QuidelOrtho Corporation (QDEL)

In the past six months, QuidelOrtho's stock experienced several notable events. The company reported a Q3 2025 earnings beat and raised its full-year guidance for 2025, which positively impacted the stock. The FDA cleared QuidelOrtho's VITROS Hs Troponin I Assay. The company participated in several investor conferences and announced a strategy to accelerate growth in Molecular Diagnostics. Despite some positive earnings news, QuidelOrtho's stock price has seen a significant decline over the past year. There have been reports of insider selling of QuidelOrtho stock.

QuidelOrtho's business is subject to seasonal fluctuations, particularly for its respiratory products, which typically experience higher demand during the fall and winter cold and flu seasons. The wind-down of its U.S. donor screening business and the significant decline in COVID-19 related revenues have impacted overall demand dynamics. The company's ability to introduce new products and expand into global markets is crucial to offsetting these seasonal and market-driven shifts in demand.

QuidelOrtho Corporation is an American manufacturer and global provider of in vitro diagnostic (IVD) solutions, formed in May 2022 through the merger of Quidel Corporation and Ortho Clinical Diagnostics. Headquartered in San Diego, California, the company develops and manufactures innovative technologies aimed at improving diagnostic testing performance and patient outcomes across the healthcare continuum. QuidelOrtho's product portfolio spans multiple diagnostic platforms, and it operates through four main business units: Labs, Transfusion Medicine, Point of Care, and Molecular Diagnostics. Major products include the Sofia® immunoassay platform, QuickVue® rapid diagnostic tests, Triage® cardiac markers, Vitros® integrated clinical chemistry and immunoassay systems, Solana® and Lyra® molecular diagnostic systems, and the Savanna® multiplex molecular analyzer. The company's products are sold directly to end-users and through a network of distributors for professional and individual use.

QuidelOrtho Corporation has a significant global presence, serving customers in more than 130 countries and territories. The company operates in North America, Europe, the Middle East, Africa, and China, among other international regions. Its world headquarters are located in San Diego, California, with additional corporate locations across the United States and internationally.

In the past year, QuidelOrtho's brand reputation has been influenced by its ongoing efforts to integrate the merged entities and navigate a changing diagnostics landscape. The company has maintained its reputation for innovation, evidenced by recent FDA clearances. While the company beat Q3 2025 earnings and revenue estimates and raised guidance, its revenue growth has been slower compared to some peers, and it has faced challenges with declining high-margin COVID testing revenue and legacy product exits. QuidelOrtho's strategic focus on integration and market expansion across its diagnostic offerings, along with efforts to improve operational efficiency and customer satisfaction, are key to its long-term brand reputation.

QuidelOrtho Corporation is predominantly owned by institutional investors, who collectively held around 112.15% of the company's shares as of March 2025. Major institutional shareholders include T. Rowe Price Investment Management Inc., BlackRock Inc., Vanguard Group Inc., and Rubric Capital Management LP. Individual insider ownership is comparatively smaller, with executive officers and directors collectively owning 0.63% as of March 2025. Jack W. Schuler is noted as the largest individual shareholder.