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PerkinElmer (PKI) Closes EUROIMMUN Acquisition for $1.3B

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PerkinElmer, Inc. recently announced the completion of the buyout of EUROIMMUN Medical Laboratory Diagnostics AG for approximately $1.3 billion in cash. The latter is an autoimmune testing company and an emerging player in infectious disease and allergy testing.

We feel the acquisition is a strategic move by PerkinElmer. Lubeck, Germany-based EUROIMMUN has approximately 9,500 employees serving customers in more than 150 countries.

Financial Impact

The acquisition of EUROIMMUN Medical Laboratory Diagnostics should expand PerkinElmer’s reach into autoimmune and allergy diagnostic markets. The buyout will also enhance PerkinElmer’s capabilities in China’s new infectious disease market. Per management, the acquisition is expected to add about 28 cents to 30 cents per share to 2018 adjusted earnings.

Management expects the addition of EUROIMMUN to drive R&D expense margin.

The company is consistently trying to drive inorganic growth through acquisitions. The company recently completed the buyout of Tulip Diagnostics Private Limited, a company based in Goa, India, for a total consideration of $127.3 million.

 

 

Diagnostic Segment Gets a Boost

PerkinElmer will now have advanced detection capabilities, and imaging and assay development prospects to deliver better and more complete solutions to customers.

In fact, post acquisition, PerkinElmer's complete global diagnostics portfolio will get a boost. The segment now includes solutions focused on reproductive health, autoimmune, infectious disease, allergy testing, gene analyses, and genomics offerings for oncology and other molecular tests through its wide range of instruments, reagents, assay platforms and software offerings.

In this regard, the company’s Diagnostics segment grew 5% organically on a year-over-year basis to $168.9 million in the last quarter. We believe the latest development will further boost growth at the segment.

Stock Performance

The price performance of PerkinElmer has been favorable in the last year. The stock has gained 8.3%, outperforming the broader industry’s gain of almost 6.8%. The current level compares favorably with the S&P 500’s return of 8%.

Zacks Rank & Key Picks

PerkinElmer carries a Zacks Rank #3 (Hold).

A few better-ranked medical stocks are athenahealth, Inc. , Align Technology, Inc. (ALGN - Free Report) and Luminex Corporation . Notably, athenahealth and Align Technology sport a Zacks Rank #1 (Strong Buy), while Luminex carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

athenahealth has a long-term expected earnings growth rate of 22.3%. The stock has rallied roughly 17.1% over a year.

Align Technology has a long-term expected earnings growth rate of 28.9%. The stock has gained 134.5% in a year.

Luminex has a long-term expected earnings growth rate of 16.3%. The stock has gained 4.6% in the past three months.

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