External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

Key points (machine generated)<ul><li>QuidelOrtho is undervalued, trading over 50% lower than peers due to transitory challenges.</li><li>Challenges include normalization of COVID-19 revenue, poor post-merger integration, and leadership issues.</li><li>Market confidence was harmed by the delayed Savanna product launch and investor concerns over tariffs.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)QuidelOrtho is undervalued, trading over 50% lower than peers due to transitory challenges.Challenges include normalization of COVID-19 revenue, poor post-merger integration, and leadership issues.Market confidence was harmed by the delayed Savanna product launch and investor concerns over tariffs.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Quidelortho Corp (QDEL) - Tuesday, Jun 10, 2025

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>QuidelOrtho's latest earnings provides insight into the company's performance and strategic direction.</li><li>For the first quarter of 2025, QuidelOrtho achieved total reported revenue of $693 million, experiencing a decline from $711 million in the previous year.</li><li>This decline is primarily attributed to reduced revenue from COVID-19 testing and the planned wind-down of the Donor Screening business.</li></ul>

QuidelOrtho's latest earnings provides insight into the company's performance and strategic direction.For the first quarter of 2025, QuidelOrtho achieved total reported revenue of $693 million, experiencing a decline from $711 million in the previous year.This decline is primarily attributed to reduced revenue from COVID-19 testing and the planned wind-down of the Donor Screening business.

QuidelOrtho Corporation Is Executing A Billion-Dollar Manufacturing Overhaul; What Is The Expected Revenue Impact?

<ul><li>QuidelOrtho delivered results in line with their expectations for the full year 2024, closing the year with a total reported revenue of $2.8 billion.</li><li>The company noted a 4% decrease in fourth quarter revenue compared to the prior year, attributed largely to anticipated declines in COVID and flu testing revenues.</li><li>Notably, revenues from regions such as the Labs business, which grew by 4%, and the Immunohematology segment, which also rose by 4%, demonstrated stable performance and continued business growth irrespective of the broader respiratory revenue challenges.</li></ul>

QuidelOrtho delivered results in line with their expectations for the full year 2024, closing the year with a total reported revenue of $2.8 billion.The company noted a 4% decrease in fourth quarter revenue compared to the prior year, attributed largely to anticipated declines in COVID and flu testing revenues.Notably, revenues from regions such as the Labs business, which grew by 4%, and the Immunohematology segment, which also rose by 4%, demonstrated stable performance and continued business growth irrespective of the broader respiratory revenue challenges.

QuidelOrtho Corporation: What Is Their Latest Strategic Shift In Revenue Focus?

<ul><li>QuidelOrtho's third quarter 2024 financial results reveal a mixed performance, characterized by challenges and opportunities that investors should carefully weigh.</li><li>The reported revenue for the quarter stood at $727 million, a roughly 2% decline from the previous year, influenced by a decrease in COVID-19 and flu-related revenues compared to the prior year.</li><li>The company's adjusted EBITDA was $171 million, translating to an adjusted EBITDA margin of 23.5%, showing an improvement of 80 basis points over the previous year, primarily due to implemented cost-saving measures.</li></ul>

QuidelOrtho's third quarter 2024 financial results reveal a mixed performance, characterized by challenges and opportunities that investors should carefully weigh.The reported revenue for the quarter stood at $727 million, a roughly 2% decline from the previous year, influenced by a decrease in COVID-19 and flu-related revenues compared to the prior year.The company's adjusted EBITDA was $171 million, translating to an adjusted EBITDA margin of 23.5%, showing an improvement of 80 basis points over the previous year, primarily due to implemented cost-saving measures.

QuidelOrtho Corporation: Its Diverse Revenue Streams Surge – Discover the Lab Innovations Powering Growth! - Major Drivers

<ul><li>QuidelOrtho's second quarter 2024 financial results were guided by substantial review and restructuring as the new CEO, Brian Blaser, begins to imprint his strategy on the company’s operations.</li><li>The company reported $637 million in revenue and an adjusted EBITDA of $90 million.</li><li>These figures align with the company's expectations, indicating stable performance across its diverse geographical and operational spectrum.</li></ul>

QuidelOrtho's second quarter 2024 financial results were guided by substantial review and restructuring as the new CEO, Brian Blaser, begins to imprint his strategy on the company’s operations.The company reported $637 million in revenue and an adjusted EBITDA of $90 million.These figures align with the company's expectations, indicating stable performance across its diverse geographical and operational spectrum.

QuidelOrtho Corporation: These Are The 4 Biggest Factors Driving Our 'Buy' Rating! - Major Drivers

United States

QuidelOrtho Corporation provides health care services. The Company offers technologies and platforms to benefit customers with expanded access to clinical chemistry, immunoassay, molecular diagnostics, immunohematology, donor screening, and point-of-care diagnostics offerings.

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QuidelOrtho (QDEL US)

Quidelortho Corp (QDEL) - Tuesday, Jun 10, 2025

QuidelOrtho is undervalued, trading over 50% lower than peers due to transitory challenges.Challenges include normalization of COVID-19 revenue,...

Value Investors Club (VIC)

QuidelOrtho Corporation Is Executing A Billion-Dollar Manufacturing Overhaul; What Is The Expected Revenue Impact?

QuidelOrtho's latest earnings provides insight into the company's performance and strategic direction. For the first quarter of 2025, QuidelOrtho...

Baptista Research

QuidelOrtho Corporation: What Is Their Latest Strategic Shift In Revenue Focus?

QuidelOrtho delivered results in line with their expectations for the full year 2024, closing the year with a total reported revenue of $2.8...

Baptista Research

QuidelOrtho Corporation: Its Diverse Revenue Streams Surge – Discover the Lab Innovations Powering Growth! - Major Drivers

QuidelOrtho's third quarter 2024 financial results reveal a mixed performance, characterized by challenges and opportunities that investors should...

Baptista Research

QuidelOrtho Corporation: These Are The 4 Biggest Factors Driving Our 'Buy' Rating! - Major Drivers

QuidelOrtho's second quarter 2024 financial results were guided by substantial review and restructuring as the new CEO, Brian Blaser, begins to...

Baptista Research

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