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GeneDx Holdings (WGS)
NASDAQ:WGS
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
<0.01Last Year’s EPS
0.28Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a strongly positive operational and financial picture: sizable revenue and margin expansion in 2025, meaningful exome/genome ARR improvement, positive adjusted net income, a large proprietary dataset (INFINITY), an FDA Breakthrough Designation, and an explicit plan and guidance for 2026 with continued investments to scale. The principal risks are near-term seasonality and weather, reimbursement and denial uncertainty in new outpatient markets, short-term mix and genome cost pressures, and heavy front-loaded commercial investments that compress near-term operating results. Overall, the positives (robust growth, margin expansion, profitable adjusted results, strategic assets and clear growth plan) materially outweigh the execution and policy risks called out.Company Guidance
Strong Revenue Growth
Q4 revenue of $121,000,000 and full-year 2025 revenue of $428,000,000. Management cites exome and genome revenue growth (CEO stated 54% for the year) and CFO reported total company revenue up 27% year-over-year.
Exome & Genome Volume and Organic Growth
Q4 exome/genome test results of 27,761 with a steady acceleration in quarterly volume growth (24% in Q1 → 29% Q2 → 33% Q3 → 34% Q4). CFO reports exome/genome revenues of $104,000,000; organic exome/genome revenue growth of 42% when excluding a $6.8M one-time payer recovery from prior-year Q4.
Improving Average Reimbursement Rate (ARR)
ARR for exome/genome approximately $3,750 in Q4 2025, up from $3,000 in 2024 and $2,500 in 2023 (~25% ARR increase 2024→2025 and 50% 2023→2025).
High and Improving Gross Margins
Total company adjusted gross margin of 71% for Q4 and full-year 2025, improving from 65% in 2024 and 45% in 2023; exome/genome portfolio operates at higher margins (management says combined exome/genome in the 80s).
Positive Adjusted Net Income
Adjusted net income of $4,400,000 for Q4 and $4,800,000 for full-year 2025, demonstrating operating leverage and profitability at the adjusted level.
Industry Leadership & Strategic Differentiators
Received FDA Breakthrough Device Designation; INFINITY dataset reported as the world's largest rare disease dataset with >2,500,000 rare genetic tests, >1,000,000 exomes/genomes, >8,000,000 phenotypic data points, >60% parental data and >50% non‑European descent—positioned as a durable competitive moat.
Operational & Clinical Execution
Turnaround times ~two weeks for exome/genome; proprietary AI tools (GeneMaker Multi) and INFINITY used to improve diagnostic yield and efficiency; CEO claims test accuracy advantage versus competitors (management states 'two times the accuracy' compared to another exome/genome).
Reaffirmed 2026 Guidance with Clear Growth Plan
2026 guidance reaffirmed: total revenues $540M–$555M; exome/genome volume growth guidance 33%–35%; expected adjusted gross margin ~70%; adjusted net income expected positive for full-year and each quarter; plan includes near-term investments (salesforce, CX, R&D) with operating margin building toward double digits by Q4.
Commercial Expansion & Talent Wins
Commercial footprint expansion: multiple hiring plans (management cited expanding salesforce significantly — references include expanding ~50 reps to 75 in specialty coverage, dedicating a 50-person pediatric sales team, 10 NICU reps, ~10 prenatal reps, plus mentions of adding ~100 reps in capacity planning). CEO also named to TIME 100 Health list (visibility/brand recognition).
WGS 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
WGS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 23, 2026 | $82.06 | $87.08 | +6.12% |
Oct 28, 2025 | $130.66 | $137.47 | +5.21% |
Jul 29, 2025 | $84.91 | $91.78 | +8.09% |
Apr 30, 2025 | $116.97 | $66.85 | -42.85% |
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 GeneDx Holdings (WGS) report earnings?
GeneDx Holdings (WGS) is schdueled to report earning on May 13, 2026, After Close (Confirmed).
What is GeneDx Holdings (WGS) earnings time?
GeneDx Holdings (WGS) earnings time is at May 13, 2026, After Close (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 WGS EPS forecast?
WGS EPS forecast for the fiscal quarter 2026 (Q1) is <0.01.