NASDAQ$MRVI

Maravai LifeSciences Holdings Inc. · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Maravai LifeSciences reported Q4 2025 revenue of $49.9 million with positive adjusted EBITDA of $0.5 million.

Maravai posted Q4 2025 revenue of $49.9 million with a GAAP net loss of $63.0 million and adjusted EBITDA of $0.5 million, returning to positive adjusted EBITDA in the quarter. Full-year revenue was $185.7 million with adjusted EBITDA loss of $31.2 million. The company guides 2026 revenue of $200–210 million and adjusted EBITDA of $18–20 million as the nucleic acid production model scales.

  • Q4 revenue $49.9M; adjusted EBITDA $0.5M (positive).
  • Exceeded revenue expectations; operating leverage improving.
  • 2026 revenue guide $200–210M; adj. EBITDA $18–20M.
  • Focus on CleanCap and nucleotide products for biopharma manufacturing.

Headline financials

Total Revenue

$49.9M

Previous: $56.6M-11.8%
EPS (adj)

-$0.04

Previous: $0.00
Adjusted EBITDA

$536K

Previous: -$1.1M+148.7%
Goodwill Impairment

$25.8M

Previous: $11.9M+116.8%
Net Income

-$63M

Previous: -$46.1M-36.7%
Operating Income

-$58.8M

Previous: $0.00
Gross Profit

$12.8M

No prior period

Revenue & EPS history

Maravai · Revenue · Quarterly

$49.9M

Q4 2025-11.8%vs Q4 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

For 2026, Maravai guides revenue of $200–210 million and adjusted EBITDA of $18–20 million as it drives operational excellence and revenue growth.

Tailwinds

  • Q4 return to positive adjusted EBITDA ahead of plan.
  • 2026 guidance implies meaningful EBITDA inflection.
  • Critical inputs for mRNA and nucleic acid therapeutics demand.

Headwinds

  • Large GAAP losses from impairments and restructuring.
  • Post-pandemic biotech funding cyclicality.
  • Customer inventory destocking risk in nucleotide demand.

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 Q4 2025

Historical avgQ4 2025

-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
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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