BioLife Solutions (BLFS)
NASDAQ:BLFS
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Earnings Data
Report Date
Aug 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.03Last Year’s EPS
-0.33Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Q1 2026
Earnings Call Date:May 07, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call presented a constructive growth story highlighted by strong top-line performance (Q1 revenue +25%), improved profitability in absolute dollars (adjusted EBITDA up ~15%, GAAP net income positive), clear market leadership in BPM with robust pipeline visibility, and reaffirmed full-year guidance. Key operational challenges—most notably bag yield/scrap issues that compressed gross margin and adjusted EBITDA margin, rising operating expenses tied to R&D and severance, short-term cash/working capital pressures, and customer/product concentration—represent meaningful near-term risks but are described as manageable and temporary by management. Given the combination of durable demand drivers, strategic initiatives (product launches, cross-sell opportunities) and a solid balance sheet, the positive growth and leadership signals outweigh the transitory operational headwinds in management's view.Company Guidance
Strong Q1 Revenue Growth
Total revenue of $27.5 million in Q1 2026, up 25% year-over-year, driven primarily by biopreservation media (BPM) and growth across the product portfolio.
Improved Profitability and GAAP Net Income
Adjusted EBITDA of $6.2 million (22% of revenue), up approximately 15% versus prior year in absolute dollars. GAAP net income of $1.2 million ($0.02 per share) versus $0.3 million ($0.01) in prior year; GAAP operating income of $27,000 versus an operating loss of $0.5 million in the prior year.
BPM Franchise Leadership and Pipeline Visibility
BPM represents over 85% of total revenue, with top 20 BPM customers accounting for ~80% of BPM revenue. BPM products are embedded in 17 approved therapies with visibility into an additional 9 approvals/expansions over the next 12 months; solutions used in >250 commercially sponsored CGT clinical trials in the U.S. with an estimated >70% share in later-stage Phase III programs.
Affirmed 2026 Financial Guidance
Reiterated full-year 2026 revenue guidance of $112.5 million to $115 million (growth of 17% to 20%). Company expects GAAP and adjusted gross margin in the mid-60s for the year, full-year positive GAAP net income, and expansion of adjusted EBITDA margin versus 2025.
Product Pipeline and Cross-Sell Opportunities
PanTHERA on track for Q4 launch; CellSeal Vials and hPL are already used in 4 approved therapies and 35+ clinical programs. Company estimates integrating additional BioLife products could increase revenue per dose by 2x–3x vs BPM alone. CryoCase won a Best In Show award and has over three dozen validations underway.
Balance Sheet Provides Strategic Flexibility
Cash and marketable securities of $111.5 million as of March 31, 2026, enabling the company to pursue selective acquisitions, minority investments and partnerships while maintaining disciplined capital allocation.
BLFS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BLFS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $23.12 | ― | ― |
Feb 26, 2026 | $22.48 | $24.20 | +7.65% |
Nov 06, 2025 | $27.02 | $25.93 | -4.03% |
Aug 07, 2025 | $20.64 | $22.68 | +9.88% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does BioLife Solutions (BLFS) report earnings?
BioLife Solutions (BLFS) is schdueled to report earning on Aug 06, 2026, Before Open (Confirmed).
What is BioLife Solutions (BLFS) earnings time?
BioLife Solutions (BLFS) earnings time is at Aug 06, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BLFS EPS forecast?
BLFS EPS forecast for the fiscal quarter 2026 (Q2) is 0.03.