NASDAQ$MRVI

Maravai LifeSciences Holdings Inc. · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Reported financial results for the first quarter ended March 31, 2025.

Maravai LifeSciences reported first-quarter 2025 revenue of $46.9 million, exceeding guidance. However, the company experienced a net loss of $(52.9) million and negative Adjusted EBITDA of $(10.5) million, primarily due to a lack of high-volume CleanCap orders and lower research product demand in Nucleic Acid Production, as well as a goodwill impairment charge.

  • First quarter 2025 revenue was $46.9 million, a 27.0% decrease year-over-year.
  • Nucleic Acid Production revenue decreased by 37.5% year-over-year to $28.8 million.
  • Biologics Safety Testing revenue was relatively flat year-over-year at $18.1 million.
  • Reported a net loss of $(52.9) million and Adjusted EBITDA of $(10.5) million for the quarter.

Headline financials

Total Revenue

$46.9M

Previous: $63.4M-26.1%
EPS (adj)

-$0.08

Previous: -$0.09+11.1%
Adjusted EBITDA

-$10.5M

Previous: $7.8M-235.3%
Goodwill Impairment

$12.4M

No prior period
Capital Expenditures

-$5.24M

Previous: -$5.67M+7.6%
Net Income

-$52.9M

Previous: -$12.1M-337.6%
Operating Income

-$49.2M

Previous: -$18.9M-160.7%

Revenue & EPS history

Maravai · Revenue · Quarterly

$46.9M

Q1 2025-26.1%vs Q1 2024
Beat estimate in 7 of 14 quarters(50%)
ActualEstimate

Revenue by segment

Maravai · $66.9M total across 2 segments · Q3 2023

  • TriLink
    $51.2M-70.7%
  • Cygnus
    $15.6M-4.5%

Forward guidance

Maravai's revenue guidance for the full year 2025 remains unchanged in the range of $185.0 million to $205.0 million. This guidance is based on expectations for the existing base business and excludes potential high-volume CleanCap orders for commercial vaccine programs or potential new acquisitions.

Tailwinds

  • First quarter revenue exceeded guidance range.
  • Base business revenue grew compared to the fourth quarter of 2024.
  • Commitment to return-to-growth strategy.
  • Customer focus, differentiated technologies, and GMP services support clients from discovery through commercialization.
  • Positioned to navigate the evolving landscape and drive long-term value.

Headwinds

  • Revenue guidance for the full year 2025 does not include revenue from high-volume CleanCap orders for commercial phase vaccine programs.
  • Guidance does not include potential new acquisitions.
  • Guidance is subject to a number of risks and uncertainties.
  • Dynamic and shifting macroeconomic environment.
  • Reliance on a limited number of customers for a high percentage of revenue.

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 2025

Historical avgQ1 2025

-0.2%

Avg return

Earnings day

+2.1%

Avg return

5 days after

-0.1%

Avg return

30 days after

42%

10 / 24 earnings

Positive

+58.9%

Q4 2023

Best reaction

-36.7%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+23.1%+10.7%
Q4 2025+9.9%+13.2%-12.3%
Q3 2025-0.7%+12.5%+28.0%
Q1 2025-2.4%-0.9%+6.6%
Q4 2024-6.4%-13.2%-31.4%
Q3 2024-36.7%-29.0%-37.1%
Q2 2024-6.7%-4.3%-0.4%
Q1 2024+10.0%+17.5%-3.9%
Q4 2023+58.9%+57.0%+66.5%
Q3 2023-31.3%-25.0%-24.3%
Q2 2023-3.5%-10.1%-5.7%
Q1 2023-16.4%+2.5%-3.3%
Q4 2022+6.9%+3.2%-2.4%
Q3 2022-11.7%-13.8%-15.3%
Q2 2022+2.2%-3.5%-20.7%
Q1 2022+6.1%-2.9%+6.7%
Q4 2019+1.4%+1.1%-9.7%
Q4 2021-1.6%+14.8%+7.0%
Q3 2020-1.7%-0.4%+6.3%
Q3 2021+1.6%+3.1%+10.1%
Q2 2021-5.7%+8.8%+0.6%
Q1 2020+4.0%+8.6%+26.5%
Q1 2021-4.8%+2.1%+13.1%
Q4 2020-0.4%-2.4%-6.3%
Q2 2020

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