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QUEST DIAGNOSTICS REPORTS SECOND QUARTER 2016 FINANCIAL RESULTS Q2 2016 revenues of $1.91 billion, lower by 1% on a reported basis and higher by 2.4% on an equivalent basis versus 2015 Reported diluted EPS of $1.37, up 6

Key Takeaway: QUEST DIAGNOSTICS REPORTS SECOND QUARTER 2016 FINANCIAL RESULTS MADISON, N.J., JULY 21, 2016 - Quest Diagnostics Incorporated (NYSE: DGX), the world's leading provider of diagnostic information services, announced today that for the second quarter ended June 30, 2016, reported n

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QUEST DIAGNOSTICS REPORTS SECOND QUARTER 2016 FINANCIAL RESULTS
MADISON, N.J., JULY 21, 2016 - Quest Diagnostics Incorporated (NYSE: DGX), the world's leading provider of diagnostic information services, announced today that for the second quarter ended June 30, 2016, reported net income was $195 million, or $1.37 per diluted share, compared to $118 million, or $0.81 per diluted share, in 2015.
Adjusted net income was $178 million, compared to $170 million in 2015. Adjusted diluted EPS excluding amortization was $1.34 in the quarter, compared to $1.25 in 2015. In the second quarter of 2016, reported net income was favorably impacted by the gain on the sale of the company's Focus Diagnostics products business of $34 million after tax, or $0.24 per diluted share. This gain was offset by approximately $17 million after tax, or $0.12 per diluted share, consisting primarily of restructuring and integration charges. In the second quarter of 2015, reported net income was reduced by $52 million after tax, or $0.36 per diluted share, principally associated with debt refinancing charges and restructuring and integration charges.
Second quarter 2016 revenues were $1.91 billion. Revenues declined 1.0% versus the prior year on a reported basis, due to divestitures driven by our strategy to refocus the business on diagnostic information services. On an equivalent basis, revenues grew 2.4% compared to a year ago. 2015 equivalent revenues exclude: second quarter 2015 clinical trials testing and Celera products revenues; and Focus Diagnostics products revenues for May and June 2015. Diagnostic Information Services revenues grew 2.2% compared to a year ago. Volume, measured by the number of requisitions, grew 1.9% versus the prior year and revenue per requisition grew 0.2%.
"We had another good quarter of earnings growth and a solid first half," said Steve Rusckowski, President and CEO. "We've refocused our business on diagnostic information services, and without clinical trials or diagnostic products businesses, reported revenues decreased 1%, but we grew equivalent revenues more than 2% in the quarter. Our expanding hospital relationships, including the CLP acquisition and Barnabas Health PLS agreement, have been key contributors to growth this year, and our latest PLS agreement with HCA's HealthONE system will help continue the momentum. We continued to drive operational excellence, which produced Invigorate cost savings and also improvements in medical quality and our customer experience. We remain on track to meet our commitments for the remainder of the year."
For the second quarter of 2016, reported operating income was $422 million, or 22.1% of revenues, compared to $301 million, or 15.6% of revenues, in 2015. Adjusted operating income was $324 million, or 17.0% of revenues, compared to $321 million, or 16.7% of revenues, in 2015. Reported cash provided by operations was $311 million in the second quarter of 2016 and was positively impacted by a $9 million cash tax benefit associated with the early retirement of debt. In the second quarter of 2015, reported cash provided by operations was $277 million and was negatively impacted by after cash tax charges of $49 million associated with the company's debt refinancing. Adjusted cash provided by operations was $302 million during the second quarter of 2016 and $326 million in 2015.
First Half Performance
Revenues were $3.77 billion for the first six months of 2016, essentially flat versus the prior year on a reported basis, and grew 3.2% on an equivalent basis. Reported net income for the first six months of 2016 was $298 million, or $2.08 per diluted share, compared to $179 million, or $1.23 per diluted share, in 2015. Reported net income in the first half of 2016 was negatively impacted by charges of $29 million after tax, or $0.20 per diluted share, principally associated with charges on retirement of debt, restructuring and integration charges, partially offset by the gain on the sale of the company's Focus Diagnostics products business. Adjusted net income was $327 million for the first six months of 2016, compared to $311 million in 2015. Adjusted diluted EPS excluding amortization was $2.47 for the first six months of 2016, compared to $2.30 in 2015.
On a reported basis, operating income was $679 million, or 18.0% of revenues, compared to $529 million, or 14.1% of revenues, in 2015. Adjusted operating income for the first six months of 2016 was $605 million, or 16.0% of revenues, compared to $590 million, or 15.7% of revenues for 2015. Reported cash provided by operations for the six months of 2016 was $464 million and was negatively impacted by after tax cash charges of $38 million associated with the retirement of debt. In the first six months of 2015, reported cash provided by operations was $337 million and was negatively impacted by after cash tax charges of $127 million associated with the company's debt refinancing. Adjusted cash provided by operations was $502 million during the first half of 2016 and $464 million in 2015.
Outlook for Full-Year 2016
For 2016, the company estimates results, before special items, as follows:
Note on Non-GAAP Financial Measures
As used in this press release the term "reported" refers to measures under the accounting principles generally accepted in the United States ("GAAP"). The term "adjusted" refers to non-GAAP measures as follows: (i) for the purpose of income measures the term "adjusted" refers to operating performance measures that exclude special items such as the gain on sale of the Focus Diagnostics products business, retirement of debt and related refinancing charges, restructuring and integration charges, and other items; (ii) the term "adjusted diluted EPS excluding amortization" represents the company's diluted EPS before the impact of special items and amortization; (iii) "adjusted cash provided by operations" represents cash provided by operations before the cash impact of charges on retirement of debt and other items; and (iv) reference to "revenues on an equivalent basis" when comparing 2016 results to 2015 represents 2015 reported revenues excluding all clinical trials testing and Celera products revenues, and Focus Diagnostics products revenues subsequent to April 2015.
Non-GAAP "adjusted" measures are presented because management believes those measures are useful adjuncts to GAAP results. Non-GAAP "adjusted" measures should not be considered as an alternative to the corresponding measures determined under GAAP. Management may use these non-GAAP measures to evaluate our performance period over period and relative to competitors, to analyze the underlying trends in our business, to establish operational budgets and forecasts or for incentive compensation purposes. We believe that these non-GAAP measures are useful to investors and analysts to evaluate our performance period over period and relative to competitors, as well as to analyze the underlying trends in our business and to assess our performance. The attached tables include reconciliations of adjusted measures to GAAP measures.
Conference Call Information
Quest Diagnostics will hold its quarterly conference call to discuss financial results beginning at 8:30 a.m. Eastern Time today. The conference call can also be accessed in listen-only mode by dialing 773-681-5898, passcode 3214469. The company suggests participants dial in approximately 10 minutes before the call. A replay of the call may be accessed online at www.QuestDiagnostics.com/investor or by phone at 888-566-0473 for domestic callers or 402-998-0640 for international callers. Telephone replays will be available from 10:30 a.m. Eastern Time on July 21 until midnight Eastern Time on August 20, 2016. Anyone listening to the call is encouraged to read the company's periodic reports, on file with the Securities and Exchange Commission, including the discussion of risk factors and historical results of operations and financial condition in those reports.
About Quest Diagnostics
Quest Diagnostics empowers people to take action to improve health outcomes. Derived from the world's largest database of clinical lab results, our diagnostic insights reveal new avenues to identify and treat disease, inspire healthy behaviors and improve health care management. Quest annually serves one in three adult Americans and half the physicians and hospitals in the United States, and our 44,000 employees understand that, in the right hands and with the right context, our diagnostic insights can inspire actions that transform lives. www.QuestDiagnostics.com.
The statements in this press release which are not historical facts may be forward-looking statements. Readers are cautioned not to place undue reliance on forward-looking statements, which speak only as of the date that they are made and which reflect management's current estimates, projections, expectations or beliefs and which involve risks and uncertainties that could cause actual results and outcomes to be materially different. Risks and uncertainties that may affect the future results of the company include, but are not limited to, adverse results from pending or future government investigations, lawsuits or private actions, the competitive environment, changes in government regulations, changing relationships with customers, payers, suppliers or strategic partners and other factors discussed in the company's most recently filed Annual Report on Form 10-K and in any of the company's subsequently filed Quarterly Reports on Form 10-Q and Current Reports on Form 8-K, including those discussed in the "Business," "Risk Factors," "Cautionary Factors that May Affect Future Results" and "Management's Discussion and Analysis of Financial Condition and Results of Operations" sections of those reports.
This earnings release, including the attached financial tables, is available online in the Newsroom section at www.QuestDiagnostics.com.
Quest Diagnostics Incorporated and Subsidiaries
Consolidated Statements of Operations
For the Three and Six Months Ended June 30, 2016 and 2015
(in millions, except per share data)
Three Months Ended June 30, Six Months Ended June 30,
2016 2015 2016 2015
Net revenues $ 1,906 $ 1,925 $ 3,769 $ 3,764
Operating costs, expenses and other income:
Cost of services 1,155 1,182 2,299 2,345
Selling, general and administrative 430 429 872 848
Amortization of intangible assets 17 20 36 41
Gain on disposition of business (118 ) - (118 ) -
Other operating (income) expense, net - (7 ) 1 1
Total operating costs, expenses and other income, net 1,484 1,624 3,090 3,235
Operating income 422 301 679 529
Other income (expense):
Interest expense, net (34 ) (37 ) (70 ) (82 )
Other expense, net (5 ) (64 ) (54 ) (142 )
Total non-operating expenses, net (39 ) (101 ) (124 ) (224 )
Income before income taxes and equity in earnings of equity method investees 383 200 555 305
Income tax expense (183 ) (78 ) (250 ) (120 )
Equity in earnings of equity method investees, net of taxes 9 7 19 14
Net income 209 129 324 199
Less: Net income attributable to noncontrolling interests 14 11 26 20
Net income attributable to Quest Diagnostics $ 195 $ 118 $ 298 $ 179
Earnings per share attributable to Quest Diagnostics' common stockholders:
Basic $ 1.38 $ 0.82 $ 2.10 $ 1.24
Diluted $ 1.37 $ 0.81 $ 2.08 $ 1.23
Weighted average common shares outstanding:
Basic 140 144 141 144
Diluted 142 145 143 145
Quest Diagnostics Incorporated and Subsidiaries
Consolidated Balance Sheets
June 30, 2016 and December 31, 2015
(in millions, except per share data)
June 30, 2016 December 31, 2015
Assets
Current assets:
Cash and cash equivalents $ 283 $ 133
Accounts receivable, net 975 901
Inventories 80 84
Prepaid expenses and other current assets 163 207
Assets held for sale 9 176
Total current assets 1,510 1,501
Property, plant and equipment, net 937 925
Goodwill 5,996 5,905
Intangible assets, net 990 984
Investment in equity method investees 453 473
Other assets 223 174
Total assets $ 10,109 $ 9,962
Liabilities and Stockholders' Equity
Current liabilities:
Accounts payable and accrued expenses $ 1,104 $ 1,014
Current portion of long-term debt 7 159
Total current liabilities 1,111 1,173
Long-term debt 3,835 3,492
Other liabilities 520 514
Redeemable noncontrolling interest 74 70
Stockholders' equity:
Quest Diagnostics stockholders' equity:
Common stock, par value $0.01 per share; 600 shares authorized at both June 30, 2016 and December 31, 2015; 216 shares issued at both June 30, 2016 and December 31, 2015 2 2
Additional paid-in capital 2,472 2,481
Retained earnings 6,384 6,199
Accumulated other comprehensive loss (56 ) (38 )
Treasury stock, at cost; 77 shares and 73 shares at June 30, 2016 and December 31, 2015, respectively (4,265 ) (3,960 )
Total Quest Diagnostics stockholders' equity 4,537 4,684
Noncontrolling interests 32 29
Total stockholders' equity 4,569 4,713
Total liabilities and stockholders' equity $ 10,109 $ 9,962
Quest Diagnostics Incorporated and Subsidiaries
Consolidated Statements of Cash Flows
For the Six Months Ended June 30, 2016 and 2015
Six Months Ended June 30,
2016 2015
Cash flows from operating activities:
Net income $ 324 $ 199
Adjustments to reconcile net income to net cash provided by operating activities:
Depreciation and amortization 123 153
Provision for doubtful accounts 167 158
Deferred income tax benefit (4 ) (5 )
Stock-based compensation expense 36 27
Gain on disposition of business (118 ) -
Other, net 9 (5 )
Changes in operating assets and liabilities:
Accounts receivable (249 ) (163 )
Accounts payable and accrued expenses 23 (42 )
Income taxes payable 141 17
Other assets and liabilities, net 12 (2 )
Net cash provided by operating activities 464 337
Cash flows from investing activities:
Business acquisitions, net of cash acquired (135 ) (6 )
Proceeds from sale of businesses 275 -
Capital expenditures (104 ) (117 )
Increase in investments and other assets (9 ) -
Net cash provided by (used in) investing activities 27 (123 )
Cash flows from financing activities:
Proceeds from borrowings 1,869 1,829
Repayments of debt (1,720 ) (1,821 )
Purchases of treasury stock (390 ) (149 )
Exercise of stock options 38 55
Employee payroll tax withholdings on stock issued under stock-based compensation plans (9 ) (6 )
Dividends paid (111 ) (103 )
Distributions to noncontrolling interests (19 ) (19 )
Other financing activities, net 1 (42 )
Net cash used in financing activities (341 ) (256 )
Net change in cash and cash equivalents 150 (42 )
Cash and cash equivalents, beginning of period 133 192
Cash and cash equivalents, end of period $ 283 $ 150
Cash paid during the period for:
Interest $ 75 $ 99
Income taxes $ 121 $ 109
Notes to Financial Tables
Three Months Ended June 30, Six Months Ended June 30,
2016 2015 2016 2015
(in millions, except per share data)
Amounts attributable to Quest Diagnostics' common stockholders:
Net income attributable to Quest Diagnostics $ 195 $ 118 $ 298 $ 179
Less: earnings allocated to participating securities 1 1 1 1
Earnings available to Quest Diagnostics' common stockholders - basic and diluted $ 194 $ 117 $ 297 $ 178
Weighted average common shares outstanding - basic 140 144 141 144
Effect of dilutive securities:
Stock options and performance share units 2 1 2 1
Weighted average common shares outstanding - diluted 142 145 143 145
Earnings per share attributable to Quest Diagnostics' common stockholders:
Basic $ 1.38 $ 0.82 $ 2.10 $ 1.24
Diluted $ 1.37 $ 0.81 $ 2.08 $ 1.23
Three Months Ended June 30, Six Months Ended June 30,
2016 2015 2016 2015
(dollars in millions, except per share data)
Adjusted operating income:
Operating income $ 422 $ 301 $ 679 $ 529
Gain on disposition of business (a) (118 ) - (118 ) -
Restructuring and integration charges (b) 18 23 37 54
Other (c) 2 (3 ) 7 7
Adjusted operating income $ 324 $ 321 $ 605 $ 590
Adjusted operating income as a percentage of net revenues:
Operating income as a percentage of net revenues 22.1 % 15.6 % 18.0 % 14.1 %
Gain on disposition of business (a) (6.2 ) - (3.1 ) -
Restructuring and integration charges (b) 1.0 1.2 1.0 1.4
Other (c) 0.1 (0.1 ) 0.1 0.2
Adjusted operating income as a percentage of net revenues 17.0 % 16.7 % 16.0 % 15.7 %
Adjusted net income:
Net income attributable to Quest Diagnostics $ 195 $ 118 $ 298 $ 179
Gain on disposition of business (a) (118 ) - (118 ) -
Retirement of debt and related refinancing charges (d) - 66 48 150
Restructuring and integration charges (b) 19 23 40 54
Other (c) 8 (3 ) 14 7
Income tax expense (benefit) associated with the special items above (e) 74 (34 ) 45 (79 )
Adjusted net income $ 178 $ 170 $ 327 $ 311
Adjusted diluted EPS excluding amortization expense:
Diluted earnings per common share $ 1.37 $ 0.81 $ 2.08 $ 1.23
Gain on disposition of business (a) (e) (0.24 ) - (0.24 ) -
Retirement of debt and related refinancing charges (d) (e) - 0.28 0.21 0.64
Restructuring and integration charges (b) (e) 0.08 0.10 0.17 0.22
Other (c) (e) 0.04 (0.02 ) 0.06 0.04
Amortization expense (f) 0.09 0.08 0.19 0.17
Adjusted diluted EPS excluding amortization expense $ 1.34 $ 1.25 $ 2.47 $ 2.30
Revenue on an equivalent basis:
Net revenues $ 1,906 $ 1,925 $ 3,769 $ 3,764
Excluded revenue (g) - (64 ) - (111 )
Revenue on an equivalent basis $ 1,906 $ 1,861 $ 3,769 $ 3,653
Adjusted cash provided by operations:
Cash provided by operations $ 311 $ 277 $ 464 $ 337
Cash charges on retirement of debt (h) - 68 47 146
Cash tax benefit realized on retirement of debt (i) (9 ) (19 ) (9 ) (19 )
Adjusted cash provided by operations $ 302 $ 326 $ 502 $ 464
Three Months Ended June 30, Six Months Ended June 30,
2016 2015 2016 2015
(dollars in millions)
Cost of services $ 10 $ 11 $ 17 $ 31
Selling, general and administrative 8 12 20 23
Operating income $ 18 $ 23 $ 37 $ 54
Equity in earnings of equity method investees, net of taxes $ 1 $ - $ 3 $ -
Three Months Ended June 30, Six Months Ended June 30,
2016 2015 2016 2015
(dollars in millions)
Selling, general and administrative $ 3 $ 5 $ 6 $ 7
Other operating (income) expense, net (1 ) (8 ) 1 -
Operating income $ 2 $ (3 ) $ 7 $ 7
Other non-operating expense (income), net $ 6 $ - $ 7 $ -
Three Months Ended June 30, Six Months Ended June 30,
2016 2015 2016 2015
(dollars in millions)
Interest expense, net $ - $ 1 $ - $ 6
Other non-operating expense, net - 65 48 144
$ - $ 66 $ 48 $ 150
Three Months Ended June 30, Six Months Ended June 30,
2016 2015 2016 2015
(dollars in millions)
Gain on disposition of business $ 84 $ - $ 84 $ -
Retirement of debt and related refinancing charges - (25 ) (18 ) (56 )
Restructuring and integration charges (6 ) (9 ) (15 ) (21 )
Other (4 ) - (6 ) (2 )
$ 74 $ (34 ) $ 45 $ (79 )
Three Months Ended June 30, Six Months Ended June 30,
2016 2015 2016 2015
(dollars in millions)
Amortization of intangible assets $ 17 $ 20 $ 36 $ 41
Equity in earnings of equity method investees, net of taxes 4 - 8 -
$ 21 $ 20 $ 44 $ 41
offset by a non-cash asset impairment charge. Other operating (income) expense, net for the six months ended June 30, 2015, principally includes non-cash asset impairment charges primarily associated with our Celera products business, substantially offset by a gain of $13 million associated with a decrease in the fair value of the contingent consideration accrual associated with our Summit Health acquisition.
At June 30, 2016, $582 million remained available under the company's share repurchase authorizations.
Low High
(dollars in millions, except per share data)
Adjusted diluted EPS excluding amortization expense:
Diluted earnings per common share $ 4.18 $ 4.33
Gain on disposition of business (a) (0.24 ) (0.24 )
Retirement of debt and related refinancing charges (b) 0.21 0.21
Restructuring and integration charges (c) 0.43 0.43
Other (d) 0.06 0.06
Amortization expense (e) 0.38 0.38
Adjusted diluted EPS excluding amortization expense $ 5.02 $ 5.17
Adjusted cash provided by operations:
Cash provided by operations $ 880
Cash charges on retirement of debt (f) 47
Cash tax benefit on retirement of debt (g) (18 )
Cash tax expense on disposition of business (h) 91
Adjusted cash provided by operations $ 1,000
Amortization of intangible assets $ 72
Amortization expense included in equity in earnings of equity method investees 17
Total pre-tax amortization expense $ 89
Total amortization expense, net of an estimated tax benefit $ 55
Three Months Ended Year Ended
March 31, 2015 June 30, 2015 September 30, 2015 December 31, 2015 December 31, 2015
(dollars in millions)
2015 Revenue on an equivalent basis:
Net revenues $ 1,839 $ 1,925 $ 1,880 $ 1,849 $ 7,493
Excluded revenue:
Clinical trials (a) (40 ) (45 ) - - (85 )
Products (b) (7 ) (19 ) (34 ) (24 ) (84 )
2015 Revenue on an equivalent basis $ 1,792 $ 1,861 $ 1,846 $ 1,825 $ 7,324
Low High
2016 Revenue outlook: (dollars in millions)
2015 Revenue on an equivalent basis $ 7,324 $ 7,324
2016 Equivalent revenue growth 2 % 3 %
2016 Revenue outlook $ 7,470 $ 7,544
Last updated: Jun 30, 2016