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AI Earnings Predictions for Neogen Corporation (NEOG)

Machine learning predictions based on historical earnings data and price patterns

Latest Prediction

BUY

1-Day Prediction

+4.23%

$9.80

100% positive prob.

5-Day Prediction

+7.00%

$10.06

100% positive prob.

20-Day Prediction

+15.92%

$10.90

95% positive prob.

Price at prediction: $9.40 Confidence: 100.0% Model AUC: 1.0000 Quarter: Q2 2026

Historical Earnings Predictions

Quarter Signal 1D Return 5D Return 20D Return Confidence Actual 5D
Q2 2026 BUY +4.23% +7.00% +15.92% 100.0% Pending
Q1 2026 SELL -0.37% -5.76% -1.82% 100.0% -7.92%
Q4 2025 SELL -0.39% -6.06% -3.01% 100.0% -2.47%

Earnings Transcripts

SEC 8-K filings with transcript text

View All
2026
Q2

Q2 2026 Earnings

8-K BUY

Jul 30, 2026 · 100% conf.

AI Prediction BUY

1D

+4.23%

$9.80

Act: +4.42%

5D

+7.00%

$10.06

20D

+15.92%

$10.90

Price: $9.40 Prob +5D: 100% AUC: 1.000
0001193125-26-324860

EX-99.1

2 neog-ex99_1.htm

EX-99.1

EX-99.1

Exhibit 99.1

Neogen Reports Fourth Quarter and Full Fiscal Year 2026 Financial Results

Delivered Strong Core Growth in Q4 FY26 with Food Safety Core Growth Highest Since FY23

• Fiscal fourth quarter 2026 revenue of $225.3 million representing growth of (0.1%) and Core Growth1 of 4.3%; Full fiscal year 2026 revenue of $870.4 million with growth of (2.7%) and Core Growth1 of 1.9%

• Food Safety fourth quarter revenue growth of 3.1% and Core Growth1 of 5.8%; highest quarterly core growth rate since FY 2023

• Animal Safety fourth quarter revenue growth of (8.2%), Core Growth1 of 0.5%; revenue grew 7% sequentially due to resolution of the majority of supply challenges

• Net loss of $11.3 million in the fourth quarter 2026 with EPS of $(0.05); Adjusted Net Income1 of $18.7 million and Adjusted EPS1 of $0.09

• Fourth quarter 2026 cash flow from operations of $30.2 million and free cash flow of $26.2 million

• Fourth quarter 2026 Adjusted EBITDA1 of $45.4 million; with Adjusted EBITDA1 margin of 20.2%

• Company on track to manufacture sellable Petrifilm® product and begin planned multi-quarter manufacturing transition in November 2026; first completed fully validated single kit unit (SKU) expected by the end of August 2026

• Company provides FY 2027 financial guidance for revenue and Adjusted EBITDA1

1 Non-GAAP financial measures; see explanations and reconciliations that follow

LANSING, July 30, 2026 – Neogen® Corporation (NASDAQ: NEOG), an innovative leader in food safety solutions, announced its financial results for the fiscal fourth quarter and full fiscal year 2026 and provided financial guidance for its fiscal year first quarter and full fiscal year 2027.

“We ended fiscal year 2026 with significant momentum and have a number of initiatives underway to further enhance our commercial efforts and the way we approach customers and our core markets. Fiscal year 2027 will be a year of disciplined execution and investment in core areas as we look to drive high-impact innovation and operational efficiency through additive technology and improved process. Ultimately, our goal is to exit FY27 positioned for enhanced future growth and profitability," said Mike Nassif, Neogen’s President and Chief Executive Officer.

He continued, “We are providing our fiscal guidance for 2027, and we have stayed true to our principles of delivering on our commitments. Our entire organization is focused on disciplined execution and sustaining the operational momentum that we have seen in the business throughout fiscal year 2026. I’m extremely proud of our team and want to thank our employees for their significant contributions to the success of our company.”

Financial Highlights

Revenue by Products and Geography

Three months ended May 31,

Twelve months ended May 31,

(in millions)

2026

2025

% Change

2026

2025

% Change

Food Safety:

Natural Toxins & Allergens

$

19.2

$

18.5

3.8

%

$

77.5

$

77.0

0.6

%

Bacterial & General Sanitation

46.7

42.5

9.9

%

175.4

164.8

6.4

%

Indicator Testing, Culture Media

86.8

79.3

9.5

%

332.7

312.2

6.6

%

Rodent Control, Insect Control & Disinfectants

3.9

11.3

(65.5

)%

18.2

47.0

(61.3

)%

Genomics Services

6.6

6.3

4.8

%

24.6

23.4

5.1

%

Other

3.6

3.9

(7.7

)%

12.7

13.7

(7.3

)%

$

166.8

$

161.8

3.1

%

$

641.1

$

638.1

0.5

%

Animal Safety:

Life Sciences

1.8

1.6

12.5

%

6.6

6.5

1.5

%

Veterinary Instruments & Disposables

15.8

16.1

(1.9

)%

56.9

61.5

(7.5

)%

Animal Care & Other

7.0

8.0

(12.5

)%

29.3

34.7

(15.6

)%

Rodent Control, Insect Control & Disinfectants

16.7

21.5

(22.3

)%

68.9

88.1

(21.8

)%

Genomics Services

17.2

16.5

4.2

%

67.6

65.8

2.7

%

$

58.5

$

63.7

(8.2

)%

$

229.3

$

256.6

(10.6

)%

Total Revenue, net

$

225.3

$

225.5

(0.1

)%

$

870.4

$

894.7

(2.7

)%

Three months ended May 31,

Twelve months ended May 31,

2026

2025

Change %

2026

2025

Change %

Domestic

110.3

$

112.5

(2.0

)%

$

425.1

$

446.0

(4.7

)%

International

115.0

113.0

1.8

%

$

445.3

448.7

(0.8

)%

Total revenue

$

225.3

$

225.5

(0.1

)%

$

870.4

$

894.7

(2.7

)%

• Revenues for the fourth quarter were $225.3 million, growth of (0.1%) when compared to $225.5 million in the prior year. Core revenue, which excludes the impacts of foreign currency translation, as well as divestitures completed and product lines discontinued in the last 12 months, increased by 4.3%, the highest rate in fiscal year 2026.

• Food Safety segment revenue was $166.8 million in the fourth quarter, increasing 3.1% relative to the fourth quarter of fiscal year 2025. Core Food Safety revenue growth increased 5.8% on a year-over-year basis, the highest rate since the period immediately following the acquisition of the 3M® Food Safety business in FY23. The Company saw continued strong growth in Indicator Testing and Culture Media which was up 9.5% in the fourt

2026
Q1

Q1 2026 Earnings

8-K SELL

Apr 9, 2026 · 100% conf.

AI Prediction SELL

1D

-0.37%

$10.00

Act: -5.78%

5D

-5.76%

$9.46

Act: -7.92%

20D

-1.82%

$9.85

Act: -7.82%

Price: $10.04 Prob +5D: 0% AUC: 1.000
0001193125-26-148851

EX-99.1

2 neog-ex99_1.htm

EX-99.1

EX-99.1

Exhibit 99.1

Neogen Reports Third Quarter Fiscal Year 2026 Financial Results

• Fiscal third quarter 2026 revenue of $211.2 million

• Food Safety revenue growth of 2.6%, Core Growth1 of 4.0%; Animal Safety revenue growth of (20.1%), Core Growth1 of (8.7%) due primarily to third-party supplier challenges in the quarter

• Net loss of $17.0 million in the third quarter 2026 with GAAP EPS of $(0.08), Adjusted Net Income of $19.4 million and Adjusted EPS of $0.09

• Third quarter 2026 cash flow from operations of $22.7 million and free cash flow of $11.1 million

• Adjusted EBITDA1 of $48.2 million; Adjusted EBITDA margins1 of 22.8% increases sequentially by 110 basis points

• Petrifilm® manufacturing transition remains on track for November FY27; Company has initiated operational and performance validation on multiple single kit units (SKUs)

• Divestiture of Genomics business unit announced and anticipated to close in 2Q27; Net cash proceeds support net debt-to-adjusted EBITDA1 of less than three times by end of CY2026

• Raising fiscal year 2026 revenue outlook and maintaining Adjusted EBITDA guidance

1 Non-GAAP financial measures; see explanations and reconciliations that follow

LANSING, April 9, 2026 – Neogen® Corporation (NASDAQ: NEOG), an innovative leader in food safety solutions, announced its financial results for the fiscal third quarter of 2026 and provided updated full fiscal year 2026 financial guidance.

“We continued to make significant progress on our strategic transformation in the third quarter as we look to stabilize and strengthen our core business. We are emboldened by the continued strength in core growth in our Food Safety segment. Combined with our major strategic sales initiatives such as our go-to-market strategy review, our increasing use of metric-based key performance indicators, and our transition to a standardized global solutions based selling approach, we believe we are well positioned for continued fundamental improvement across the organization," said Mike Nassif, Neogen’s Chief Executive Officer and President.

He continued, “In the third quarter our Animal Safety business suffered several third-party, supply-based, setbacks leading to lower-than-anticipated growth, and we are actively engaged in improving these production-related challenges through our supplier qualification and sales and operations planning process. Despite these transient issues, we were able to deliver strong adjusted EBITDA through solid cost control and we continue to see opportunities to drive efficiency through technology and process across the company. We are confident that we will emerge from this fiscal year stronger and more capable as an organization, and increasingly focused on building upon our market leading position in Food Safety through discipline, improved enterprise capabilities, a renewed focus on innovation leadership, and a dramatically improved selling process.”

Financial Highlights

Revenue by Products and Geography

Three months ended February 28,

Nine months ended February 28,

2026

2025

Change %

2026

2025

Change %

Food Safety

Natural Toxins & Allergens

$

17.9

$

17.6

1.7

%

$

58.3

$

58.5

(0.3

)%

Bacterial & General Sanitation

42.1

39.9

5.5

%

128.7

122.3

5.2

%

Indicator Testing & Culture Media

83.0

74.8

11.0

%

245.9

232.9

5.6

%

Biosecurity Products

3.9

11.8

(66.9

)%

14.3

35.7

(59.9

)%

Genomics Services

6.2

5.7

8.8

%

18.0

17.1

5.3

%

Other

3.6

3.0

20.0

%

9.1

9.8

(7.1

)%

Total Food Safety Revenue

$

156.7

$

152.8

2.6

%

$

474.3

$

476.3

(0.4

)%

Animal Safety

Life Sciences

$

1.5

$

1.5

$

4.8

$

4.9

(2.0

)%

Veterinary Instruments & Disposables

15.5

15.5

41.1

45.4

(9.5

)%

Animal Care & Other

5.9

10.4

(43.3

)%

22.3

26.7

(16.5

)%

Biosecurity Products

15.0

23.8

(37.0

)%

52.2

66.6

(21.6

)%

Genomics Services

16.6

17.0

(2.4

)%

50.4

49.3

2.2

%

Total Animal Safety Revenue

$

54.5

$

68.2

(20.1

)%

$

170.8

$

192.9

(11.5

)%

Total Revenues

$

211.2

$

221.0

(4.4

)%

$

645.1

$

669.2

(3.6

)%

Three months ended February 28,

Nine months ended February 28,

2026

2025

Change %

2026

2025

Change %

Domestic

$

102.3

$

115.4

(11.4

)%

$

314.8

$

333.5

(5.6

)%

International

108.9

105.6

3.1

%

330.3

335.7

(1.6

)%

Total revenue

$

211.2

$

221.0

(4.4

)%

$

645.1

$

669.2

(3.6

)%

• Revenues for the third quarter were $211.2 million, a decrease of 4.4% when compared to $221.0 million in the prior year. Core revenue, which excludes the impacts of foreign currency translation, as well as divestitures completed and product lines discontinued in the last 12 months, increased by 0.1%.

• Food Safety segment revenue was $156.7 million in the third quarter, increasing 2.6% relative to the third quarter of fiscal year 2025. Core Food Safety revenue increased 4.0% on a year-over-year basis. The c

2025
Q4

Q4 2025 Earnings

8-K SELL

Jan 8, 2026 · 100% conf.

AI Prediction SELL

1D

-0.39%

$9.66

Act: -0.21%

5D

-6.06%

$9.11

Act: -2.47%

20D

-3.01%

$9.41

Act: +11.34%

Price: $9.70 Prob +5D: 0% AUC: 1.000
0001193125-26-006990

8-K

false0000711377Neogen Corporation00007113772026-01-082026-01-08

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) January 8, 2026

NEOGEN CORPORATION

(Exact name of registrant as specified in its charter)

Michigan

0-17988

38-2367843

(State or other jurisdiction of incorporation)

(Commission File Number)

(IRS Employer Identification No.)

620 Lesher Place Lansing, Michigan

48912

(Address of principal executive offices)

(Zip Code)

Registrant’s telephone number, including area code 517-372-9200 SECURITIES REGISTERED PURSUANT TO SECTION 12(b) OF THE ACT:

Title of each Class

Trading Symbol(s)

Name of each exchange on which registered

Common Stock, $0.16 par value per share

NEOG

NASDAQ Global Select Market

N/A (Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02 Results of Operations and Financial Condition On January 8, 2026, Neogen Corporation issued a press release announcing results of operations for its fiscal 2026 second quarter ended November 30, 2025. A copy of the press release is attached as Exhibit 99.1 to this report. This Form 8-K and the attached exhibit shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, and are not incorporated by reference into any filing of the Registrant, whether made before or after the date of this report, regardless of any general incorporation language in the filing. Item 9.01 Financial Statements and Exhibits (d)Exhibits

99.1

Press Release dated January 8, 2026

104

Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

NEOGEN CORPORATION

(Registrant)

Date: January 8, 2026

/s/ R. Bryan Riggsbee

R. Bryan Riggsbee

Chief Financial Officer

About Neogen Corporation (NEOG) Earnings

This page provides Neogen Corporation (NEOG) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.

Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on NEOG's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.

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