Dyadic International (DYAI)
NASDAQ:DYAI
Earnings Data
Report Date
May 20, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.04Last Year’s EPS
-0.07Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed meaningful operational progress: multiple product launches, distribution and manufacturing partnerships, grant funding, and platform validation through reputable collaborators, signaling a substantive transition toward commercialization. However, near-term financials show declining revenue (-11.7%) and larger losses (+~26.7% net loss increase), with continued cash burn and dependence on partner/grant-driven revenue. Management presents a credible path to scale and a runway into 2027 but acknowledges a measured, gradual revenue ramp as customers qualify products; the strategic progress and non-dilutive funding moderately outweigh short-term financial headwinds.Company Guidance
Commercial Product Launches and Expanded Partnerships
Multiple products moved into commercialization: recombinant human albumin (ProLyte) commercially launched in early 2026 via a profit-sharing partnership with ProLiant; recombinant RNase-free DNase I launched with Fermox under expanded partnership; first sales of fibroblast growth factor (FGF) in 2025; OEM distribution agreement with IVT BioServices to accelerate global sales and market penetration.
Meaningful Grant Funding and Near-Term Non-Dilutive Revenue
Grant revenue increased materially, driven by Gates Foundation and CEPI activity: an incremental $1,860,000 in grant revenue in 2025 and approximately $2,400,000 received to date from the Gates Foundation under a $3,100,000 grant, providing capital-efficient, non-dilutive support for development and operations.
Pipeline Advancement Across Life Sciences, Food & Nutrition, and Bioindustrial
Clear multiproduct pipeline progress: transferrin (bovine and human) advancing toward commercialization, stable production strain for human lactoferrin under optimization, recombinant bovine chymosin partnership with Incyte targeting a 2026 launch with upfront fees and milestones, and N3xi enzyme cocktail achieving first large-scale order through Fermox.
Platform and Technology Validation via Strategic Collaborations
C1/DAPIBUS platform validated across multiple partner-funded programs: C1-derived monoclonal antibodies for RSV and malaria comparable to CHO-produced material; pre-fusion RSV antigens comparable to mammalian production and potentially improved vs insect-cell systems; active collaborations with Gates, CEPI, NIAID, NIH, Scripps Research, Oxford, UVAX, and others that provide development funding and external validation.
Commercial and Manufacturing Leverage Through Partners
Strategy to de-risk scale-up: expanded Fermox partnership provides access to commercial-scale manufacturing and additional product development (profit-sharing model), while distribution partners (IVT, ProLiant) provide sales channels and application expertise—enabling commercialization without heavy capital spend.
Cash Position and Runway
Ending cash and equivalents approximately $8.6M with net cash used in operating activities of about $5.7M for 2025; management expects disciplined cash use and believes current resources provide a runway into 2027 while pursuing strategic partnerships and optional capital tools (ATM) for flexibility.
DYAI 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
DYAI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 25, 2026 | $0.87 | $0.70 | -19.61% |
Nov 12, 2025 | $0.94 | $0.91 | -3.83% |
Aug 13, 2025 | $0.82 | $0.80 | -2.44% |
May 14, 2025 | $1.04 | $0.99 | -4.33% |
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 Dyadic International (DYAI) report earnings?
Dyadic International (DYAI) is schdueled to report earning on May 20, 2026, After Close (Confirmed).
What is Dyadic International (DYAI) earnings time?
Dyadic International (DYAI) earnings time is at May 20, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DYAI EPS forecast?
DYAI EPS forecast for the fiscal quarter 2026 (Q1) is -0.04.