DNA $12.35 -1.20%

DNA · Ginkgo Bioworks Holdings, Inc.

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$12.35 -0.15 (-1.20%) At close · Oct 2

Russell 2000 member Rebalance outlook locked

Market Cap

$844.45M

67.34M

Volume · Oct 2 2.04M Avg daily vol (3M) 1.4M

All webcasts

Earnings call · FY2026 Q2

Ginkgo Bioworks Holdings, Inc. (DNA) Q2 2026 Earnings Call

Concluded Aug 5, 2026

Aug 5, 2026 0 turns

Period: FY2026 Q2
Runtime: —
Sources: 2 artifacts

8-K 10-Q

Executive readout · one minute

What matters this quarter

Ginkgo reported Q2 2026 revenue of $20 million, down 48% year-over-year, with an Adjusted EBITDA loss of $36 million, while reaffirming full-year cash burn guidance of $125–$150 million. The company secured new autonomous lab contracts at MIT, Caltech, Northwestern, and University of Maryland, and began work on a $47 million EMSL lab at PNNL.

Nebula lab in Boston 52 NSF-funded university labs announcement 38 Autonomous labs as national imperative 32 Competing with offshore CROs 31 Revenue and guidance outlook 27 Cash burn and cost discipline 18

Management tone

Positive

Net tone +25 · low hedging

Grounding quotes

“we are pleased with the continued improvements in cash burn efficiency and our business pursuits for 2026”
“we have made a lot of headway, as you know, and we've been talking about for a couple of years now on improving our cash burn”

Forward guidance

1 guided metrics

Management's latest ranges and targets are included below.

Research coverage

2 live sources

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Revenue $20.16M -48.5% YoY

Net income -$46.71M

Research materials

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8-K earnings release Filed Aug 5, 2026 10-Q report Filed Aug 6, 2026 Company webcastOpen the original investor-relations page

Key takeaways

What improved, and what deserves a closer read.

↑ Constructive signals

Won autonomous lab contracts at four universities, with three (Caltech, Northwestern, Maryland) commissioned under NSF's ~$400 million cloud lab network
Began work on a $47 million, 97-instrument autonomous lab for PNNL's EMSL
New ADME-One service is priced 10x cheaper than WuXi and signed 17 customers in first 6 weeks
Held $302 million in cash, cash equivalents and marketable securities as of June 30, 2026

↓ Risks & pressure points

Q2 revenue fell 48% year-over-year to $20 million
Q2 Adjusted EBITDA loss widened to $(36) million from $(25) million year-over-year
Q2 GAAP net loss from continuing operations widened to $(57) million from $(53) million
Q2 cash burn increased to $45 million from $38 million year-over-year

Key moments

Read the management remarks selected from the transcript.

“We have made a lot of headway, as you know, and we've been talking about for a couple of years now on improving our cash burn. You can see that in the second half of this year, we intend to improve on that burn even further than we did in the first half of the year.” Jason Kelly, CEO

“we are reaffirming our overall Cash Burn guidance for 2026 totaling 125 to 150 million dollars this range reflects a firm balance amongst cost efficiency continuing services and tools and further investments we are making” Steven Coen, CFO

Forward guidance

From the 8-K filed Aug 5, 2026.

Metric	Period	Guided	Basis
Total cash burn Initiated Full Year 2026	Full Year 2026	$-150M – $-125M	Non-GAAP

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