GH
Guardant Health, Inc.100.00
-2.67-2.6%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A refines growth drivers, conservatism
Q&A adds color without contradictions, fleshing out oncology momentum: Guardant360 liquid targets 20% volume growth, Reveal accelerates via therapy monitoring synergy with G360, and tissue builds post-upgrade. Shield guidance embeds conservatism amid Q1 seasonality and monitored upsides from Quest/PathGroup; burn stays ~$220M with sales force ramp. Management was direct on mix-driven ASP dip and unscreened patient demand. Reveal Ultra launches with best-in-class sensitivity. NovaSeq X drives 200bps Guardant360 margin gains mid-year. Bullish tone persists; watch Shield ramp and reimbursements.
Key Stats
Market Cap
12.99BP/E (TTM)
-Basic EPS (TTM)
-3.22Dividend Yield
0%Recent Filings
8-K
Q4 revenue jumps 39%
Guardant Health posted Q4 2025 revenue of $281.3M, up 39% year-over-year, fueled by 30% oncology growth to $189.9M and screening surge to $35.1M from 38,000 Shield tests. Full-year revenue hit $982M, up 33%, with non-GAAP gross margin steady at 66% and free cash flow burn cut to $(233)M. Guides 2026 revenue to $1.25-1.28B, up 27-30%. Momentum builds.
10-K
FY2025 10-K excerpt
Guardant Health's 10-K for FY2025 ended December 31, 2025 lacks financial statements, quarterly breakdowns, or MD&A results, so topline, profitability, and Q4 metrics not disclosed. No y/y deltas, segment trends, or EPS figures provided in the filing excerpt. Liquidity, capital allocation, and guidance omitted. Q4 momentum impossible to assess. Regulatory hurdles stall quarterly visibility.
8-K
Q4 revenue up 39% to $280M
Guardant Health revealed preliminary Q4 2025 results on January 11, 2026, with revenue hitting ~$280M, up 39% year-over-year, fueled by 79,000 oncology tests (+38%) and Shield screening tests surging to 38,000 from 6,400. Full-year revenue reached ~$981M, up 33%, on 276,000 oncology and 87,000 Shield tests. Momentum builds. Free cash flow stayed negative at ~$233M, cash at ~$1.3B, but final figures may differ.
8-K
Upsized $730M equity-debt raise
Guardant Health closed an upsized public offering of 3,833,332 common shares at $90.00 per share on November 7, 2025, netting $327.2 million, alongside $402.5 million in 0% convertible senior notes due 2033, netting $390.0 million. Proceeds target general corporate purposes, possibly repurchasing 2027 notes. Cash bolsters balance sheet. Notes carry conversion risks if stock surges.
8-K
Q3 revenue surges 39%
IPO
Website
Employees
Sector
Industry
DGX
Quest Diagnostics Incorporated
178.66-5.45
EXAS
Exact Sciences Corporation
101.76+0.02
GNTLF
GENETIC TECHNOLOGIES
1.00+0.00
GRAL
GRAIL, Inc.
87.02-4.02
IDXG
Interpace Biosciences, Inc.
1.14-0.02
ILMN
Illumina, Inc.
131.56-3.36
LH
Labcorp Holdings Inc.
258.11-5.22
MYGN
Myriad Genetics, Inc.
6.88-0.11
PSNL
Personalis, Inc.
7.98-0.50
WGS
GeneDx Holdings Corp.
141.72-8.89