NYSE$DNA

Ginkgo Bioworks Holdings · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Ginkgo Bioworks reported its fourth quarter and full year 2024 financial results, highlighting significant improvement in cash flow, completion of site consolidation, and an expanded cost savings target.

Ginkgo Bioworks reported a total revenue of $44 million for Q4 2024, an increase from $35 million in the comparable prior year period. The company significantly reduced its GAAP net loss to $(108) million from $(212) million and improved Adjusted EBITDA to $(57) million from $(101) million in the comparable prior year period, driven by increased revenue and decreased operating expenses. Cash flow also improved significantly.

  • Fourth quarter 2024 total revenue increased to $44 million, up from $35 million in the comparable prior year period.
  • Cell Engineering revenue grew by 29% to $35 million in Q4 2024, driven by growth with large biopharma customers.
  • GAAP net loss significantly improved to $(108) million in Q4 2024 from $(212) million in the comparable prior year period.
  • Adjusted EBITDA improved to $(57) million in Q4 2024 from $(101) million in the comparable prior year period, reflecting increased revenue and decreased operating expenses.

Headline financials

Total Revenue

$44M

Previous: $34.8M+26.6%
EPS (adj)

-$2.00

Previous: -$4.40+54.5%
Deferred Other Income

$203M

No prior period
Remaining Performance Oblig.

$85.8M

No prior period
Genomatica Invest. Loss

$28.8M

No prior period
Pref. Stock Impairment Loss

$33M

No prior period
Net Income

-$108M

Previous: -$212M+49.2%
Operating Income

-$104M

Previous: -$178M+41.8%

Revenue & EPS history

Ginkgo Bioworks · Revenue · Quarterly

$44M

Q4 2024+26.6%vs Q4 2023
Beat estimate in 10 of 14 quarters(71%)
ActualEstimate

Forward guidance

Ginkgo expects total revenue for full year 2025 to be between $160 million and $180 million. Cell Engineering revenue is projected to be $110-$130 million, with potential upside from new Tools offerings. Biosecurity revenue is expected to be at least $50 million, based on current contracted backlog and anticipated program renewals.

Tailwinds

  • Expected total revenue of $160-$180 million in 2025.
  • Cell Engineering revenue projected at $110-$130 million in 2025, with potential upside from new Tools offerings.
  • Biosecurity revenue expected to be at least $50 million in 2025, based on current contracted backlog.
  • Anticipated program renewal for Biosecurity revenue.
  • Potential upside from additional opportunities in the Biosecurity pipeline.

Headwinds

  • Continued availability of government funding is a key assumption for Biosecurity revenue.
  • The guidance implies a potential decrease in total revenue compared to FY 2024.
  • The shift from early-stage to large/enterprise customers in Cell Engineering may impact growth rates.
  • The company is still working towards Adjusted EBITDA breakeven by the end of 2026.
  • Reliance on continued cost-cutting measures to achieve financial targets.

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 2024

Historical avgQ4 2024

-2.5%

Avg return

Earnings day

-8.6%

Avg return

5 days after

-12.3%

Avg return

30 days after

32%

7 / 22 earnings

Positive

+25.4%

Q4 2021

Best reaction

-20.8%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.9%-17.5%-19.4%
Q4 2025+3.1%-28.6%-36.8%
Q3 2025-20.8%-26.0%-18.1%
Q1 2025+14.8%+28.8%+17.7%
Q4 2024-11.5%-22.2%-40.5%
Q3 2024-1.8%-27.3%+17.9%
Q2 2024-1.5%+2.6%-48.4%
Q1 2024-14.8%-3.4%-42.4%
Q4 2023-15.1%-24.3%-23.7%
Q3 2023-18.2%-16.9%-11.7%
Q2 2023-15.9%-13.9%+0.0%
Q1 2023-2.9%-3.6%+35.0%
Q4 2022-4.8%-7.5%-9.5%
Q3 2022-6.3%-23.2%-41.1%
Q2 2022+3.0%-21.5%-15.4%
Q1 2022+3.0%-1.9%-2.6%
Q4 2021+25.4%+14.8%-6.3%
Q4 2019-0.3%-0.5%-11.8%
Q3 2021+8.5%+4.3%-15.9%
Q2 2021-0.1%-0.3%+1.5%
Q1 2021+0.0%-0.2%+0.2%
Q4 2020+0.0%-0.2%+0.2%
Q3 2020
Q2 2020
Q1 2020

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