BioMerieux shares jumped 4% Friday after the diagnostics group reported 2025 results broadly in line with expectations, with revenue of €4.08 billion matching consensus forecasts. The company posted 2% year-over-year revenue growth and 6.2% organic growth at constant exchange rates, while adjusted net income rose 17% to €552 million.

By segment, Molecular Biology sales grew 9% at constant exchange rates for the year, while Microbiology increased 4%. Industrial Applications rose 9%, though Immunoassays declined 6%. The company guided for fiscal 2026 sales growth of 5% to 7% at constant exchange rates and at least 10% growth in contributive operating income before non-recurring items.

However, RBC Capital Markets noted the midpoint of the revenue outlook sits below the target outlined in BioMerieux's 5-year GO28 strategic plan, implying a modest downgrade to consensus expectations. While the 2026 contributive EBIT guidance aligns with GO28 targets for at least 10% growth, analysts said this implies a roughly 2% downgrade to consensus EBIT for fiscal 2026 after accounting for estimated foreign exchange headwinds.