NASDAQ$WGS

GeneDx Holdings Corp · Q4 2025 earnings

Q4 2025 earnings · · Before market open

Briefing

GeneDx reported Q4 2025 revenue of $121.0M with adjusted net income of $4.4M; GAAP net loss was $17.7M.

GeneDx delivered Q4 revenue of $121.0M (+27% YoY, +37% excluding a 2024 payer recovery), with exome/genome revenue up 32% and volume up 34%. Adjusted gross margin was 71% and adjusted net income was $4.4M, while GAAP net loss was $17.7M (diluted loss $0.61). Cash and investments totaled $172.3M. Management reaffirmed FY2026 guidance for revenue of $540–$555M, 33–35% exome/genome growth, adjusted gross margin at least 70%, and positive adjusted net income.

  • Q4 revenue $121.0M; exome/genome revenue $104.0M (+32% YoY).
  • Adjusted net income $4.4M; GAAP net loss $17.7M.
  • Exome/genome volumes 27,761 (+34% YoY), 47% of total tests.
  • Reaffirmed FY2026 revenue $540–$555M and positive adjusted net income.

Headline financials

Total Revenue

$121M

No prior period
EPS (adj)

$0.14

No prior period
Exome & Genome Revenue Growth

32.0%

No prior period
Exome & Genome Volume Growth

34.3%

No prior period
Adjusted Gross Margin

71.1%

No prior period
Adjusted Net Income

$4.4M

No prior period
Exome & Genome Test Results

27.8K

No prior period
Exome and genome test volume

27.8K

No prior period
Net Income

-$17.7M

No prior period
Operating Income

-$14.2M

No prior period
Gross Profit

$84.3M

No prior period

Revenue & EPS history

GeneDx Holdings Corp · Revenue · Quarterly

$121M

Q4 2025
Beat estimate in 1 of 2 quarters(50%)
ActualEstimate

Forward guidance

FY2026 guidance: revenue $540–$555M, exome/genome revenue and volume growth of 33–35%, adjusted gross margin at least 70%, and positive adjusted net income.

Tailwinds

  • 33–35% exome/genome growth targets sustained momentum from Q4 volume trends.
  • Adjusted gross margin floor of 70% supports scaling of GeneDx Infinity platform.
  • Expanded Medicaid coverage in eight additional states broadens addressable market.

Headwinds

  • GAAP net loss in Q4 despite adjusted profitability.
  • Adjusted operating expenses 68% of revenue versus 52% prior year.
  • Prior-year results included $6.8M discrete payer recovery affecting comparisons.

Historical earnings impact

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

Avg. return before/after earnings

Based on 14 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

-0.2%

Avg return

Earnings day

-7.5%

Avg return

5 days after

-10.6%

Avg return

30 days after

36%

5 / 14 earnings

Positive

+49.9%

Q3 2024

Best reaction

-42.8%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.8%-37.6%-18.8%
Q4 2025+6.1%-2.9%-18.4%
Q3 2025+5.2%+4.8%+26.7%
Q1 2025-42.8%-43.4%-39.1%
Q3 2024+49.9%+38.7%+41.7%
Q2 2024-10.6%-10.7%-3.6%
Q1 2024-0.7%+77.4%+90.9%
Q3 2023-1.1%-20.7%-2.2%
Q2 2023-0.6%-21.2%-34.1%
Q1 2023-5.6%-22.2%-24.3%
Q3 2022-12.2%-39.0%-70.8%
Q2 2022-1.2%-51.0%-58.8%
Q1 2022+10.3%+32.1%+1.9%
Q3 2021-2.5%-9.2%-39.4%

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