Machine learning predictions based on historical earnings data and price patterns
1-Day Prediction
-5.97%
$141.01
0% positive prob.
5-Day Prediction
-15.20%
$127.17
0% positive prob.
20-Day Prediction
-8.05%
$137.89
0% positive prob.
SEC 8-K filings with transcript text
Aug 5, 2026 · 100% conf.
1D
-5.97%
$141.01
Act: -38.89%
5D
-15.20%
$127.17
Act: -35.02%
20D
-8.05%
$137.89
2 a991blln-earningspressrele.htm
Document
BillionToOne Reports Second Quarter 2026 Results and Reiterates 2026 Revenue Guidance
MENLO PARK, CA, August 5, 2026 - BillionToOne, Inc. (NASDAQ: BLLN), a next-generation molecular diagnostics company with a mission to create powerful and accurate tests that are accessible to all, today reported its financial results for the second quarter ended June 30, 2026 and reiterated guidance for full year 2026.
Financial Highlights:
●Total revenue of $109.4 million in the second quarter of 2026, compared to $66.6 million in the second quarter of 2025, an increase of 64%.
●Prenatal clinical testing revenue was $94.2 million in the second quarter of 2026, an increase of 55% from the second quarter of 2025.
●Oncology clinical testing revenue was $13.7 million in the second quarter of 2026, 176% higher than the $4.9 million reported in the second quarter of 2025.
●Gross profit margin was 70% in the second quarter of 2026, compared to 65% in the second quarter of 2025, a 5 percentage-point increase year-over-year.
●196,000 tests delivered in the second quarter of 2026, compared to 145,000 tests delivered in the second quarter of 2025, an increase of 35%.
●Income from operations of $5.5 million in the second quarter of 2026, compared to a $1.6 million operating loss in the second quarter of 2025.
●Free cash flow, defined as cash flow from operations minus capital expenditures, was $5.1 million in the second quarter of 2026.
●Reiterating 2026 full year revenue guidance to be in a range of $450 million to $465 million, which represents 48% to 52% growth over 2025.
●Expects to operate the business such that it will continue to generate profitability similar to current levels, even with significant continued investments.
Recent Operating Highlights:
●Today, we announced the upcoming expansion of our Unity Fetal Risk Screen with the addition of a 130-gene panel, which is the largest single-gene NIPT panel available. Our expanded panel significantly broadens the addressable market for Unity and reinforces BillionToOne's position as the leader in cfDNA testing for recessive conditions. This expanded panel will be available commercially on August 17, 2026.
●Today, we announced the planned launch of Northstar Origin, an add-on tissue-of-origin feature for our Northstar Select test that can benefit patients with unknown or uncertain diagnoses. This feature will be available commercially on September 1, 2026.
●In June 2026, we announced the peer-reviewed data published in The Journal of Liquid Biopsy, in collaboration with Allegheny Health Network, demonstrating that Northstar Response was a stronger predictor of survival than standard-of-care imaging in patients with advanced solid tumors receiving immunotherapy or immunotherapy combination therapy.
"Our second quarter demonstrated the durability of our model, with our differentiated technology platform, category-defining products, and disciplined execution driving continued growth and profitability," said Dr. Oguzhan Atay, Co-Founder and CEO of BillionToOne. "We grew revenue 64% year-over-year to a $438
1
million annualized run-rate while advancing our product roadmap with the launch of Unity Confirm and the upcoming launches of our expanded Fetal Risk Screen and Northstar Origin. We believe we are still in the earliest chapters of what our smNGS platform can achieve, and we remain relentlessly focused on transforming molecular diagnostics and healthcare.”
Three Months Ended June 30, (Unaudited)Six Months Ended June 30, (Unaudited)
20262025%20262025%
Revenue ($ in millions)
Prenatal$94.2 $60.9 55 %$190.8 $116.9 63 %
Oncology$13.7 $4.9 176 %$24.4 $7.1 242 %
Clinical trial support and other services$1.5 $0.8 99 %$2.7 $1.5 81 %
Total Revenue$109.4 $66.6 64 %$217.8 $125.5 74 %
Note: Numbers may not add due to rounding
Three Months Ended June 30, (Unaudited)Six Months Ended June 30, (Unaudited)
20262025%20262025%
Total tests accessioned197,000 148,000 33 %386,000 285,000 35 %
Total tests delivered196,000 145,000 35 %384,000 275,000 40 %
Overall ASP$551 $455 21 %$561 $450 25 %
Second Quarter 2026 Financial Results
Total revenue was $109.4 million in the second quarter of 2026 compared to $66.6 million in the second quarter of 2025, an increase of 64%. The increase in total revenue was driven by a 35% increase in the number of total tests delivered and a 21% increase in Overall ASP. Both prenatal and oncology delivered strong test volume growth year-over-year.
Gross profit was $77.1 million in the second quarter of 2026, compared to $43.5 million in the second quarter of 2025, representing a gross margin of 70% in the second quarter of 2026 and 65% in the second quarter of 2025. An increase in Overall ASP drove the improvement in gross profit margin compared to the second quarter of 2025. Overall cost-per-test increased slightly in the second quarter of 2026 compared to last year, as improveme
May 6, 2026
2 a991blln-earningspressrele.htm
Document
BillionToOne Reports First Quarter 2026 Results and Raises 2026 Revenue Guidance
MENLO PARK, CA, May 6, 2026 - BillionToOne, Inc. (NASDAQ: BLLN), a next-generation molecular diagnostics company with a mission to create powerful and accurate tests that are accessible to all, today reported its financial results for the first quarter ended March 31, 2026 and raised guidance for full year 2026.
Financial Highlights:
●Total revenue of $108.4 million in the first quarter of 2026, compared to $59.0 million in the first quarter of 2025, an increase of 84%.
●Prenatal clinical testing revenue was $96.5 million in the first quarter of 2026, an increase of 72% from the first quarter of 2025.
●Oncology clinical testing revenue was $10.7 million in the first quarter of 2026, more than four times the $2.2 million reported in the first quarter of 2025.
●Gross profit margin was 73% in the first quarter of 2026, compared to 64% in the first quarter of 2025, a 9 percentage-point increase year-over-year.
●188,000 tests delivered in the first quarter of 2026, compared to 131,000 tests delivered in the first quarter of 2025, an increase of 44%.
●Income from operations of $17.8 million in the first quarter of 2026, compared to a $2.3 million operating loss in the first quarter of 2025.
●Cash flow from operations minus capital expenditures was $11.0 million in the first quarter of 2026.
●Raising 2026 full year revenue guidance to be in a range of $450 million to $465 million, which represents 48% to 52% growth over 2025.
●Expects to operate the business such that it will continue to generate profitability approaching current levels, even with significant continued investments.
Recent Operating Highlights:
●In May, we announced the launch of Unity ConfirmTM, a circulating fetal cell-based, non-invasive confirmation assay designed to enable confirmation of high-risk screening results. The new assay isolates intact circulating fetal cells from a simple maternal blood draw using BillionToOne’s Fetal Cell CaptureTM technology. With the assay, clinicians can confirm a high-risk result from a maternal blood draw without putting the pregnancy at risk from invasive methods such as chorionic villus sampling (CVS) or amniocentesis.
"Our first quarter performance underscores the continued momentum we are building through our differentiated technology platform, category-defining products, and disciplined execution," said Dr. Oguzhan Atay, Co-Founder and CEO of BillionToOne. "In Q1 2026 we launched additional prenatal and oncology offerings and significantly expanded our payor contracts, reaching $300 million contracted lives in the U.S. We remain focused on addressing some of healthcare’s most complex challenges. As we move through 2026, we believe we are only beginning to realize the full potential of our platform.”
Three Months Ended March 31, (Unaudited)
20262025%
Revenue ($ in millions)
Prenatal$96.5 $56.1 72 %
Oncology$10.7 $2.2 392 %
Clinical trial support and other services$1.1 $0.7 61 %
Total Revenue$108.4 $59.0 84 %
Note: Numbers may not add due to rounding
Three Months Ended March 31, (Unaudited)
20262025%
Total tests accessioned189,000 137,000 38 %
Total tests delivered188,000 131,000 44 %
Overall ASP$571 $445 28 %
First Quarter 2026 Financial Results
Total revenue was $108.4 million in the first quarter of 2026 compared to $59.0 million in the first quarter of 2025, an increase of 84%. The increase in total revenue was driven by a 44% increase in the number of total tests delivered and a 28% increase in Overall ASP. Both prenatal and oncology delivered strong test volume growth year-over-year.
Gross profit was $79.1 million in the first quarter of 2026, compared to $38.0 million in the first quarter of 2025, representing a gross margin of 73% in the first quarter of 2026 and 64% in the first quarter of 2025. An increase in Overall ASP drove the improvement in gross profit margin compared to the first quarter of 2025. Overall cost-per-test remained relatively stable in the first quarter of 2026 compared to last year, as improvements in cost-per-test for both of our oncology products and for our prenatal products were offset by the faster growth of our oncology products, which have higher costs-per-test.
Total operating expenses were $61.3 million in the first quarter of 2026, compared to $40.3 million in the first quarter of 2025 an increase of 52%.
Income from operations was $17.8 million in the first quarter of 2026, compared to a loss from operations of $2.3 million in the first quarter of 2025. Operating margin was 16% in the first quarter of 2026.
Net income in the first quarter of 2026 was $18.0 million, or $0.34 per diluted share, compared to a net loss of $4.0 million, or $(0.39) per diluted share, in the first quarter of 2025.
Financial Outlook
BillionToOne now expects full year 2026 total revenue of $450.0 million to $465.0 m
Mar 4, 2026
2 a991blln-earningspressrele.htm
Document
BillionToOne Reports Fourth Quarter and Full Year 2025 Results and Raises 2026 Revenue Guidance
MENLO PARK, CA, March 4, 2026 - BillionToOne, Inc. (NASDAQ: BLLN), a next-generation molecular diagnostics company with a mission to create powerful and accurate tests that are accessible to all, today reported its financial results for the fourth quarter and full year ended December 31, 2025 and raised guidance for full year 2026.
Financial Highlights:
●Total revenue of $96.1 million in the fourth quarter of 2025, compared to $45.1 million in the fourth quarter of 2024, an increase of 113%.
●Prenatal clinical testing revenue was $86.1 million in the fourth quarter of 2025, an increase of 99% from the fourth quarter 2024.
●Oncology clinical testing revenue was $9.1 million in the fourth quarter of 2025, more than 8x higher than the $1.1 million reported in the fourth quarter of 2024.
●Gross profit margin was 71% in the fourth quarter of 2025, compared to 57% in the fourth quarter of 2024, a 14 percentage-point increase year-over-year.
●170,000 tests delivered in the fourth quarter of 2025, compared to 116,000 tests delivered in the fourth quarter of 2024, an increase of 47%.
●Operating income of $10.3 million in the fourth quarter of 2025, compared to a $11.7 million operating loss in the fourth quarter of 2024.
●Net cash flow, excluding the net proceeds received from the issuance of common stock in connection with the IPO, was $8.8 million in the fourth quarter of 2025 and $12.5 million in the full year 2025.
●Raised 2026 full year revenue guidance to be in a range of $430 million to $445 million, which represents 41% to 46% growth over 2025.
●Expects positive operating income for the full year 2026.
Recent Operating Highlights:
●In February, we launched our expanded Red Blood Cell Fetal Antigen NIPT offering and our Platelet Fetal Antigen NIPT offering in prenatal product lines. These two products represent the first, and only, non-invasive prenatal tests in the U.S. designed to determine fetal antigen status across both red blood cell and platelet antigens in pregnancies affected by or at risk for Hemolytic Disease of the Fetus and Newborn (HDFN) and Fetal and Neonatal Alloimmune Thrombocytopenia (FNAIT).
●Also in Q1 of 2026, we launched Northstar PGx and Northstar Select CH in oncology products. Northstar PGx and Northstar CH are add-on applications for our Northstar Select test, and expand the Northstar platform beyond genomic profiling to address chemotherapy safety (PGx) and clonal hematopoiesis (CH)—two critical decision points in selecting the right therapy for patients.
"2025 demonstrated how the compounding power of a differentiated technology platform, category-defining products, and disciplined execution can produce an extraordinary outcome,” said Dr. Oguzhan Atay, Co-Founder and CEO of BillionToOne. "With new prenatal and oncology products already launched, expanding payer coverage, and a growing base of providers choosing our tests, we are executing to solve
the hardest problems in healthcare and give patients the answers they need. Entering 2026, we believe we are still in the earliest chapters of what is possible, and remain confident that our smNGS platform will continue to unlock diagnostic capabilities that transform patient lives one molecule at a time.”
Three Months Ended December 31, (Unaudited)Year Ended December 31, (Unaudited)
20252024%20252024%
Revenue ($ in millions)
Prenatal$86.1 $43.2 99 %$277.1 $145.9 90 %
Oncology$9.1 $1.1 735 %$25.0 $2.9 748 %
Clinical Trial Support and Other Services$0.8 $0.8 6 %$3.1 $3.7 (18)%
Total Revenue$96.1 $45.1 113 %$305.1 $152.6 100 %
Note: Numbers may not add due to rounding
Three Months Ended December 31, (Unaudited)Year Ended December 31, (Unaudited)
20252024%20252024%
Total tests accessioned168,000 115,000 46 %616,000 410,000 50 %
Total tests delivered170,000 116,000 47 %610,000 405,000 51 %
Overall ASP$561 $382 47 %$495 $368 35 %
Fourth Quarter 2025 Financial Results
Total revenue was $96.1 million in the fourth quarter of 2025 compared to $45.1 million in the fourth quarter of 2024, an increase of 113%. The increase in total revenue was driven by a 47% increase in the number of total tests delivered and a 47% increase in Overall ASP. Both prenatal and oncology delivered strong test volume growth quarter-over-quarter and year-over-year.
Gross profit was $68.6 million in the fourth quarter of 2025, compared to $25.7 million in the fourth quarter of 2024, representing a gross margin of 71% in the fourth quarter of 2025 and 57% in the fourth quarter of 2024. Increases in Overall ASP and reductions in Overall Cost-Per-Test drove the improvement in gross profit margin compared to the fourth quarter of 2024.
Total operating expenses were $58.3 million in the fourth quarter of 2025, compared to $37.4 million in the fourth quarter of 2024 an increase of 56%.
Ope
Jan 12, 2026
blln-20260112
Washington, D.C. 20549
Pursuant to Section 13 or 15(d)
of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): January 12, 2026
BillionToOne, Inc.
(Exact name of Registrant as specified in its charter)
Delaware
001-42934
81-1082020
(State or other jurisdiction
of incorporation)
(Commission
File Number)
(IRS Employer
Identification No.)
1035 O’Brien Drive
Menlo Park, CA 94025
(Address of principal executive offices including zip code)
Registrant’s telephone number, including area code: (650) 460-2551
(Former name or former address, if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading
Symbol
Name of each exchange
on which registered
Class A common stock, par value $0.00001 per share
The Nasdaq Stock Market LLC
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company ☒
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 2.02 Results of Operations and Financial Condition.
On January 12, 2026, BillionToOne, Inc. (the “Company”) issued a press release reiterating its guidance for the full year ended December 31, 2025, and initiating its full year 2026 guidance. A copy of the Company’s press release is attached hereto as Exhibit 99.1.
Item 7.01 Regulation FD Disclosure
The Company will post the presentation that it will present at the 2026 J.P. Morgan Healthcare Conference on January 12, 2026 to the Investor page of the Company’s website (https://investors.billiontoone.com/), on the “Events & Presentations” page under “News and Events.”
The information furnished in this Current Report on Form 8-K, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that Section, nor shall it be deemed to be incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.
Item 9.01 Financial Statements and Exhibits
(d) Exhibits.
Exhibit Description
99.1 Press Release of BillionToOne, Inc., dated January 12, 2026
104Cover Page Interactive Data File (embedded within the Inline XBRL document)
Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
BillionToOne, Inc.
Date:
January 12, 2026
By:
/s/ Ross Taylor
Name:
Ross Taylor
Title:
Chief Financial Officer
Dec 9, 2025
2 a991blln-earningspressrele.htm
Document
BillionToOne Reports Third Quarter 2025 Results
MENLO PARK, CA, December 9, 2025 - BillionToOne, Inc. (NASDAQ: BLLN), a next-generation molecular diagnostics company with a mission to create powerful and accurate tests that are accessible to all, today reported its financial results for the third quarter ended September 30, 2025 and initiated guidance for the remainder of 2025.
Recent Financial Highlights:
●Total revenue of $83.5 million in the third quarter of 2025, compared to $38.4 million in the third quarter of 2024, an increase of 117%.
●Prenatal clinical testing revenue was $74.1 million in the third quarter of 2025, an increase of 102% from the third quarter last year.
●Oncology clinical testing revenue was $8.7 million in the third quarter of 2025, which represents an increase of 7.6x compared to $1.1 million in the same period last year and a 76% sequential quarter over quarter increase from $4.9 million in the second quarter of 2025.
●Gross margin was 70% in the third quarter of 2025, compared to 53% in the third quarter of 2024, a 17 percentage-point increase year over year.
●162,900 tests accessioned in the third quarter of 2025, compared to 107,900 tests accessioned in the third quarter of 2024, an increase of 51%.
●Operating income of $9.6 million in the third quarter of 2025, compared to a ($12.6) million operating loss in the third quarter of 2024.
●Positive cash-flow of $6.2 million in the third quarter of 2025.
●Raised gross proceeds of $314.0 million in our initial public offering.
●Expects 2025 full year revenue to be in a range of $293 million to $299 million, which represents 92% to 96% growth over last year; expects fourth quarter 2025 revenue to be in a range of $84 million to $90 million, which represents 86% to 100% growth over the fourth quarter last year.
●Expects positive operating income for both the fourth quarter of 2025 and for the full year 2025.
“This quarter reinforced our view about how a unique, innovative technology combined with disciplined execution can drive a differentiated financial profile in molecular diagnostics,” said Dr. Oguzhan Atay, Co-founder and CEO of BillionToOne. “The incredible strength and momentum across our prenatal and oncology businesses reflects a deliberate commitment to scientific rigor paired with resourceful, step-by-step execution. We continue to earn the trust of providers, patients, payors, and health systems, and rapidly grow our test volumes by solving unmet clinical needs. As we begin our path as a public company, we remain guided by the same principles we started with—relentless focus and an unwavering commitment to re-defining molecular diagnostics.”
Three Months EndedNine Months Ended
September 30, (Unaudited)September 30, (Unaudited)
20252024%20252024%
Revenue ($ in millions)
Prenatal$74.1 $36.6 101 %$191.0 $102.7 86 %
Oncology$8.7 $1.1 664 %$15.8 $1.9 754 %
Clinical Trial Support and Other Services$0.8 $0.7 12 %$2.2 $3.0 (25%)
Total Revenue$83.5 $38.4 117 %$209.1 $107.5 153 %
Note: Numbers may not add due to rounding.
Three Months EndedNine Months Ended
September 30, (Unaudited)September 30, (Unaudited)
20252024%20252024%
Total tests accessioned162,900 107,900 51 %447,900 294,900 52 %
Total tests delivered165,000 108,500 52 %440,500 289,900 52 %
Overall ASP$501 $348 44 %$469 $361 30%
Third Quarter 2025 Financial Results
Total revenue was $83.5 million in the third quarter of 2025 compared to $38.4 million in the third quarter of 2024, an increase of 117%. The increase in total revenues was driven by a 52% increase in the number of total tests delivered and a 44% increase in the company’s overall ASP. Our prenatal delivered test volume grew rapidly in the third quarter of 2025, and growth in delivered test volumes for both our Select and Response oncology tests was also strong.
Gross profit was $58.4 million in the third quarter of 2025, compared to $20.2 million the third quarter of 2024, representing a gross margin of 70% in the third quarter of 2025 and 53% in the third quarter of 2024. Increases in our overall ASP and reductions in our overall cost-per-test drove the improvement in the gross profit margin compared to last year.
Total operating expenses were $48.8 million in the third quarter of 2025, compared to $32.8 million in the third quarter of 2024 an increase of 49%.
Operating income was $9.6 million in the third quarter of 2025, compared to an operating loss of ($12.6) million in the third quarter of 2024. Operating margin was 11.5% in the third quarter of 2025.
Net income available to common shareholders for the third quarter of 2025 was $1.5 million, or $0.10 per diluted share, compared to a net loss of ($14.9) million, or ($1.47) per diluted share, for the third quarter of 2024.
As of September 30, 2025, BillionToOne held approximately $195.2 million in cash and cash equivalents. The Company raised gross proceeds of $314.
This page provides BillionToOne Inc. (BLLN) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.
Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on BLLN's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.