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Codexis
Codexis (CDXS) investor relations material
Codexis Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Mar, 2026
Executive summary
Achieved pivotal milestones in 2025, advancing the ECO Synthesis platform from concept to viable business, supporting preclinical development and customer IND submissions.
Fourth quarter 2025 revenue reached $38.9 million, with full-year revenue at $70.4 million, up 19% year-over-year, driven by the Merck agreement and higher R&D revenue.
Completed a $37.8 million Technology Transfer Agreement with Merck, significantly boosting Q4 revenue and validating commercial interest.
Ended 2025 with $78.2 million in cash and equivalents, providing runway through 2027.
Secured multiple contracts with leading pharma, biotech, and CDMOs, expanding commercial reach and supporting profit margins.
Financial highlights
FY 2025 revenue reached $70.4M, up from $59.3M in 2024; Q4 2025 revenue was $38.9M, up from $21.5M in Q4 2024.
Product gross margin improved to 64% for FY25 (from 56% in FY24) and 65% in Q4 2025 (from 63% in Q4 2024).
FY25 net loss narrowed to $44.0 million, improved from $65.3 million loss in 2024; Q4 2025 net income was $9.6 million versus a $10.4 million loss in Q4 2024.
R&D expenses: $11.7M in Q4 2025 ($52.3M FY), up from $12.1M Q4 2024 ($46.3M FY 2024); SG&A expenses: $11.2M in Q4 2025 ($47.1M FY), down from $13M Q4 2024 ($55.1M FY 2024).
One-time restructuring charge of $3.4M in Q4 and FY25.
Outlook and guidance
2026 revenue guidance is $72M–$76M, with revenue expected to be weighted toward the second half of the year.
Gross margins expected to remain stable at 2025 levels; operating expenses and CapEx to be similar to 2025.
Cash position expected to fund operations through end of 2027.
Focus on signing new licensing deals, scaling up ECO Synthesis, and progressing customer contracts to multi-year agreements.
GMP facility retrofit to begin in H2 2026, with full production by end of 2027.
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Next Codexis earnings date
Q1 202613 May, 2026
Codexis
Next Codexis earnings date
Q1 202613 May, 2026
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Codexis, Inc. discovers, develops, and sells enzymes and other proteins to the pharmaceutical and renewable chemical industries. The company offers CodeEvolver protein engineering platform that involves designing of molecule, designing an enzyme to do the job, and optimizing the enzyme for industrial use in discovery drug safety evaluations (DSEs) market; CodeXyme enzyme for converting sugar into specialty chemicals; and enzymes for manufacturing APIs. It also provides enzymes for fuel ethanol industry.
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