HOLX · CIK 859737
What Hologic, Inc. told the SEC could break it.
2 self-disclosed vulnerabilities, pulled from its own filings, each in the company’s words, with the source. This is the risk register almost nobody reads.
A limited set so far, we surface every cited disclosure we’ve extracted for HOLX. More may follow as additional filings are processed.
In its own words
What could break it.
Sole-source dependency
- sole-source contract manufacturers (Stratec, Flextronics) and componentshigh
Hologic depends on sole-source third-party manufacturers — Stratec (Panther/Panther Fusion instruments) and Flextronics (Skeletal Health goods) — with no firm long-term volume commitments, plus sole-source key components/raw materials; FDA quality requirements make replacement sources slow to qualify.
“We are dependent on these sole source third-party manufacturers, and this dependence exposes us to increased risks associated with production delays, delivery schedules, manufacturing capability, quality control, quality assurance and costs. We have no firm long-term volume commitments with either Stratec or Flextronics.”
SEC filing →As of 2025
Regulatory & policy
- US import tariffs (Costa Rica/Mexico manufacturing)medium
Hologic manufactures most GYN Surgical/Breast Health disposables in Costa Rica (10% tariff) and Skeletal Health products via Mexico (25%, largely USMCA-exempt); FY2025 tariff expense was $9.5M, with an estimated $10-14M per quarter going forward if tariffs hold.
“For fiscal 2025, primarily in the fourth quarter, we recorded tariff expense of $9.5 million. Based on the mitigation efforts we have taken and expect to take, we estimate that, if maintained at current levels, the impact of direct tariff costs to us on a quarterly basis will be approximately $10 million to $14 million.”
The hidden graph
Who it depends on, and who depends on it.
Relationships surfaced from filings, including ones disclosed by the other side, which is how the non-obvious ones come to light.
Its customers
“We employ direct purchase or finance arrangements with such firms as GE, Hologic, Key Equipment, Philips, Siemens and Spectrum for our diagnostic equipment imaging needs.”
Cited →
Its suppliers
“Stratec SE, or Stratec, is the only manufacturer of the Panther and Panther Fusion instruments; and Flextronics Medical Sales and Marketing, LTD, or Flextronics, is the only manufacturer of our Skeletal Health finished goods products.”
Cited →Stratec SE
“Stratec SE, or Stratec, is the only manufacturer of the Panther and Panther Fusion instruments; and Flextronics Medical Sales and Marketing, LTD, or Flextronics, is the only manufacturer of our Skeletal Health finished goods products.”
Cited →
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