Summary
Quest Diagnostics (DGX) held an Investor Day on November 5, 2014, where management outlined key strategic initiatives and financial outlook designed to drive shareholder value. A significant focus was placed on the 'Invigorate' initiative, with the company now expecting to achieve an additional $600 million in run-rate savings by the end of 2017, bringing the total expected run-rate savings from this program to $1.3 billion. This represents an increase from prior guidance, which projected $700 million in savings by the end of 2014. Furthermore, the company provided a positive outlook, announcing expected annual growth in both revenues and earnings per share (EPS) for the three-year period ending December 31, 2017. To enhance transparency and comparability in its reporting, Quest Diagnostics will begin reporting financial results and providing guidance on an "adjusted diluted EPS" basis starting in 2015, excluding amortization charges, which are estimated at approximately $0.40 per diluted share for full-year 2014. The company also reaffirmed its 2014 guidance for continuing operations before special items.
Key Highlights
- 1Increased savings target: Quest Diagnostics now expects to achieve an additional $600 million in run-rate savings from the 'Invigorate' initiative by year-end 2017, for a total of $1.3 billion.
- 2Projected revenue and EPS growth: The company announced expectations for annual growth in both revenues and earnings per share over the three-year period ending December 31, 2017.
- 3New EPS reporting standard: Beginning in 2015, financial results and guidance will be provided on an 'adjusted diluted EPS' basis, excluding amortization charges.
- 4Amortization impact: Full-year 2014 amortization charges are estimated to be approximately $0.40 per diluted share.
- 5Reaffirmed 2014 outlook: The company reiterated its previously issued guidance for 2014 results from continuing operations before special items.
- 6Investor Day presentations: Management presented detailed views on industry trends, company strategy, operational excellence, clinical franchises, commercial acceleration, innovation, IT platform, and capital allocation plans.