secwatch / observer
8-K filed May 7, 2026, 7:59 PM ET ticker CDXS CIK 0001200375
earnings confidence high sentiment positive materiality 0.75

Codexis Q1 revenue doubles to $15.2M; net loss narrows to $8.7M from $20.7M

CODEXIS, INC.

2026-Q1 EPS reported -$0.10 revenue$15,248,000

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.9

CODEXIS, INC. reported the first quarter ended March 31, 2026 results: revenue $15.2 million, net income $8.7 million, or $0.10 per share, EPS $0.10 per share. Guidance reaffirmed.

Period
the first quarter ended March 31, 2026
Revenue
$15.2 million
Net income
$8.7 million, or $0.10 per share
EPS
$0.10 per share
Guidance
reaffirmed
Result
reported results
Exact text from the filing
First Quarter 2026 Financial Highlights • Total revenues were $15.2 million for the first quarter of 2026 compared to $7.5 million in the first quarter of 2025. The increase was primarily due to the recognition of an additional $6.3 million in revenue from the Merck Technology Transfer agreement which we executed during the fourth quarter of 2025. • Product gross margin was 71% for the first quarter of 2026 compared to 55% in the first quarter of 2025. The increase in gross margin was largely due to a shift in sales toward more profitable products, and declines in less profitable, legacy products. • Research and Development expenses for the first quarter of 2026 were $11.4 million compared to $12.9 million in the first quarter of 2025. The decrease was primarily due to lower allocable costs, partially offset by higher employee-related costs and higher use of outside services. • Selling, General & Administrative expenses for the first quarter of 2026 were $9.8 million compared to $12.4
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CODEXIS, INC. filing history →

Source: SEC EDGAR
accession 0001193125-26-211956
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