ArcticZymes Technologies (AZT) Q4 2025 earnings summary

Executive summary

• Q4 2025 delivered strong sales growth and improved profitability, marking the best quarter since Q1 2022 and one of the strongest in company history, driven by commercial transformation, operational discipline, and strategic partnerships.

• Diversification efforts included establishing metagenomics as a new growth area, expanding the product portfolio, and completing the build-out of a new commercial team.

• Key milestones included launching a scalable growth strategy, forming a strategic SAN partnership with Brenntag in Europe, and advancing AI initiatives for enzyme discovery.

Financial highlights

• Q4 2025 revenue increased 39% year-over-year to NOK 34.7 million; full-year revenue up 9% to NOK 118.2 million.

• Q4 EBITDA was NOK 8.3 million, up 232% year-over-year; full-year EBITDA more than doubled to NOK 12 million.

• Gross margin remained above 90% across all products.

• Positive cash flow of NOK 20.8 million for the year, ending with a cash balance of NOK 265 million and no debt.

• Net profit for Q4 was NOK 6.9 million; full-year net profit reached NOK 9.9 million.

Outlook and guidance

• Entering 2026 with momentum and a scalable platform, targeting sustainable double-digit annual growth.

• Strategic focus on expanding GMP-grade nucleases, deepening CDMO collaborations, and broadening enzyme portfolio applications, especially in RNA workflows and metagenomics.

• Strengthened commercial platform and channel strategy position the company for further expansion.

• Quarterly revenue may fluctuate, but annual growth is expected.