Ginkgo Bioworks Holdings, Inc. (DNA) · Nov 5, 2026 · Earnings

Ginkgo Bioworks earnings beat as revenue decline nearly stops

Beat — Revenue $27.7M vs ~$21.5M consensus; GAAP EPS $(0.64) vs ~$(0.68)

Ginkgo Bioworks earnings beat revenue and EPS expectations, offering evidence its autonomous-lab pivot is stabilizing demand despite continued losses and cash burn.

Ginkgo is transitioning from its shrinking legacy cell-engineering model toward autonomous laboratories and Cloud Lab services, with recent announcements involving Novo, ARPA-H, the NSF, and the $1.5 billion X-Labs program. That strategic direction was already public before this filing; the new information is whether demand is stabilizing financially.

The quarter clearly beat the published benchmark. Revenue was $27.7 million versus roughly $21.5 million expected, while GAAP loss per share was $0.64 versus about $0.68 expected. The revenue surprise is the more important signal because analysts were looking for another steep contraction after the prior quarter’s weak sales.

	Q3 2026	Q3 2025	Consensus
Revenue (Income Statement)	$27.711M (-5.7%)	$29.380M	~$21.5M
GAAP loss per share (Income Statement)	$(0.64)	$(1.45)	~$(0.68)
Operating loss (Income Statement)	$(43.633)M (-47.0%)	$(82.305)M
Net cash used in operating activities, nine months (Cash Flow statement)	$(119.307)M (-3.3%)	$(123.381)M

The business is still shrinking, but the decline is much less severe than feared. Quarterly revenue fell 5.7% year over year, and nine-month revenue was down about 37%, so this is not yet a demonstrated return to growth. But against expectations for revenue near $21.5 million and a roughly 45% year-over-year drop, the reported $27.7 million suggests the contraction may be approaching a floor. The filing does not provide enough segment detail to show how much came from Cloud Lab versus legacy work. (Income Statement)

Cost reduction is doing real work in the earnings improvement. Operating expenses fell sharply year over year, including research and development from $69.4 million to $40.9 million and general and administrative expense from $37.0 million to $28.6 million. That helped cut the operating loss nearly in half, but it also means the narrower loss is not yet proof that the new autonomous-lab offering has reached operating leverage. (Income Statement)

The strategic narrative is more credible, but remains ahead of the financial evidence. Management says, "Ginkgo now has two core offerings built on one autonomous lab platform," and points to an autonomous-lab sale to Novo plus government wins with ARPA-H and the NSF. 〔0〕 Those developments were directionally known before the quarter, so they strengthen the case for the pivot but do not yet establish a durable revenue ramp.

Liquidity remains the constraint on how long the transition can run. Cash, cash equivalents, and restricted cash totaled $126.1 million at September 30, down from $157.0 million at year-end, while nine-month operating cash use remained $119.3 million. The company also raised $23.8 million through its ATM offering, so the balance-sheet improvement is partly supported by equity issuance rather than self-funding operations. (Balance Sheet; Cash Flow statement)

Bottom line: This was a meaningful earnings beat and the first clearer sign that Ginkgo’s revenue decline may be stabilizing. It advances the autonomous-lab story, but the company is still loss-making, cash-burning, and not yet showing sustained growth from the new model.

What to watch next

Q3 earnings call and outlook discussion, November 5

Original filing on SEC EDGAR

More Ginkgo Bioworks Holdings, Inc. news

Ginkgo earnings date set for Nov. 5, but no numbers yet

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AllSight · BlackBerry Q2 FY27

Revenue $163.3M vs ~$144M expected; adjusted basic EPS $0.07 vs ~$0.04 consensus — a real upside surprise.Income statement
QNX revenue +27% to $80.3M; segment EBITDA $29.0M from $20.5M. “Record performance… core automotive.”Segment — QNX
Licensing jumped to $22.1M from $6.6M — it amplified the beat, but it's less recurring than QNX, so the quality sits in QNX.Segment — Licensing
FY27 guide lifted to $616–636M rev / $141–158M EBITDA, above the prior $594–621M / $119–139M framework.Guidance
QNX growth, margins, cash and a raised outlook all beat. But licensing amplified it and Secure Comms is flat — net retention 91% from 93%.Segment — Secure Comms

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Events/ANDE/8-K · Earnings

8-K · Item 2.02 · Earnings

The Andersons — a record Renewables quarter that beat profit expectations

Filed Aug 3, 2026ANDE · NASDAQ

AllSight readBeatPriced in▲ 1.8% since filed · reaction agrees

adj. EPS $2.15 vs ~$1.48 consensus

This filing tests whether The Andersons' sharp profit increase reflects broad operating improvement or a one-off renewable-fuels boost. It also separates strong adjusted earnings and cash generation from the quarter's legal and impairment charges.

The quarter was substantially stronger than both last year and the published earnings expectation. Adjusted EPS reached $2.15, versus $0.24 a year earlier and above the published consensus of about $1.48; reported EPS was $1.65. Adjusted EBITDA more than doubled to $140 million, while sales slipped modestly — the improvement came from margins and operating performance rather than higher revenue. Financial Highlights · Statements of Operations

Q2 ($M, exc. per-share)	Q2 2026	Q2 2025	YoY
Sales & merchandising revenue	3,097.7	3,135.9	−1%
Net income (attributable)	56.6	7.9	+48.7
Diluted EPS	1.65	0.23	+1.42
Adjusted EPS	2.15	0.24	+1.91
Adjusted EBITDA	140.3	65.2	+75.1
Agribusiness adj. pretax	20.3	16.8	+3.5
Renewables adj. pretax	88.4	9.6	+78.8
Cash from operations	487.9	299.3	+188.6
Cash from ops (pre-WC)	112.9	42.9	+70.1

Renewables drove nearly all of the upside — the operating backdrop was strong, but the result also benefited materially from tax credits. Renewables' adjusted pretax income rose to $88 million on record production, stronger ethanol margins and merchandising gains. It also received $24 million of 45Z producer tax credits, so this was not solely a repeatable plant-margin improvement; the company did cite healthy export and domestic ethanol demand as supportive. Renewables — Record Q2 · Segment Data

Agribusiness improved, but it was a supporting contributor rather than the main earnings engine. Adjusted pretax income increased to $20 million as fertilizer margins improved and merchandising benefited from commodity-price volatility, despite lower fertilizer volumes. Agribusiness — Improved Q2 · Segment Data

Cash generation improved and funding capacity is comfortable, while reported earnings still absorbed meaningful non-core costs. Operating cash flow was $488 million ($113 million before working-capital changes); capital spending was $76 million. Adjusted EPS excludes $0.50 of legal-settlement, impairment and transaction items, so the $2.15 adjusted result runs ahead of the $1.65 reported. Leverage stays below the <2.5× debt-to-EBITDA target; no new quantified full-year outlook was given. Cash & Liquidity · Adjusted Net Income

Community sentiment · 612 votes

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Ginkgo Bioworks earnings beat as revenue decline nearly stops

What to watch next

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