NASDAQ$CBUS

Cibus Inc · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Cibus reported a net loss of $24.3 million in Q3 2025, with revenue of $615,000 and ongoing progress in strategic cost reductions and commercialization initiatives.

Cibus continued to make commercial and regulatory advances in gene-edited crop traits despite generating limited revenue. The company posted a reduced net loss versus the prior year and remains focused on streamlining operations and expanding strategic partnerships.

  • Revenue for Q3 2025 was $615,000, with a net loss of $24.3 million.
  • EPS for the quarter was -$0.44.
  • Cash and cash equivalents stood at $23.9 million, expected to fund operations into Q2 2026.
  • Significant progress reported in global regulatory approvals and commercial partnerships for Rice and Canola traits.

Headline financials

Total Revenue

$615K

Previous: $1.67M-63.1%
EPS (adj)

-$0.44

Previous: -$7.63+94.2%
Selling, general and administrative expense

$5.27M

Previous: $7.68M-31.4%
Royalty liability interest expense

$9.03M

Previous: $8.88M+1.7%
Research and development expense

$10.8M

Previous: $13M-17.0%
Capital Expenditures

-$492K

Previous: -$752K+34.6%
Net Income

-$24.3M

Previous: -$180M+86.5%
Operating Income

-$15.4M

Previous: -$200M+92.3%

Revenue & EPS history

Cibus · Revenue · Quarterly

$615K

Q3 2025-63.1%vs Q3 2024
Beat estimate in 5 of 14 quarters(36%)
ActualEstimate

Forward guidance

Cibus remains focused on reducing annual cash usage and advancing its partner-funded programs, aiming for initial LATAM Rice revenue by 2027 and broader commercialization beyond.

Tailwinds

  • On track to deliver HT traits to LATAM customers by end of 2025
  • Initiated field trials in LATAM for commercial rice programs
  • Received initial partner payment in Sustainable Ingredients segment
  • Completed pre-commercial pilot runs for biofragrance products
  • Streamlined operations including Oberlin facility consolidation

Headwinds

  • Continued net losses and low current revenue base
  • Relying heavily on future partner funding for sustainable ingredients
  • Ongoing need for additional financing to maintain operations past Q2 2026
  • No revenue breakout provided by segment or geography this quarter
  • Uncertainty remains in global regulatory timelines for commercialization

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 Q3 2025

Historical avgQ3 2025

-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

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