Qiagen N.v. · NYSE:QGEN
Qiagen — Investor Presentation (June 2026)
59 slides from Qiagen's investor presentation, June 2026
Slide 1: Committed to solid profitable growth: Investor Introduction
Committed to solid profitable growth Investor Introduction June 2026 Presentation Titel
Slide 2: Forward looking and intended use statements
Forward looking and intended use statements Safe Harbor Statement: Certain statements contained in this presentation may be considered forward-looking statements within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Exchange Act of 1
Slide 3: The value of biology has never been stronger
The value of biology has never been stronger Crucial to Improving Direct impact advancing healthcare on your science for all lives Investor Introduction Presentation Titel 3
Slide 4: QIAGEN solutions are used worldwide by researchers
QIAGEN solutions are used worldwide by researchers - from young scientists to Nobel laureates - and clinical labs Investor Introduction Presentation Titel 4
Slide 5: QIAGEN at a glance
QIAGEN at a glance Highly recurring revenues ~5,700 ~90% Consumables and related employees known as QIAGENers revenues ~10% Instruments >500,000 customers worldwide A global company with scale ~52% Balanced customer markets Americas $2.09 billion sales(1) Sales1 ~34% EMEA R&D continuum ~14% Life Mol
Slide 6: QIAGEN more focused and stronger than ever
QIAGEN more focused and Growth and value stronger than ever ~4-6% CAGR ~$13-14 bn ~$11 bn addressable Life Molecular addressable market QIAGEN market (2028) Sciences Diagnostics customers (2024) ~50% ~50% QIAGEN product Sample technologies Balanced global presence 2025 net sales (%) groups 52 34 14
Slide 7: Leading from the first step in lab workflows
Leading from the first step in lab workflows Samples Sample preparation Detection Insights PCR QIAcuity dPCR #2 Any Genomics / NGS Sample #1 biological technologies QIAGEN Digital Insights #1 sample Diagnostic solutions QuantiFERON #1 QIAstat-Dx #2 Life Sciences Customers Molecular Diagnostics Custo
Slide 8: Strategy: Committed to solid profitable growth
Strategy: Committed to solid profitable growth Our 2028 On track targets Ongoing focus on growth pillars to At least $2 bn sustain profitable growth net sales CER from pillars in 2028 On track ~7% Set to exceed Net sales CER CAGR (2024-28) Drive efficiency and digitization to At least 250 bps fuel g
Slide 9: Focusing on attractive opportunities in molecular testing
Focusing on attractive opportunities in molecular testing Product PCR / Nucleic acid Sample technologies Diagnostic solutions NGS / Genomics groups amplification 2025 sales $661 mn $803 mn $309 mn $242 mn Accelerate investments for growth Build on proven leadership QIAcuity #2 QIAstat-Dx #2 QIAGEN #
Slide 10: QIAcuity dPCR
QIAcuity dPCR Quantitative PCR QIAcuity dPCR Next-generation (qPCR) Enabling novel applications sequencing (NGS) e.g., Cell and Gene Therapy e.g., liquid biopsy Lower sensitivity High sensitivity and precision In-depth insights and precision More accurate than qPCR and high precision dPCR – Capturin
Slide 11: Instruments tailored to varying customer segments
Instruments tailored to varying customer segments Key achievements Scalable systems Low- to high- throughput capabilities QIAcuity One QIAcuity Four QIAcuity Eight QIAcuityDx >3,200 cumulative placements Academia since 2020 launch Overcoming entry barrier vs. qPCR Ease of use Fully integrated Transl
Slide 12: Gene expression: Growing opportunity for QIAcuity
Gene expression: Growing opportunity for QIAcuity A large and growing market What is gene expression? Measuring which genes are turned on or off and by how ~$2.7 bn qPCR addressable market in 2025 Overcome qPCR limitations Improve over qPCR accuracy and much – Essential to Gene expression accounts f
Slide 13: Significant investments into QIAcuity dPCR
Significant investments into QIAcuity dPCR ≥$250 mn QIAcuity net sales CER target (2028) Target Extend Accelerate commercialization new applications into clinical use >3x increase Launch new assays QIAcuityDx of sales specialists for market for gene expression and Cell and Gene enabling MRD and moni
Slide 14: QIAstat-Dx
QIAstat-Dx Use case: 3-year-old with severe but unspecific GI symptoms Traditional testing Syndromic testing Slow diagnosis and treatment Fast diagnosis enabling better decisions can lead to complexities treatment decisions Identifying unknown diseases at speed Day 1 Day 1 One test within and ease o
Slide 15: QIAstat-Dx offers differentiated features
QIAstat-Dx offers differentiated features Key achievements Strong product capabilities Key differentiators Specification QIAstat-Dx Competition Workflow Additional >5,200 cumulative placements efficiency pathogens since launch Hands-on time ~1 min >5 min and safety on panels for for broader robust r
Slide 16: Expanding global presence and differentiated menu
Expanding global presence and differentiated menu ≥$200 mn QIAstat-Dx net sales CER target (2028) Grow installed Small hospitals Medium hospitals Large hospital networks customer Public health labs Regional reference labs National reference labs base Low-throughput High-throughput customers customer
Slide 17: QIAGEN Digital Insights
QIAGEN Digital QIAGEN unlocking the power of genomics Insights Development Genomic data In 2003, the first Today, any human human genome took genome can be read in 13 years 5 hours Sequencing Powerful analytics costs $100 / to understand >$1 bn / genome sequencing run 2000 2010 2020 2030 genomics Th
Slide 18: Top bioinformatics for research to clinical customers
Top bioinformatics for research to clinical customers Key achievements Addressing large customer base Delivering QDI software solutions for NGS workflow #1 Research – in bioinformatics software for research and clinical Scientific discovery Pharma / Biotech Academia Government research Sample prep L
Slide 19: Case study: Research Advancing drug development
Case study: Research Advancing drug development Pharma challenge QDI pivotal to drug discovery Over 50,000 scientific publications cite our software Key to understanding disease pathways, targets and measure changes 25 of the Top 25 Pharma companies use QDI Significant number of failures without the
Slide 20: Case study: Clinical Enhancing patient outcomes
Case study: Clinical Enhancing patient outcomes Patient situation QDI-enhanced patient outcome Mutation identification and recommendation by QDI Profile Male (early 70s) Targeted therapy leading to life-saving disease remission Diagnosis QIAGEN Clinical Leukemia linked to rare gene mutation Insights
Slide 21: Genoox: The AI-powered software platform
Genoox: The AI-powered software platform Speed Accuracy Confidence Optimized for clinical turnaround AI workflows augmented by scientists Proven across >5.5 million reports Continuous feedback through users AI outputs validated by expert review Gold-standard knowledge databases How we win How we win
Slide 22: Focus on SaaS subscription model and AI to expand market leadership
Focus on "SaaS" subscription model and AI to expand market leadership 2028 goals Coming in 2026 Deepen global commercial reach and +40% 4 new AI-enhanced SaaS sales SaaS transition for sustainable growth specialists commercial offerings Agentic AI interface for >14 NGS data analysis Invest in new AI
Slide 23: Investing to extend market leadership
Investing to extend market leadership ≥$200 mn QDI net sales CER target (2028) Extend leadership in curated Deepen global Invest in new AI and other knowledge commercial reach technologies Expand QIAGEN knowledge base into Adopt SaaS go-to-market Continue advancing software spatial, proteomics and m
Slide 24: Sample technologies: #1 in the first step of every molecular workflow
Sample technologies: #1 in the first step of every molecular workflow Laboratory workflow Differentiated solutions for modular, Valuable Biological Sample PCR integrated workflows molecular sample technologies Fast time to result, scalability insights Critical first step and ease of use dPCR in mole
Slide 25: QIAGEN leading the way in sample preparation
QIAGEN leading the way in sample preparation Comprehensive consumables ANY >350 ANY Key achievements biological sample different sample kits DNA / RNA portfolio e.g., tissue, cells, blood, for manual and target analytes >120 mn including variations QIAGEN preparations serum, wastewater automated pro
Slide 26: Scaling automation for the future
Scaling automation for the future Key initiatives Manual QIAcube Connect EZ2 Connect QIAcube HT QIAsymphony Low-throughput Mid-throughput High-throughput Expand state- of-the-art portfolio NEW QIAmini QIAsymphony QIAsprint Update Connect Connect automation Launch 2026 Launched in 2025 Launched in 20
Slide 27: On the offense expanding our top automation portfolio
On the offense expanding our top automation portfolio ≥$750 mn On On Sample technologies track track net sales CER target QIAsprint Connect QIAsymphony Connect QIAmini (2028) Launch 2026 Launched in February 2026 Full IVDR launch mid-2026 Launch Fall 2026 • High-throughput automation • Fully automat
Slide 28: Extending our Sample tech leadership with single-cell solutions
Extending our Sample tech leadership with single-cell solutions Driving the next wave of growth ~$2.1 bn Expanding Expected single-cell market by 2029 Key applications in oncology, immunology and neurology ~10% CAGR AI-driven 2024 - 2029 Generates data fueling AI-powered drug discovery 3,000+ Adopte
Slide 29: Parse: Breaking single-cell limits
Parse: Breaking single-cell limits Scalable High quality AI ready Designed for next-gen biology Validated for consistent performance Built for translational reality >1,000x higher single-cell scale Data quality determines value at AI models need biologically diverse reported over the last 10 years s
Slide 30: QuantiFERON Tuberculosis: A highly contagious and lethal bacterial infection
QuantiFERON Tuberculosis: A highly contagious and lethal bacterial infection 1 in 4 Broad health risk Global relevance people have a latent TB bacterial infection High risk of ssion to active ogre TB pr 1 in 10 EMEA of these people will develop an Immunocompromised ~10 mn active TB bacterial infecti
Slide 31: Best-positioned test for latent TB detection
Best-positioned test for latent TB detection QuantiFERON Tuberculin Key achievements Advantages over Specification blood test skin test skin test Customizable automated workflow High accuracy and specificity $503 mn 2025 net sales (+110% vs. 2019) Only one patient visit Electronic results Quality-as
Slide 32: Driving skin test conversion with unrivaled automation
Driving skin test conversion with unrivaled automation ≥$600 mn QuantiFERON Leading automation advantage net sales CER target (2028) Increase Automated Automated liquid handling assay and result Partnership with customer base Diasorin to expand into Lyme disease (EU and U.S.) Large potential in skin
Slide 33: Creating a complete QuantiFERON ecosystem
Creating a complete QuantiFERON ecosystem 37°C Blood collection Aliquotation Incubation Centrifugation Detection Data analysis Current QuantiFERON workflow Manual intervention steps Announcing a new QuantiFERON ecosystem NEW AI-enabled Fully automated Sample to Insight workflow New chemistry risk st
Slide 34: Expanded ecosystem enables full automation and improves efficiency
Expanded ecosystem enables full automation and improves efficiency Addressing the need to improve pre-analytical steps in labs QIAGEN fully automates the process with Inpeco and Diasorin partnerships Process automation can be adapted to specific customer needs Ambition to be the first FDA-approved,
Slide 35: Initiatives to fuel growth investments and achieve ≥31% adjusted operating income margin
Initiatives to fuel growth investments and achieve ≥31% adjusted operating income margin in 2028 Operational excellence Digitization Positioning QIAGEN for stronger profitable growth Accelerating growth and efficiency across QIAGEN Organizational design Portfolio streamlining >3.5 million ~30 commer
Slide 36: Executing our strategy with empowered QIAGENers
Executing our strategy with empowered QIAGENers ~5,700 QIAGENers Expand our culture of empowerment ~50% new top leaders since 2020 Foster accountability and decentralized decision-making ~15% with QIAGEN for >15 years Investor Introduction 36
Slide 37: Embracing ESG for all stakeholders
Embracing ESG for all stakeholders Net zero Top ESG ratings Environmental responsibility carbon emission target (2050) Investing in people 37% female leadership (2025) Serving society 75.7 Service NPS-T score exceeding goal of 64.5 (2025) Business with integrity 94% completion rate for Code of Condu
Slide 38: Q1 2026 results
Q1 2026 results Committed to solid profitable growth May 6, 2026
Slide 39: Forward looking and intended use statements
Forward looking and intended use statements Safe Harbor Statement: Certain statements contained in this presentation may be considered forward-looking statements within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Exchange Act of 1
Slide 40: Q1 2026: Overview
Q1 2026: Overview 1 Preliminary Q1 2026: Mixed net sales trends, adj. EPS achieving outlook ● $492 mn net sales (+2% actual, -1% CER vs. ≥1% CER outlook) Net sales Adjusted EPS In $ millions In $ per share ● $0.54 CER adjusted diluted EPS in line with outlook +2% / 2 Strong growth among key pillars,
Slide 41: Q1 2026: Sales performance and key developments
Q1 2026: Sales performance and key developments Sales by product group Key developments (In $ millions at actual rates) -1% • +9% CER growth, +3% CER growth excl. Parse Sample CER(1) technologies • Parse integration progressing well, on track to exceed 492 ~$40 mn FY 2026 sales target 483 • -5% CER
Slide 42: Q1 2026: Portfolio developments
Q1 2026: Portfolio developments Sample technologies – Parse: Oncology portfolio: QIAstat-Dx: Advancing scalable single-cell sequencing Addressing key oncology research needs Advancing syndromic testing solutions Launch of Evercode® Whole Transcriptome Expansion of genomic profiling solutions Launch
Slide 43: FY 2026 sales outlook: Updated perspectives
FY 2026 sales outlook: Updated perspectives ≥+5% CER ~ -1.5 ppts ~ -2 ppts ~+1-2% CER • Reduced immigration • Cautious U.S. Life testing demand Sciences capital (U.S. / Middle East) spending • OEM customer ordering trends • Middle East conflict 2026 outlook QuantiFERON Life Sciences / Updated 2026 o
Slide 44: FY 2026: Leveraging a solid portfolio to drive growth
FY 2026: Leveraging a solid portfolio to drive growth Sample tech QuantiFERON QIAcuity QIAstat-Dx QDI Growth pillars total sales (CER) 2026 CER targets ~$720 mn ~$535 mn ~$100 mn ~$160 mn ~$125 mn ~$1.64 bn (February 2026) Updated Updated 2026 CER ~$1.61 bn ~$720 mn ~$500 mn ~$100 mn ~$160 mn ~$125
Slide 45: 2026 sales outlook: H1 vs. H2 updated perspectives
2026 sales outlook: H1 vs. H2 updated perspectives Updated ~+0.5 ppts ~+4% CER ~+1 ppt ~+2 ppts ~+2 ppts ~ -1-2% CER H1 2026 growth End of NeuMoDx, New Sample tech QuantiFERON Better U.S. Life H2 2026 growth outlook Dialunox headwind systems, new returning to Science environment outlook product laun
Slide 46: Q2 and FY 2026: Updated outlook and assumptions
Q2 and FY 2026: Updated outlook and assumptions (As of April 27, 2026) Q2 2026 outlook FY 2026 outlook Net sales ~ -2% CER ~+1-2% CER Anticipated currency impact(1) Positive impact of ~+1 ppt Positive impact of ~+1 ppt Adjusted diluted EPS(2) ≥$0.60 CER ≥$2.43 CER Anticipated currency impact(1) Neut
Slide 47: Appendix
QIAGEN Appendix
Slide 48: Q1 2026: Maintaining solid profitability while investing in future growth
Q1 2026: Maintaining solid profitability while investing in future growth Adjusted operating income margin 29.8% ~-1.5 ppts ~-0.7 ppts ~-1.2 ppts ~+1 ppt ~27.4% Q1 2025 Tariffs FX Acquisitions Efficiency program Q1 2026 ppts – Percentage points May 6, 2026 Q1 2026 results 48
Slide 49: Q1 2026: Consolidated Statements of Income (unaudited)
Q1 2026: Consolidated Statements of Income (unaudited) (In $ thousands, except share data) Three months ended Three months ended March 31, 2026 March 31, 2025 Net sales 492,320 483,456 Cost of sales: Cost of sales 169,459 161,294 Acquisition-related intangible amortization 13,258 13,481 Total cost o
Slide 50: 2026: Quarterly sales by product group
2026: Quarterly sales by product group Q1 2026 Q2 2026 Q3 2026 Q4 2026 FY 2026 (In $ millions at actual rates / change in actual, CER rates) Sales Act. CER Sales Act. CER Sales Act. CER Sales Act. CER Sales Act. CER Sample technologies 170 13% 9% Diagnostic solutions(1) 185 -1% -4% Of which QuantiFE
Slide 51: 2026: Quarterly sales by product type and region
2026: Quarterly sales by product type and region Q1 2026 Q2 2026 Q3 2026 Q4 2026 FY 2026 (In $ millions at actual rates / change in actual, CER rates) Sales Act. CER Sales Act. CER Sales Act. CER Sales Act. CER Sales Act. CER Product type Consumables and related 445 2% -1% revenues Instruments 48 -2
Slide 52: Q1 2026: Reconciliation to adjusted results (unaudited)
Q1 2026: Reconciliation to adjusted results (unaudited) (In $ millions, except EPS) Net Gross Operating Pre-tax Income Tax Net Diluted sales profit income income tax rate income EPS* First quarter 2026 Reported results 492.3 309.6 84.4 85.8 (17.8) 21 % 68.0 0.33 Adjustments Business integration, acq
Slide 53: Q1 2026: Footnotes for reconciliation to adjusted results
Q1 2026: Footnotes for reconciliation to adjusted results (unaudited) a. Includes costs incurred in connection with streamlining operations and improving overall efficiency as well as costs related to various contemplated and completed acquisition projects including subsequent integration activities
Slide 54: 2026: Quarterly income statement summary
2026: Quarterly income statement summary (In $ millions, unless indicated) (Diluted EPS in $ per share) Q1 2026 Q2 2026 Q3 2026 Q4 2026 FY 2026 Net sales 492.3 Net sales (CER) 476.7 Gross profit 309.6 Gross profit margin 62.9% Adjusted gross profit 325.4 Adjusted gross profit margin 66.1% Operating
Slide 55: Consolidated Balance Sheets
Consolidated Balance Sheets (In $ thousands, except par value) March 31, December 31, (In $ thousands, except par value) March 31, December 31, 2026 2025 2026 2025 Assets (unaudited) Liabilities and equity (unaudited) Cash and cash equivalents 646,289 839,005 Accrued and other current liabilities 40
Slide 56: Consolidated Statements of Cash Flows (unaudited)
Consolidated Statements of Cash Flows (unaudited) Three months ended March 31, March 31, Three months ended March 31, March 31, (In $ thousands) 2026 2025 (In $ thousands) 2026 2025 Cash flows from operating activities: Cash flows from financing activities: Net income 68,043 90,758 Capital repayment
Slide 57: Q1 2026: Currency impact
Q1 2026: Currency impact Net sales Net sales Currency exposure Change (In $ millions / Actual) (CER) (As % of CER sales) (In $ millions) Q1 2026 U.S. dollar 273.0 273.1 57% 0.1 Euro 97.1 87.7 18% -9.4 British pound 18.6 17.2 4% -1.4 Japanese yen 11.7 12.1 3% 0.4 Other currencies 91.8 86.7 18% -5.1 T
Slide 58: Employees as of March 31, 2026
Employees as of March 31, 2026 Europe / Middle Asia Pacific / Total Total Americas East / Africa Japan / ROW Q1 2026 Q4 2025 Change Production 291 1,083 139 1,513 1,542 -2% R&D 165 741 50 956 975 -2% Sales 559 812 689 2,060 2,119 -3% Marketing 79 174 67 320 321 0% Administration 78 447 152 677 697 -
Slide 59: Your contacts
Your contacts Daniel Wendorff Calendar Vice President E-mail: Head of Investor Relations QuantiFERON Spotlight Session May 7, 2026 ir@qiagen.com Phone: +49 2103 29 11322 Internet: E-mail: daniel.wendorff@qiagen.com Annual General Meeting June 2026 corporate.QIAGEN.com Q2 2026 results August 2026 Dr.