Overview
France-based contrast agent maker's 2025 revenue declined, missing analyst expectations
Company confirms forecast range for restated EBITDA, raises free cash flow target
Raleigh site issues expected to impact 2026 revenue, profitability, and cash generation
Outlook
Guerbet confirms 2025 restated EBITDA margin forecast between 10.5% and 12%
Company revises 2025 free cash flow target to positive, compared to between -€5 million and -€15 million
2026 revenue and profitability expected to be impacted by Raleigh site issues
Result Drivers
RALEIGH SITE ISSUES - Revenue decline in Q4 linked to Raleigh site compliance issues in the U.S., affecting batch releases
FRANCE SALES SHIFT - Sales in France impacted by rapid switch in product mix, affecting overall EMEA performance
INTERVENTIONAL IMAGING GROWTH - Interventional Imaging revenue grew by 9.7% in 2025, driven by Lipiodol sales
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
Miss
EUR 786.4 mln
EUR 802.33 mln (3 Analysts)
Analyst Coverage
The current average analyst rating on the shares is "sell" and the breakdown of recommendations is no "strong buy" or "buy", 1 "hold" and 3 "sell" or "strong sell"
The average consensus recommendation for the advanced medical equipment & technology peer group is "buy."
Wall Street's median 12-month price target for Guerbet SA is €13.50, about 1.6% below its February 4 closing price of €13.72
The stock recently traded at 98 times the next 12-month earnings vs. a P/E of 12 three months ago
Press Release: ID:nGNE6ZDgjL
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)