)
Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Neogen
Neogen (NEOG) investor relations material
Neogen 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary15 Jan, 2026
Market Overview and Industry Trends
Food safety and animal health markets are expanding due to increased food complexity, stricter regulations, and higher consumer expectations.
Regulatory mandates, not government funding, drive demand for food safety solutions, providing a stable market tailwind.
The addressable market is estimated at $11B, with strong growth potential across USAC, EMEA, LATAM, and APAC regions.
The company holds market leadership in pathogen detection and hygiene indicators, serving a broad customer base from small processors to global protein producers.
Innovation cycles are faster in food safety compared to human diagnostics due to lower regulatory hurdles.
Strategic Direction, Vision, and Turnaround Plan
The vision is to fuel global food security with a safe, sufficient, and sustainable food supply.
A new management team with turnaround experience has been assembled, restructuring the executive team for speed, accountability, and cross-functional execution.
The turnaround and growth strategy follows three phases: stabilize, accelerate, and expand, with a focus on top-line growth, cost management, and operational transformation.
Execution discipline, customer intimacy, and operational maturity are key to achieving market-leading performance.
Enhanced governance and controls are in place to improve cash predictability and risk management.
Portfolio Focus and Innovation
The portfolio is being refocused on higher-growth, more profitable markets, with divestiture of the genomics division expected by year-end.
PetrifilmⓇ, the flagship product, is central to the food safety offering, with a new production site in Lansing, Michigan, on track for completion by November 2026.
High-growth consumables include PetrifilmⓇ, pathogen testing, and biosecurity, with market CAGRs up to 12%.
Innovation is customer-need driven, with increased R&D and CapEx investment focused on scalable, high-return projects and a low-teens New Product Vitality Index.
End-to-end food safety solutions integrate products, analytics, and expert services, reinforcing brand authority and customer loyalty.
Petrifilm site transfer: key risks or challenges
Innovation strategy: problem-led vs tech-led focus
Path to 20-30% EBITDA: key operational levers
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Neogen earnings date
Q3 20268 Apr, 2026
Neogen
Next Neogen earnings date
Q3 20268 Apr, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Neogen Corporation, together with its subsidiaries, develops, manufactures, and markets various products for food and animal safety worldwide. The company offers rapid tests to detect foodborne pathogens using a variety of modes; and laboratory systems to conduct real-time monitoring of animal drinking water to prevent disease. It also provides systems for environmental monitoring, such as for water quality; and multiplex PCR instruments that perform high-throughput amplification. In addition, the company offers kits to detect various pathogens in foods, such as Listeria monocytogenes; its products include Listeria Meter, Listeria reagent set (CARO kit), FoodCulture™ kits for detection of specific foodborne pathogens; vegetarian/vegan kits for use with non-animal media; and SwineSwab™ kit for detection of salmonella.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage