NASDAQ$CBUS

Cibus Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Cibus Inc reported its financial results for the first quarter ended March 31, 2026.

Cibus reported revenue of $1.7 million for Q1 2026, up from $1.0 million in the prior year, driven by collaboration agreements. The company narrowed its net loss to $21.2 million from $49.4 million year-over-year through cost reduction initiatives and lower goodwill impairment charges. Cash and cash equivalents increased to $30.3 million following equity offerings that raised net proceeds of approximately $33.4 million.

  • Revenue grew 63% year-over-year to $1.7 million, primarily from sustainable ingredients collaboration activities.
  • Net loss improved to $21.2 million as operating expenses declined sharply due to workforce reductions and lower professional fees.
  • Completed two equity offerings raising $33.4 million net, extending cash runway into late Q1 2027.
  • Advanced Rice herbicide tolerance program with targeted 2027 launch in Latin America and continued regulatory progress in Europe.

Headline financials

Total Revenue

$1.68M

Previous: $1.03M+62.6%
EPS (adj)

-$0.33

Previous: $1.34-124.6%
Selling, general and administrative expense

$5.08M

No prior period
Royalty liability interest expense

$9.12M

No prior period
Research and development expense

$8.72M

No prior period
Capital Expenditures

-$115K

Previous: -$291K+60.5%
Free Cash Flow

-$11.6M

Previous: -$47.2M+75.4%
Net Income

-$21.2M

Previous: -$46.9M+54.7%
Operating Income

-$12.1M

Previous: -$41.6M+70.8%
Cash & Equivalents

$30.3M

No prior period
Total Assets

$324M

No prior period

Revenue & EPS history

Cibus · Revenue · Quarterly

$1.68M

Q1 2026+62.6%vs Q1 2025
Beat estimate in 5 of 14 quarters(36%)
ActualEstimate

Forward guidance

Company expects to reduce annual net cash usage to approximately $30 million or less in 2026 through cost initiatives while prioritizing Rice programs.

Tailwinds

  • Targeted initial Rice HT launch in Latin America in 2027
  • Additional partner-funded R&D activities secured for sustainable ingredients

Headwinds

  • US launch delayed to 2029 due to partner registration timelines
  • Need to raise additional capital to continue as going concern

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-1.1%

Avg return

Earnings day

-2.2%

Avg return

5 days after

-12.4%

Avg return

30 days after

37%

13 / 35 earnings

Positive

+23.6%

Q4 2019

Best reaction

-25.1%

Q4 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.8%-10.3%
Q4 2025-16.7%-24.7%-56.8%
Q3 2025-0.8%+1.6%+28.8%
Q2 2025-3.5%-11.6%-7.5%
Q1 2025-7.8%-8.1%-29.4%
Q4 2024-6.4%-9.6%-23.7%
Q3 2024+14.5%+15.2%-8.9%
Q2 2024-9.2%+2.7%-42.4%
Q1 2024+2.2%+9.5%-37.5%
Q4 2023-0.7%+2.2%+7.4%
Q3 2023+17.0%+5.0%-8.8%
Q2 2023-9.7%-13.8%-19.8%
Q1 2023-3.6%-8.3%-15.8%
Q4 2022+1.6%-0.7%-21.5%
Q3 2022-1.4%-7.7%+22.5%
Q2 2022+12.4%+4.3%-11.6%
Q1 2022-17.3%-27.4%-60.0%
Q4 2021-2.8%-21.3%-20.6%
Q3 2021-7.4%-9.0%-41.9%
Q2 2021+12.0%+15.1%+19.9%
Q1 2021+4.6%+3.3%-17.4%
Q4 2020-25.1%-24.7%-35.6%
Q3 2020-1.4%-4.0%-44.3%
Q2 2020-6.6%+0.2%-8.3%
Q1 2020-15.0%-9.4%+27.9%
Q4 2019+23.6%+22.7%-10.1%
Q3 2019-9.7%-10.2%-16.3%
Q2 2019+2.7%-13.1%-23.9%
Q1 2019-3.5%-6.7%-9.3%
Q4 2018+8.3%+20.0%+34.0%
Q3 2018-2.9%-4.9%-22.1%
Q2 2018-0.7%-3.1%-10.8%
Q1 2018+1.9%+22.1%+28.1%
Q4 2017+6.4%+18.8%+16.9%
Q3 2017+7.8%+8.2%-2.2%
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro