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Oxford Nanopore Technologies PLC (DE:4R0)
FRANKFURT:4R0
Germany Market

Oxford Nanopore Technologies PLC (4R0) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Sep 08, 2026
Before Open (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
-0.08
Last Year’s EPS
-0.09
Same Quarter Last Year
Based on 6 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Mar 02, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call presents a constructive operational and financial progression: strong top‑line growth (+24.2% constant currency), marked shift toward higher‑value applied markets (clinical +59%), meaningful margin improvements and a stronger cash position (GBP 302.8m). Management has executed strategic reprioritization and cost discipline, delivering a 26% improvement in adjusted EBITDA and guiding to FY26 growth (21–25% ccy) and FY26 gross margin expansion (62%). Key negatives are ongoing adjusted EBITDA and cash losses (with breakeven targeted in 2027/2028), one‑off margin hits (obsolete inventory and FX), restructuring costs, product discontinuations/pauses (P2 Solo, ElysION), delays to some product launches (PromethION timing) and market‑specific headwinds (China/APAC export controls). Overall, positives—broad growth, margin momentum, cash runway, and clearer strategic focus—outweigh the remaining execution and market risks, with management articulating a credible path to profitability.
Company Guidance
Management guided FY26 revenue growth of 21–25% at constant currency, a 62% gross‑margin target and 0–5% adjusted OpEx growth, while reiterating medium‑term targets of adjusted‑EBITDA breakeven in 2027 and cash‑flow breakeven in 2028 with minimum cash of >£100m. They pointed to FY25 results that support this outlook: 24.2% constant‑currency revenue growth (above prior 20–23% guide), 26% improvement in adjusted EBITDA (GBP 31.2m), adjusted OpEx growth of just 1%, reported gross margin of 58.6% (see‑through nearer 61%), cash of £302.8m, net cash outflow of £101m, inventory down £18m, CapEx and capitalized development of £45.5m, and working‑capital inflow of £13.4m. Management expects continued above‑market, broad‑based growth (clinical +59%, biopharma +30%, applied industrial +27%, research +15%), stronger growth in the Americas, further margin upside from PromethION recycling and the CapEx‑first pricing model, but flags near‑term regional headwinds (EMEA contract timing and APAC/China/PRECISE II) that underpin the guidance range.
Strong Revenue Growth
FY25 revenue of GBP 223.9m, up 24.2% at constant currency (ahead of guidance 20–23%). Growth was broad-based with >20% growth across all regions.
Applied Markets Outperformance
Applied end markets gained share: Clinical grew ~59%, BioPharma up 30%, Applied Industrial up 27%, while Research grew 15%; life science research tools still 66% of revenues but applied mix rose to ~34%.
Improving Profitability Trajectory
Adjusted EBITDA loss improved by GBP 31.2m (26% year‑on‑year improvement) with a clear path to adjusted EBITDA breakeven in 2027 and cash flow breakeven in 2028.
Gross Margin Progress
Underlying gross margin improvement of ~460 bps from FY24 (see-through margin closer to ~61%); reported FY25 gross margin 58.6% and FY26 gross margin guidance of 62% (guidance implies further margin expansion).
Cash Position and Cash Burn Improvement
Ended FY25 with GBP 302.8m cash and no debt; net cash outflow of GBP 101m in FY25 but cash burn reduced by ~GBP 50m year‑on‑year; management targets minimum cash >GBP 100m through breakeven.
Operational and Cost Discipline
Adjusted OpEx grew only 1% in FY25 reflecting two restructurings and cost control; FY26 OpEx guidance 0%–5% indicating continued discipline and targeted reinvestment.
Commercial and Strategic Focus
Completed strategic review to prioritize high‑opportunity segments (~$13–14bn of higher priority segments); reallocated commercial and R&D resources to higher ROI initiatives to drive sustainable growth and margin expansion.
Manufacturing and Product Footprint
70% of revenues from flow cells and kits manufactured at company factory; inventory management improved with inventories down GBP 18m in FY25 and assets at customers down GBP 10.5m, reflecting CapEx‑first pricing adoption.
Scientific and Market Validation
10 years of DNA products and ~5 years of direct RNA; 20,000 publications underpinning platform differentiation; notable high‑profile applications (NASA, UK Biobank plans to sequence 50,000 samples).

Oxford Nanopore Technologies PLC (DE:4R0) 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

DE:4R0 Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Sep 08, 2026
2026 (Q2)
-0.08 / -
-0.086
Mar 02, 2026
2025 (Q4)
-0.08 / -0.09
-0.0926.25% (<+0.01)
Sep 02, 2025
2025 (Q2)
-0.09 / -0.09
-0.10416.67% (+0.02)
Mar 04, 2025
2024 (Q4)
-0.12 / -0.09
-0.11520.00% (+0.02)
Sep 03, 2024
2024 (Q2)
-0.09 / -0.10
-0.092-12.50% (-0.01)
Mar 06, 2024
2023 (Q4)
-0.06 / -0.12
-0.081-42.86% (-0.03)
Sep 06, 2023
2023 (Q2)
-0.08 / -0.09
-0.046-100.00% (-0.05)
Mar 21, 2023
2022 (Q4)
-0.07 / -0.08
-0.17353.33% (+0.09)
Sep 13, 2022
2022 (Q2)
-0.09 / -0.05
-0.06428.57% (+0.02)
Mar 22, 2022
2021 (Q4)
-0.08 / -0.17
-0.037-368.75% (-0.14)
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

DE:4R0 Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Mar 02, 2026
€1.49€1.31-12.06%
Sep 02, 2025
€2.13€1.80-15.29%
Mar 04, 2025
€1.28€1.11-13.24%
Sep 03, 2024
€1.40€1.50+6.70%
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 Oxford Nanopore Technologies PLC (DE:4R0) report earnings?
Oxford Nanopore Technologies PLC (DE:4R0) is schdueled to report earning on Sep 08, 2026, Before Open (Confirmed).
    What is Oxford Nanopore Technologies PLC (DE:4R0) earnings time?
    Oxford Nanopore Technologies PLC (DE:4R0) earnings time is at Sep 08, 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 the P/E ratio of Oxford Nanopore Technologies PLC stock?
          The P/E ratio of Oxford Nanopore Technologies PLC is N/A.
            What is DE:4R0 EPS forecast?
            DE:4R0 EPS forecast for the fiscal quarter 2026 (Q2) is -0.08.