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Mar 31, 2020

Bio-Techne Q3 2020 Earnings Report

Bio-Techne's Q3 2020 performance reflected resilience amidst the COVID-19 pandemic, with organic revenue growth and adjusted EPS increase.

Key Takeaways

Bio-Techne reported a 5% increase in net sales to $194.7 million for Q3 2020, with organic growth of 6%. GAAP EPS decreased to $0.92, while adjusted EPS increased to $1.39. The company highlighted its role in combating COVID-19 and maintained a strong financial position.

Organic revenue increased by 6% to $194.7 million.

GAAP EPS was $0.92, while adjusted EPS reached $1.39.

Adjusted Operating Margin increased to 36.4%.

The company is actively involved in developing COVID-19 solutions.

Total Revenue
$195M
Previous year: $185M
+5.3%
EPS
$0.35
Previous year: $0.3
+16.7%
Organic Sales Growth
6%
Gross Profit
$130M
Previous year: $125M
+4.4%
Cash and Equivalents
$156M
Previous year: $95.6M
+63.5%
Free Cash Flow
$40.2M
Previous year: $34.7M
+15.7%
Total Assets
$2B
Previous year: $1.87B
+6.8%

Bio-Techne

Bio-Techne

Bio-Techne Revenue by Segment

Forward Guidance

The company anticipates customer site shutdowns to negatively impact sales while they remain in effect, but also expects long-term positive sales growth due to increased funding in life-science research in response to the pandemic. They also expect short and long term impacts of COVID-19 on adjusted EPS to be similar to that of sales growth.

Positive Outlook

  • Positive long-term outlook for future sales growth from expected future funding increases within life-science research in response to the current pandemic
  • Company has responded to COVID-19 by developing resources for SARS-CoV-2 detection, cytokine monitoring, and drug discovery
  • The Company continues to pursue available opportunities to partner in the fight against COVID-19
  • Company remains in a strong financial position with sufficient available cash
  • Company remains fully operational

Challenges Ahead

  • COVID-19 negatively impacted sales growth during the third quarter of fiscal year 2020 due to numerous customer site shutdowns
  • Customer site shutdowns will continue to have a negative impact on sales while they remain in effect
  • Company is currently unable to forecast the impact given uncertainty over the duration of the COVID-19 pandemic
  • Adjusted EPS was negatively impacted by COVID-19 by an estimated $0.07-$0.09 in the third quarter of fiscal 2020
  • The COVID-19 impact on adjusted EPS was primarily due to the sales impacts

Revenue & Expenses

Visualization of income flow from segment revenue to net income