DN

Ginkgo Bioworks Holdings Inc. Class A Common Stock Earnings Recaps

DNA Health Care 3 recaps
Next earnings: November 5, 2026 (estimated) · full calendar
Q2 2026 Aug 7, 2026

Shares plunged 9.3% following a steep 48% revenue decline and continued margin pressure, signaling investor disappointment with significant top-line deceleration and ongoing elevated losses despite cost-cutting efforts.

Key takeaways
  • Q2 revenue dropped 48% year-over-year to $20 million, reflecting sharp deceleration in core business.
  • Adjusted EBITDA loss widened to $36 million from $25 million a year ago, indicating margin compression despite reduced operating expenses.
  • Net loss from continuing operations increased to $57 million from $53 million in Q2 2025.
  • Cash burn rose to $45 million in Q2, up from $38 million the prior year, despite restructuring and cost controls.
  • Guidance maintained for 2026 cash burn of $125 million to $150 million, showing cautious outlook without improvement in near-term profitability.
Q3 2025 Nov 8, 2025

Ginkgo Bioworks reported a significant reduction in cash burn and reaffirmed its 2025 revenue guidance, despite a challenging environment in the biotechnology sector.

Key takeaways
  • Quarterly cash burn decreased by 75% year-over-year to $28 million, significantly improving the company's cash position with $462 million in cash and no bank debt.
  • Cell Engineering revenue fell 61% year-over-year to $29 million due to a previous noncash revenue spike; adjusted revenue was down only 11% compared to the prior year.
  • Biosecurity revenue reached $9 million with a gross margin of 19%, and segment operating loss improved by 21% from a year prior.
  • The company remains focused on expansion in AI and automation, with plans to deliver autonomous labs at customer sites.
  • Ginkgo reaffirmed its full-year 2025 revenue guidance between $167 million and $187 million, with expectations for Cell Engineering revenue to range from $117 million to $137 million.
Q2 2025 Aug 8, 2025

Ginkgo Bioworks reported a significant reduction in cash burn and costs, achieving a $250 million annual run rate savings three months ahead of schedule while guiding for continued revenue growth in 2025.

Key takeaways
  • Cell Engineering revenue increased by 8% year-over-year to $39 million, with a 10% rise in revenue-generating programs.
  • Total adjusted EBITDA improved by 72%, reducing losses to $28 million from $99 million a year ago.
  • Successful restructuring resulted in a 63% decrease in R&D expenses and a 57% drop in G&A expenses.
  • Cash burn was reduced to $38 million, down from $110 million in the same quarter last year, enabling a stronger cash position of $474 million.
  • Full-year revenue guidance for 2025 remains unchanged, with expectations of $167 million to $187 million, reflecting strategic growth initiatives.