NASDAQ$VXRT

Vaxart Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Vaxart Inc reported Q2 2025 results with $39.7 million in government contract revenue and a narrowed net loss.

Vaxart Inc recorded total revenue of $39.7 million for the three months ended June 30, 2025, driven almost entirely by government contracts supporting its COVID-19 vaccine program. The company posted a net loss of $15.0 million and basic EPS of $(0.07), while ending the quarter with $20.1 million in cash and cash equivalents and total assets of $164.1 million. Management indicated cash runway extending into the first quarter of 2026 following recent workforce reductions.

  • Q2 revenue reached $39.7 million, up sharply from $6.4 million in the prior-year quarter, almost all from government contracts.
  • Net loss improved to $15.0 million from $16.5 million year-over-year despite higher R&D spend on clinical trials.
  • R&D expenses totaled $49.7 million while G&A expenses declined to $4.6 million.
  • Cash and cash equivalents stood at $20.1 million with runway projected into Q1 2026 after a 21% workforce reduction.

Headline financials

Total Revenue

$39.7M

Previous: $6.4M+520.7%
EPS (adj)

-$0.07

Previous: -$0.09+22.2%
Cash Runway

0

No prior period
Research and Development Expenses

$49.7M

Previous: $17.5M+184.5%
General and Administrative Expenses

$4.6M

Previous: $5.18M-11.2%
Capital Expenditures

-$27K

Previous: -$501K+94.6%
Net Income

-$15M

Previous: -$16.5M+9.0%
Operating Income

-$14.6M

Previous: -$16.3M+10.2%
Cash & Equivalents

$20.1M

No prior period
Total Assets

$164M

No prior period

Revenue & EPS history

Vaxart · Revenue · Quarterly

$39.7M

Q2 2025+520.7%vs Q2 2024
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

Vaxart · $39.7M total across 1 segment · Q2 2025

  • Government Contracts
    $39.7M

Forward guidance

Cash runway expected into the first quarter of 2026 following workforce reductions and continued government contract execution.

Tailwinds

  • Strong government contract revenue supporting clinical programs
  • Reduced G&A expenses year-over-year
  • Workforce reduction to align costs with business needs

Headwinds

  • Continued net losses and operating cash burn
  • High R&D spend required for Phase 2b COVID-19 study

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

-1.4%

Avg return

Earnings day

-0.2%

Avg return

5 days after

-3.7%

Avg return

30 days after

37%

23 / 62 earnings

Positive

+22.7%

Q1 2024

Best reaction

-23.1%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026-1.4%-8.8%-19.5%
Q4 2025-13.0%-14.9%-14.9%
Q3 2025+11.6%+5.4%+0.0%
Q1 2025-0.7%+19.0%+66.7%
Q4 2024-9.1%-19.3%-40.4%
Q3 2024-12.8%-15.3%-18.1%
Q2 2024-2.7%+0.0%+48.3%
Q1 2024+22.7%+35.2%+7.0%
Q4 2023-4.4%+2.7%-19.5%
Q3 2023+8.4%+12.3%+12.3%
Q2 2023+1.3%-3.9%+9.2%
Q1 2023+0.0%+0.0%+44.8%
Q4 2022+0.0%-10.1%-16.5%
Q3 2022-11.9%+16.1%-20.3%
Q2 2022+3.4%+1.2%-31.1%
Q1 2022-9.6%-6.2%+5.1%
Q4 2021+18.9%+12.8%+13.9%
Q3 2021-8.0%-6.7%-12.9%
Q2 2021+5.4%+11.6%+4.9%
Q1 2021-18.7%-33.2%-31.7%
Q4 2020-2.6%-2.7%-18.4%
Q3 2020+10.0%+23.0%+61.4%
Q2 2020-4.9%+11.3%-49.0%
Q1 2020+1.1%-2.1%-20.7%
Q4 2019-23.1%-27.4%-15.0%
Q3 2019-2.9%-11.4%-8.6%
Q2 2019+21.1%+17.5%+22.8%
Q1 2019+8.5%+9.9%-8.5%
Q4 2018-9.5%-12.2%-25.3%
Q3 2018-15.8%-12.1%+0.7%
Q2 2018+0.6%-1.0%+0.3%
Q1 2018-5.3%-1.8%+1.8%
Q4 2017+4.8%+0.0%+9.5%
Q3 2017-2.0%+0.0%-6.0%
Q2 2017-1.7%-1.7%-46.6%
Q1 2017-8.3%-4.1%-33.2%
Q4 2016+0.0%+11.3%+12.0%
Q3 2016-3.1%
Q2 2016-15.2%
Q1 2016+7.6%
Q4 2015-4.6%
Q3 2015-3.1%
Q2 2015-2.4%
Q4 2014-0.8%
Q1 2015-0.8%
Q3 2014-6.3%
Q2 2014+0.2%
Q1 2014+1.5%
Q4 2013+1.5%
Q3 2013-0.8%
Q2 2013+2.6%
Q1 2013+0.6%
Q4 2012-1.8%
Q3 2012+1.1%
Q4 2011+0.0%
Q3 2011-1.0%
Q2 2011-5.2%
Q2 2010-5.2%
Q1 2011+0.9%
Q4 2010+2.0%
Q3 2010+0.2%
Q1 2010-7.0%

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