The Q1 miss was driven by timing, but without quantitative Q2 guidance, the rebound narrative is unproven. Monitor Q2 revenue for confirmation of state program orders; the $4.2M cash position provides runway into early 2027. Dilution risk persists given the $40M preferred equity facility.
Price Chart
Executive Summary
20/20 BioLabs reported Q1 2026 revenue of $0.4M (down 36% YoY), missing consensus of $0.8M, and EPS of -$0.28 versus -$0.10 consensus. The miss was blamed on customer order timing, but without quantitative guidance, the expected Q2 rebound is unproven. Cash position improved to $4.2M via a $5M private placement, but net loss widened to $2.2M.
Key Financial Metrics
Key Facts
- Q1 2026 revenue $0.4M vs consensus $0.8M (miss of 54%)
- EPS -$0.28 vs consensus -$0.10 (miss of 180%)
- Gross margin fell to 17.8% from 29.9% a year ago
- Net loss widened to $2.2M from $0.8M in Q1 2025
- Cash & equivalents $4.2M, improved from $1.0M at year-end 2025
- Company expects Q2 revenue rebound from state-funded firefighter screening programs
Financial Impact
Revenue miss of $2.2M annualized and EPS miss of 180% relative to consensus
Risk Factors
- Continued cash burn with no near-term profitability
- Dependence on state-funded firefighter screening for revenue growth
- Potential dilution from convertible notes and preferred stock
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3298864 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 5d ago | DEFA14A | $0.2507 | awaiting T+5 | — | $0.2325 (−7.26%) |
Oct 21, 2026 5d ago | DEF 14A | $0.2507 | awaiting T+5 | — | $0.2325 (−7.26%) |
Aug 17, 2026 10w ago | 8-K | $0.5200 $0.5282 | ▲ +1.58% | ▲ +1.78% | $0.2325 (−55.29%) |
Aug 17, 2026 10w ago | Press Release | $0.5503 $0.5182 | ▼ −5.83% | ▼ −4.64% | $0.2325 (−57.75%) |
Aug 5, 2026 11w ago | 8-K | $0.4413 $0.4610 | ▲ +4.46% | ▲ +4.11% | $0.2325 (−47.31%) |
Jul 1, 2026 16w ago | 8-K | $0.6095 $0.5851 | ▼ −4.00% | ▼ −4.26% | $0.2325 (−61.85%) |
Jun 23, 2026 17w ago | DEFA14A | $0.5669 $0.6095 | ▼ −7.51% | ▼ −5.81% | $0.2325 (+58.99%) |
May 26, 2026 21w ago | 8-K | $0.9700 $0.8400 | ▼ −13.40% | ▼ −13.87% | $0.2325 (−76.03%) |
May 20, 2026 22w ago | 8-K | $1.21 $0.9500 | ▲ +21.49% | ▲ +23.09% | $0.2325 (+80.79%) |
May 20, 2026 22w ago | Press Release | $1.21 $0.9500 | ▲ +21.49% | ▲ +23.09% | $0.2325 (+80.79%) |
US Market Status
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