secwatch.observer — SEC 8-K summary
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Issuer:     Emergent BioSolutions Inc. (EBS)
CIK:        0001367644
Form:       8-K
Filed at:   2026-08-05T20:06:08+00:00
Accession:  0001367644-26-000080
Event type: earnings
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 2.05, 5.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Emergent BioSolutions Q2 revenue up 66% to $234M, net loss $180M on $191M impairment; restructuring cuts 93 jobs
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- Q2 total revenues $234.3M (+66% YoY); adjusted net income $30.9M (+134% YoY); GAAP net loss $180.2M due to $191.3M non-cash impairment on NARCAN asset group.
- Restructuring plan: cut ~93 employees, close Gaithersburg wet labs; expected annualized savings ~$40M, charges $10M-$11.5M in H2 2026.
- Simon Lowry (CMO, Head of R&D) departing Aug 19; Stephanie Duatschek named EVP, Chief Growth Officer.
- Naloxone revenue down 22% to $52.4M; Smallpox MCM up 150% to $101.6M; Other Products (BAT) up to $54.1M.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1367644/000136764426000080/0001367644-26-000080-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1367644/000136764426000080/ebs-20260805.htm
  HTML page:      https://secwatch.observer/filing/0001367644-26-000080

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