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Ginkgo Bioworks Holdings, Inc. (DNA)
NYSE:DNA
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-1.08Last Year’s EPS
-1.68Same Quarter Last Year
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented several strong strategic and operational positives: validated autonomous lab technology (OpenAI result, PNNL $47M deal), meaningful facility scale-up (Nebula), and substantial cost and cash-burn improvements (55% FY reduction) with disciplined 2026 cash-burn guidance. These positives are balanced by ongoing revenue pressures in Cell Engineering, continued GAAP losses and negative adjusted EBITDA, excess lease costs (~$54M in 2025), the planned divestiture of the Biosecurity revenue stream, and some near-term execution and adoption risks as the company scales RAC production and commercializes cloud/CapEx offerings. Overall, the company is shifting to a focused, investment-led growth strategy with improved financial discipline but still faces material near-term revenue and profitability headwinds.Company Guidance
Breakthrough Autonomous Lab Validation (OpenAI Collaboration)
Collaborated with OpenAI to connect GPT-5 as an "AI scientist" to Ginkgo's autonomous lab; achieved a 40% improvement vs state-of-the-art on a cell-free protein synthesis challenge over 6 experimental rounds. Demonstrates real-world AI-in-the-loop capability and strong differentiation for autonomous lab offering.
Large Government Contract and Deployment Momentum
Signed a $47 million contract with Pacific Northwest National Labs (DOE) to build a 97-RAC autonomous lab and installed the first 18 robots for the Genesis project, validating interest from federal research customers.
Nebula Facility Scale-Up and Market Demonstrations
Nebula (Boston) now a >50-RAC autonomous lab, hosted 590 visitors during SLAS tours; company plans to expand capacity from ~50 to 100 RACs by H1 to demonstrate scale and attract pharma, national labs and universities.
Material Cash Burn Improvement and 2026 Guidance
Full-year cash burn fell 55% from $383M (2024) to $171M (2025); Q4 cash burn down 15% from $55M to $47M. Provided 2026 cash-burn guidance of $125M–$150M, shifting guidance focus to runway and disciplined investment in autonomous labs.
Significant Reductions in R&D and G&A Expense
Cell Engineering R&D expense decreased 42% year-over-year (from $272M in 2024 to $159M in 2025) and R&D in Q4 decreased 44% (from $50M to $28M). Cell Engineering G&A fell 51% year-over-year (from $115M to $56M) and 40% in Q4 (from $20M to $12M), driven by restructuring.
Improved Segment and Adjusted EBITDA Performance
Cell Engineering operating loss improved materially: full-year loss narrowed from $219M (2024) to $96M (2025); Q4 operating loss narrowed from $38M to $17M. Total adjusted EBITDA improved: Q4 -$36M vs -$57M prior year, and full-year -$167M vs -$293M prior year.
Strategic Biosecurity Divestiture with Continued Minority Stake
Announced plan to divest Biosecurity business to allow focused investment in autonomous labs; company will retain a minority position and expects outside investors to accelerate the biosecurity prime opportunity while freeing Ginkgo capital for core strategy.
Commercial Traction on Data and Services
Datapoints business (data-generation for bio-AI) grew rapidly after a 1.5-year launch, working with ~10 of the top pharma companies and releasing public datasets. Ginkgo has completed ~250 Solutions partnerships over the last decade and is expanding cloud-lab and datapoints services.
DNA 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
DNA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $9.71 | $6.75 | -30.48% |
Nov 06, 2025 | $11.30 | $8.95 | -20.80% |
Aug 07, 2025 | $13.46 | $12.29 | -8.69% |
May 06, 2025 | $6.45 | $7.40 | +14.73% |
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 Ginkgo Bioworks Holdings, Inc. (DNA) report earnings?
Ginkgo Bioworks Holdings, Inc. (DNA) is schdueled to report earning on May 13, 2026, After Close (Confirmed).
What is Ginkgo Bioworks Holdings, Inc. (DNA) earnings time?
Ginkgo Bioworks Holdings, Inc. (DNA) earnings time is at May 13, 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 DNA EPS forecast?
DNA EPS forecast for the fiscal quarter 2026 (Q1) is -1.08.
