BillionToOne, Inc. Class A (BLLN)

NASDAQ:BLLN

BLLN

BillionToOne, Inc. Class A

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BillionToOne, Inc. Class A (BLLN) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Dec 15, 2026

After Close (Confirmed)

Period Ending

2026 (Q3)

Consensus EPS Forecast

―

Last Year’s EPS

0.1

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 7 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 06, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call conveyed a strongly positive operational and financial performance: very high revenue and volume growth (84% and 44% YoY), expanded ASPs and gross margins (73%), attainment of GAAP profitability and positive cash, major payer wins (Anthem, United), and notable product innovation (Unity Confirm, MRD roadmap). Primary risks noted were margin pressure as oncology scales without Medicare coverage, timing/recognition volatility from true-ups and AR, and multi-year clinical and reimbursement timelines for certain products. On balance, the positives (robust growth, profitability, payer access, new product launches, upgraded guidance, strong cash position) materially outweigh the operational and timing risks cited.

Company Guidance

Management raised 2026 revenue guidance to $445–$465 million (up $20M at both ends from prior $425–$445M), implying 48%–52% growth versus 2025, and said the raise is driven primarily by ASP lifts (not higher volume) while they plan to maintain profitability near current levels despite continued investments; they also reiterated expectations for full‑year gross margin of 70%+ and noted seasonality (sequential growth in Q2–Q3, a slower Q4). The raise is anchored in Q1 results of $108.4M revenue (84% YoY), ~188k tests (44% YoY), ASP $571 (+28% YoY, +$10 sequential), COGS per test $153 (‑5% sequential, +1% YoY), gross margin 73% (+9 ppt YoY, +2 ppt sequential), GAAP operating margin 16%, adjusted EBITDA margin 24%, true‑up revenue of $9.2M (Ross noted true‑ups are not embedded in the guide), $537M cash on hand, and a $434M annualized revenue run rate; management expects AR related to new contracts to normalize by Q3 and is targeting Medicare coverage for NorthStar Response by year‑end.

Revenue Growth and Profitability

Total revenue of $108.4M in Q1 2026, up 84% year-over-year; operating income $17.8M; GAAP operating margin 16%; adjusted EBITDA margin 24%; net income $18.0M ($0.34 per diluted share) vs a net loss in Q1 2025.

Test Volume and ASP Expansion

Approximately 188,000 tests in Q1, up 44% YoY; average selling price (ASP) $571 per test, up 28% YoY and +$10 sequentially; gross margin expanded to 73% (up 9 percentage points YoY); overall COGS per test $153 (down 5% sequentially, +1% YoY).

Prenatal Business Strength

Prenatal revenue $97.7M in Q1, up 72% YoY; prenatal volumes +10% quarter-over-quarter; prenatal segment remains high-margin and a primary driver of overall gross margin expansion.

Rapid Oncology Ramp

Oncology revenue grew nearly 5x to $10.7M in Q1 (≈+400% YoY) with an annualized run rate of ~$43M; oncology volumes +25% quarter-over-quarter; ~60% of NorthStar Select orders opt into CH, indicating strong clinical adoption.

Stronger Market Access / Payer Contracts

In-network contract secured with Anthem, bringing total contracted lives to ~300 million in the U.S. (over 90% of patients); UnitedHealthcare in-network effective April 1; management expects these contracts to lift ASPs over time.

Product Innovation and Pipeline Progress

Launched Unity Confirm (first noninvasive fetal cell–based confirmation assay) with initial results showing 100% concordance to invasive diagnostics; launched oncology PGx and CH; tumor-naive MRD launch on track for year-end; responded to MolDX comments for Response coverage.

Raised 2026 Guidance

2026 revenue guidance raised to $445M–$465M (a $20M increase at both ends), implying 48%–52% growth versus 2025, reflecting Q1 strength and expected ASP improvements from payer contracts.

Strong Balance Sheet and Cash Generation

Ended Q1 with ~$537M cash and equivalents; cash flow from operations minus capex of $11.0M in Q1; management emphasizes continued profitability while investing in growth.

BillionToOne, Inc. Class A (BLLN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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BLLN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Dec 15, 2026	2026 (Q3)	- / -	0.1	―	―	―
May 06, 2026	2026 (Q1)	0.03 / 0.34	-0.089	482.02% (+0.43)
Mar 04, 2026	2025 (Q4)	0.06 / 0.11	-0.257	142.80% (+0.37)
Dec 09, 2025	2025 (Q3)	0.14 / 0.10	-0.333	130.03% (+0.43)

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

BLLN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 06, 2026	$81.40	$92.90	+14.13%
Mar 04, 2026	$80.83	$72.17	-10.71%
Dec 09, 2025	$109.53	$103.70	-5.32%

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 BillionToOne, Inc. Class A (BLLN) report earnings?

BillionToOne, Inc. Class A (BLLN) is schdueled to report earning on Dec 15, 2026, After Close (Confirmed).

What is BillionToOne, Inc. Class A (BLLN) earnings time?

BillionToOne, Inc. Class A (BLLN) earnings time is at Dec 15, 2026, After Close (Confirmed).

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