AZTA at a glance
Azenta, Inc. (AZTA, SEC CIK 933974) filed its latest 10-K annual report on December 4, 2025, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 17, 2026 and Form 4 insider filings as recently as September 23, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended September 30, 2025 (FY2025), Azenta, Inc. (AZTA) reported revenue of $593.8 million (down 9.5% from FY2024) and a net loss of $55.8 million. Diluted EPS was -$1.22.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding Azenta, Inc. (AZTA) shares worth $572.5 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Starr Ephraim on July 31, 2026 of 335 shares at $24.17 per share.
- In the last 90 days, AZTA insiders reported 1 open-market purchase ($8K) and 0 open-market sales ($0) on Form 4, a net purchase of $8K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $593.8M
- −9.5% vs prior year
- Insiders · 90 days
- 1 buy · 0 sells
- Net +$8K
- 13F holders
- 32 funds
- $572.5M · +2 vs prior quarter
- Latest 8-K
- Sep 17, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Sep 30, 2025
Business Overview
- Core business model centered on life sciences sample management and genomic services technology relying on intellectual property rights
- Increased focus on managing risks from expiring patents starting 2025 through 2044, risking increased competition
- Entered Cooperation Agreement with Politan Capital Management LP, adding 3 board directors including Politan's Chief Investment Officer
- Stock price volatility notable, fluctuating between $25.03 and $67.51 per share in fiscal years 2024–2025
- Potential impacts from supply chain risks with some single-source suppliers and external service provider cybersecurity vulnerabilities
Risk Factors
- Regulatory risk from potential misuse of synthetic gene products under genetic engineering restrictions narrowing gene synthesis markets
- Geopolitical risk from US-China trade tensions and increased sales exposure to China (39% of revenue outside North America, growing China operations)
- Operational risk of disruptions at limited sample storage facilities exposed to natural disasters, e.g., two key facilities in tornado-prone Indianapolis
- Competitive risk from rapid technological changes requiring timely product introductions to avoid obsolescence amid competitors advancing new offerings
- Financial risk from $136 million cash held overseas with possible repatriation limits impacting capital deployment and liquidity management
Management Discussion & Analysis
- Revenue details and YoY change not disclosed in provided MD&A excerpt
- Cash flow, buybacks, dividends, capex details absent in excerpt
- Forward-looking statements include risks and uncertainties, no specific guidance given
AI summary of the AZTA 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- B Medical Systems sold July 1, 2026 for $63.0 million, including $28.0 million cash and $35.0 million vendor financing
- MD&A notes revised June 30, 2025 figures for previously identified financial-statement errors
Risk Factors
- New credit risk triggered by July 1, 2026 B Medical Systems divestiture and $35.0 million secured buyer loan
- Buyer repayment risk: $35.0 million principal plus 6.0% interest due three months after funding
- Related-party enforcement risk from buyer majority ownership by an Azenta officer
- Collateral recovery risk limited to pledged B Medical Systems equity
AI summary of the AZTA 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Interim CEO Martin Madaus receives $600,000 annual salary effective August 22, 2026
- Performance bonus equals 100% of salary, vesting on first anniversary or prorated upon earlier termination
Item 7.01: Regulation FD Disclosure
- Azenta announced full repayment of the vendor loan on September 4, 2026
- Debt extinguishment reduces outstanding obligations and associated financing risk
Item 8.01: Other Events
- Thelema repaid Azenta’s $35 million vendor loan on September 3, 2026, ahead of maturity
- Azenta received $35.373 million, including accrued interest, strengthening near-term cash realization
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CEO John P. Marotta resigned August 22, 2026, without reported disagreement; Board reduced from nine to eight members
- Director Martin D. Madaus appointed interim CEO and principal executive officer, creating a leadership transition
Item 7.01: Regulation FD Disclosure
- Item 7.01 incorporates Exhibit 99.1, containing Azenta’s press release and forward-looking statements
- Investors should review Exhibit 99.1 for the underlying disclosure, forecasts, and material information
AI summaries of AZTA 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for AZTA
Don't miss the next AZTA filing
- Alerts as it files. A push when AZTA files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut AZTA, by share count.
- Ask anything. An AI agent that reads every AZTA filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Madaus Martin D | F | Sep 22, 2026 | 1,456 | $34.28 |
| Bello Erik J. | A | Sep 15, 2026 | 4,586 | - |
| Madaus Martin D | A | Sep 14, 2026 | 36,653 | - |
| Pirogova Olga | A | Sep 14, 2026 | 15,272 | - |
| Lin Lawrence Y. | A | Sep 14, 2026 | 30,544 | - |
| Starr Ephraim | A | Sep 14, 2026 | 15,272 | - |
| MARTIN WILLIAM E. III | A | Sep 14, 2026 | 15,272 | - |
| Pirogova Olga | F | Aug 9, 2026 | 1,085 | $32.04 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $656.3M | $593.8M |
| Gross Profit | - | $263.4M | $270.3M |
| Operating Income | - | -$200.7M | -$26.8M |
| Net Income | - | -$164.2M | -$55.8M |
| Gross Margin | - | 40.1% | 45.5% |
| Op. Margin | - | -30.6% | -4.5% |
| Net Margin | - | -25.0% | -9.4% |
| Balance Sheet | |||
| Total Assets | $2.9B | $2.0B | $2.1B |
| Equity | $2.5B | $1.7B | $1.7B |
| ROE | - | -9.5% | -3.2% |
| Per Share | |||
| EPS | - | $-3.09 | $-1.22 |
| Cash Flow | |||
| Operating CF | - | $50.3M | $72.2M |
| CapEx | - | $37.4M | $33.9M |
Source: XBRL data in Azenta, Inc. (AZTA)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate AZTA share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $572.5M |
| Q1 2026 | 30 | $427.9M |
| Q4 2025 | 29 | $737.1M |
| Q3 2025 | 30 | $652.9M |
| Q2 2025 | 30 | $728.8M |
| Q1 2025 | 26 | $512.0M |
| Q4 2024 | 23 | $601.4M |
| Q3 2024 | 19 | $342.4M |
- BlackRock+804.5K (+12%)
- D.E. Shaw & Co+662.0K (+97%)
- Ameriprise Financial+508.8K (+196%)
- Morgan Stanley+464.6K (+54%)
- Bank of America Corp+200.4K (+43%)
- Dimensional Fund Advisors−827.8K (-40%)
- Fifth Third Bancorp−274.0K (-96%)
- Wells Fargo & Co−48.8K (-48%)
- AQR Capital Management−32.9K (-10%)
- Franklin Resources−21.9K (-64%)
- M&T Bank+21.4K
- Two Sigma Investments+12.1K
- Allstate+10.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 219 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
AZTA filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 23, 2026 | - | - | - |
| 8-K | Sep 17, 2026 | - | Analysis | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 8-K | Sep 4, 2026 | - | Analysis | - |
| 8-K | Aug 24, 2026 | - | Analysis | - |
| 8-K | Aug 11, 2026 | - | Analysis | - |
| 4 | Aug 11, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 4 | Aug 4, 2026 | - | - | - |
| 8-K | Jul 8, 2026 | - | Analysis | - |
| 4 | May 19, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 10-Q | May 8, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 5, 2026 | - | Analysis | - |
| 4 | Apr 30, 2026 | - | - | - |
| SC 13G | Apr 28, 2026 | - | - | |
| 8-K | Apr 7, 2026 | - | Analysis | - |
| 8-K | Apr 2, 2026 | - | Analysis | - |
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AZTA SEC filings: frequently asked questions
Are AZTA insiders buying or selling?
In the last 90 days, Azenta, Inc. (AZTA) officers, directors and 10% owners reported 1 open-market purchase worth $8,096 by 1 insider and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold AZTA stock?
As of June 30, 2026, the largest Azenta, Inc. (AZTA) holders among the 13F filers tracked by SignalX were BlackRock ($192.2 million), Vanguard Portfolio Management LLC ($63.6 million), Vanguard Capital Management LLC ($47.7 million), State Street Corp ($47.5 million), D.E. Shaw & Co ($34.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was AZTA's revenue in fiscal year 2025?
For the fiscal year ended September 30, 2025 (FY2025), Azenta, Inc. (AZTA) reported revenue of $593.8 million (down 9.5% from FY2024) and a net loss of $55.8 million. Diluted EPS was -$1.22. The figures come from the XBRL data in the 10-K.
What are the main risks in AZTA's latest 10-K?
In the 10-K filed December 4, 2025, Azenta, Inc. (AZTA) flagged: Regulatory risk from potential misuse of synthetic gene products under genetic engineering restrictions narrowing gene synthesis markets. Geopolitical risk from US-China trade tensions and increased sales exposure to China (39% of revenue outside North America, growing China operations). (AI summary of the Risk Factors section.)
What did AZTA report in its latest 8-K?
Azenta, Inc. (AZTA) filed an 8-K on September 17, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Interim CEO Martin Madaus receives $600,000 annual salary effective August 22, 2026.
What are the latest AZTA SEC filings?
Azenta, Inc. (AZTA) filed its latest 10-K annual report on December 4, 2025, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 17, 2026 and a Form 4 insider filing on September 23, 2026.
What is AZTA's SEC CIK number?
Azenta, Inc. (AZTA)'s SEC Central Index Key (CIK) is 933974. EDGAR lists every AZTA filing under that number.
Ask anything about AZTA
The research agent reads AZTA's filings, financials, insider trades and 13F holders, then answers with sources.