February 10, 2026
Finance

Quest Diagnostics Reports Strong Q4 Earnings and Raises Full-Year Guidance Driving Stock Higher

Solid revenue growth and strategic initiatives underpin optimistic 2026 outlook and shareholder returns

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Summary

Quest Diagnostics posted fourth-quarter results surpassing both earnings and revenue expectations, driven by increased test volumes and robust operational execution. The company also raised its dividend and expanded its share repurchase program, signaling confidence in sustained growth. Positive guidance for fiscal 2026 further propelled shares to a new 52-week high.

Key Points

Quest Diagnostics beat Q4 expectations with adjusted EPS of $2.42 versus $2.36 consensus and revenues of $2.81 billion versus $2.75 billion consensus.
Consolidated organic revenues grew 6.4%, while total test requisition volume increased 8.5% year over year, highlighting strong operational execution.
The company raised its quarterly dividend by 7.5% to 86 cents per share and expanded its share buyback authorization by $1 billion.
Quest Diagnostics provided 2026 guidance anticipating adjusted EPS between $10.50-$10.70 and revenue between $11.7 billion and $11.82 billion, surpassing consensus expectations.

Quest Diagnostics Incorporated (NYSE:DGX) announced its financial results for the fourth quarter of fiscal 2025 on Tuesday, revealing a solid performance that exceeded market analysts’ expectations. The diagnostic information services provider reported adjusted earnings per share of $2.42, topping the consensus estimate of $2.36. Revenues also demonstrated robust growth, reaching $2.81 billion, representing a 7.1% increase year over year and outpacing the anticipated $2.75 billion.

Organic revenue growth, which excludes effects from acquisitions and divestitures, stood at 6.4% on a consolidated basis. This reflected the company’s successful execution of its strategic initiatives to expand its market presence and enhance client offerings. Jim Davis, Chairman, CEO, and President of Quest Diagnostics, highlighted the company’s achievements, stating, “We closed 2025 with a strong fourth quarter, and delivered double-digit growth in revenues and earnings per share for the full year. Our robust performance demonstrates continued execution of our strategy to deliver category-defining clinical innovations that fulfill customers’ needs and to form strategic collaborations supporting growth.”

Operating income grew 7%, amounting to $386 million, while adjusted operating income — a non-GAAP metric — reached $429 million, corresponding to an operating margin of 15.3%. This is slightly below the prior year’s adjusted margin of 15.6% on revenues of $409 million.

The company also reported an 8.5% increase in total volume, measured by the number of test requisitions compared to the same quarter in the previous year. Organic volume, which excludes contributions from recently acquired entities, was up 7.9%. Despite this rise in volume, total revenue per requisition declined marginally by 0.1% year over year.

Commenting on volume trends, CFO Sam Samad noted that two significant clients, Corewell Health and Fresenius Medical Care, delivered considerable volume growth but at prices lower than Quest’s average revenue per requisition. Excluding these partnerships, the company’s organic volume growth accelerated to 4.1% for the fourth quarter while revenue per requisition growth remained solid at approximately 3.0%, consistent with management’s expectations regarding unit pricing.

Beyond operational figures, Quest Diagnostics announced a cash dividend increase of 7.5%, raising its quarterly payout to 86 cents per share from 80 cents. This adjustment results in an annual dividend of $3.44 per share. Furthermore, the company’s Board of Directors authorized an additional $1 billion for its share repurchase program, supplementing the approximately $400 million that remained available at the end of 2025.

Looking ahead to fiscal year 2026, Quest Diagnostics projects adjusted earnings per share in the range of $10.50 to $10.70, exceeding the consensus estimate of $10.43 per share. The company’s full-year sales guidance is between $11.7 billion and $11.82 billion, also above the consensus forecast of $11.39 billion.

Davis attributed this positive outlook to underlying business strengths and favorable market dynamics including demographic trends, increased utilization of blood-based laboratory diagnostics, and growing emphasis on preventive health and wellness initiatives.

Following the earnings release and accompanying announcements, Quest Diagnostics’ shares rose 6.35% to $203.40 during Tuesday’s trading session, reaching a new 52-week high according to market data. The price action reflects investor enthusiasm about the company's solid financial performance, shareholder-friendly actions, and optimistic outlook for 2026.

Risks
  • Revenue per requisition declined slightly by 0.1% year over year, indicating potential pricing pressure.
  • Significant volume growth from Corewell Health and Fresenius Medical Care comes at lower-than-average revenue per requisition, which may impact margins.
  • Adjusted operating margin decreased slightly from 15.6% to 15.3%, suggesting some margin compression despite increased operating income.
  • Future results depend on favorable demographic and market trends which may be subject to change, impacting growth projections.
Disclosure
Education only / not financial advice
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