{"filings":[{"id":97567,"accession_number":"0002070849-26-000029","cik":2070849,"company_name":"BillionToOne, Inc.","ticker":"BLLN","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BillionToOne Q1 revenue $108.4M (+84% YoY), raises FY 2026 guidance to $450M-$465M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $18.0M ($0.34 diluted) vs loss of $4.0M (-$0.39) in Q1 2025.","Gross margin improved to 73% from 64% YoY; operating income $17.8M vs loss $2.3M.","Oncology revenue surged 392% to $10.7M; prenatal revenue up 72% to $96.5M.","Full-year 2026 revenue guidance raised to $450M-$465M from prior $430M-$445M.","Launched Unity Confirm non-invasive confirmation assay for high-risk prenatal results."],"consensus_eps_estimate":null,"consensus_eps_actual":0.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":108388000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":4466621555.071523,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":112480,"accession_number":"0002070849-26-000013","cik":2070849,"company_name":"BillionToOne, Inc.","ticker":"BLLN","form_type":"8-K","filed_at":"2026-03-04T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"BillionToOne Q4 rev $96.1M (+113% YoY); net income $4.4M; raises FY26 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $96.1M (+113% YoY); net income $4.4M ($0.11 diluted) vs loss of $11.5M.","FY2025 revenue $305.1M (+100%); operating income $16.0M vs loss of $47.1M in 2024.","Raised FY2026 revenue guidance to $430-$445M (41-46% growth) from prior $415-$430M.","Gross margin improved to 71% in Q4 (from 57%) and 68% for FY (from 53%).","Launched new prenatal (RBC/platelet NIPT) and oncology (Northstar PGx/CH) tests in Q1 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4466621555.071523,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":112479,"accession_number":"0002070849-26-000010","cik":2070849,"company_name":"BillionToOne, Inc.","ticker":"BLLN","form_type":"8-K","filed_at":"2026-01-12T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"BillionToOne guides FY2026 revenue $415-430M, up ~43% YoY; positive operating income","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Reiterated FY2025 revenue guidance of $293M-$299M with positive GAAP operating income.","Initiated FY2026 revenue guidance of $415M-$430M, representing 40-45% growth over FY2025 midpoint.","Expects positive GAAP operating income for full year 2026.","CEO highlights scaling of differentiated molecular diagnostics platform and durable growth."],"consensus_eps_estimate":null,"consensus_eps_actual":0.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":305112000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4466621555.071523,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129045,"accession_number":"0001628280-25-056077","cik":2070849,"company_name":"BillionToOne, Inc.","ticker":"BLLN","form_type":"8-K","filed_at":"2025-12-09T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"BillionToOne Q3 revenue $83.5M (+117% YoY); guides FY2025 revenue $293-299M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 total revenue $83.5M (+117% YoY); prenatal revenue $74.1M (+102%), oncology $8.7M (7.6x YoY).","GAAP operating income of $9.6M vs. ($12.6M) loss YoY; net income $1.5M ($0.10 diluted EPS).","Gross margin improved to 70% from 53% YoY; tests delivered up 52% to 165,000; ASP up 44% to $501.","Guides FY2025 revenue $293-299M (93-96% growth); expects positive operating income for Q4 and full year.","Appointed Anthony Pagano (Genmab CFO) as Audit Committee Chair, effective Jan 1, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":4466621555.071523,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129044,"accession_number":"0001193125-25-274195","cik":2070849,"company_name":"BillionToOne, Inc.","ticker":"BLLN","form_type":"8-K","filed_at":"2025-11-10T23:59:59+00:00","items":["5.03","8.01","9.01"],"status":"ready","headline":"BillionToOne closes IPO of 5.23M shares at $60; gross proceeds ~$314M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Closed IPO on Nov 7, 2025, selling 5,233,765 shares (including full underwriter option) at $60.00 per share.","Gross proceeds of approximately $314.0 million before underwriting discounts and offering expenses.","Filed amended and restated certificate of incorporation and bylaws effective upon IPO closing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4466621555.071523,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}