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Nautilus Biotechnology
Nautilus Biotechnology (NAUT) investor relations material
Nautilus Biotechnology Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary27 Oct, 2026
Executive summary
Strategy prioritizes proteoform applications, measuring protein modifications and combinations on individual molecules for research, drug development, precision medicine and AI training data.
Broadscale assay development remains behind the timeline for 2027 general availability at target specifications; Voyager pre-orders are targeted for early 2027 and instrument shipments for mid-2027.
Financial highlights
Q3 revenue was $234K: $208K in grant revenue and $26K in Early Access services, versus $424K in Q3 2025.
Operating expenses were $16.947M, up 10% YoY; R&D was $10.2M, up 6%, and SG&A was $6.8M, up 15%.
Net loss was $15.636M, or $0.12 per share, versus $13.574M, or $0.11 per share, in Q3 2025.
9M revenue was $424K, operating expenses were $49.009M versus $51.413M, and net loss was $44.802M versus $45.220M; cash, cash equivalents and investments totaled $114.3M at Sept. 30.
Outlook and guidance
The roadmap targets 20 proteoform assays by mid-2028; sample input requirements are expected to fall ~100-fold by mid-2027.
Initial Voyager availability is expected to include Tau, AKT1 and another oncology proteoforms assay; Q4 revenue is expected to grow sequentially from Q3 excluding SEEDS contribution.
FY2026 revenue is expected to exceed the prior outlook of ~$500K, with operating expense growth in the single digits; cash runway is projected into Q1 2028.
SEEDS participation is expected to provide up to $6M over four years, but funding may be reduced, delayed or terminated.
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Latest events from Nautilus Biotechnology
- Up to $125M in common stock may be sold at market to fund proteomics platform development.NAUT
Registration filing - First revenue recognized, net loss narrows, and proteoform assay development accelerates.NAUTQ2 2026
- Comprehensive proteomics platform targets full proteome analysis with launch planned for late next year.NAUTMorgan Stanley 23rd Annual Global Healthcare Conference
- Next-gen proteomics platform set for 2025 launch, targeting deep, accessible protein analysis.NAUTGoldman Sachs 45th Annual Global Healthcare Conference
- All proposals passed, including director elections and annual Say on Pay votes.NAUTAGM 2026
- A novel proteomics platform promises to revolutionize drug discovery and precision medicine.NAUTInvestor Summit Virtual Conference
- Operating expenses fell 14% and net loss narrowed as platform commercialization advanced.NAUTQ1 2026
- Q3 net loss was $16.4M, cash $221.2M, launch targeted for late 2025, milestones delayed.NAUTQ3 2024
- Launch delayed to late 2026; net loss rose 11% to $70.8M; cash runway through 2027.NAUTQ4 2024
Next Nautilus Biotechnology earnings date
Q4 202626 Feb, 2027
Nautilus Biotechnology
Next Nautilus Biotechnology earnings date
Q4 202626 Feb, 2027
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Frequently asked questions
Nautilus Biotechnology, Inc. is a life sciences company specializing in the development of a next-generation platform for proteomics research. The company's technology is designed to identify and quantify proteins with high sensitivity, aiming to advance scientific discovery and improve healthcare outcomes. Nautilus focuses on enabling researchers to study the proteome at unprecedented depth and scale, which could support advancements in drug discovery, diagnostics, and personalized medicine. The company is headquartered in Seattle, Washington, and its shares are listed on the NASDAQ.