secwatch.observer — SEC 8-K summary
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Issuer:     CODEXIS, INC. (CDXS)
CIK:        0001200375
Form:       8-K
Filed at:   2026-08-11T20:11:09+00:00
Accession:  0001193125-26-344646
Event type: earnings
Sentiment:  neutral
Materiality: 0.55
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Codexis Q2 revenue $14.9M, net loss $12.0M; reiterates FY guidance
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- Q2 2026 revenue $14.9M vs $15.3M YoY; net loss $12.0M ($0.13/sh) vs $13.3M ($0.16/sh).
- Product gross margin 73% vs 72% YoY; cash at June 30 was $54.9M.
- Completed July equity raise of ~$25M net proceeds; proforma cash ~$80M.
- Reiterated FY2026 revenue guidance of $72-76M; high 60% gross margin; cash runway through 2028.
- TIDES US data showed ECO Synthesis stereoisomer control for siRNA; GMP facility permit application planned H2 2026.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1200375/000119312526344646/0001193125-26-344646-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1200375/000119312526344646/d171403d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-344646

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