Itaconix (ITX) H1 2026 TU earnings summary

Executive summary

• Achieved record H1 2026 unaudited revenues of $8.3 million, up 72% year-over-year and 46% sequentially from H2 2025.

• Growth was broad-based across all major product segments, with strong performance in both EMEA and North America.

• Strategic investments in headcount and product development are supporting near-term growth and advancing long-term opportunities.

Financial highlights

• H1 2026 revenue reached $8.3 million, compared to $4.8 million in H1 2025 and $5.7 million in H2 2025.

• Gross profit margin for H1 2026 expected at 36%, consistent with FY 2025.

• FY 2026 revenue now expected to be at least $14.8 million, ahead of previous analyst forecasts of $13.3 million.

• Board continues to expect a small positive EBITDA for FY 2026.

Outlook and guidance

• Board raises FY 2026 revenue guidance to no less than $14.8 million.

• Small positive EBITDA anticipated for FY 2026, reflecting ongoing investments.

• Further H1 2026 results to be released around 8 September 2026.