Bio-Techne (TECH) Q1 2026 Earnings Call Transcript
View original at finance.yahoo.comBio-Techne (TECH) Q1 2026 Earnings Call Transcript Image source: The Motley Fool. Date Nov. 5, 2025, 9:00 a.m. ET Call participants President and Chief Executive Officer — Kim Kelderman Chief Financial Officer — James T…
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More than 50% of Wilson Wolf G-Rex grant program customers also use Bio-Techne GMP reagents
80% confidenceFunding lag from biotech funding to revenue previously 2-3 quarters; now expected shorter due to existing infrastructure
80% confidenceFY2026 operating margin expansion of at least 100 bps, potentially higher
80% confidenceProteinSimple is outperforming the market
80% confidenceQ1 China instrument growth NOT tariff-driven unlike prior quarter
80% confidenceSecond half FY2026 return to positive organic growth expected
80% confidenceQ2 organic growth expected approximately same as Q1 overall (~1%); excluding two cell therapy customers implies 3% underlying growth
80% confidenceNIH FY2025 September 2025 outlays +8% YoY
80% confidenceBiotech funding down ~19% YTD through October 2025; +6% sequential increase in Q1 calendar 2025; October 2025 strongest funding month of calendar 2025
80% confidenceM&A remains top priority for capital deployment
80% confidenceNIH FY2026 Senate and House appropriation bills suggest flat budget YoY with bipartisan support confirmed
80% confidenceCell therapy headwinds intensify in Q2, moderate in H2, fully lap by FY2027
80% confidenceBio-Techne is holding share or gaining vs. peers globally in core reagents
80% confidenceSwitching breast cancer patients with ESL1 mutation to alternative therapy nearly doubled life expectancy
80% confidenceFY2026 organic growth guidance of low single digits maintained
80% confidenceFY2025 achievement of ~40% reduction in Scope 1 & 2 emissions via 100% renewable electricity at Minneapolis site
80% confidence