Ginkgo Bioworks (DNA) Q3 2026 earnings summary

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.