Hologic, Inc. (HOLX)

Several events have impacted Hologic, Inc.'s stock price in the past six months. In May 2025, reports emerged that Blackstone and TPG had made an offer to acquire Hologic, causing the stock to jump, and on October 21, 2025, Hologic announced it had agreed to be acquired by Blackstone and TPG for up to $18.3 billion. Hologic reported its Q2 Fiscal 2025 earnings on July 30, 2025, surpassing analyst estimates for both earnings per share and revenue, and for Q3 Fiscal 2025, Hologic reported total revenue of $1.024 billion, a slight year-over-year growth of 0.4%, exceeding its guidance. Several analysts adjusted their ratings and price targets for Hologic. A director, Christiana Stamoulis, sold 7,402 shares of Hologic stock in a transaction on October 20, 2025. Hologic temporarily paused shipments of its Horizon DXA bone scanners around October 2024, which impacted its skeletal health sales and revenue forecasts for 2025.

Specific details on the inherent demand seasonality for Hologic's products and services are not extensively provided. Hologic experienced "abnormal organic growth" during the global pandemic due to high demand for COVID-related testing sales, which has since normalized. The company's business model, which includes recurring revenue from consumables and reagents, also suggests a relatively stable demand for these components once equipment is installed.

Hologic, Inc. is a global medical technology company focused on improving women's health and well-being through diagnostic, surgical, and medical imaging solutions. The company operates in the healthcare sector, specifically in the medical instruments and supplies industry. Hologic's business is structured around four segments: Diagnostics, Breast Health, GYN Surgical Solutions, and Skeletal Health. The Diagnostics segment offers solutions for disease detection and management, including molecular diagnostics platforms and cervical cancer screening products. The Breast Health segment focuses on technologies for breast cancer detection and bone health, including 3D mammography platforms. The GYN Surgical Solutions segment provides gynecological surgical products aimed at improving patient outcomes, such as minimally invasive systems. The Skeletal Health segment offers imaging solutions for bone health assessment, including osteoporosis detection systems. Hologic generates revenue through product sales, consumables, reagents, and service contracts.

Hologic, Inc. is headquartered in Marlborough, Massachusetts, U.S., and has a significant global presence with locations in over 36 countries and more than 7,000 employees worldwide. Its products and services reach healthcare providers and patients in over 130 countries. The United States accounts for approximately 69% of total sales, followed by Europe with 20%, and Asia with 8%.

Hologic has maintained a reputation as a leader in medical technology, particularly in women's health and diagnostics. The company is recognized for its innovative diagnostic and screening technologies, including the integration of AI. The recent announcement of the company's acquisition by Blackstone and TPG has led to some events that could impact its reputation, particularly concerning shareholder sentiment, with shareholder alerts and investigations initiated by law firms to assess the fairness of the acquisition price and process.

Hologic, Inc. is predominantly owned by institutional shareholders, who hold approximately 98.16% of the company's stock. Major institutional owners include Vanguard Group Inc., T. Rowe Price Investment Management Inc., and Blackrock Inc. Individual insiders own about 15.36% of the company, with Carl C. Icahn being the largest individual shareholder.