Ginkgo Bioworks
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Ginkgo Bioworks (DNA) investor relations material

Ginkgo Bioworks Q3 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q3 2026 earnings summary5 Nov, 2026

Executive summary

  • Autonomous Labs equipment and Cloud Lab services were positioned as two offerings on one autonomous-lab platform; Q3 included the first autonomous-lab sale to Novo Nordisk.

  • Q3 revenue was $27.7M, down 6% YoY, while continuing-operations net loss and Adjusted EBITDA loss narrowed; FY26 cash-burn guidance was reaffirmed.

Financial highlights

  • Q3 revenue was $27.7M versus $29.4M; 9M revenue was $67.3M versus $106.7M.

  • Q3 continuing-operations net loss was $41.0M versus $73.4M; 9M continuing-operations net loss was $174.4M versus $209.9M.

  • Q3 Adjusted EBITDA loss was $22.3M versus $52.7M; 9M loss was $100.8M versus $122.3M.

  • Q3 cash burn was $27M versus $28M; 9M cash burn was $120M versus $124M.

Outlook and guidance

  • FY26 total cash-burn guidance was reaffirmed at $125M–$150M, compared with FY25 cash burn of $171M.

  • Priorities include increasing autonomous-lab sales to biopharma, national labs and research universities, and expanding Cloud Lab services.

  • Systems revenue is expected at installation, with recurring services and SaaS-like revenue building across the deployed fleet; typical installation lead times are 6–12 months.

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Frequently asked questions

Ginkgo Bioworks Holdings, Inc, a biomolecular engineering company, develops biological manufacturing technologies to program cells for molecular manufacturing systems. Ginkgo Bioworks Holdings software engineering platform uses the widely used programming language Python and its library of bioinformatics functions and statistical methods. Ginkgo Bioworks' programs are designed to modify bacterial genes to make organic compounds such as vanillin, scents to produce civetone in bacteria, Beta-carotene and lycopene in yeast cells, gluconic acid in E. coli; and shikimic acid and artemisinic acid in yeast cells. The company sells its products to pharmaceutical companies including AstraZeneca Group and Eli Lilly & Co; chemical companies including Firmenich SA; flavor, aroma, and fragrance companies; craft breweries; and others.