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BioLife Solutions (BLFS)
NASDAQ:BLFS
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.01Last Year’s EPS
-0.01Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights strong top-line growth (29% YoY), significant improvement in adjusted EBITDA and a return to profitability, strengthened liquidity after divesting a product line, and clear 2026 guidance signaling continued growth and expected GAAP profitability. Notable challenges include a decline in gross margin driven by product mix and bag-yield issues (a 2–3 point gross margin headwind in H2 2025), customer/product concentration, a one-time tax true-up that boosted margins, and longer adoption cycles for strategic cross-sell and partnership initiatives. On balance, operational execution, cash position, market leadership in BPM, and improved profitability outweigh the headwinds, though the margin and concentration risks merit monitoring.Company Guidance
Strong Revenue Growth
Total 2025 revenue grew 29% year-over-year to $96.2M; Q4 2025 revenue was $24.8M, up 20% year-over-year and landing at the high end of guidance.
Significant EBITDA and Profitability Improvement
Adjusted EBITDA for full-year 2025 increased to $25.0M (26% of revenue) from $13.3M (18% of revenue) in 2024. Q4 adjusted EBITDA was $6.9M (28% of revenue) versus $3.7M (18%) prior-year.
Turnaround to Positive Adjusted Operating and Net Income
Full-year adjusted operating income was $2.9M (vs. adjusted operating loss of $2.6M in 2024). Full-year adjusted net income was $6.3M (vs. adjusted net loss of $2.9M in 2024). Q4 adjusted net income was $1.9M (vs. adjusted net loss of $0.1M prior-year).
Healthy Liquidity and Balance Sheet Actions
Cash and marketable securities totaled $120.2M at 12/31/2025 (up from $105.4M at 12/31/2024). Cash increased in Q4 largely due to $23.5M cash proceeds from the divestiture of SAVSU; remaining SGD debt was $5.0M expected to be paid off by June 2026.
Clear 2026 Financial Guidance
2026 guidance calls for revenue of $112.5M–$115.0M (growth of 17%–20%), mid-60s gross margin, further adjusted EBITDA margin expansion, and expected full-year GAAP net income for the first time in many years.
Market Leadership in BPM and Commercial Traction
BPM accounted for ~85% of Q4 revenue; top 20 BPM customers ~80% of BPM revenue. BPM products embedded in 16 approved therapies and used in >250 relevant commercially sponsored CGT trials in the U.S. (representing >70% share), including >30 Phase 3 trials where share approaches ~80%.
Shift Toward Commercial Customers
Commercial BPM customers represented nearly 50% of revenue in 2025, up from the low-40s in 2024, improving visibility and supporting near- and long-term revenue predictability; management expects commercial mix to be ~50%–55% in 2026.
Operational and Strategic Initiatives
ERP manufacturing modules implemented with no disruption, enabling greater automation and controls. Strategic actions include acquisition of Panthera, investment in Pluristics, and a distribution/product development partnership with Qkine for cytokines and CellSeal vial integration.
Cross-Sell Opportunity
Management estimates that cross-selling additional cell processing tools to existing BPM customers could increase revenue per patient dose by 2x–3x over BPM alone; widespread adoption would be a multi-year opportunity and a strategic focus for 2026.
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 |
|---|---|---|---|
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% |
May 08, 2025 | $22.36 | $23.29 | +4.16% |
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 May 07, 2026, Before Open (Confirmed).
What is BioLife Solutions (BLFS) earnings time?
BioLife Solutions (BLFS) earnings time is at May 07, 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 (Q1) is 0.01.