Abbott reported Q1 EPS of $1.15 in line with guidance and comparable revenue growth of 3.7%. The company closed the Exact Sciences acquisition, which added meaningful growth but also resulted in 20c EPS dilution for the year. Management maintained its EPS guidance midpoint of $5.48 and introduced a 6.5-7.5% comparable revenue growth outlook, while taking a cautious stance on the respiratory season and expecting H2 acceleration driven by EP launches, core lab recovery, and nutrition turnaround. Q1 EPS of $1.15 met guidance, with comparable sales growth of 3.7%.
Abbott reported Q1 EPS of $1.15 in line with guidance and comparable revenue growth of 3.7%. The company closed the Exact Sciences acquisition, which added meaningful growth but also resulted in 20c EPS dilution for the year. Management maintained its EPS guidance midpoint of $5.48 and introduced a 6.5-7.5% comparable revenue growth outlook, while taking a cautious stance on the respiratory season and expecting H2 acceleration driven by EP launches, core lab recovery, and nutrition turnaround. Q1 EPS of $1.15 met guidance, with comparable sales growth of 3.7%.
Abbott reported Q1 EPS of $1.15 in line with guidance and comparable revenue growth of 3.7%. The company closed the Exact Sciences acquisition, which added meaningful growth but also resulted in 20c EPS dilution for the year. Management maintained its EPS guidance midpoint of…
Q1 EPS of $1.15 met guidance, with comparable sales growth of 3.7%.
Full-year EPS guidance lowered to $5.48 midpoint solely due to Exact Sciences dilution (20c), unchanged from deal announcement.
Full-year comparable sales growth guidance of 6.5-7.5% (new comparable basis including Exact Sciences in both years).
Guidance is maintained but the tone is cautious: management guided EPS down due to Exact Sciences dilution and refused to bake in a strong respiratory season, signaling conservative near-term outlook despite H2 acceleration plans.
Management repeatedly affirmed confidence in accelerating second-half growth and cited clear visibility into key drivers, while candidly acknowledging near-term headwinds.
“So I think the combination of the The increased demand followed by this bottleneck.”
“I just decided that I didn't think it was prudent to bake that into the forecast... I'm not going to forecast that we're going to make it up in Q4, this respiratory aspect.”
“I think our sales in China for CoreLab were flat in Q1. If you think about what they were in last year, we were, you know, between 15% and 30% down every quarter”
| 지표 | 기간 | 범위 | 중간값 | 상태 |
|---|---|---|---|---|
| EPS | FY2026 | $5.48 | $5.48 | MAINTAINED |
| Revenue | FY2026 | 6.5%–7.5% | 7% | INITIATED |
| 제시 시점 | 지표 | 목표 기간 | 가이던스 | 실제 | 결과 |
|---|---|---|---|---|---|
| FY2025 Q4 | EPS | FY2026 Q1 | $1.12–$1.18 | $1.15 | Met / beat |
EXAS (now acquired) is performing strongly, growing 13% with Cologuard in mid-teens, and management is bullish on sustaining this growth through international expansion and rescreen momentum.
“In cancer diagnostics, sales grew 13% on a comparable basis, driven by mid-teens growth of Cologuard and high teens growth in international markets.”
… which exclude capital equipment and digital health solutions, increased on both a year-over-year and sequential basis. And this is a trend that we expect to continue and drive higher growth in the second half of the year compared to the first half. In our rapid and molecular diagnostic business, sales declined 10%, reflecting lower demand for respiratory virus testing due to a much weaker respiratory season compared to last year. And in cancer diagnostics, sales grew 13% on a comparable basis, driven by mid-teens growth of Cologuard and high teens growth in international markets. Moving to nutrition, where sales finished slightly ahead of our expectations for the quarter. As discussed on our January earnings call, results in the quarter reflect the impact of lower sales volumes compared to the prior year and the effect of strategic pricing actions implemented in the fourth quarter of 2025 with an objective of re-accelerating volume growth. While we are still early in the transition back toward a more sustainable balance between price and volume-driven growth, I'm encouraged by the progress we're making. Early data indicates we are seeing the intended effect with volume growth …