NASDAQ$BBNX

Beta Bionics Inc · Q1 2026 earnings

Q1 2026 earnings ·

Briefing

BBNX reported Q1 2026 net sales of $27.6M with a net loss of $21.9M and diluted loss per share of $0.49.

Beta Bionics posted Q1 2026 net sales of $27.6 million (+57% YoY) as iLet adoption grew, including a higher mix of pharmacy-benefit-plan channel sales. Gross profit was $16.4 million versus $9.0 million a year ago, but operating loss widened to $24.3 million on higher R&D and sales and marketing spend. Net loss was $21.9 million, or $0.49 per diluted share, compared with $28.7 million and $0.93 per share in Q1 2025.

  • Net sales $27.6M (+57% YoY); gross profit $16.4M.
  • Operating loss $(24.3)M on elevated commercialization spend.
  • Net loss $(21.9)M; diluted EPS $(0.49) vs. $(0.93).
  • PBP channel was 39% of sales vs. 22% prior year.

Headline financials

Total Revenue

$27.6M

Previous: $17.6M+56.6%
EPS (adj)

-$0.49

Previous: -$0.55+10.9%
Capital Expenditures

-$1.38M

Previous: -$333K-313.5%
Free Cash Flow

-$25.2M

Previous: -$29M+13.0%
Net Income

-$21.9M

Previous: -$28.7M+23.6%
Operating Income

-$24.3M

Previous: -$18.6M-30.2%
Gross Profit

$16.4M

Previous: $8.97M+83.2%

Revenue & EPS history

Beta Bionics Inc · Revenue · Quarterly

$27.6M

Q1 2026+56.6%vs Q1 2025
Beat estimate in 2 of 2 quarters(100%)
ActualEstimate

Forward guidance

The 10-Q discusses commercialization, reimbursement mix, and clinical pipeline milestones without numeric consolidated EPS guidance.

Tailwinds

  • Strong top-line growth and improved gross profit dollars.
  • Loss narrowed versus prior-year quarter.

Headwinds

  • Still GAAP unprofitable with heavy R&D and S&M.
  • Reimbursement and payer mix shift can pressure near-term margins.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 5 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-0.7%

Avg return

Earnings day

+7.3%

Avg return

5 days after

+18.0%

Avg return

30 days after

40%

2 / 5 earnings

Positive

+4.8%

Q2 2025

Best reaction

-5.0%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-5.0%-13.5%-17.7%
Q4 2025-2.6%-1.5%-23.4%
Q3 2025+2.2%+14.6%+29.9%
Q2 2025+4.8%+17.2%+33.7%
Q1 2025-2.8%+19.4%+67.4%

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