The earnings call presented a positive outlook for Renalytix, with significant achievements in FDA approval, Medicare reimbursement, and revenue growth. Operational improvements and strategic partnerships further enhance their position. However, resource constraints and initial market dependency present challenges. Overall, the positive developments and growth potential outweigh the challenges.

Company Guidance -

Q4 2025

During the Renalytix Investor Presentation, several key metrics and strategic goals were outlined. The company has achieved a 20% quarter-on-quarter revenue growth, with expectations to reach $3.2 million in revenue for the fiscal year, $8.4 million the following year, and $17 million subsequently. The commercial testing volume increased from 60% to 82%, with Medicare reimbursing $950 per test. Renalytix has reduced administrative fees by 50% and decreased order cancellation rates from 24% to 8%. It also improved test turnaround time to under seven days and reduced billing to insurance payment time by 65%. Additionally, Renalytix aims for a 1% U.S. market penetration, equivalent to 150,000 tests annually. The company is focusing on expanding insurance partnerships, with 52% of testing now Medicare and Medicare Advantage patients, and is investing in strategic partnerships, including with pharma companies, to enhance its competitive positioning.

FDA Approval and Medicare Reimbursement

Renalytix's KidneyIntelX test received FDA approval, becoming the first-ever FDA-approved breakthrough designation prognostic test for kidney disease. It is fully Medicare reimbursed at $950 per test.

Revenue Growth and Forecast

The company set revenue forecasts of $3.2 million for the current fiscal year, rising to $8.4 million next year, and $17 million thereafter. They are confident of hitting the $3.2 million revenue target, driven by a strong pipeline and new customer acquisitions.

Cost Reduction Achievements

Renalytix achieved a 50% reduction in administrative fees and has implemented new financial controls, contributing to better financial management and cost efficiency.

Commercial Testing Volume Increase

Commercial testing volume increased to 82% from 60% in the prior period, with 95% of Medicare claims now paid in under 30 days, positively impacting cash flow.

Operational Improvements

Test turnaround time improved to under seven days from 24 days, with a significant reduction in order cancellation rate from 24% to 8%.

Strong Partnerships and Strategic Collaborations

Renalytix has established partnerships with hospital systems like ACPNY and is engaging with pharmaceutical companies for future collaborations.

Renalytix (RNLXY) 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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RNLXY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q4)	- / -	-0.08	―	―	―
Jun 17, 2025	2025 (Q3)	- / -	-0.16	―	―	―
Mar 18, 2025	2025 (Q2)	- / -0.10	-0.09	-11.11% (-0.01)	―
Nov 20, 2024	2025 (Q1)	- / -	-0.11	―	―	―
Oct 01, 2024	2024 (Q4)	-0.04 / -0.08	-0.11	27.27% (+0.03)	―	―
May 15, 2024	2024 (Q3)	-0.09 / -0.08	-0.14	42.86% (+0.06)	―
Feb 15, 2024	2024 (Q2)	-0.09 / -0.09	-0.14	35.71% (+0.05)	―	―
Nov 14, 2023	2024 (Q1)	-0.10 / -0.11	-0.32	65.63% (+0.21)	―
Sep 28, 2023	2023 (Q4)	-0.12 / -0.12	-0.07	-71.43% (-0.05)	―
Jun 09, 2023	2023 (Q3)	-0.11 / -0.14	-0.4	65.00% (+0.26)	―

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

RNLXY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 17, 2025	$0.20	$0.18	-10.00%
Mar 18, 2025	$0.20	$0.24	+20.00%
Nov 20, 2024	$0.15	$0.15	0.00%
Oct 01, 2024	$0.21	$0.21	0.00%

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 Renalytix Plc (RNLXY) report earnings?

Renalytix Plc (RNLXY) is schdueled to report earning on Nov 04, 2025, TBA (Confirmed).

What is Renalytix Plc (RNLXY) earnings time?

Renalytix Plc (RNLXY) earnings time is at Nov 04, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

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What is RNLXY EPS forecast?

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