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Provider of life sciences sample management, genomics services and biological/cold-chain storage solutions for research and biobanking.
Provider of life sciences sample management, genomics services and biological/cold-chain storage solutions for research and biobanking.
Charges for sequencing and gene-synthesis work in labs and for storing, shipping and tracking biological samples, often under multi-year agreements. It was Brooks Automation until it sold its semiconductor automation business to Thomas H. Lee Partners and renamed itself, leaving a pure life-sciences company.
Moat: narrow (switching costs, scale, installed base). Long-term sample-storage contracts and integrated logistics create high switching costs for research customers.
Headquarters: Burlington, Massachusetts · Founded: 1994 · Employees: 3,000
Size Azenta (AZTA) is a United States Health Care company (Medical/Nursing Services) with a market value of $1.72B, the 1891st largest of 3,117 United States companies the cockpit tracks. Shares closed at $39.16 on 6 Nov 2026.
Performance Over six months the shares gained 103.8%, against +22.8% for the median peer and -1.1% for the United States market (cap-weighted) — 3rd highest of 21 in its peer set.
Growth Revenue grew 1.5% over the last twelve months (peer median +5.9%); the operating margin is -2.6% (peer median 3.2%).
Valuation It trades at 103.7× forward earnings against a peer median of 40.1× (most expensive of 16).
Price implies For today's price to make sense, revenue must grow about 56% a year for seven years (Req g). Recent delivered growth is +9%, so the hurdle is +47 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 13.0 points below its cost of capital (12.0% WACC).
Backlog Backlog (remaining performance obligations) was $64.0M at 30 Jun 2026, down 16% on a year earlier — 0.1 years of trailing revenue. Backlog detail →
Short interest Short interest is 12.2% of the free float (15 Oct 2026).
Next results Next results expected around 10 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $614M | $594M | $573M | $665M | $555M |
| Revenue growth | — | +4% | -14% | +20% | — |
| Gross profit | $270M | $270M | $255M | $233M | $231M |
| EBITDA | $39.9M | $49.9M | $60.8M | $3.39M | $29.7M |
| Net income | -$123M | -$55.8M | -$165M | -$14.3M | -$429M |
| Free cash flow | $9.88M | $38.3M | $12.4M | -$21.9M | -$539M |
| Capital expenditure | $28.1M | $33.9M | $37.4M | $39.4M | $77.4M |
| Total debt | $54.0M | $59.9M | $66.3M | $72.0M | $56.3M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Azenta AZTA | $1.72B | +104% | +1% | -3% | 103.7× | 56.0% |
| Thermo Fisher Scientific TMO | $257B | +50% | +8% | 19% | 25.8× | 20.9% |
| Charles River Laboratories CRL | $16.1B | +90% | -1% | 15% | 26.6× | 25.3% |
| Illumina ILMN | $32.2B | +50% | +6% | 21% | 35.7× | 27.1% |
| Eurofins Scientific ERF.PA | $17.5B | +49% | +3% | 12% | 23.0× | 13.3% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | AZTA | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +8.8% | +7.8% | 7th highest of 21 |
| 6-month return | +103.8% | +22.8% | 3rd highest of 21 |
| Distance from 52-week high | -15.6% | -16.4% | 10th highest of 21 |
| Revenue growth (TTM) | +1.5% | +5.9% | 9th lowest of 21 |
| Operating margin | -2.6% | 3.2% | 8th lowest of 21 |
| Forward P/E | 103.7× | 40.1× | most expensive of 16 |
| Growth the price implies (Req g, 7 yrs) | 56.0% | 10.1% | most demanding of 14 |
| Growth delivered (Del g) | +8.9% | +8.5% | 7th highest of 14 |
| Hurdle (Req g minus delivered) | +47.1 pp | +7.0 pp | most demanding of 14 |
| ROIC minus cost of capital | -13.0 pp | -4.1 pp | 6th lowest of 20 |
| EV / EBITDA | 36.1× | 14.2× | 3rd most expensive of 13 |
| Net debt / EBITDA | -6.9× | 3.2× | 2nd least indebted of 15 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Azenta AZTA | United States | $1.72B | +104% | +1% | -3% | 103.7× | 56.0% | +8.9% |
| Personalis PSNL | United States | $1.71B | +164% | -13% | -164% | n/a | n/a | n/a |
| Dr. Agarwal's Health Care AGARWALEYE.NS | India | $1.74B | +15% | +22% | 15% | 89.1× | 41.9% | +26.9% |
| Ping An Healthcare and Technology 1833.HK | Hong Kong | $1.63B | -47% | +8% | 3% | 40.1× | 15.0% | -5.1% |
| Ambea AMBEA.ST | Sweden | $1.63B | +30% | +13% | 8% | 15.8× | 1.7% | +7.7% |
| Vijaya Diagnostic Centre VIJAYA.NS | India | $1.60B | +22% | +24% | 32% | 64.3× | 39.3% | +16.7% |
| Teladoc Health TDOC | United States | $1.60B | +21% | -2% | -5% | n/a | -5.2% | +18.3% |
| GeneDx WGS | United States | $1.86B | +53% | +25% | -12% | 98.7× | n/a | n/a |
| Sonida Senior Living SNDA | United States | $1.58B | -14% | +49% | -11% | n/a | n/a | n/a |
| agilon health AGL | United States | $1.90B | +109% | 0% | -4% | 67.5× | n/a | n/a |
| Emeis EMEIS.PA | France | $1.94B | -30% | +4% | 3% | n/a | 21.3% | +8.5% |
| Dian Diagnostics 300244.SZ | China | $1.97B | +11% | -5% | 9% | 25.2× | 2.4% | -1.1% |
| U.S. Physical Therapy USPH | United States | $1.48B | +68% | +11% | 10% | 30.4× | 19.9% | +13.0% |
| Guangzhou Kingmed Diagnostics 603882.SS | China | $1.99B | +5% | -3% | 7% | 31.7× | 6.7% | -6.1% |
| Clariane CLARI.PA | France | $1.40B | -20% | +1% | 6% | 8.6× | 6.7% | +6.5% |
| NeoGenomics NEO | United States | $2.18B | +88% | +11% | -6% | 58.9× | n/a | n/a |
| H.U.Group 4544.T | Japan | $1.35B | +24% | +1% | 2% | 41.0× | 10.1% | +2.1% |
| Diagnostyka DIA.WA | Poland | $1.29B | -5% | +19% | 15% | 18.4× | 6.9% | +18.9% |
| OPKO Health OPK | United States | $1.29B | +52% | -11% | -29% | n/a | n/a | n/a |
| Lumexa Imaging LMRI | United States | $1.29B | +29% | +8% | 3% | 18.6× | n/a | n/a |
| AddLife ALIF-B.ST | Sweden | $2.29B | +25% | +2% | 8% | 40.5× | 21.6% | +14.6% |
Azenta reported $64.0M of remaining performance obligations at 30 Jun 2026, down 16% from a year earlier and down 1% from the previous quarter. That is 0.1 years of trailing revenue already under contract. Book-to-bill last quarter: 1.00.