5 Revealing Analyst Questions From Neogen’s Q3 Earnings Call

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Neogen’s third quarter results were met with a strong positive market reaction, despite reporting a year-over-year sales decline. Management attributed the quarter’s performance to ongoing operational...

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Management attributed the quarter’s performance to ongoing operational...</p>\n\n<a href=\"https://stockstory.org/us/stocks/nasdaq/neog/news/earnings-call/5-revealing-analyst-questions-from-neogens-q3-earnings-call\">Source Link</a>\n\n</div>\n","source":"stock_story_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Revealing Analyst Questions From Neogen’s Q3 Earnings Call</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Revealing Analyst Questions From Neogen’s Q3 Earnings Call\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-16 13:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://stockstory.org/us/stocks/nasdaq/neog/news/earnings-call/5-revealing-analyst-questions-from-neogens-q3-earnings-call><strong>stock_story_highlight</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Neogen’s third quarter results were met with a strong positive market reaction, despite reporting a year-over-year sales decline. Management attributed the quarter’s performance to ongoing operational...</p>\n\n<a href=\"https://stockstory.org/us/stocks/nasdaq/neog/news/earnings-call/5-revealing-analyst-questions-from-neogens-q3-earnings-call\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2211817866.USD","symbol_name":"Allianz Food Security AT Acc USD","start_time":0,"source_url":"https://stockstory.org/us/stocks/nasdaq/neog/news/earnings-call/5-revealing-analyst-questions-from-neogens-q3-earnings-call","article_id":"2575371555","we_media_id":null,"thumbnails":[],"rights":{"source":"stock_story_highlight","url":"https://stockstory.org/us/stocks/nasdaq/neog/news/earnings-call/5-revealing-analyst-questions-from-neogens-q3-earnings-call","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2575371555","pubTimestamp":1760592660,"columns":[],"sourceInfo":{"source_id":"stock_story_highlight","name":"StockStory"},"weMediaInfo":null,"summary":"Neogen’s third quarter results were met with a strong positive market reaction, despite reporting a year-over-year sales decline. Management attributed the quarter’s performance to ongoing operational challenges, including inefficiencies in sample collection and excess inventory, which impacted margins. CEO Mikhael Nassif pointed to improvements in core food safety products and stabilization efforts in the Animal Safety segment, while also acknowledging temporary distributor-related disruptions in Petrifilm. The company’s actions to streamline costs, such as a global workforce reduction and portfolio optimization, were central to mitigating near-term pressures.","collect":0,"end_time":0,"defaultTopTitle":"stockstory.org","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2211817866.USD":"Allianz Food Security AT Acc USD","BK4198":"医疗保健用品","NEOG":"纽尔真检测"},"translate_title":"Neogen第三季度收益看涨期权中的5个揭示分析师问题","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NEOG":1},"content_text":"Neogen’s third quarter results were met with a strong positive market reaction, despite reporting a year-over-year sales decline. Management attributed the quarter’s performance to ongoing operational challenges, including inefficiencies in sample collection and excess inventory, which impacted margins. CEO Mikhael Nassif pointed to improvements in core food safety products and stabilization efforts in the Animal Safety segment, while also acknowledging temporary distributor-related disruptions in Petrifilm. The company’s actions to streamline costs, such as a global workforce reduction and portfolio optimization, were central to mitigating near-term pressures. Is now the time to buy NEOG? Find out in our full research report (it’s free for active Edge members). Neogen $(NEOG)$ Q3 CY2025 Highlights:Revenue: $209.2 million vs analyst estimates of $203.9 million (3.6% year-on-year decline, 2.6% beat)Adjusted EPS: $0.04 vs analyst estimates of $0.04 (in line)Adjusted EBITDA: $12.96 million vs analyst estimates of $36.27 million (6.2% margin, 64.3% miss)The company reconfirmed its revenue guidance for the full year of $830 million at the midpoint EBITDA guidance for the full year is $170 million at the midpoint, above analyst estimates of $163.3 millionOperating Margin: -7.7%, down from 1% in the same quarter last yearMarket Capitalization: $1.29 billionWhile we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. \nThose are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. \nHere is what has caught our attention. Our Top 5 Analyst Questions From Neogen’s Q3 Earnings Call\n\nBrandon Vazquez (William Blair) questioned where Neogen’s core strengths lie and how it plans to regain market share; CEO Mikhael Nassif emphasized a broad portfolio, employee commitment, and renewed commercial discipline as key to recovery.\n\n\nSubhalaxmi Nambi (Guggenheim) asked about the lack of raised revenue guidance despite a revenue beat; CFO Dave Naemura confirmed no material one-time items, citing ongoing uncertainty in sample collection volumes.\n\n\nBob Labick (CJS Securities) inquired about the impact of execution challenges on the new product pipeline; Nassif acknowledged past misaligned priorities, stating that future innovation will be more focused and externally informed.\n\n\nDavid Westenberg (Piper Sandler) pressed for details on sample collection inefficiencies and the impact of headcount reductions; Naemura explained that high labor turnover and scrap costs are being addressed, while Nassif highlighted a commitment to organizational optimization and talent alignment.\n\n\nTom DeBourcy (Nephron Research) asked about ongoing portfolio evaluation and potential for further divestitures; Nassif and Naemura both stressed an ongoing review process but expressed satisfaction with the current core focus.\n\nCatalysts in Upcoming QuartersLooking ahead, the StockStory team will be watching (1) the successful integration and ramp-up of Petrifilm production, (2) progress in reducing sample collection inefficiencies and excess inventory, and (3) updates on the divestiture process for the genomics business. We will also monitor the impact of new commercial leadership hires and the pace of innovation pipeline development as leading indicators of sustainable margin recovery.Neogen currently trades at $5.84, in line with $5.82 just before the earnings. Is there an opportunity in the stock?The answer lies in our full research report (it’s free for active Edge members). Our Favorite Stocks Right NowTrump’s April 2025 tariff bombshell triggered a massive market selloff, but stocks have since staged an impressive recovery, leaving those who panic sold on the sidelines. Take advantage of the rebound by checking out our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI?  See the open roles here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.10","shortVersion":"4.35.10","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2575371555","isCrawlerRequest":true}