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Pacific Biosciences (PACB)
NASDAQ:PACB
US Market
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Pacific Biosciences (PACB) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 12, 2026
TBA (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
-0.15
Last Year’s EPS
0.01
Same Quarter Last Year
Moderate Buy
Based on 4 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 05, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call presented a mix of positive and negative aspects. While there were significant achievements in consumable revenue, gross margin improvements, and clinical advancements, these were tempered by an overall decline in total revenue and challenges in the funding environment impacting instrument sales.
Company Guidance
During PacBio's Third Quarter 2025 Earnings Conference Call, the company provided guidance indicating a slightly below-expectation revenue of $38.4 million, primarily due to fewer Vega shipments in Europe and lower-than-expected ASPs. However, consumable revenue reached an all-time high of $21.3 million, contributing to a non-GAAP gross margin of 42%, the highest since 2022. The EMEA region showed 18% year-over-year growth, driven by a 50% increase in consumable revenue. Meanwhile, the Americas faced a challenging funding environment, particularly for NIH-dependent academic and government research customers. In the Asia Pacific, revenue met forecasts despite lower ASPs, with significant contributions from China. The company narrowed its full-year revenue guidance to $155-$160 million, anticipating a 10% sequential growth in the fourth quarter, driven by increased shipments of Revio and Vega instruments. Additionally, PacBio aims to reduce cash burn to approximately $115 million for 2025 and achieve cash flow breakeven by 2027.
Record Consumable Revenue
Consumable revenue reached an all-time high of $21.3 million, growing 15% year-over-year and 12% sequentially, driven by strong adoption of long-read sequencing technology.
Improved Gross Margins
Non-GAAP gross margins were 42%, the highest level since 2022, due to increased consumable revenue and improved product mix.
Strong EMEA Growth
EMEA revenue increased by 18% year-over-year, driven by a 50% increase in consumable revenue.
Cash Burn Reduction
Cash burn reduced to $16 million in Q3, with an expected total cash burn of approximately $115 million for 2025, an improvement of over $70 million compared to 2024.
Clinical Advancements and Partnerships
Secured China regulatory approval for Sequel II CNDx system for clinical-grade long-read sequencing, and announced partnerships to expand clinical assay use.
New Chemistry SPRQ-Nx Launched
Unveiled the SPRQ-Nx chemistry, expected to lower sequencing costs to less than $300 per genome and improve gross margins through multi-use SMRT Cells.

Pacific Biosciences (PACB) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

PACB Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 12, 2026
2025 (Q4)
-0.15 / -
0.01
Nov 05, 2025
2025 (Q3)
-0.15 / -0.13
-0.2240.91% (+0.09)
Aug 07, 2025
2025 (Q2)
-0.17 / -0.14
-0.6478.13% (+0.50)
May 08, 2025
2025 (Q1)
-0.19 / -1.44
-0.29-396.55% (-1.15)
Feb 13, 2025
2024 (Q4)
-0.19 / 0.01
-0.31103.23% (+0.32)
Nov 07, 2024
2024 (Q3)
-0.22 / -0.22
-0.2615.38% (+0.04)
Aug 07, 2024
2024 (Q2)
-0.23 / -0.64
-0.28-128.57% (-0.36)
May 09, 2024
2024 (Q1)
-0.28 / -0.29
-0.3619.44% (+0.07)
Feb 15, 2024
2023 (Q4)
-0.29 / -0.31
-0.3716.22% (+0.06)
Oct 30, 2023
2023 (Q3)
-0.29 / -0.26
-0.3423.53% (+0.08)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

PACB Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 05, 2025
$1.92$1.78-7.29%
Aug 07, 2025
$1.26$1.35+7.14%
May 08, 2025
$1.20$1.12-6.67%
Feb 13, 2025
$1.48$1.85+25.00%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Pacific Biosciences (PACB) report earnings?
Pacific Biosciences (PACB) is schdueled to report earning on Feb 12, 2026, TBA (Confirmed).
    What is Pacific Biosciences (PACB) earnings time?
    Pacific Biosciences (PACB) earnings time is at Feb 12, 2026, TBA (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is PACB EPS forecast?
          PACB EPS forecast for the fiscal quarter 2025 (Q4) is -0.15.
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