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QuidelOrtho (QDEL) investor relations material
QuidelOrtho Citi Annual Global Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Citi Annual Global Healthcare Conference 2025 summary3 Dec, 2025
Investor feedback and stock reaction
Stock experienced a steep sell-off after Q3, attributed to high short interest, increased put option exposure, tax loss selling, and quant fund activity.
Investor concerns focused on cash flow timing due to ERP conversions and narrowed guidance with lower Q4 margins, both addressed in the Q3 call.
Cash flow, guidance, and margin targets
Adjusted free cash flow guidance for the year remains at 25%-30% of adjusted EBITDA, with Q4 expected to be strong due to delayed Q3 receipts.
Long-term cash flow target of 50% of adjusted EBITDA is expected to be reached by 2027, with progress in 2026.
Margin improvement initiatives are expected to deliver 100-200 basis points in 2026, with further gains from procurement and facility consolidation by 2027.
Business segment performance and growth drivers
Base business revenue, excluding COVID and donor screening, grew 5% in Q3; labs grew 4%, immunohematology 5%, and Triage 7%.
Labs business is stable with 5-7 year contracts and inflation adjusters being reintroduced in renewals.
Price erosion in labs is about 1-1.5% annually, offset by productivity and new menu pricing.
Integrated analyzers now make up 30% of the installed base, with a target of 50%, supporting higher margin immunoassay growth.
LEX: Market growth and commercialization plan
Path to 2.5-3.5x leverage and 50% cash conversion
Labs price erosion: Countermeasures and impact
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Next QuidelOrtho earnings date
Q4 202512 Feb, 2026
Next QuidelOrtho earnings date
Q4 202512 Feb, 2026
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Frequently asked questions
Quidel Corporation develops, manufactures and markets diagnostic testing solutions that can produce rapid and accurate clinical results to aid in the diagnosis of critical medical conditions. Rapid, accurate point of care tests are used by physicians and other healthcare providers to rapidly detect a variety of medical conditions. Quidel's products range from simple diagnostic screeners to more sophisticated multiple-analyte tests designed to be performed on Quidel's automated workstations.
Quidel manufactures its products and operates its sales and marketing operations primarily in San Diego, California and provides quality service and technical support through trained customer service representatives worldwide. Quidel Corporation was incorporated in 1979 and is headquartered in San Diego, California.
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