Abstract

Bio-Rad Laboratories will report its quarterly results on February 12, 2026 Post Market, with investors focused on revenue resilience, margin normalization, and EPS trajectory following a volatile prior quarter.

Market Forecast

Current market consensus and company guidance for the quarter are not disclosed, and forecast data for revenue, gross profit margin, net profit or margin, and adjusted EPS are unavailable; investors are therefore centering on sequential stabilization signals and cost discipline to interpret this quarter’s performance versus the prior period. Based on the main business mix reported last quarter, Clinical Diagnostics remains the revenue anchor while Life Science contributes complementary growth and product-cycle leverage.

The most promising business segment is Clinical Diagnostics, supported by recurring demand across quality controls and instrument consumables that anchor revenue visibility, with the segment contributing USD 391.20 million last quarter; Life Science delivered USD 261.80 million with performance tied to capital equipment and reagents momentum.

Last Quarter Review

Bio-Rad Laboratories reported revenue of USD 653.00 million, a gross profit margin of 52.50%, a GAAP net loss attributable to the parent of USD 342.00 million, a net profit margin of -52.36%, and adjusted EPS was not disclosed; quarter-on-quarter net profit change registered -207.58%. A key highlight was that gross margin remained robust despite reported GAAP losses, indicating product mix and pricing support within consumables and reagents. Main business highlights showed Clinical Diagnostics revenue of USD 391.20 million and Life Science revenue of USD 261.80 million, underlining the company’s balanced exposure across instruments, reagents, and consumable-driven sales.

Current Quarter Outlook

Main Business: Clinical Diagnostics

Clinical Diagnostics is the core revenue contributor and sets the tone for top-line stability. Last quarter’s USD 391.20 million underscores the scale and recurring nature of instrument-attached consumables and quality controls that underpin margin carry-through. This quarter, management focus is likely to be on maintaining steady volumes in core chemistry and immunoassay platforms while protecting pricing in consumables to preserve the 52.50% gross margin baseline. Operational levers include targeted cost control in manufacturing and logistics, prudent inventory management, and mix optimization toward consumables, which generally exhibit higher gross margin than capital equipment. Any commentary on regional demand normalization, procurement cycles, and hospital budgets will be closely watched as near-term drivers of revenue cadence and margin stability.

Most Promising Business: Life Science

Life Science, with USD 261.80 million last quarter, offers upside tied to product cycles, consumable utilization rates, and instrument placements. Performance will hinge on steady demand across reagents and workflow solutions. This quarter’s potential hinges on product usage intensity by research labs, cycle-driven replenishment of consumables, and selective new placements that can expand the installed base for follow-on reagent sales. Gross margin impact may be more variable due to mix shifts between instruments and consumables, but targeted pricing discipline and cost management are likely to mitigate volatility. Investors should look for clarity on order visibility, backlog conversion, and any commentary around funding environments impacting lab procurement, which can quickly alter quarterly revenue trajectories.

Key Stock Price Factors This Quarter

Stock performance this quarter will be shaped by three dynamics: the trajectory of GAAP profitability against last quarter’s reported net margin, visibility on adjusted EPS given cost actions, and the balance between revenue stability and gross margin preservation. The market is likely to interpret any signs of sequential improvement in net margin and any update on adjusted EPS as critical signals of earnings normalization. Management’s narrative on cost control and operating efficiency will be central to shaping expectations for EBIT leverage and cash generation. The company’s ability to sustain the gross margin near its recent level while showing progress on net profitability will be seen as a positive inflection; conversely, any renewed pressure on net margin without commensurate revenue resilience could weigh on sentiment. Clarity on segment-level momentum and order patterns will also influence how investors extrapolate near-term trends into the remainder of the fiscal year.

Analyst Opinions

Analyst previews and institutional ratings specific to this quarter were not identified within the permitted time range. As such, a majority view could not be established, and no side is presented. Investors will focus on management’s commentary around margin stabilization, consumables-led resilience in Clinical Diagnostics, and visibility into adjusted EPS normalization to gauge the near-term earnings path.