NASDAQ$HUMA

Humacyte Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Humacyte reported Q1 2026 revenue of $0.5M with a net loss of $17.6M and diluted loss per share of $0.09.

For the quarter ended March 31, 2026, Humacyte recognized revenue of $0.5 million from biologics license and collaboration activity versus $0.3 million a year ago. Net loss was $17.6 million compared with $20.1 million, with diluted loss per share of $0.09 versus $0.11. R&D expense was $10.8 million as the company advanced human acellular vessel commercialization and clinical programs.

  • Revenue of $0.5M from early commercial and collaboration activity.
  • Net loss improved to $17.6M; diluted EPS was a loss of $0.09.
  • R&D expense of $10.8M on HAV and pipeline indications.
  • Commercial rollout of bioengineered vessels remains in early stages.
  • Cash supports manufacturing scale-up and clinical trials.

Headline financials

Total Revenue

$495K

Previous: $517K-4.3%
EPS (adj)

-$0.09

Previous: $0.28-132.1%
Capital Expenditures

-$175K

Previous: -$228K+23.2%
Net Income

-$17.6M

Previous: $39.1M-145.0%
Operating Income

-$28.9M

Previous: -$23.2M-24.8%

Revenue & EPS history

Humacyte · Revenue · Quarterly

$495K

Q1 2026-4.3%vs Q1 2025
Beat estimate in 2 of 15 quarters(13%)
ActualEstimate

Forward guidance

Humacyte does not issue quantitative annual guidance in the 10-Q and discusses hospital adoption of HAV, manufacturing capacity expansion, and vascular trauma and dialysis access indications.

Tailwinds

  • Net loss and loss per share improved year over year.
  • Early revenue recognition as commercial deployments begin.

Headwinds

  • Minimal revenue relative to R&D and manufacturing costs.
  • Hospital adoption pace and reimbursement remain uncertain.

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

+5.1%

Avg return

Earnings day

+2.0%

Avg return

5 days after

+3.5%

Avg return

30 days after

62%

13 / 21 earnings

Positive

+37.0%

Q2 2023

Best reaction

-30.1%

Q2 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+22.9%-1.5%+15.2%
Q4 2025-15.1%-25.1%-33.0%
Q3 2025-3.2%-11.7%+2.3%
Q2 2025-30.1%-24.2%-40.3%
Q1 2025+19.5%+23.8%+25.4%
Q4 2024-2.5%-27.4%-28.4%
Q3 2024+4.9%+1.5%-8.2%
Q1 2024+21.2%+43.1%+60.8%
Q4 2023-12.8%-13.9%+2.8%
Q3 2023+7.3%+9.1%+27.9%
Q2 2023+37.0%+8.9%+19.0%
Q1 2023-6.1%-2.5%+1.1%
Q4 2022+4.9%-1.3%+7.1%
Q3 2022+2.2%-5.4%-4.5%
Q2 2022+8.6%+9.1%+2.5%
Q1 2022-9.5%-12.7%-18.8%
Q4 2021+14.1%+12.2%+16.5%
Q2 2021+14.1%+12.2%+16.5%
Q3 2021+9.0%+18.4%+4.0%
Q1 2021+0.0%+0.0%+4.9%
Q4 2020+21.2%+28.4%+1.5%
Q3 2020

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