“39 Table of Contents Research and Development Expenses Our research and development expenses for the three months ended December 31, 2025 and 2024 are as follows: Three Months Ended December 31, 2025 2024 In thousands % of Revenue In thousands % of Reve…”10-Q · Feb 5, 2026 ↗
Azenta, Inc.
AZTA
Market read
Azenta, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 12 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
- AZTA's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if AZTA's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 12 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- AZTA's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Operating margin changed +4.4 percentage points in the latest annual period.
- Net margin changed +19.4 percentage points in the latest annual period.
- Product pipeline and R&D has repeated adverse evidence across 4 filings.
- Restructuring and cost reductions has repeated adverse evidence across 3 filings.
- EV/sales is 89% below the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
30.17Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“The increased net loss from continuing operations was primarily driven by the non-cash goodwill impairment charge of $149.1 million, partially offset by lower income tax expense.”10-Q · May 8, 2026 ↗
“Cash inflows from investing activities were $224.7 million for fiscal year 2024 and consisted of $666.2 million of sales and maturities of marketable securities, partially offset by $405.6 million for purchases of marketable securities and $37.4 million of ca…”10-K · Dec 4, 2025 ↗
“The increases in gross margin and adjusted gross margin were primarily driven by higher gross margin for the Next Generation Sequencing and Gene Synthesis, partially offset by lower gross margin for Sanger sequencing services.”10-K · Dec 4, 2025 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 2.3× · EV/sales 1.9×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for AZTA. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for AZTA. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind AZTA
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
TMOThermo Fisher Scientific Inc.competitorDec 4, 2025 ▾
“In the Sample Management Solutions segment, our main competitors include Hamilton Company and Liconic AG for automation systems and Laboratory Corporation of America Holdings and Thermo Fisher Scientific Inc.”
TWSTTwist Bioscience CorporationcompetitorDec 4, 2025 ▾
“In the Multiomics segment, our main competitors include BGI Genomics Co., Ltd., Eurofins, Scientific S.E., GenScript Biotech Corporation, Integrated DNA Technologies, Inc., Novogene Co., Ltd., and Twist Bioscience Corporation.”
Depended on by
CYRXCryoport, Inc.competitorMar 5, 2026 ▾
“Life Sciences Products competition is with companies offering cryogenic systems products such as Azenta Life Sciences, Phase 2, and IC Biomedical.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 9 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
AZTA is currently a Participant in the organic co-movement group Equity Risk. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for AZTA; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.