1. Q4 EPS increased 80.3% YoY but missed consensus by $0.02. 2. Sales reached $3.19B with 5.8% growth, below forecast. 3. Internal sales up 6.6% excluding PPE and COVID test kits impacts. 4. 2025 EPS guidance is below expectations; stock fell 3.91%.
The slight EPS and sales miss, along with conservative guidance, raises concerns. Historically, earnings misses have led to short-term stock declines in similar companies.
Key metrics missing estimates and a subdued outlook signal potential near-term price pressure despite strategic progress in realigning business segments.
Immediate market sentiment reacts to earnings misses and guidance cuts, though long-term strategy may offset this later.