NASDAQ$CDXS

Codexis Inc · Q2 2020 earnings

Q2 2020 earnings · · Investor relations

Briefing

Codexis's Q2 2020 financial results were reported, showing a revenue increase of 21% to $15 million, driven by a 72% rise in R&D revenue which included a significant contribution from the Takeda biotherapeutics partnership.

Codexis reported better-than-expected revenues of $15.0 million for Q2 2020, a 21% increase year-over-year, driven by strong growth in R&D revenues, which grew 72%. The partnership with Takeda contributed significantly to the quarter's revenues.

  • Total revenues for the second quarter of 2020 were $15.0 million, up 21% from $12.3 million for the second quarter of 2019.
  • Product revenue was $4.5 million, compared with $6.2 million for the second quarter of 2019.
  • Research and development (R&D) revenue for the second quarter of 2020 was $10.5 million, up 72% from $6.1 million for the prior-year period.
  • The net loss for the second quarter of 2020 was $6.3 million, or $0.11 per share, compared with a net loss for the second quarter of 2019 of $6.5 million, or $0.12 per share.

Headline financials

Total Revenue

$15M

Previous: $12.3M+21.5%
EPS (adj)

-$0.11

Previous: -$0.08-37.5%
Capital Expenditures

-$1.49M

Previous: -$1.26M-18.4%
Free Cash Flow

-$7.83M

Previous: -$7.77M-0.9%
Net Income

-$6.34M

Previous: -$6.51M+2.5%
Operating Income

-$6.11M

Previous: -$6.62M+7.8%
Gross Profit

$13.3M

Previous: $9.55M+39.0%
Cash & Equivalents

$75.6M

Previous: $93.4M-19.0%
Total Assets

$142M

Previous: $147M-3.4%
Stock-Based Comp

$1.94M

No prior period

Revenue & EPS history

Codexis · Revenue · Quarterly

$15M

Q2 2020+21.5%vs Q2 2019
Beat estimate in 3 of 16 quarters(19%)
ActualEstimate

Forward guidance

Due to the uncertain scope and duration of the pandemic, and uncertain timing of global recovery and economic normalization, Codexis cannot at this time estimate the future impact on its operations and financial results. As a result, they have withdrawn their full year 2020 financial guidance.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2020

Historical avgQ2 2020

-0.4%

Avg return

Earnings day

-0.0%

Avg return

5 days after

+1.2%

Avg return

30 days after

48%

31 / 64 earnings

Positive

+33.9%

Q4 2025

Best reaction

-24.5%

Q2 2012

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.0%-4.5%-4.5%
Q4 2025+33.9%+15.7%+76.4%
Q3 2025-4.3%-8.9%-26.7%
Q1 2025+1.2%-0.8%-9.7%
Q4 2024-22.6%-30.5%-28.5%
Q3 2024+9.0%+19.0%+42.7%
Q2 2024-7.3%-7.3%-9.3%
Q1 2024+26.0%+13.5%+8.7%
Q4 2023+12.0%+1.4%-15.9%
Q3 2023+16.3%+4.8%+48.8%
Q2 2023-10.0%-28.7%-43.9%
Q1 2023-8.1%-24.4%-35.7%
Q4 2022-14.0%-12.0%-29.5%
Q3 2022+10.3%+4.9%-1.4%
Q2 2022+12.5%+0.0%-13.4%
Q1 2022-9.2%-17.3%-20.9%
Q4 2021+15.9%+13.5%+13.1%
Q3 2021+18.8%+18.7%-3.7%
Q2 2021+17.2%+18.6%+29.2%
Q1 2021-5.0%-9.9%-0.4%
Q4 2020-3.4%-1.3%-9.6%
Q3 2020+2.3%+9.1%+23.9%
Q2 2020+6.8%+1.9%-4.9%
Q1 2020+2.3%-2.9%+2.2%
Q4 2019-10.2%-12.2%-20.6%
Q3 2019+10.1%+11.4%+10.0%
Q2 2019-14.4%-14.9%-15.9%
Q1 2019-5.7%-3.3%-11.9%
Q4 2018-1.6%-5.3%-7.7%
Q3 2018-7.2%-9.0%+25.3%
Q2 2018+4.0%+10.4%+32.0%
Q1 2018+9.1%+14.2%+25.9%
Q4 2017+3.3%+18.6%-3.3%
Q3 2017-3.1%-8.5%+6.2%
Q2 2017+5.9%+5.0%+10.9%
Q1 2017+1.1%+0.0%-2.2%
Q4 2016+6.0%+8.3%+7.1%
Q3 2016+2.2%+10.8%+8.6%
Q2 2016+2.8%+0.0%-4.2%
Q1 2016+2.5%
Q4 2015-5.9%
Q3 2015+2.9%
Q2 2015-3.1%
Q1 2015-7.4%
Q4 2014+5.4%
Q3 2014-8.1%
Q2 2014+7.1%
Q1 2014+1.3%
Q4 2013+3.1%
Q3 2013-16.6%
Q2 2013-12.5%
Q1 2013+0.5%
Q4 2012-8.5%
Q3 2012-17.4%
Q2 2012-24.5%
Q1 2012-2.4%
Q4 2011-8.7%
Q3 2011+0.4%
Q2 2011-9.3%
Q1 2011-5.6%
Q4 2010-1.5%
Q3 2010-8.1%
Q2 2010-5.5%
Q1 2010-0.7%

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