secwatch / observer

Caris Life Sciences, Inc. — fact timeline

Source-grounded facts extracted from Caris Life Sciences, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

CAI Caris Life Sciences, Inc. JSON
Shareholder Votes

Caris Life Sciences, Inc. shareholders approved Ratification of appointment of Deloitte & Touche LLP as independent registered public accounting firm at the 2026-06-04 meeting.

“The selection of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2026 was ratified by the shareholders by the votes set forth in the table below.”
Shareholder Votes

Caris Life Sciences, Inc. shareholders approved Election of ten director nominees to hold office until the 2027 Annual Meeting at the 2026-06-04 meeting.

“Each of the following director nominees was elected to serve for a term expiring at the 2027 Annual Meeting by the votes set forth in the table below.”
Earnings Releases

Caris Life Sciences, Inc. reported the quarter ended March 31, 2026 results: revenue Total revenue was $216.2 million, net income Net loss was $0.5 million, EPS Net loss per share attributable to common shareholders, basic and diluted, was $0.00. Guidance reaffirmed.

“Total revenue was $216.2 million for the three months ended March 31, 2026, compared to $120.9 million for the three months ended March 31, 2025, an increase of $95.3 million, or 79%. The increase in total revenue was driven primarily by an 85% growth in molecular profiling services revenue, which was $210.8 million for the three months ended March 31, 2026, compared to $114.1 million for the three months ended March 31, 2025. The increase in molecular profiling services revenue was primarily driven by an increase in total clinical case volume and ASP improvements across therapy selection solutions. Gross profit, calculated as total revenue less cost of services, for the three months ended March 31, 2026 and 2025, was $141.3 million and $57.1 million, respectively, representing a gross margin of 65% and 47%, respectively. Operating expenses were $136.1 million for the three months ended March 31, 2026, compared to $115.0 million for the three months ended March 31, 2025, an increase of”
Debt Financings

Caris Life Sciences, Inc. incurred credit facility of $400,000,000 initial term loan, up to $300,000,000 delayed draw facility, and up to $500,000,000 uncommitted incremental with Blue Owl Capital and Blackstone at Term SOFR Rate or Base Rate plus 5.00% or 4.00%, respectively maturing Initial Term Facility matures in April 2031; Delayed Draw Facility available through August 2027.

“On April 1, 2026 (the “ Closing Date ”), Caris Life Sciences, Inc., a Texas corporation (the “ Company ”) entered into a Financing Agreement, dated as of the Closing Date (the “ New Credit Agreement ”), by and among the Company, as borrower, certain subsidiaries of the Company, as guarantors, the lenders from time to time party thereto, which consist of funds managed by Blue Owl Capital and Blackstone, and Blue Owl Capital Corporation, as administrative agent for the lenders. The New Credit Agreement provides for certain senior secured credit facilities to the Company consisting of (a) an initial term loan in an aggregate principal amount equal to $400,000,000, funded on the Closing Date (the “ Initial Term Facility ”), (b) a committed delayed draw term loan facility in an aggregate principal amount that may be drawn in one or more tranches not to exceed $300,000,000 in the aggregate (“ Delayed Draw Facility ”), and (c) an uncommitted incremental facility in an aggregate principal amou”
Material Agreements

Caris Life Sciences, Inc. terminated Previous Credit Agreement with Wilmington Trust, National Association valued at Repaid all outstanding indebtedness and terminated guarantees, liens, and security interests under t (effective 2026-04-01).

“On the Closing Date, the Company used proceeds under the Initial Term Facility to repay all outstanding indebtedness under that certain credit agreement, dated as of January 18, 2023, by and among the Company, certain of the Company’s subsidiaries, the lenders from time to time party thereto and Wilmington Trust, National Association, as administrative agent, as amended (the “ Previous Credit Agreement ”). The Company terminated all guarantees, liens and other security interests granted under and terminated the Previous Credit Agreement.”
Material Agreements

Caris Life Sciences, Inc. entered into New Credit Agreement with Blue Owl Capital and Blackstone valued at Senior secured credit facilities: $400M initial term loan, $300M delayed draw, $500M incremental fac (effective 2026-04-01).

“On April 1, 2026 (the “ Closing Date ”), Caris Life Sciences, Inc., a Texas corporation (the “ Company ”) entered into a Financing Agreement, dated as of the Closing Date (the “ New Credit Agreement ”), by and among the Company, as borrower, certain subsidiaries of the Company, as guarantors, the lenders from time to time party thereto, which consist of funds managed by Blue Owl Capital and Blackstone, and Blue Owl Capital Corporation, as administrative agent for the lenders.”
Governance Changes

Caris Life Sciences, Inc.: Amended bylaws to require a shareholder (or group of shareholders acting together) to beneficially own at least 3% of outstanding shares to institute or maintain a derivative proceeding (effective 2025-10-30).

“On October 30, 2025, the Board of Directors of Caris Life Sciences, Inc. (the “ Company ”) approved and adopted an amendment and restatement of the Company’s bylaws (the “ Bylaws ”) to provide that a shareholder (defined, in accordance with the Texas Business Organizations Code, to include a group of shareholders acting together) must beneficially own, at the time the derivative proceeding is instituted, a number of shares of common stock equal to at least three percent of the Company’s outstanding shares to institute or maintain a derivative proceeding.”
Governance Changes

Caris Life Sciences, Inc.: Amended and Restated Bylaws effective upon closing of IPO (effective 2025-06-20).

“On June 20, 2025, the Amended and Restated Certificate of Formation (the “Certificate of Formation”) of Caris Life Sciences, Inc. (the “Company”), filed with the Secretary of State of the State of Texas on June 10, 2025, and the Amended and Restated Bylaws of the Company (the “Bylaws”) each became effective, in connection with the closing of the initial public offering of shares of the Company’s common stock, par value $0.001 per share (the “Common Stock”).”
Governance Changes

Caris Life Sciences, Inc.: Amended and Restated Certificate of Formation effective upon closing of IPO (effective 2025-06-20).

“On June 20, 2025, the Amended and Restated Certificate of Formation (the “Certificate of Formation”) of Caris Life Sciences, Inc. (the “Company”), filed with the Secretary of State of the State of Texas on June 10, 2025, and the Amended and Restated Bylaws of the Company (the “Bylaws”) each became effective, in connection with the closing of the initial public offering of shares of the Company’s common stock, par value $0.001 per share (the “Common Stock”).”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.