earnings
confidence high
sentiment positive
materiality 0.75
Codexis Q4 revenue jumps 81% to $38.9M, net income of $9.6M; FY2025 revenue up 19%
CODEXIS, INC.
- Q4 2025 revenue of $38.9M (up 81% YoY); net income $9.6M vs net loss of $10.4M in Q4 2024.
- FY2025 total revenue $70.4M (+19% YoY); product gross margin improved to 64% from 56%.
- FY2025 net loss narrowed to $44.0M ($0.50 per share) from $65.3M ($0.89 per share) in FY2024.
- Cash and investments $78.2M; management expects cash runway through 2027.
- Introduced FY2026 revenue guidance of $72M-$76M; highlights include $37.8M Merck tech transfer deal and multiple partnerships.