Qiagen N.v. · NYSE:QGEN
Qiagen — Shareholder Meeting (June 2026)
51 slides from Qiagen's shareholder meeting presentation, Jun 24, 2026
Slide 1: Annual General Meeting
2026 Annual General Meeting Venlo, the Netherlands June 24, 2026
Slide 2: Opening
1 Opening June 24, 2026 2
Slide 3: Managing Board Report for the year ended December 31, 2025
2 Managing Board Report for the year ended December 31, 2025 (“Calendar year 2025”) June 24, 2026 3
Slide 4: Managing Board Report: Strategy Update
Managing Board Report Thierry Bernard Chief Executive Officer Strategy Update June 24, 2026 Annual General Meeting 2026 4
Slide 5: 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 6: QIAGEN at a glance
QIAGEN at a glance ~5,700 Highly recurring revenues ~90% Consumables and related employees known as QIAGENers revenues ~10% Instruments >500,000 customers worldwide A global company with scale Balanced customer markets ~52% Americas $2.09 billion sales Sales ~34% EMEA R&D continuum Life Molecular ~1
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: 2025: Achieving total sales target of growth pillars
2025: Achieving total sales target of growth pillars Sample tech QuantiFERON QIAcuity QIAstat-Dx QDI Growth pillars total sales (CER) $1.49 bn 2025 CER target achieved $653 mn $501 mn $87 mn $136 mn $112 mn sales 8% CER growth 2025 CER targets ~$650 mn ~$500 mn ~$105 mn ~$130 mn ~$105 mn $1.49 bn Re
Slide 9: 2025: Delivering in a volatile environment
2025: Delivering in a volatile environment Sample technologies net sales in • First QIAsymphony Connect placements $2.09 bn 2025 and QIAsprint Connect orders, QIAmini on track adj. diluted • High single-digit growth in automated consumables $2.38 EPS in 2025 • Parse: Entry into high-growth single-ce
Slide 10: 2026: Executing across our growth pillars
2026: Executing across our growth pillars Sample tech QuantiFERON QIAcuity QIAstat-Dx QDI Advancing sample Enhancing workflow and Addressing the growing Growing syndromic Capitalizing on top processing workflows customer retention digital PCR opportunity testing adoption market position Launching QI
Slide 11: Strengthening our portfolio with targeted M&A
Strengthening our portfolio with targeted M&A The fastest-growing Advancing clinical single-cell company genomics insights Leader in instrument-free, highly scalable single-cell Strengthening clinical bioinformatics through Franklin sequencing technology leader Serving >3,000 labs globally across mo
Slide 12: Q1 2026: Achieving adjusted EPS outlook amid mixed sales trends
Q1 2026: Achieving adjusted EPS outlook amid mixed sales trends 1 Q1 2026 results: 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 outloo
Slide 13: Driving profitable growth through operational excellence
Driving profitable growth through operational excellence Operational excellence Digitization Positioning QIAGEN for stronger profitable growth Accelerating growth and efficiency across QIAGEN Organizational design Portfolio streamlining >3.5 million ~30 commercial website visits / year dedicated cro
Slide 14: Supporting sustainable value creation through ESG leadership
Supporting sustainable value creation through ESG leadership 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% complet
Slide 15: 2025: Executing on our strategy to deliver solid profitable growth
2025: Executing on our strategy to deliver solid profitable growth Delivering on our commitments with strategic focus Advancing growth pillars through differentiation and partnerships Building leadership in high-growth market opportunities Driving operational excellence to enhance future growth June
Slide 16: Managing Board Report: Finance
Managing Board Report Roland Sackers Chief Financial Officer Finance June 24, 2026 Annual General Meeting 2026 16
Slide 17: 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 18: 2025: Solid results with adjusted EPS exceeding outlook
2025: Solid results with adjusted EPS exceeding outlook Growth FY 2025 growth at high end of outlook $2.090 bn 2025 ($2.069 bn CER) • $2.069 bn CER, +5% CER and at the high end of outlook of ~+4-5% CER Net sales • $1.49 bn CER sales from growth pillars on target, +8% CER growth +5% CER vs. 2024 • QI
Slide 19: 2025: Financial review (U.S. GAAP)
2025: Financial review (U.S. GAAP) In $ millions 2025 2024 Change (Except EPS and diluted shares) Net sales 2,090 1,978 6% Net sales - CER 2,069 5% Operating income 466 98 377% Adjusted operating income 616 567 9% Net income 425 84 408% Adjusted net income 522 491 6% Diluted EPS $1.94 $0.37 424% Adj
Slide 20: 2025: Sales performance by product group
2025: Sales performance by product group Sales performance by product group Sales by product group (In $ millions at actual rates) In $ millions at actual rates / 2025 change in actual, CER rates Sales % change % CER +5% CER(1) 2,090 Sample technologies 661 3% 2% 1,978 Sample Diagnostic solutions(2)
Slide 21: 2025: Efficiency gains drive margin expansion
2025: Efficiency gains drive margin expansion Adjusted operating income margin ~+2 ppt 29.5% 28.7% ~-0.8 ppt ~-0.4 ppt FY 2024 Tariff Currency Efficiency FY 2025 headwinds movements program Continuous solid operational margin expansion driven by operational leverage ppt – Percentage points June 24,
Slide 22: 2025: Reconciliation to adjusted results (U.S. GAAP)
2025: Reconciliation to adjusted results (U.S. GAAP) Net Gross Operating Pre-tax Income Tax Net Diluted In $ millions (Except EPS) sales profit income income tax rate income EPS(1) Full year 2025 Reported results 2,090.0 1,299.5 465.9 490.3 (65.4) 13% 424.9 1.94 Adjustments Business integration, acq
Slide 23: 2025: Review of U.S. GAAP and IFRS results
2025: Review of U.S. GAAP and IFRS results Consolidated Income Statements Difference In $ millions U.S. GAAP IFRS (U.S. GAAP vs. (Except per share data) 2025 2025 IFRS) Net sales 2,090.0 2,090.0 — Gross profit 1,299.5 1,292.9 6.6 Income from operations 465.9 467.6 (1.8) Net income 424.9 437.0 (12.1)
Slide 24: Strong cash flow enables disciplined capital allocation
Strong cash flow enables disciplined capital allocation Operating cash flow and leverage ratio Investing to drive shareholder value (In $ millions) 715 674 Organic investments in growth 639 654 Focusing on R&D, CAPEX and generating 0.9x operational efficiencies through AI 459 0.7x 0.6x Targeted valu
Slide 25: Healthy balance sheet supports long-term value creation
Healthy balance sheet supports long-term value creation Maturities of debt instruments(1) (In $ millions) 770 20 500 750 151 165 82 125 26 2027 2028 2029 2030 2031 2032 2033 2034 2035 Convertible Bonds Schuldschein (1) Notional value as of December 31, 2025 2027: Remaining outstanding notional value
Slide 26: QIAGENers are the source of our success
QIAGENers are the source of our success Employees by region(1) 2025 2024 Americas 1,210 1,252 Europe, Middle East & Africa 3,318 3,352 Asia Pacific, Japan and Rest of World 1,126 1,161 Total 5,654 5,765 Employees by function(1) 2025 2024 Production 27% 28% Research & Development 17% 18% Sales 38% 37
Slide 27: 2025: Investor Relations activities
2025: Investor Relations activities 2025 Deep Dive events Development of sell-side ratings QuantiFERON 144 participants 25 24 23 4 customer testimonials 22 17 11 10 16 12 Buy Sample tech 8 Hold 106 participants 12 13 Sell 9 10 8 4 customer testimonials 1 1 2021 2022 2023 2024 2025 2026 IR Impact Awa
Slide 28: 2025: Share price performance
2025: Share price performance 140% Performance % Jan-25 3M 1M QIAGEN (USD) (2%) (3%) (5%) 130% QIAGEN (EUR) (12%) (13%) (15%) Diversified1 (4%) (5%) (7%) 2 Diagnostics (22%) (23%) (24%) 120% Life Sciences 3 0% (1%) (3%) 110% 0% 100% (2%) (4%) 90% (12%) 80% (22%) 70% 60% 50% Jan-2025 Mar-2025 May-202
Slide 29: 2025: Delivering profitable growth and creating value
2025: Delivering profitable growth and creating value Solid sales gains driven by growth pillars Adj. EPS and margins improvements due to efficiency gains Strong cash flow while investing into future growth Capital allocation to highest-value opportunities June 24, 2026 Annual General Meeting 2026 2
Slide 30: Supervisory Board Report on the Company's Annual Accounts for 2025
3 Supervisory Board Report on the Company’s Annual Accounts (the “Annual Accounts”) for 2025 June 24, 2026 30
Slide 31: Main items of corporate governance structure and compliance with Dutch Corporate Governance Code
4 Main items of corporate governance structure and compliance with Dutch Corporate Governance Code June 24, 2026 31
Slide 32: Adoption of the Annual Accounts for 2025
5 Adoption of the Annual Accounts for 2025 (voting item) June 24, 2026 32
Slide 33: Advisory Vote on the 2025 Remuneration Report
6 Advisory Vote on the 2025 Remuneration Report (advisory voting item) June 24, 2026 33
Slide 34: Dividend policy
7 Dividend policy June 24, 2026 34
Slide 35: Adoption of the dividend for 2026
8 Adoption of the dividend for 2026 (voting item) June 24, 2026 35
Slide 36: Discharge from liability of the Managing Directors
9 Discharge from liability of the Managing Directors for the performance of their duties during 2025 (voting item) June 24, 2026 36
Slide 37: Discharge from liability of the Supervisory Directors
10 Discharge from liability of the Supervisory Directors for the performance of their duties during 2025 (voting item) June 24, 2026 37
Slide 38: Appointment / Reappointment of Supervisory Directors
11 Appointment / Reappointment of the following Supervisory Directors of the Company for a term running up to and including the date of the Annual General Meeting in 2027 (voting items): a. Dr. Toralf Haag b. Mr. Bert van Meurs c. Mr. Robert McMahon d. Ms. Eva van Pelt e. Dr. Eva Pisa f. Mr. Stephen
Slide 39: Transition in QIAGEN's Supervisory Board
Transition in QIAGEN‘s Supervisory Board Welcoming new Supervisory Board members with extensive industry and international experience Mark P. Stevenson Robert McMahon Appointed to Supervisory Board in 2026 Standing for election to Supervisory Board • Former COO of Thermo Fisher Scientific • CFO of W
Slide 40: Honoring Dr. Metin Colpan's legacy
Honoring Dr. Metin Colpan's legacy Dr. Metin Colpan, co-founder of QIAGEN To be appointed Honorary Chairman of the Supervisory Board and remains Vice Chair of the Scientific Advisory Board June 24, 2026 Annual General Meeting 2026 40
Slide 41: Supervisory Board: Overview
Supervisory Board: Overview Chair Stephen H. Rusckowski Toralf Haag Robert McMahon Bert van Meurs Joined 2023 Joined 2021 Nominated at 2026 AGM Joined 2024 Eva van Pelt Eva Pisa Mark P. Stevenson Elizabeth E. Tallett Joined 2024 Joined 2022 Joined 2026 Joined 2011 June 24, 2026 Annual General Meetin
Slide 42: Reappointment of Managing Directors
12 Reappointment of the following Managing Directors for a term running up to and including the date of the Annual General Meeting in 2027 (voting items): a. Mr. Thierry Bernard b. Mr. Roland Sackers June 24, 2026 42
Slide 43: Amendment of the Managing Board Remuneration Policy
13 Adoption of an amendment of the Managing Board Remuneration Policy (voting item) June 24, 2026 43
Slide 44: Reappointment of EY Accountants B.V. as auditor
14 Reappointment of EY Accountants B.V. as auditor for the year ending December 31, 2026 (voting item) June 24, 2026 44
Slide 45: Reappointment of EY Accountants B.V. as the assurance provider
15 Reappointment of EY Accountants B.V. as the assurance provider for the year ending December 31, 2026 (voting item) June 24, 2026 45
Slide 46: Authorization of the Supervisory Board to issue shares
16a Authorization of the Supervisory Board, until December 24, 2027, to issue a number of ordinary shares and financing preference shares and grant rights to subscribe for such shares, the aggregate par value of which shall be equal to the aggregate par value of ten percent (10%) of the shares issue
Slide 47: Authorization to restrict or exclude pre-emptive rights
16b Authorization of the Supervisory Board, until December 24, 2027, to restrict or exclude the pre-emptive rights with respect to issuing ordinary shares or granting subscription rights, the aggregate par value of such shares or subscription rights shall be up to a maximum of ten percent (10%) of t
Slide 48: Authorization of the Managing Board to acquire shares
17 Authorization of the Managing Board, until December 24, 2027, to acquire shares in the Company’s own share capital (voting item) June 24, 2026 48
Slide 49: Discretionary rights for a synthetic share repurchase
18 Discretionary rights for the Managing Board to implement a capital repayment by means of a synthetic share repurchase (voting item) June 24, 2026 49
Slide 50: Cancellation of ordinary shares held by the Company
19 Cancellation of whole and/or fractional ordinary shares held by the Company (voting item) June 24, 2026 50
Slide 51: Closing
20 Closing June 24, 2026 51