The earnings call highlighted significant progress in the commercialization of rice herbicide traits and biofragrance products, alongside positive regulatory developments. However, challenges include a delay in the EU regulatory process and a notable net loss. The company's strategic focus on cost reduction and capital allocation is aimed at managing cash usage effectively.

Company Guidance

During the Cibus Second Quarter 2025 Results Conference Call, the company provided several key metrics and guidance for their future operations. Cibus is targeting initial revenue recognition by 2026, driven by their rice herbicide tolerance traits, HT1 and HT3, which are projected to generate over $200 million in potential annual royalty revenue from target geographies in the United States and Latin America. The traits are slated for initial launches in Latin America in 2027 and the U.S. in 2028. Additionally, Cibus expects nominal revenue from their biofragrance products to begin later this year, with commercial expansion ramping up in 2026. To extend their cash runway and focus resources, the company aims to reduce annual cash usage to approximately $30 million by 2026. Their cash and cash equivalents stood at $36.5 million as of June 30, 2025, bolstered by $27.5 million from a recent public offering. The company is also seeing positive regulatory progress, which is expected to facilitate global market penetration.

Progress in Rice Herbicide Tolerance Traits

Cibus's rice herbicide tolerance traits, HT1 and HT3, are progressing on schedule with potential annual royalty revenue over $200 million starting from Latin America in 2027 and the U.S. in 2028.

Biofragrance Commercialization

Biofragrance products are set to generate nominal revenues starting later this year with targeted commercial expansion ramping in 2026.

Regulatory Advances

Positive regulatory developments in multiple regions, including ongoing acceptance of gene-editing technologies and a favorable outlook in the EU, are creating a strong foundation for global marketing of Cibus's trait pipeline.

Financial Position and Cash Management

As of June 30, 2025, Cibus had $36.5 million in cash and cash equivalents, with an expectation to fund operations into Q2 2026, aided by a $27.5 million public offering.

Reduction in Operating Expenses

Research and development expenses decreased by $800,000, and selling, general, and administrative expenses decreased by $2.7 million due to cost reduction initiatives.

Regulatory Clearance for Alfalfa

The FDA completed its review of Cibus's altered lignin alfalfa trait, clearing the way for U.S. commercialization.

Cibus (CBUS) 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

Daily Earnings Calendar >

CBUS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	-0.44 / -	-7.63	―	―	―
Aug 14, 2025	2025 (Q2)	-0.60 / -0.61	-1.14	46.49% (+0.53)	―
May 08, 2025	2025 (Q1)	-0.58 / -1.34	-1.12	-19.64% (-0.22)	―
Mar 20, 2025	2024 (Q4)	-0.68 / -0.87	-12.59	93.09% (+11.72)	―
Nov 07, 2024	2024 (Q3)	-0.87 / -7.63	-1.59	-379.87% (-6.04)	―
Aug 08, 2024	2024 (Q2)	-0.81 / -1.14	-3.05	62.62% (+1.91)	―
May 09, 2024	2024 (Q1)	-1.01 / -1.12	-5.45	79.45% (+4.33)	―
Mar 21, 2024	2023 (Q4)	-1.43 / -12.59	-3	-319.67% (-9.59)	―
Nov 09, 2023	2023 (Q3)	-1.17 / -1.59	-6.5	75.54% (+4.91)	―
Aug 09, 2023	2023 (Q2)	-0.30 / -3.05	-2.5	-22.00% (-0.55)	―

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

CBUS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 14, 2025	$1.47	$1.41	-4.08%
May 08, 2025	$2.35	$2.14	-8.94%
Mar 20, 2025	$2.19	$2.05	-6.39%
Nov 07, 2024	$4.40	$5.28	+20.00%

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 Cibus (CBUS) report earnings?

Cibus (CBUS) is schdueled to report earning on Nov 06, 2025, After Close (Confirmed).

What is Cibus (CBUS) earnings time?

Cibus (CBUS) earnings time is at Nov 06, 2025, 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 CBUS EPS forecast?

CBUS EPS forecast for the fiscal quarter 2025 (Q3) is -0.44.

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