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Codexis (CDXS)
NASDAQ:CDXS
Earnings Data
Report Date
Feb 26, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
-0.06Last Year’s EPS
-0.13Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The earnings call highlighted significant strategic achievements, particularly the Merck agreement and growth in the ECO Synthesis platform. These were offset by challenges in revenue decline, net losses, and the shift away from the small molecule biocatalysis business. The sentiment remains cautiously optimistic as the company transitions with new leadership and strategic focus.Company Guidance
Merck Supply Assurance Agreement
Codexis signed a significant supply assurance agreement with Merck, providing a vital infusion of nondilutive cash and bolstering revenue projections for the year.
ECO Synthesis Platform Growth
The ECO platform has seen substantial growth, moving from 1 to 11 revenue-bearing contracts with 40 more in the pipeline. A customer successfully used Codexis's ligase to produce a 3-kilogram batch of siRNA.
Leadership Transition
Alison Moore will succeed Stephen Dilly as CEO, bringing extensive experience from Amgen and Allogene to lead Codexis into its next phase as a manufacturing solutions provider.
Financial Position and Revenue Guidance
Codexis expects to make or slightly exceed the top end of its guidance range for 2025 due to the Merck agreement. The company has cash resources to extend its runway through 2027.
Improved Product Gross Margin
Product gross margin increased to 64% for Q3 2025 from 61% in Q3 2024, due to a shift towards more profitable products.
CDXS 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
CDXS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 06, 2025 | $2.04 | $1.69 | -17.16% |
Aug 13, 2025 | $3.05 | $3.10 | +1.64% |
May 14, 2025 | $2.47 | $2.51 | +1.62% |
Feb 27, 2025 | $3.93 | $3.04 | -22.65% |
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 Codexis (CDXS) report earnings?
Codexis (CDXS) is schdueled to report earning on Feb 26, 2026, After Close (Confirmed).
What is Codexis (CDXS) earnings time?
Codexis (CDXS) earnings time is at Feb 26, 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 CDXS EPS forecast?
CDXS EPS forecast for the fiscal quarter 2025 (Q4) is -0.06.