EBS
Emergent BioSolutions Inc.12.19
-0.14-1.14%
Dec 16, 4:00:03 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
650.35MP/E (TTM)
9.23Basic EPS (TTM)
1.32Dividend Yield
0%Recent Filings
8-K
Fowler joins Emergent board
Emergent BioSolutions appointed John D. Fowler, Jr. as independent Class II director effective March 1, 2026, to serve on the Audit and Finance Committee. Fowler brings 30+ years in healthcare and finance, including senior roles at Wells Fargo and Deutsche Bank. New directors get $270,000 equity grants. His expertise bolsters the turnaround.
10-K
FY2025 results
Emergent BioSolutions posted FY2025 revenues of $742.9M, down 29% y/y, yet swung to $52.6M net income from a $190.6M loss, fueled by $313.9M gross margin (up 17%, 45% rate). Q4 momentum shone in MCM Products, where $266.1M annual sales (58% margin) reflected steady USG buys of ACAM2000® ($56M contract) and TEMBEXA® ($17M option), while Anthrax MCM held firm despite CYFENDUS® timing shifts. Naloxone faltered at $226.1M (-43% y/y) from generics, but Services rebounded post-divestitures. Debt trimmed to $589.7M via $100M Term Loan paydown; $25.1M share buybacks executed. USG funding cuts threaten quarterly flows.
8-K
Profit turnaround, debt cut.
Emergent BioSolutions posted FY2025 revenues of $742.9M, down 29% yet swinging to $52.6M net income from 2024's $190.6M loss, fueled by 54% adjusted gross margin and $205M adjusted EBITDA. Turnaround advanced via $100M term loan paydown, $24.8M share repurchases, and $450M+ MCM contract wins. Debt slashed to 1.9x leverage. Guides 2026 revenues $720-760M.
8-K
CEO presents turnaround update
Emergent BioSolutions' CEO Joe Papa presented at the J.P. Morgan Healthcare Conference on January 14, 2026, furnishing slides under Item 7.01. Highlights include $775-$835M 2025 revenue guidance, $100M term loan paydown in December 2025 slashing net debt 41% from 2023-end, and MCM contract wins. Turnaround stabilizes operations. Debt reduced sharply.
8-K
Prepaid $100M term loan
Emergent BioSolutions voluntarily prepaid $100 million on its term loan in late December 2025, slashing gross debt by $275 million since 2023 to $593 million pro forma as of September 30, 2025—a 32% drop. This bolsters financial flexibility amid its multi-year transformation. Debt down sharply. CEO Papa eyes long-term stability and growth.
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