Mesa Laboratories, Inc. (MLAB)
NASDAQInformation TechnologyMedical - SpecialtiesSnapshot 2026-09-04
$127.78-0.58%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologyMedical - SpecialtiesSnapshot 2026-09-04
QuarterlyIQ Insights · MLAB
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Achieve positive core organic revenue growth starting in the first quarter of fiscal year 2027.
Stated as a priority in 3 of last 3 quarters. Core organic revenue growth was negative (−0.6%) in 4Q26 but returned to positive 0.4% in 1Q27, consistent with management's stated goal. The trajectory shows delivering on the return to positive core organic growth in 1Q27.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated strong grew net income 65% of the time over the next year (vs 52% for the rest of the cohort, n=6360).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Returning the Company to positive core organic growth in 1Q27 as we stated last quarter.”
“We expect our overall revenues to return to positive core organic growth in 1Q27.”
“We expect our overall revenues to return to positive core organic growth in 1Q27.”
Deliver 3.4% organic revenue growth for the full fiscal year 2026.
Stated as a priority in 2 of last 2 quarters. Fiscal year 2026 revenues grew 3.4% organically to $249.13 million from $240.98 million in FY25, matching management's stated target. The trajectory is delivering on the 3.4% organic revenue growth goal for FY26.
“For the year, revenues were $249,130 which resulted in 3.4% organic (1.2% core organic) revenues growth.”
“For the year, revenues were $249,130 which resulted in 3.4% organic (1.2% core organic) revenues growth.”
Expect revenues to sequentially increase in the third quarter of fiscal year 2026.
Stated as a priority in 2 of last 2 quarters. Revenues grew from $59.54 million in 2025-Q4 to $65.13 million in 2026-Q3, showing sequential increase consistent with management's expectation. The trajectory is delivering on the sequential revenue increase in 3Q26.
“We expect revenues to sequentially increase in 3Q26.”
“We expect revenues to sequentially increase in 3Q26.”
Maintain disciplined capital allocation to reduce Total Net Leverage Ratio below 2.0.
Stated as a priority in 3 of last 3 quarters. Total Net Leverage Ratio improved from 2.11 in 2026-Q1 to 1.85 in 2026-Q2 following debt repayments of $14.7 million in 4Q26 and $8.7 million in 1Q27. The trajectory is delivering on the goal to reduce leverage below 2.0.
“Reduced Total Net Leverage Ratio to 1.85, well below our previously stated target of 2.0.”
“Reduced Total Net Leverage Ratio to 2.11 after repaying $14,700 of debt.”
“Reduced Total Net Leverage Ratio to 2.11 as of March 31, 2026.”
Over the trailing year it converted 3.19x of net income into operating cash flow. Historically, Information Technology names rated robust grew net income 62% of the time over the next year (vs 50% for the rest of the cohort, n=3128).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
6 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated neutral grew net income 60% of the time over the next year (vs 57% for the rest of the cohort, n=3673).
Not investment advice. As of 2026-09-04.