NASDAQ$CDXS

Codexis Inc · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Codexis reported Q3 2025, revenue of $8.6M, a net loss of $19.6M, diluted EPS of $-0.22.

For Q3 2025, Codexis reported revenue of $8.6M, a net loss of $19.6M, diluted EPS of $-0.22. Management discussed operating trends, liquidity, and priorities as disclosed in the quarterly filing.

  • Revenue $8.6M.
  • Net loss $19.6M.
  • Diluted EPS $-0.22.

Headline financials

Total Revenue

$8.6M

Previous: $12.8M-33.0%
EPS (adj)

-$0.22

Previous: -$0.29+24.1%
Capital Expenditures

-$3.95M

Previous: -$2.53M-56.1%
Free Cash Flow

-$23.6M

Previous: -$23.2M-1.7%
Net Income

-$19.6M

Previous: -$20.6M+5.0%
Operating Income

-$18.9M

Previous: -$16.6M-14.4%
Gross Profit

$6.14M

Previous: $8.52M-27.9%

Revenue & EPS history

Codexis · Revenue · Quarterly

$8.6M

Q3 2025-33%vs Q3 2024
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

The filing discusses Codexis's outlook, capital deployment, and key risks without relying solely on numeric EPS guidance.

Tailwinds

  • Codexis cited execution on strategic priorities in the filing.
  • Balance sheet and liquidity support continued operations.

Headwinds

  • GAAP profitability remained under pressure in the quarter.
  • Macro, competitive, and cost pressures may affect margins.
  • Segment mix and one-time items can affect comparability.

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 Q3 2025

Historical avgQ3 2025

-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%

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