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Mesa Laboratories (MLAB)
NASDAQ:MLAB
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Mesa Laboratories (MLAB) AI Stock Analysis

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MLAB

Mesa Laboratories

(NASDAQ:MLAB)

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Neutral 66 (OpenAI - Gpt-5.6Sol)
Rating:66Neutral
Price Target:
$138.00
▲(8.36% Upside)
Action:Reiterated
Date:09/09/26
MLAB’s score is supported mainly by strong free cash flow generation, improving balance-sheet leverage, and clear technical strength with the stock trading above major moving averages. The biggest constraint is valuation (very high P/E) alongside still-thin net profitability and execution uncertainty highlighted on the earnings call, including deferred full-year guidance and operational issues in SDC.
Positive Factors
Recurring compliance-driven revenue
Mesa serves regulated customers that need documented process validation and measurement accuracy. This creates repeat demand for consumables, scheduled calibration, replacement instruments, and related services, supporting revenue resilience beyond one-time equipment purchases.
Negative Factors
Thin profitability and earnings volatility
A thin bottom-line margin leaves limited protection if revenue, mix, or operating costs worsen. The history of a large loss also indicates that stronger cash generation has not yet translated into consistently durable earnings, limiting confidence in profitability quality.
Read all positive and negative factors
Positive Factors
Negative Factors
Recurring compliance-driven revenue
Mesa serves regulated customers that need documented process validation and measurement accuracy. This creates repeat demand for consumables, scheduled calibration, replacement instruments, and related services, supporting revenue resilience beyond one-time equipment purchases.
Read all positive factors

Mesa Laboratories Key Performance Indicators (KPIs)

Any
Any
Revenue by Geography
Revenue by Geography
Chart Insights
Data provided by:The Fly

Mesa Laboratories (MLAB) vs. SPDR S&P 500 ETF (SPY)

Mesa Laboratories Business Overview & Revenue Model

Company Description
Mesa Laboratories, Inc. develops, designs, manufactures, sells, and services life sciences tools and quality control products and services in North America, Europe, the Asia Pacific, and internationally. The Sterilization and Disinfection Control ...
How the Company Makes Money
Mesa Laboratories makes money primarily by selling products and services that support ongoing quality control and compliance workflows, producing a mix of recurring consumables revenue and equipment/service revenue. Key revenue streams include: (1...

Mesa Laboratories Earnings Call Summary

Earnings Call Date:Aug 10, 2026
(Q1-2027)
|
% Change Since: |
Next Earnings Date:Nov 05, 2026
Earnings Call Sentiment Positive
The call balanced clear operational progress and improving financial metrics (modest revenue growth, margin expansion, AOI improvement, strong cash flow and debt reduction) with material execution challenges in SDC (quarterly revenue decline, delivery reliability and backlog volatility) and some non-operating volatility from currency impacts. Management presented a concrete remediation plan (operations focus, R&D reprioritization for Gyrolab, new commercial leadership in BPD) and committed to delivering full-year guidance in November, suggesting confidence in a fixable path forward.
Positive Updates
Modest Revenue Growth in Q1
Total revenues of $60.1M in Q1, up 1% YoY; non-GAAP organic revenue growth 1%, core organic growth 0.4% (excluding a 60 bp currency tailwind).
Negative Updates
SDC Quarterly Revenue Decline and Delivery Reliability
Sterilization & Disinfection Controls (SDC) reported organic revenue down 3.6% YoY in the quarter due to delivery reliability issues (missed promised ship dates) rather than demand; SDC represented 41% of revenues this quarter.
Read all updates
Q1-2027 Updates
Negative
Modest Revenue Growth in Q1
Total revenues of $60.1M in Q1, up 1% YoY; non-GAAP organic revenue growth 1%, core organic growth 0.4% (excluding a 60 bp currency tailwind).
Read all positive updates
Company Guidance
Mesa deferred full‑year fiscal 2027 guidance to its November earnings call alongside first‑half results, saying Q1 trends are consistent with its internal plan and that the company returned to organic growth in Q1 (total revenues $60.1M, organic growth 1%, core organic ex‑currency 0.4%). Management will continue deleveraging — Q1 saw an $8.7M debt paydown that brought net leverage to 1.85x with a target range of 1.5–1.75x by year‑end — while maintaining liquidity ($30.7M cash) and strong operating cash flow ($14.7M in Q1, up $12.8M YoY). They plan to redeploy a portion of operating leverage into higher‑return businesses rather than pursue large M&A, noting trailing 12‑month adjusted operating income (ex‑unusual items) of ~ $66M (up ~$2.5M) and Q1 adjusted operating income of $15M (25.6% of revenues, $2.61/diluted share; $15.4M excluding a $382k legal settlement); full‑year revenue and market assumptions will be provided in November.

Mesa Laboratories Financial Statement Overview

Summary
Solid fundamental momentum led by strong cash generation (TTM operating cash flow $55.7M; free cash flow $56.1M, +31.0% YoY) and improving leverage (debt-to-equity ~0.52 TTM). Offsetting this, profitability remains thin (TTM net margin ~1.9%) and earnings consistency is a concern given historical volatility including a large loss in FY2024.
Income Statement
63
Positive
Balance Sheet
58
Neutral
Cash Flow
76
Positive
BreakdownTTMMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue249.72M249.13M240.98M216.19M219.08M184.34M
Gross Profit164.79M158.27M150.87M133.25M133.69M109.09M
EBITDA40.58M35.28M42.35M-238.38M37.52M32.53M
Net Income4.80M6.71M-1.97M-254.25M930.00K1.87M
Balance Sheet
Total Assets419.22M427.75M433.35M446.80M661.83M707.37M
Cash, Cash Equivalents and Short-Term Investments30.70M26.93M27.32M28.21M32.91M49.35M
Total Debt101.36M168.83M181.47M231.30M186.14M221.13M
Total Liabilities230.46M241.50M273.52M301.40M268.35M313.57M
Stockholders Equity188.76M186.25M159.83M145.39M393.48M393.80M
Cash Flow
Free Cash Flow56.12M39.58M42.31M41.57M23.44M34.79M
Operating Cash Flow55.67M42.83M46.81M44.13M27.98M39.22M
Investing Cash Flow-2.80M-3.25M-4.50M-81.31M-9.49M-305.23M
Financing Cash Flow-43.92M-41.85M-44.51M32.84M-33.33M52.58M

Mesa Laboratories Technical Analysis

Technical Analysis Sentiment
Positive
Last Price127.35
Price Trends
50DMA
112.61
Positive
100DMA
107.03
Positive
200DMA
96.78
Positive
Market Momentum
MACD
3.82
Positive
RSI
66.03
Neutral
STOCH
81.85
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For MLAB, the sentiment is Positive. The current price of 127.35 is above the 20-day moving average (MA) of 126.25, above the 50-day MA of 112.61, and above the 200-day MA of 96.78, indicating a bullish trend. The MACD of 3.82 indicates Positive momentum. The RSI at 66.03 is Neutral, neither overbought nor oversold. The STOCH value of 81.85 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for MLAB.

Mesa Laboratories Risk Analysis

Mesa Laboratories disclosed 47 risk factors in its most recent earnings report. Mesa Laboratories reported the most risks in the "Legal & Regulatory" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Mesa Laboratories Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
70
Outperform
$837.29M17.8015.98%3.90%14.00%308.50%
66
Neutral
$708.10M153.342.59%0.49%3.04%
61
Neutral
$37.18B12.37-10.20%1.83%8.50%-7.62%
59
Neutral
$235.45M36.683.98%1.45%9.41%
54
Neutral
$693.36M-25.46-22.17%92.79%-11.98%
54
Neutral
$834.52M216.501.08%11.28%
52
Neutral
$758.27M29.847.51%0.97%20.23%-15.15%
* Technology Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
MLAB
Mesa Laboratories
134.63
64.94
93.19%
DAKT
Daktronics
17.98
-4.10
-18.57%
LPTH
Lightpath Technologies
10.15
2.99
41.76%
LYTS
Lsi Industries
20.56
-2.71
-11.63%
RELL
Richardson Electronics
17.23
7.01
68.59%
VPG
Vishay Precision Group
69.91
37.47
115.51%

Mesa Laboratories Corporate Events

Executive/Board ChangesShareholder Meetings
Mesa Laboratories Shareholders Back Board And Governance Decisions
Positive
Sep 8, 2026
On September 8, 2026, Mesa Laboratories held its annual meeting of shareholders, with 4,872,692 of 5,595,869 eligible shares represented in person or by proxy. Shareholders elected seven directors, including John Sullivan and Siddhartha Kadia, to ...
Executive/Board Changes
Mesa Laboratories Promotes Lyndsey Crennen to Chief Accounting Officer
Positive
Jun 15, 2026
On June 11, 2026, Mesa Laboratories, Inc.’s board appointed longtime company executive Lyndsey Crennen as Chief Accounting Officer, elevating her from her current role as Corporate Controller. Crennen, a Certified Public Accountant with more...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Sep 09, 2026