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$10.05 -0.93 (-8.47%) At close · Nov 4 Play latest call Q2 2026 earnings call transcript
Russell 1000 member Rebalance outlook locked
Customer concentration — top 2 customers 92% of revenue

2 customers — 92% of revenue (three months ended March 31, 2026)

“For the three months ended March 31, 2026, two customers, the U.S. Government and the DOW Chemical Company (“Dow”) accounted for 92% and 4%, respectively, of the Company’s total revenue and grant income.”

One customer — 4% of revenue (three months ended March 31, 2026)

“For the three months ended March 31, 2026, two customers, the U.S. Government and the DOW Chemical Company (“Dow”) accounted for 92% and 4%, respectively, of the Company’s total revenue and grant income.”

2 customers — 82% of revenue (three months ended March 31, 2025)

“For the three months ended March 31, 2025, the United States Government and Dow accounted for 82% and 10%, respectively, of the Company’s total revenue and grant income.”

One customer — 10% of revenue (three months ended March 31, 2025)

“For the three months ended March 31, 2025, the United States Government and Dow accounted for 82% and 10%, respectively, of the Company’s total revenue and grant income.”
View the 10-Q filed Jun 4, 2026
Market Cap
$4.08B
Shares
406.37M
Volume · Nov 4 7.54M Avg daily vol (3M) 6.22M

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Quarterly report FY2026 Q2 Revenue $54.6M up 153.9% 10-Q filed Aug 13, 2026 Latest results Financial results 8-K filed Aug 13, 2026 Earnings call Q2 2026 earnings call Held Aug 13, 2026
2026
Aug 13
Quarterly report 10-Q FY2026 Q2, ended Jun 30
Quarterly report for FY2026 Q2 AI summary on its way
Revenue $54.6M ▲ 153.9% Net loss $59.09M
Jun 4
Quarterly report 10-Q FY2026 Q1, ended Mar 31
Quarterly report for FY2026 Q1 AI summary on its way
Revenue $43.42M ▲ 108.7% Net loss $166.22M
Showing 1–13 of 13 documents
Key facts CIK 2088896 CUSIP 98386P102 13F (30d) 81 filings 81 filers Visit website Investor relations