NASDAQ$OABI

OmniAb Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

OmniAb Inc reported financial results for the second quarter ended June 30, 2025.

OmniAb reported total revenue of $3.9 million for Q2 2025, down from $7.6 million in the prior year quarter, driven by lower license, service and royalty revenue. The company posted a net loss of $15.9 million and an operating loss of $16.2 million. Active partners increased to 100 with 381 active programs and 32 active clinical programs and approved products.

  • Total revenue declined 49% year-over-year to $3.9 million, primarily due to lower license and milestone, service, and royalty revenue.
  • Net loss widened to $15.9 million from $13.6 million in Q2 2024, with operating expenses of $20.1 million.
  • Ended the quarter with $18.3 million in cash and cash equivalents and $295.7 million in total assets.
  • Platform metrics showed growth to 100 active partners, 381 active programs, and 32 active clinical programs and approved products.

Headline financials

Total Revenue

$3.9M

Previous: $7.61M-48.8%
EPS (adj)

-$0.15

Previous: -$0.13-15.4%
Active partners

100

Previous: 83+20.5%
Active programs

381

Previous: 333+14.4%
Active clinical programs and approved products

32

No prior period
Capital Expenditures

-$374K

Previous: -$1.68M+77.7%
Net Income

-$15.9M

Previous: -$13.6M-16.5%
Operating Income

-$16.2M

Previous: -$16.3M+0.5%
Cash & Equivalents

$18.3M

No prior period
Total Assets

$296M

No prior period

Revenue & EPS history

OmniAb · Revenue · Quarterly

$3.9M

Q2 2025-48.8%vs Q2 2024
Beat estimate in 4 of 14 quarters(29%)
ActualEstimate

Revenue by segment

OmniAb · $3.9M total across 4 segments · Q2 2025

  • Service revenue
    $1.94M
  • License and milestone revenue
    $1.24M
  • xPloration revenue
    $608K
  • Royalty revenue
    $111K

Historical earnings impact

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

Avg. return before/after earnings

Based on 17 quarterly earnings reports

Historical avg

-2.1%

Avg return

Earnings day

+1.5%

Avg return

5 days after

+4.1%

Avg return

30 days after

39%

7 / 18 earnings

Positive

+9.9%

Q4 2025

Best reaction

-20.4%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026+2.1%+29.4%+72.7%
Q4 2025+9.9%+9.9%-14.9%
Q3 2025-4.1%+0.7%+31.8%
Q1 2025-7.2%-3.2%-4.5%
Q4 2024-20.4%-20.4%-43.9%
Q3 2024-11.5%-15.7%-13.0%
Q2 2024+4.4%+4.9%-2.2%
Q1 2024+3.1%-0.9%+2.2%
Q4 2023-2.5%+0.8%-11.4%
Q3 2023-6.8%+3.5%+7.3%
Q2 2023-5.7%-3.8%-10.4%
Q1 2023+6.1%+16.1%+37.3%
Q4 2022+9.5%+10.1%+3.6%
Q3 2022-15.5%-4.1%+19.3%
Q2 2022+0.2%+0.1%+0.3%
Q1 2022-0.0%+0.0%+0.1%
Q4 2021-0.0%-0.1%-0.1%
Q3 2021+0.0%+0.0%-0.1%

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