earnings
confidence high
sentiment positive
materiality 0.85
BillionToOne Q3 revenue $83.5M (+117% YoY); guides FY2025 revenue $293-299M
BillionToOne, Inc.
- 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.