Emergent BioSolutions Inc.

NYSE:EBS 株式レポート

時価総額:US$423.6m

Emergent BioSolutions 過去の業績

過去 基準チェック /06

Emergent BioSolutionsの収益は年間平均-24.4%の割合で減少していますが、 Biotechs業界の収益は年間 増加しています。収益は年間31.4% 17.5%割合で 減少しています。

主要情報

-24.36%

収益成長率

-23.72%

EPS成長率

Biotechs 業界の成長17.04%
収益成長率-17.51%
株主資本利益率-1.64%
ネット・マージン-1.27%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

ナラティブの更新 Apr 22

EBS: Earnings Reset And Buybacks Will Support Long Term Contract Upside

Narrative Update The consensus analyst price target for Emergent BioSolutions has been cut by $3 to $12. Analysts cite reduced earnings expectations after the recent earnings miss as the key driver of this change.
ナラティブの更新 Apr 07

EBS: Earnings Reset And Buybacks Will Support Smallpox Contract Upside Potential

Analysts have trimmed their price target for Emergent BioSolutions to $12 from $15, citing reduced earnings expectations following the recent earnings miss. Analyst Commentary Bullish Takeaways Bullish analysts are keeping a positive stance on the shares even after the earnings miss, suggesting they still see room for upside from the current price level.
ナラティブの更新 Mar 24

EBS: Earnings Reset And Buybacks Will Support Future Upside Potential

Analysts have trimmed their price target on Emergent BioSolutions to $12 from $15, citing lowered earnings expectations following the recent earnings miss. Analyst Commentary Analysts have reacted to the earnings miss by cutting their price target on Emergent BioSolutions to $12 from $15, reflecting reduced earnings expectations while still seeing room for potential upside at current levels.
ナラティブの更新 Mar 09

EBS: Reset Earnings Bar And Buybacks Will Support Future Upside

Analysts have reduced their fair value estimate for Emergent BioSolutions to $12 from $13.50, citing lower earnings expectations after the recent miss, while also updating their assumptions for revenue growth, profit margins, and future P/E levels. Analyst Commentary Bullish Takeaways Bullish analysts are still comfortable assigning a fair value of $12, which suggests they see the earnings miss as an adjustment to expectations rather than a thesis-breaking event.
分析記事 Dec 23

Emergent BioSolutions Inc. (NYSE:EBS) Surges 28% Yet Its Low P/S Is No Reason For Excitement

Despite an already strong run, Emergent BioSolutions Inc. ( NYSE:EBS ) shares have been powering on, with a gain of 28...
分析記事 Nov 27

Emergent BioSolutions (NYSE:EBS) Takes On Some Risk With Its Use Of Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Nov 07

Emergent BioSolutions: Solid Q3, Expecting Better Days To Come

Summary Emergent BioSolutions maintains a Buy rating, supported by recent Q3 earnings beat and CEO Joe Papa's turnaround progress. EBS reported Q3 revenues of $231.1M and net income of $51.2M, surpassing guidance, with improved capital allocation and reduced net debt. Narcan sales declined year-over-year due to pricing and volume pressures, but sequential growth and strong demand signal market stabilization. Cost reductions, strategic government contracts, and effective downsizing position EBS for improved performance and potential upside amid sector challenges. Read the full article on Seeking Alpha
分析記事 Oct 08

Emergent BioSolutions Inc.'s (NYSE:EBS) Shares Bounce 31% But Its Business Still Trails The Industry

The Emergent BioSolutions Inc. ( NYSE:EBS ) share price has done very well over the last month, posting an excellent...
分析記事 Aug 24

Improved Revenues Required Before Emergent BioSolutions Inc. (NYSE:EBS) Stock's 29% Jump Looks Justified

Emergent BioSolutions Inc. ( NYSE:EBS ) shares have continued their recent momentum with a 29% gain in the last month...
分析記事 Aug 15

Emergent BioSolutions' (NYSE:EBS) Solid Earnings May Rest On Weak Foundations

NYSE:EBS 1 Year Share Price vs Fair Value Explore Emergent BioSolutions's Fair Values from the Community and select...
分析記事 Aug 10

Earnings Update: Here's Why Analysts Just Lifted Their Emergent BioSolutions Inc. (NYSE:EBS) Price Target To US$13.50

The investors in Emergent BioSolutions Inc. 's ( NYSE:EBS ) will be rubbing their hands together with glee today, after...
分析記事 Jul 05

Is Emergent BioSolutions (NYSE:EBS) Using Debt In A Risky Way?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 May 11

Emergent BioSolutions Inc.'s (NYSE:EBS) Share Price Boosted 29% But Its Business Prospects Need A Lift Too

Those holding Emergent BioSolutions Inc. ( NYSE:EBS ) shares would be relieved that the share price has rebounded 29...
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新しいナラティブ Apr 26

Transformational Initiatives Will Optimize Medical Countermeasures And Operations

Strategic refocus on medical countermeasures and NARCAN Nasal Spray aims to maintain market leadership and drive revenue growth.
Seeking Alpha Mar 26

Emergent BioSolutions: I See Further Downside Ahead In This Value Trap

Summary Emergent BioSolutions faces declining revenues, increasing competition, and limited growth potential, leading to a sell rating due to poor risk-reward profile. NARCAN, their main revenue generator, is experiencing pricing pressure and competition, with limited growth prospects outside North America. Management's plans for international expansion and future growth are vague and unlikely to succeed, further weakening the investment thesis. The company's financials show inconsistent revenue, declining profit margins, and reliance on asset sales, with no clear turnaround plan in sight. Read the full article on Seeking Alpha
分析記事 Mar 21

Benign Growth For Emergent BioSolutions Inc. (NYSE:EBS) Underpins Stock's 31% Plummet

The Emergent BioSolutions Inc. ( NYSE:EBS ) share price has fared very poorly over the last month, falling by a...
Seeking Alpha Mar 20

Emergent BioSolutions: Attractive Biotech With Proven Business Clouded By Washington Funding Issues

Summary Emergent BioSolutions has faced significant challenges, with its stock price falling sharply since my previous article in July 2024. The company's updated mission focuses on combating health threats like smallpox, Ebola, anthrax, and opioid overdoses. I will evaluate Emergent's investment potential using Q4 2024 earnings reports, including its press release, conference call, 10-Q, and slides. This analysis aims to determine if Emergent's strategic goals align with its current financial performance and future prospects. Read the full article on Seeking Alpha
分析記事 Mar 05

Is Emergent BioSolutions (NYSE:EBS) Weighed On By Its Debt Load?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Jan 22

There's No Escaping Emergent BioSolutions Inc.'s (NYSE:EBS) Muted Revenues Despite A 26% Share Price Rise

Emergent BioSolutions Inc. ( NYSE:EBS ) shareholders would be excited to see that the share price has had a great...
Seeking Alpha Jan 14

Emergent BioSolutions: Stock Is A Likely Winner In 2025

Summary Emergent BioSolutions has a sound turnaround strategy in place that is producing positive results. Emergent BioSolutions' cost-cutting efforts have the company on track for profitability in 2025. The undervaluation leaves plenty of room for the upside for the stock. Read the full article on Seeking Alpha
分析記事 Nov 09

Emergent BioSolutions Inc. (NYSE:EBS) Shares Fly 32% But Investors Aren't Buying For Growth

Emergent BioSolutions Inc. ( NYSE:EBS ) shares have continued their recent momentum with a 32% gain in the last month...
Seeking Alpha Nov 08

Emergent BioSolutions: Stock Surging Post Q3 Earnings Thanks To Papa Magic

Summary Emergent BioSolutions' Q3 earnings report led to a 20% surge in its share price, now valued at ~$11 per share. The company's market cap is approximately $595 million, reflecting investor confidence post-earnings announcement. Emergent focuses on innovative preparedness and response solutions for various public health threats. The significant share price increase underscores market optimism about Emergent's strategic direction and financial performance. The presence of veteran Joe Papa as CEO is a reassuring one - his ability to complete business transformations is impressive. If the CEO stays, EBS stock price is likely to keep growing. Read the full article on Seeking Alpha
分析記事 Oct 28

Is Emergent BioSolutions (NYSE:EBS) Using Debt In A Risky Way?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Seeking Alpha Oct 04

Emergent BioSolutions: Strategic Shifts Present A Turnaround Scenario

Summary Emergent BioSolutions is showing signs of a potential turnaround with strategic restructuring, cost-cutting, and securing significant contracts in public health preparedness. Despite a challenging Q2, the company raised its full-year revenue forecast and is focusing on improving operational efficiency and reducing debt. Emergent's involvement in global health crises, like mpox, and securing FDA approvals and contracts, positions it as a key player in biodefense. Risks remain due to reliance on government contracts and ongoing restructuring, but recent positive developments support a cautiously optimistic outlook for long-term growth. Read the full article on Seeking Alpha
分析記事 Sep 16

Little Excitement Around Emergent BioSolutions Inc.'s (NYSE:EBS) Revenues As Shares Take 27% Pounding

Emergent BioSolutions Inc. ( NYSE:EBS ) shares have retraced a considerable 27% in the last month, reversing a fair...
Seeking Alpha Aug 18

Emergent BioSolutions: Speculative Buy Amid Potential Monkeypox Vaccine Approval

Summary Emergent BioSolutions is a key player in public health. Its flagship product, NARCAN, is central to combating the opioid crisis. EBS’s stock rally is likely driven by its smallpox vaccine, ACAM2000, which has potential implications for monkeypox. Potential refinancing and strategic turnaround efforts mitigate the company's financial challenges, including significant debt and cash burn. EBS's MCM portfolio and new government contracts strengthen its position as a trusted biodefense partner. My speculative "buy" rating hinges on EBS’s ability to execute its turnaround, with added potential upside from its possible monkeypox vaccine approval. Read the full article on Seeking Alpha
分析記事 Aug 02

Emergent BioSolutions Inc. (NYSE:EBS) Held Back By Insufficient Growth Even After Shares Climb 41%

Emergent BioSolutions Inc. ( NYSE:EBS ) shares have continued their recent momentum with a 41% gain in the last month...
Seeking Alpha Jul 15

Emergent BioSolutions: A Much-Needed Mid-Stage Turnaround In Process

Summary Emergent BioSolutions is a commercial stage company focused on developing vaccines and therapeutics to protect against public health threats worldwide. The company experienced a steep decline in stock value due to manufacturing mishaps and scandal during the pandemic, but is now recovering under new CEO Joseph Papa. Despite recent revenue stabilization and positive prospects, investors should approach Emergent with caution. Read the full article on Seeking Alpha

収支内訳

Emergent BioSolutions の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NYSE:EBS 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 26677-91810
31 Dec 25743531870
30 Sep 2578976195-1
30 Jun 258521402330
31 Mar 25965-1322660
31 Dec 241,044-1912990
30 Sep 241,126-2093171
30 Jun 241,102-5873310
31 Mar 241,185-5653450
31 Dec 231,049-7603570
30 Sep 231,103-7783610
30 Jun 231,072-6023630
31 Mar 23974-3943510
31 Dec 221,118-2123400
30 Sep 221,491333410
30 Jun 221,581883410
31 Mar 221,7571583520
31 Dec 211,7742203490
30 Sep 211,6532273360
30 Jun 211,7092993300
31 Mar 211,7063873150
31 Dec 201,5773063040
30 Sep 201,3331672890
30 Jun 201,2591702780
31 Mar 201,108682730
31 Dec 191,106552740
30 Sep 191,01642780
30 Jun 19878-182550
31 Mar 19855422230
31 Dec 18782632030
30 Sep 187061001630
30 Jun 186811131560
31 Mar 18562671480
31 Dec 17561831430
30 Sep 17519811310
30 Jun 17512681330
31 Mar 17503611370
31 Dec 16489631430
30 Sep 16497731390
30 Jun 16512941280
31 Mar 165291251190
31 Dec 15489911210
30 Sep 15478791100
30 Jun 15457591150

質の高い収益: EBSは現在利益が出ていません。

利益率の向上: EBSは現在利益が出ていません。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: EBSは利益が出ておらず、過去 5 年間で損失は年間24.4%の割合で増加しています。

成長の加速: EBSの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。

収益対業界: EBSは利益が出ていないため、過去 1 年間の収益成長をBiotechs業界 ( 43% ) と比較することは困難です。


株主資本利益率

高いROE: EBSは現在利益が出ていないため、自己資本利益率 ( -1.64% ) はマイナスです。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/15 02:45
終値2026/05/15 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Emergent BioSolutions Inc. 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15

アナリスト機関
Jasper HellwegArgus Research Company
Robert WassermanBenchmark Company
James MolloyBrean Capital Historical (Janney Montgomery)