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1. Company Snapshot

1.a. Company Description

Azenta, Inc.provides life science sample exploration and management solutions for the life sciences market in North America, Europe, China, the Asia Pacific, and internationally.The company operates through two reportable segments, Life Sciences Products and Life Sciences Services.


The Life Sciences Products segment offers automated cold sample management systems for compound and biological sample storage; equipment for sample preparation and handling; consumables; and instruments that help customers in managing samples throughout their research discovery and development workflows.The Life Sciences Services segment provides comprehensive sample management programs, integrated cold chain solutions, informatics, and sample-based laboratory services to advance scientific research and support drug development.This segment's services include sample storage, genomic sequencing, gene synthesis, laboratory processing, laboratory analysis, biospecimen procurement, and other support services.


It serves a range of life science customers, including pharmaceutical companies, biotechnology companies, biorepositories, and research institutes.The company was formerly known as Brooks Automation, Inc.and changed its name to Azenta, Inc.


in December 2021.Azenta, Inc.was founded in 1978 and is headquartered in Chelmsford, Massachusetts.

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1.b. Last Insights on AZTA

Azenta, Inc.'s recent performance was driven by strong Q4 2025 earnings, with reported revenue growth of 6% year-over-year and 4% on an organic basis. The company's Adjusted EBITDA margin expanded by 310 basis points versus the previous year. Additionally, Azenta expects FY'26 organic revenue growth of 3% to 5% year-over-year, with Adjusted EBITDA margin expansion of approximately 300 basis points. Insider purchases, such as by Rep. Gilbert Ray Cisneros, Jr., also contributed to positive sentiment.

1.c. Company Highlights

2. Azenta's Q4 2025 Earnings: A Strong Foundation for Sustainable Growth

Azenta, Inc.'s Q4 2025 revenue was $159 million, up 6% year-over-year, with a record quarter for Multiomics. The company's fiscal year 2025 revenue was $594 million, up 4% on a reported basis and 3% organically. Non-GAAP EPS for the full year was $0.51, and adjusted EBITDA margin expanded by 310 basis points. The company ended the year with $546 million in cash, cash equivalents, and marketable securities. The actual EPS came out at $1.02, significantly higher than estimates at $0.21.

Publication Date: Nov -23

📋 Highlights
  • Revenue Growth:: Q4 2025 revenue reached $159 million (6% YoY), with FY2025 total revenue of $594 million (4% reported, 3% organic).
  • EBITDA Margin Expansion:: Full-year 2025 adjusted EBITDA margin expanded 310 basis points, projecting ~300 bps expansion in 2026.
  • Liquidity & Guidance:: Ended FY2025 with $546 million in cash; 2026 guidance includes 3–5% organic revenue growth and >30% free cash flow improvement.
  • M&A Focus:: Prioritizing tuck-in acquisitions in SRS, automated solutions, and synthesis, with 2026 as a pivotal year for execution.
  • Segment Outlook:: Multiomics to grow low single-digits, SMS mid-single-digits, and SRS robustly, driven by leadership changes and price optimization.

Guidance and Outlook

For fiscal 2026, Azenta expects organic revenue growth of 3% to 5%, with Multiomics delivering low single-digit growth and Sample Management Solutions contributing mid-single-digit growth. The company anticipates adjusted EBITDA margin expansion of approximately 300 basis points and over 30% improvement in free cash flow generation. As noted by CEO John Marotta, the company is positioned for sustainable, profitable growth and value creation, with a strong balance sheet and a focus on operational excellence.

Segment Performance

The Multiomics business is expected to grow at low single-digit, with normalization in Next-Generation Sequencing (NGS) and stabilization in gene synthesis. The company also expects robust growth in the SRS business, driven by a new leader and price optimization. The automated stores segment is expected to see strength when the macro environment improves, with tailwinds in cryogenic cold storage due to cell and gene therapeutics.

Valuation and M&A Strategy

The company views itself as undervalued, trading at 10 times EBITDA, with an EV/EBITDA ratio of 55.63 and a P/S Ratio of 2.69. Azenta looks to pursue tuck-in M&A deals in areas that can add value, with a focus on expanding its core business in SRS, automated solutions, and synthesis. The company is bullish on its M&A funnel, particularly in SRS, and expects 2026 to be a significant year for executing on M&A.

Growth Initiatives

The company is focused on driving margin expansion on the EBITDA line and is investing heavily in R&D, sales and marketing, and gross margin improvements. M&A is another key area, with a focus on capital allocation for growth initiatives. Azenta will host an Investor Day in December to outline its multiyear growth strategy, long-term financial framework, and capital deployment priorities.

3. NewsRoom

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Fisher Asset Management LLC Sells 81,724 Shares of Azenta, Inc. $AZTA

Dec -04

Source: defenseworld.net

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Head-To-Head Analysis: Veeva Systems (NYSE:VEEV) and Azenta (NASDAQ:AZTA)

Nov -22

Source: defenseworld.net

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Azenta, Inc. (AZTA) Q4 2025 Earnings Call Transcript

Nov -21

Source: seekingalpha.com

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First Look: AI selloff, jobs jitters, and big corporate shifts

Nov -21

Source: gurufocus.com

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Azenta Reports Fourth Quarter and Full Year Fiscal 2025 Results, Ended September 30, 2025

Nov -21

Source: prnewswire.com

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Rep. Gilbert Ray Cisneros, Jr. Purchases Shares of Azenta, Inc. (NASDAQ:AZTA)

Nov -21

Source: defenseworld.net

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Envestnet Asset Management Inc. Has $3.51 Million Stake in Azenta, Inc. $AZTA

Nov -16

Source: defenseworld.net

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Azenta Announces Fiscal 2025 Fourth Quarter and Full Year Conference Call and Webcast

Nov -12

Source: prnewswire.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (5.92%)

6. Segments

Life Sciences Services

Expected Growth: 5%

Azenta's Life Sciences Services segment growth is driven by increasing demand for gene and cell therapy development, expansion of biopharma customers, and strategic acquisitions. The segment benefits from the growing need for outsourced services, such as bioprocessing and analytical testing, and Azenta's expertise in these areas. Additionally, the company's investments in digitalization and automation enhance its service offerings, further fueling growth.

Life Sciences Products

Expected Growth: 7%

Azenta's Life Sciences Products segment growth is driven by increasing demand for gene therapy and gene editing, expansion in bioprocessing and cell therapy, and growing adoption of automated sample management solutions. Additionally, strategic acquisitions and partnerships, as well as investments in R&D, contribute to the 7% growth rate.

7. Detailed Products

CryoStore

A cryogenic storage system designed for the long-term preservation of biological samples at extremely low temperatures.

CryoPod

A portable, cryogenic storage container for the safe transportation of biological samples.

IScan

A fully automated, high-capacity storage system for biological samples, featuring advanced inventory management and tracking capabilities.

DataSmart

A comprehensive, cloud-based software platform for managing and tracking biological samples, including inventory management, tracking, and analytics.

CryoPod Express

A compact, portable cryogenic storage container for the safe transportation of small quantities of biological samples.

8. Azenta, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

Azenta, Inc. operates in a niche market with limited substitutes, but the threat of substitutes is still present due to the evolving nature of the biotechnology industry.

Bargaining Power Of Customers

Azenta, Inc. has a diverse customer base, which reduces the bargaining power of individual customers. Additionally, the company's products are highly specialized, making it difficult for customers to switch to alternative suppliers.

Bargaining Power Of Suppliers

Azenta, Inc. relies on a few key suppliers for critical components, which gives them some bargaining power. However, the company's strong relationships with suppliers and its ability to negotiate contracts mitigate this risk.

Threat Of New Entrants

The biotechnology industry has high barriers to entry, including significant capital requirements, complex regulatory frameworks, and the need for specialized expertise. This limits the threat of new entrants.

Intensity Of Rivalry

The biotechnology industry is highly competitive, with many established players and new entrants vying for market share. Azenta, Inc. faces intense competition from companies with similar products and services.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 2.71%
Debt Cost 3.95%
Equity Weight 97.29%
Equity Cost 11.52%
WACC 11.31%
Leverage 2.79%

11. Quality Control: Azenta, Inc. passed 5 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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Merit Medical Systems

A-Score: 4.4/10

Value: 2.6

Growth: 7.3

Quality: 6.5

Yield: 0.0

Momentum: 2.5

Volatility: 7.7

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DENTSPLY SIRONA

A-Score: 4.0/10

Value: 7.7

Growth: 1.4

Quality: 3.1

Yield: 6.0

Momentum: 0.0

Volatility: 5.7

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Teleflex

A-Score: 3.6/10

Value: 4.7

Growth: 3.4

Quality: 5.4

Yield: 1.0

Momentum: 0.5

Volatility: 6.7

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Repligen

A-Score: 3.0/10

Value: 0.2

Growth: 5.0

Quality: 3.9

Yield: 0.0

Momentum: 5.0

Volatility: 3.7

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Cooper

A-Score: 2.9/10

Value: 2.9

Growth: 1.2

Quality: 5.9

Yield: 0.0

Momentum: 1.0

Volatility: 6.3

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Azenta

A-Score: 2.8/10

Value: 5.1

Growth: 2.6

Quality: 4.2

Yield: 0.0

Momentum: 1.5

Volatility: 3.3

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

35.45$

Current Price

35.45$

Potential

-0.00%

Expected Cash-Flows