Emergent BioSolutions Inc.
9.40-0.07 (-0.74%)
Oct 29, 4:00:02 PM EDT · NYSE · EBS · USD
Key Stats
Market Cap
501.50MP/E (TTM)
3.59Basic EPS (TTM)
2.62Dividend Yield
0%Recent Filings
8-K
8-K
ACAM2000 contract extended $56M
Emergent BioSolutions secured a $56 million contract modification on September 5, 2025, from the U.S. government's ASPR for supplying ACAM2000 smallpox and mpox vaccine doses by year-end. This extension of their 10-year deal boosts projected 2025 sales for the vaccine and related products beyond $120 million. Deliveries start this month. Yet risks like myocarditis persist in the vaccine's profile.
8-K
BARDA awards $30M vaccine contract
Emergent BioSolutions secured a $30 million contract modification from BARDA on August 29, 2025, to supply additional doses of CYFENDUS anthrax vaccine under its 2016 agreement. Deliveries start October 1, 2025, and wrap by March 31, 2026, bolstering U.S. stockpiles against bioterror threats. This builds on a prior $50 million award. Yet risks linger in execution timelines.
10-Q
Q2 FY2025 results
Emergent BioSolutions posted Q2 revenue of $140.9M, down 45% y/y from $254.7M, yet swung to a slim operating profit of $1.6M after last year's $203.5M loss—driven by restructuring gains and no repeat of prior impairments or asset sale hits. Commercial naloxone sales dropped 44% y/y to $67.5M on softer OTC demand, while MCM products held steady at $58.4M, buoyed by 127% y/y smallpox vaccine growth offsetting anthrax timing dips; gross margins climbed to 36% from -26% y/y, thanks to cost controls. Cash swelled to $267.3M on $95.2M operating inflows and $76.7M from the Bayview facility sale, covering $667.8M debt under compliant covenants. Free cash flow hit $88.7M (derived), but naloxone pricing pressures linger.
8-K
Q2 revenues beat guidance
Emergent BioSolutions reported Q2 2025 revenues of $140.9 million, beating guidance by $21 million despite a 45% year-over-year drop from one-time prior-year items. Adjusted EBITDA surged 382% to $28.5 million, with margins expanding sharply to 20%, fueled by restructuring efficiencies and robust medical countermeasures demand. The company raised its full-year Adjusted EBITDA guidance to $175-200 million. Yet, naloxone sales dipped 44% on pricing shifts.
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