Azenta, Inc. · NASDAQ:AZTA

Azenta — Q3 2026 Earnings Presentation

13 slides from Azenta's earnings presentation, Aug 5, 2026

  1. Slide 1: Fiscal Third Quarter 2026 Financial Results

    Fiscal Third Quarter 2026 Financial Results EARNINGS PRESENTATION August 5, 2026 © 2026 Azenta, Inc. • All rights reserved

  2. Slide 2: Safe Harbor Statement

    Safe Harbor Statement Safe Harbor Statement This presentation contains “forward looking statements” forward-looking statements made under Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These statements are neither promises n

  3. Slide 3: Azenta Life Sciences Q3 2026 Financial Overview

    Azenta Life Sciences Q3 2026 Financial Overview QUARTER ENDED JUNE 30, 2026 Performance Highlights Adjusted Revenue Q3’26 Revenue EBITDA Margin • Revenue $161M, up 12% reported and up 9% organic YoY • 8% organic growth in Multiomics with growth in NGS and $161M 11.4% Gene Synthesis • 9% organic grow

  4. Slide 4: Q3 2026 Segment Overview

    Q3 2026 Selected Non-GAAP Financial Measures QUARTER ENDED JUNE 30, 2026 Organic Revenue Segment Overview Sample Management Solutions • Sample Management Solutions Up 9% 45% • Mid-teens growth in Sample Repository Multiomics Solutions (GENEWIZ) • $73M Revenue • Mid-teens growth in Consumables and •

  5. Slide 5: Summary Consolidated Balance Sheet

    Summary Consolidated Balance Sheet QUARTER ENDED JUNE 30, 2026 Balance Sheet $ millions Mar Jun 2026 2026 QtQ Cash, restricted cash, short term marketable securities 383 328 (55) Accounts receivable, net 131 144 12 • $529M of cash, cash equivalents, restricted Inventories 79 79 1 cash and marketable

  6. Slide 6: Summary Consolidated Cash Flow

    Summary Consolidated Cash Flow QUARTER ENDED JUNE 30, 2026 Cash Flow $ millions Q3'26 Cash, restricted cash and marketable securities - Beginning 574 Net income 2 • $537M cash, cash equivalents, restricted Non-cash adjustments (5) cash and marketable securities, including Depreciation & amortization

  7. Slide 7: Fiscal Year 2026 Guidance

    Fiscal FiscalYear Year2026 2024Guidance Guidance 2026 Guidance May 2026 August 2026 Comments Reported: ~$603M - $621M Reported: ~$613M - $618M Reflects the improved performance in the Organic: Down 2% to up 1% YoY Organic: Flat to up 1% YoY third quarter while maintaining a prudent Revenue Sample Ma

  8. Slide 8: Appendix

    Appendix © 2026 Azenta, Inc. • All rights reserved

  9. Slide 9: Q3 2026 Selected Non-GAAP Financial Measures

    Q3 2026 Selected Non-GAAP Financial Measures QUARTER ENDED JUNE 30, 2026 Total Azenta Organic Growth $ millions except EPS and percentages $ millions Non-GAAP Q3'25 Q3'26 YtY Revenue $ 144 $ 161 12% Q3’25 Q3’26 YtY% Gross profit $ 69 74 9% Reported 144 161 12% % 47.6% 46.2% (1.4) pts. R&D 7 9 19% FX

  10. Slide 10: GAAP to Non-GAAP Reconciliation

    GAAP to Non-GAAP Reconciliation Continuing Operations $ millions except percentages Q1 F Y 25 Q2 F Y 25 Q3 F Y 25 Q4 F Y 25 F Y 25 Q1 F Y 26 Q2 F Y 26 Q3 F Y 26 Revenue 147.4 143.3 143.9 159.2 593.8 148.6 144.8 161.2 GAAP gross prof it 68.8 62.8 66.4 72.3 270.3 63.7 62.0 72.4 Gross profit margin 46.

  11. Slide 11: GAAP to Non-GAAP Reconciliation - Segments

    GAAP to Non-GAAP Reconciliation CONTINUING OPERATIONS - SEGMENTS $ millions except percentages Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Multiomics Revenue 66.3 63.5 66.2 73.2 269.2 67.2 63.7 72.9 Gross prof it 29.7 26.6 26.2 31.1 113.6 27.9 25.0 33.2 Gross profit margin 44.8% 41.

  12. Slide 12: Net Income to Adjusted EBITDA Reconciliation

    Net Income to Adjusted EBITDA Reconciliation CONTINUING OPERATIONS Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 FY25 Q1 FY26 Q2 FY26 Q3 FY26 $ millions except percentages Net income (11.0) (47.7) (48.0) 50.9 (55.8) (15.4) (160.8) 2.5 (Income) Loss from discontinued operations, net of tax 3.9 27.9 47.7 0.8 80.2 1

  13. Slide 13: Calculation of Non-GAAP Organic Revenue

    Calculation of Non-GAAP Organic Revenue CONTINUING OPERATIONS Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Revenue 4% 5% (0%) 6% 4% 1% 1% 12% Acquisitions/divestitures 0% 0% 0% 0% 0% 0% (1%) (3%) Currency exchange rates (0%) 1% (2%) (2%) (1%) (2%) (3%) (1%) Organic revenue 3% 6% (2%)

Azenta — Q3 2026 Earnings Presentation on 6ix