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Emergent BioSolutions (EBS) investor relations material
Emergent BioSolutions Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary29 Oct, 2025
Executive summary
Q3 2025 revenue was $231.1M, exceeding guidance by $21M, with net income of $51.2M and a net income margin of 22%.
Year-to-date 2025 revenue was $594.2M, with net income of $107.2M and adjusted EBITDA of $194M (33% margin).
Gross margin improved to 54% (adjusted 61%) in Q3 2025, and adjusted EBITDA margin was 38%.
Full-year 2025 revenue guidance was raised to $775–$835M, with adjusted EBITDA guidance of $195–$210M.
Significant restructuring and divestitures, including the sale of RSDL® and the Camden and Baltimore-Bayview facilities, were completed.
Financial highlights
Q3 2025 revenues were $231.1M, down 21% year-over-year, but exceeded guidance; net income was $51.2M.
Adjusted EBITDA for Q3 2025 was $87.8M (38% margin); YTD adjusted EBITDA was $194M (33% margin).
Operating expenses for Q3 2025 decreased 33% year-over-year, with SG&A spend down significantly.
Cash and equivalents at September 30, 2025, were $245.5M, with liquidity of $346M including undrawn revolver.
Net leverage improved to ~2x net debt to adjusted EBITDA, down from 3.3x in Q3 2024.
Outlook and guidance
Full-year 2025 revenue guidance raised to $775–$835M; adjusted EBITDA guidance increased to $195–$210M.
Adjusted gross margin forecasted at 52–54% for the year.
MCM product sales expected at $450–$475M; commercial products (including Narcan and KLOXXADO) at $265–$300M.
Management expects continued variability in quarterly results due to timing of government contracts and product deliveries.
Liquidity and capital resources are expected to be sufficient for at least the next twelve months.
International MCM growth: Is it sustainable?
Future capital deployment priorities?
Naloxone market growth sustainability?
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Next Emergent BioSolutions earnings date
Q4 20255 Mar, 2026
Next Emergent BioSolutions earnings date
Q4 20255 Mar, 2026
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Frequently asked questions
Emergent BioSolutions Inc. is a specialty pharmaceutical company that focuses on the development, manufacture and commercialization of vaccines and therapeutics. The Company's products consist of anthrax vaccine (BioThrax (Anthrax Vaccine Adsorbed)), the only Food and Drug Administration (FDA) approved vaccine for the prevention of anthrax infection; other vaccines in development, including Vaxchora for the prevention of cholera; NuThrax for the treatment of anthrax infection in combination with antibiotics; ACAM100, a smallpox vaccine for biodefense use, and AIGIV, a rabies vaccine candidate for pre- and post-exposure prophylaxis.
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