Earnings Releases·Nov 4, 2026, 4:21 PM ET

BillionToOne — Third Quarter 2026 Earnings Summary

Total revenue surged 47% year-over-year to $123.0 million, driven by a 96% jump in oncology testing revenue to $17.1 million and a 41% increase in prenatal testing to $104.3 million, while net income expanded significantly to $17.4 million ($0.32 per share) from $1.5 million in the prior year period.
Full-year 2026 revenue guidance was raised to $460–$470 million (51–54% growth), with management projecting sustained profitability despite continued investments and higher average selling prices of $589.
The company announced the commercial launch of Northstar Clear, a blood-only MRD test for all solid tumors, scheduled for December 15, 2026, following validation data showing 94% agreement with leading tumor-informed assays.
Balance sheet strength remains robust with $561.5 million in cash and cash equivalents as of September 30, 2026, though long-term debt increased to $88.98 million, reflecting $30.0 million in debt proceeds during the first nine months of the year.