Dyadic International (DYAI)
NASDAQ:DYAI
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Earnings Data
Report Date
Aug 12, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.04Last Year’s EPS
-0.06Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated clear operational and commercial progress: strong YoY revenue growth (182%), multiple product launches and shipments, expanded distribution and partner-funded biopharma validation (Gates and CEPI grants), and platform de-risking via Phase I and preclinical data. At the same time, the company remains early-stage with modest absolute revenues, rising cost of revenue (+~166%) and increased G&A (+10%), continued net losses, dependence on partner execution, and a cash runway that, while adequate into Q2 2027, may require future financing if product revenues do not scale. Overall, the tone is constructive and progress-focused but still highlights execution and scale risks typical of a company transitioning toward commercialization.Company Guidance
Strong Revenue Growth
Total revenue for Q1 2026 was approximately $1.1M, a 182% increase versus ~$394K in Q1 2025, driven by higher R&D revenue (~$220K from the Proliant Agreement), grant revenues (~$277K from CEPI and Gates-supported programs) and milestone revenue (~$200K under the Inzymes Agreement).
Commercial Product Launches and Shipments
Multiple products have entered commercial channels or started shipping: Proliant's commercial launch of Albufree Dx (Dyadic eligible for profit-share), Inzymes' commercialized recombinant bovine chymosin, Fermbox EN3ZYME fulfilling a large-scale commercial order, and the commercial launch of recombinant animal-origin-free DNase-1. DNase-1 and bovine transferrin products were shipped to IBT Bioservices for global OEM distribution.
Distribution and Partner Expansion
OEM distribution agreement with IBT Bioservices (global channels) and expanded Intralink agreement to include Europe (previous success in Japan) increase market reach and accelerate customer sampling and qualification without heavy internal spend.
Grant Funding and Biopharma Validation
Gates Foundation-supported program (~$3M grant program) and CEPI collaboration (Dyadic eligible for up to ~$2.4M) continue to fund monoclonal antibody and vaccine antigen work, generating data demonstrating comparability to CHO-derived antibodies and supporting platform validation.
Platform Clinical and Preclinical Data
Dyadic has completed a Phase I human study demonstrating C1-produced protein safety and has nonhuman primate monoclonal antibody studies, strengthening platform de-risking and positioning Dyadic for partner-driven biopharma opportunities.
Early Commercial Traction in Target Markets
Initial purchase orders received for recombinant bovine transferrin (cultivated meat and broader cell culture applications); BRIG BIO collaboration advancing recombinant bovine alpha-lactalbumin with customer sampling expected mid-2026; expanding sampling in Asia Pacific for bioindustrial products.
Improved Operating Losses and Disciplined Cash Management
Loss from operations improved ~5% YoY to approximately $1.9M (from ~$2.0M). Net loss narrowed to ~$1.95M ($0.05/share) from ~$2.03M ($0.07/share). Company ended Q1 with approximately $6.6M in cash, cash equivalents, restricted cash and investment-grade securities and expects cash runway into Q2 2027 based on current assumptions.
Multiple Revenue Pathways
Company emphasized diversified paths to revenue including direct product sales, OEM distribution, milestone payments, profit-sharing, licensing, and partnerships across life sciences, food & nutrition and bioindustrial markets — reducing reliance on a single product or market.
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 |
|---|---|---|---|
May 13, 2026 | $0.71 | $0.69 | -2.82% |
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% |
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 Aug 12, 2026, After Close (Confirmed).
What is Dyadic International (DYAI) earnings time?
Dyadic International (DYAI) earnings time is at Aug 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is DYAI EPS forecast?
DYAI EPS forecast for the fiscal quarter 2026 (Q2) is -0.04.