Redeye provides its initial take on Lifco’s Q2 2025 report, which came in below our estimates. We judge that positives from the report include margins holding up well despite organic softness. Notable negatives include weaker-than-projected organic growth, though top-line also suffered from expected FX headwinds. Overall, we judge this quarter to be nothing to write home about, though solid margins and cash flows allow Lifco to continue investing in organic growth and M&A. Thus, while the share will likely post an adverse reaction to Lifco’s Q2 miss, we believe its long-term trajectory remains essentially unchanged.

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