--- title: "Billiontoone | 8-K: FY2026 Q2 Revenue Beats Estimate at USD 109.45 M" type: "News" locale: "en" url: "https://longbridge.com/en/news/295016909.md" datetime: "2026-08-05T21:12:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/295016909.md) - [en](https://longbridge.com/en/news/295016909.md) - [zh-HK](https://longbridge.com/zh-HK/news/295016909.md) --- # Billiontoone | 8-K: FY2026 Q2 Revenue Beats Estimate at USD 109.45 M Revenue: As of FY2026 Q2, the actual value is USD 109.45 M, beating the estimate of USD 109.13 M. EPS: As of FY2026 Q2, the actual value is USD 0.15, missing the estimate of USD 0.1885. EBIT: As of FY2026 Q2, the actual value is USD 2.832 M. BillionToOne, Inc. reported strong financial and operational performance for the second quarter and six months ended June 30, 2026, compared to the same periods in 2025. The company announced its financial results on August 5, 2026, though the detailed press release (Exhibit 99.1) was not provided in the current text for analysis. ### Second Quarter 2026 Financial Highlights #### Segment Revenue - Prenatal clinical testing revenue was $94.2 million, an increase of 55% from $60.9 million in the second quarter of 2025. - Oncology clinical testing revenue grew 176% to $13.7 million, from $4.9 million in the second quarter of 2025. - Clinical trial support and other services revenue increased by 99% to $1.5 million from $0.8 million. #### Gross Profit - Gross profit was $77.1 million, compared to $43.5 million in the second quarter of 2025. - The gross profit margin improved to 70% from 65% in the second quarter of 2025, marking a 5 percentage-point increase year-over-year. #### Operational Expenses - Total operating expenses were $71.6 million, an increase of 59% from $45.1 million in the second quarter of 2025. #### Income (Loss) from Operations - The company reported income from operations of $5.5 million, a significant improvement from an operating loss of - $1.6 million in the second quarter of 2025. - Operating margin was 5% in the second quarter of 2026. #### Net Income (Loss) - Net income was $8.1 million, compared to a net loss of - $0.2 million in the second quarter of 2025. #### Free Cash Flow - Free cash flow was $5.1 million in the second quarter of 2026, defined as cash flow from operations minus capital expenditures. ### Second Quarter 2026 Operational Metrics - Total tests delivered by BillionToOne, Inc. increased by 35% to 196,000 tests from 145,000 tests delivered in the second quarter of 2025. - Total tests accessioned rose by 33% to 197,000 from 148,000 in the prior year period. - The overall average selling price (ASP) increased by 21% to $551 from $455. ### Six Months Ended June 30, 2026 Financial Highlights #### Segment Revenue - Prenatal revenue was $190.8 million, a 63% increase from $116.9 million in the same period of 2025. - Oncology revenue was $24.4 million, surging 242% from $7.1 million in the same period of 2025. - Clinical trial support and other services revenue was $2.7 million, an 81% increase from $1.5 million in the same period of 2025. #### Gross Profit - Gross profit for the six months was $156.203 million, compared to $81.438 million in the prior year period. #### Operational Expenses - Total operating expenses were $132.866 million, up from $85.380 million in the first six months of 2025. #### Income (Loss) from Operations - Income from operations was $23.337 million, compared to a loss from operations of - $3.942 million in the first six months of 2025. #### Net Income (Loss) - Net income was $26.024 million, a significant improvement from a net loss of - $4.234 million in the first six months of 2025. #### Cash Flow - Net cash provided by operating activities increased to $24.566 million from $3.807 million in the first six months of 2025. - Free cash flow for the six months ended June 30, 2026, was $16.046 million, compared to - $1.414 million in the prior year period. ### Outlook / Guidance BillionToOne, Inc. reiterated its full year 2026 total revenue guidance to be in the range of $450 million to $465 million, representing 48% to 52% growth over 2025. 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