | -1.87 | -3.2% | -69.93% | -29% | — | |
| $104.91 | $20.02B | -95.37 | 17.69% | -6.4% | -8.66% | — | |
| $281.27 | $40.28B | -185.05 | 35.9% | -9.05% | -15.13% | — | |
| $516.62 | $191.99B | 29.12 | 3.91% | 15.18% | 13.23% | — |
Compare QGEN vs Peers
Qiagen N.V. (QGEN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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QGEN Frequently Asked Questions
Qiagen N.V. (QGEN) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Qiagen N.V.'s revenue?
Qiagen N.V. (QGEN) reported $2.10B in revenue for fiscal year 2025. This represents a 3772% increase from $54.2M in 1996.
How fast is Qiagen N.V. growing?
Qiagen N.V. (QGEN) grew revenue by 5.7% over the past year. This is steady growth.
Is QGEN profitable?
Yes, Qiagen N.V. (QGEN) is profitable, generating $402.2M in net income for fiscal year 2025 (20.3% net margin).
Dividend & Returns
Does QGEN pay dividends?
Yes, Qiagen N.V. (QGEN) pays a dividend with a yield of 0.67%. This makes it attractive for income-focused investors.
What is QGEN's return on equity?
Qiagen N.V. (QGEN) has a return on equity (ROE) of 11.6%. This is reasonable for most industries.
What is Qiagen N.V.'s free cash flow?
Qiagen N.V. (QGEN) generated $410.5M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.