Beta Bionics, Inc. (BBNX)
NASDAQ:BBNX
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Earnings Data
Report Date
Aug 04, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.59Last Year’s EPS
-0.39Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a largely positive commercial momentum: strong 57% YoY revenue growth, meaningful gross margin expansion (59.5% in Q1), accelerating pharmacy channel adoption, raised full-year guidance and clear pipeline progress (Mint timing reiterated and Phase IIa for bihormonal started). Offsetting risks include a seasonal sequential decline in new patient starts, materially higher operating expenses (S&M at ~75% of revenue), ongoing FDA warning letter remediation, one-time tailwinds to Q1 gross margin that may not repeat, and continued investment-driven cash burn (~$25M in Q1). On balance, the positive operating results, guidance raises, cash runway and product/pipeline execution outweigh the near-term challenges and investments.Company Guidance
Strong Revenue Growth
Q1 net sales of $27.6 million, representing 57% year-over-year growth driven by new patient starts and recurring pharmacy revenue.
Significant Gross Margin Expansion
Q1 gross margin was 59.5%, up 864 basis points year-over-year and up 52 basis points sequentially, driven by pharmacy-installed-base recurring revenue, lower cost of materials from scale and higher iLet production.
Pharmacy Channel Traction
Pharmacy-reimbursed new patient starts rose to a high-30s percentage in Q1 (from low-30s in Q4 and low-20s in Q1 2025), supporting recurring, high-margin revenue and management raised full-year pharmacy mix guidance to 37%–39% (from 36%–38%).
Raised Full-Year Guidance
Management raised 2026 revenue guidance to $131 million–$136 million (up from $130 million–$135 million) and raised full-year gross margin outlook to 57.5%–59.5% (from 55.5%–57.5%).
Healthy Cash Position
Approximately $240 million in cash, cash equivalents and investments as of March 31, 2026, with management stating they believe they are sufficiently capitalized to fund key initiatives.
Pipeline and Product Momentum
Progress on Mint patch pump toward an unconstrained commercial launch target by end of 2027; initiation of a Phase IIa feasibility trial for the bihormonal system; launch of Bionic Insights analytics feature for providers.
Market Expansion and Patient Conversion
Approximately 70% of new patient starts migrated from multiple daily injections (MDI), indicating expansion of the insulin pump market; estimated 25%–30% of new starts were type 2 patients being prescribed iLet off-label.
BBNX 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
BBNX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 21, 2026 | $12.27 | $12.20 | -0.57% |
Feb 17, 2026 | $13.97 | $13.61 | -2.58% |
Oct 28, 2025 | $24.28 | $26.79 | +10.34% |
Jul 29, 2025 | $14.66 | $16.76 | +14.32% |
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 Beta Bionics, Inc. (BBNX) report earnings?
Beta Bionics, Inc. (BBNX) is schdueled to report earning on Aug 04, 2026, After Close (Confirmed).
What is Beta Bionics, Inc. (BBNX) earnings time?
Beta Bionics, Inc. (BBNX) earnings time is at Aug 04, 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 BBNX EPS forecast?
BBNX EPS forecast for the fiscal quarter 2026 (Q2) is -0.59.