NASDAQ$MRVI

Maravai LifeSciences Holdings Inc. · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Maravai LifeSciences Holdings Inc. reported a net loss of $69.8 million for the second quarter of 2025.

Revenue declined 31.7% year-over-year to $47.4 million, primarily due to the absence of high-volume CleanCap sales for commercial vaccine programs. The company recorded $30.4 million in goodwill impairment within its Nucleic Acid Production segment and reported Adjusted EBITDA of negative $10.4 million. Cash and cash equivalents stood at $269.9 million at quarter end.

  • Nucleic Acid Production revenue fell 43.1% to $31.1 million, driven by zero high-volume CleanCap orders compared to $24.4 million in Q2 2024.
  • Biologics Safety Testing revenue grew 9.9% to $16.3 million, supported by demand for HCP kits and MockV viral clearance products.
  • Goodwill impairment of $30.4 million was recognized for the Alphazyme reporting unit amid lower projected enzyme demand.
  • Net loss per Class A share was $(0.27), with total operating expenses rising to $113.7 million including the impairment charge.

Headline financials

Total Revenue

$47.4M

Previous: $71.9M-34.1%
EPS (adj)

-$0.27

Previous: -$0.05-440.0%
Adjusted EBITDA

-$10.4M

Previous: $13M-180.1%
Goodwill Impairment

$30.4M

No prior period
Capital Expenditures

-$8.11M

Previous: -$15.2M+46.7%
Net Income

-$39.6M

Previous: -$7.59M-422.0%
Operating Income

-$66.3M

Previous: -$9.51M-596.8%
Cash & Equivalents

$270M

Previous: $573M-52.9%
Total Assets

$897M

Previous: $1.45B-38.0%

Revenue & EPS history

Maravai · Revenue · Quarterly

$47.4M

Q2 2025-34.1%vs Q2 2024
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

Maravai · $47.4M total across 2 segments · Q2 2025

  • Nucleic Acid Production
    $31.1M
  • Biologics Safety Testing
    $16.3M

Forward guidance

The company continues to face headwinds from the absence of commercial CleanCap revenue and macroeconomic pressures on customer spending.

Headwinds

  • Significant reduction in high-volume CleanCap sales expected to persist through 2025
  • Lower demand in research and discovery products and enzyme offerings

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-0.2%

Avg return

Earnings day

+2.1%

Avg return

5 days after

+1.1%

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
Q2 2025
Q1 2026+23.4%+10.9%+27.5%
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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