Jun 2026 (Q2 FY26) — Aug 5, 2026
BillionToOne Q2 FY26 — Strong Growth and Profitability Driven by Product Innovation and Commercial Expansion
Read the full callBillionToOne (BLLN) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
BillionToOne earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 109 | +64.4% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 5.0 | +7.5 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 8.1 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
$102.73 +4.96% · +$4.85
Performance −5.7% 1Y
1Y: $108.94 on 6 Nov 2025 → $102.73. High $149.97 (5 Aug 2026), low $64.03 (12 Mar 2026).
- Previous close
- $97.88
- 52-week range
- $64.03 – $149.97
Overview
- Symbol
- BLLN
- Sector
- Health Care
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q1 FY26) — May 6, 2026
BillionToOne Q1 FY26 — Strong Growth, Expanded Margins, and New Product Launch
Read the full callDec 2025 (Q4 FY25) — Mar 4, 2026
BillionToOne Q4 FY25 — Exceeds Rule of 100 with Strong Growth and Profitability
Read the full callEvery analysed call
BillionToOne earnings calls (BLLN)
Financials
What the filings say
Net profit, year on year: +3374% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 38 | 45 | 59 | 67 | 84 | 96 | 108 | 109 |
| Operating profit | -13 | -12 | -2 | -2 | 10 | 10 | 18 | 6 |
| Operating margin | −32.9% | −25.9% | −3.9% | −2.4% | 11.5% | 10.8% | 16.4% | 5.0% |
| Other income | -2 | 0 | -2 | 1 | -4 | -4 | 1 | 2 |
| Interest | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Profit before tax | -15 | -11 | -4 | -0 | 6 | 6 | 19 | 8 |
| Tax rate | 0.0% | −0.2% | −2.6% | −6.3% | −2.3% | — | 2.9% | −7.1% |
| Net profit | -15 | -11 | -4 | -0 | 6 | 6 | 18 | 8 |
| EPS ($ per share) | -1.47 | — | -0.39 | -0.02 | 0.14 | — | 0.39 | 0.17 |
| Line item | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Equity capital | — | 0 | — |
| Reserves | — | -282 | -275 |
| Total liabilities | — | 134 | 153 |
| Fixed assets | — | 17 | 20 |
| Total assets | — | 302 | 633 |
| Line item | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Cash from operations | -54 | -41 | 25 |
| Cash from investing | 83 | -5 | -9 |
| Cash from financing | 13 | 141 | 289 |
| Net cash flow | 43 | 94 | 304 |
| Capital expenditure | -6 | -5 | -9 |
| Free cash flow | -60 | -47 | 16 |
BLLN revenue by segment
Prenatal shrank from 89% to 86% of revenue over the last three quarters.
| Segment | Q3 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|
| Prenatal | 89% | — | 86% | — |
| Oncology | 10% | 10% | 12% | — |
| Clinical Trial Support and Other Services | 1% | 1% | 1% | — |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
BLLN operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Procedures | ~170KOur leadership in product innovation and our growing commercial team continue to drive our test volume with Q4 reaching approximately 170,000 tests, a 47% year-over-year increase.Source: earnings call transcript | ~188KIn Q1, we delivered approximately 188,000 tests, representing 44% year-over-year growth and strong sequential growth across both product lines, with prenatal volumes growing approximately 10% quarter-over-quarter and oncology volumes growing approximately 25% quarter-over-quarter.Source: earnings call transcript | — | — |
| Average selling price | $561Overall ASP increased another 12% quarter-over-quarter from $501 to $561, a significant $60 per test increase in a single quarter.Source: earnings call transcript | $571As our ASPs increased 28% year-over-year to $571 per test and as we maintained our COGS at $153 per test despite the higher proportion of oncology tests that have a higher COGS, we expanded our gross margins to 73% in Q1, a strong 9 percentage point increase year-over-year.Source: earnings call transcript | $551Overall ASP increased 21% year-over-year to $551 per test.Source: earnings call transcript | -3.5% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Insider filings
408 filings between Nov 6, 2025 and Oct 12, 2026.
Open market
decisions to buy or sellPurchases
$3.18M
11 purchases by 6 insiders
Sales
$50.25M
173 sales by 6 insiders
100% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 10
- Award — granted as compensation
- 38
- Option exercise — converted options into shares
Also filed: 142 other filings, 30 conversions, 4 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Atay Oguzhan | — | $24.78M | Oct 12, 2026 |
| Tsao David | $60.0K | $11.03M | Oct 5, 2026 |
| Lynch Thomas P. | $6.0K | $5.87M | Sep 17, 2026 |
| Johnson Nancy JoAnn | $414.0K | $3.32M | Jul 16, 2026 |
| Sakakibara Shan Riku | — | $3.23M | Jul 31, 2026 |
| Bremner Thomas S | $2.50M | — | Nov 7, 2025 |
| ten Bosch John Roderick | $48.0K | $2.02M | Oct 5, 2026 |
| Rai Akshay | $150.0K | — | Nov 7, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 12, 2026 | Atay Oguzhan Chairman and CEO | Sale 10b5-1 plan | 1,521 | $146.6K |
| Oct 12, 2026 | Atay Oguzhan Chairman and CEO | Sale 10b5-1 plan | 1,961 | $179.6K |
| Oct 12, 2026 | Atay Oguzhan Chairman and CEO | Sale 10b5-1 plan | 2,553 | $237.5K |
| Oct 12, 2026 | Atay Oguzhan Chairman and CEO | Option exercise 10b5-1 plan | 16,667 | $46.7K |
| Oct 12, 2026 | Atay Oguzhan Chairman and CEO | Sale 10b5-1 plan | 6,763 | $633.3K |
| Oct 12, 2026 | Atay Oguzhan Chairman and CEO | Sale 10b5-1 plan | 3,869 | $366.1K |
| Oct 12, 2026 | Atay Oguzhan Chairman and CEO | Sale 10b5-1 plan | 2,667 | $260.3K |
| Oct 8, 2026 | Lynch Thomas P. See Remarks | Option exercise | 8,000 | $69.2K |
| Oct 5, 2026 | Tsao David Chief Technology Officer | Sale 10b5-1 plan | 1,829 | $199.6K |
| Oct 5, 2026 | Tsao David Chief Technology Officer | Sale 10b5-1 plan | 20 | $2.2K |
| Oct 5, 2026 | Tsao David Chief Technology Officer | Option exercise 10b5-1 plan | 10,000 | $28.0K |
| Oct 5, 2026 | Tsao David Chief Technology Officer | Sale 10b5-1 plan | 400 | $42.4K |
| Oct 5, 2026 | Tsao David Chief Technology Officer | Option exercise 10b5-1 plan | 10,000 | $28.0K |
| Oct 5, 2026 | ten Bosch John Roderick SVP of Laboratory Operations | Sale 10b5-1 plan | 1,417 | $149.0K |
| Oct 5, 2026 | Tsao David Chief Technology Officer | Sale 10b5-1 plan | 866 | $91.7K |
| Oct 5, 2026 | ten Bosch John Roderick SVP of Laboratory Operations | Sale 10b5-1 plan | 1,417 | $149.0K |
| Oct 5, 2026 | Tsao David Chief Technology Officer | Sale 10b5-1 plan | 555 | $58.6K |
| Oct 5, 2026 | Tsao David Chief Technology Officer | Sale 10b5-1 plan | 2,200 | $236.4K |
| Oct 5, 2026 | Tsao David Chief Technology Officer | Sale 10b5-1 plan | 2,921 | $318.4K |
| Oct 5, 2026 | Tsao David Chief Technology Officer | Sale 10b5-1 plan | 4,916 | $533.6K |
| Oct 5, 2026 | Tsao David Chief Technology Officer | Sale 10b5-1 plan | 4,284 | $464.4K |
| Oct 5, 2026 | Tsao David Chief Technology Officer | Sale 10b5-1 plan | 1,909 | $204.6K |
| Oct 5, 2026 | Tsao David Chief Technology Officer | Sale 10b5-1 plan | 100 | $11.0K |
| Sep 28, 2026 | Atay Oguzhan Chairman and CEO | Option exercise 10b5-1 plan | 8,333 | $23.3K |
| Sep 28, 2026 | Atay Oguzhan Chairman and CEO | Sale 10b5-1 plan | 8,333 | $1.01M |
| Sep 28, 2026 | Atay Oguzhan Chairman and CEO | Sale 10b5-1 plan | 2,666 | $321.6K |
| Sep 24, 2026 | Tsao David Chief Technology Officer | Sale 10b5-1 plan | 3,333 | $416.6K |
| Sep 24, 2026 | ten Bosch John Roderick SVP of Laboratory Operations | Sale 10b5-1 plan | 1,416 | $169.9K |
| Sep 24, 2026 | Tsao David Chief Technology Officer | Option exercise 10b5-1 plan | 3,333 | $9.3K |
| Sep 21, 2026 | ten Bosch John Roderick SVP of Laboratory Operations | Sale 10b5-1 plan | 1,416 | $151.0K |
| Sep 17, 2026 | Lynch Thomas P. See Remarks | Option exercise 10b5-1 plan | 19,384 | $167.7K |
| Sep 17, 2026 | Lynch Thomas P. See Remarks | Sale 10b5-1 plan | 5,840 | $644.1K |
| Sep 17, 2026 | Lynch Thomas P. See Remarks | Sale 10b5-1 plan | 2,920 | $322.1K |
| Sep 17, 2026 | Lynch Thomas P. See Remarks | Option exercise 10b5-1 plan | 5,840 | $179.8K |
| Sep 17, 2026 | Lynch Thomas P. See Remarks | Option exercise 10b5-1 plan | 6,968 | $80.5K |
| Sep 17, 2026 | Lynch Thomas P. See Remarks | Sale 10b5-1 plan | 19,384 | $2.14M |
| Sep 17, 2026 | Lynch Thomas P. See Remarks | Option exercise 10b5-1 plan | 2,920 | $50.0K |
| Sep 17, 2026 | Lynch Thomas P. See Remarks | Sale 10b5-1 plan | 6,968 | $768.6K |
| Sep 14, 2026 | Atay Oguzhan Chairman and CEO | Sale 10b5-1 plan | 2,666 | $261.3K |
| Sep 14, 2026 | Atay Oguzhan Chairman and CEO | Sale 10b5-1 plan | 2,666 | $261.3K |
| Sep 14, 2026 | Atay Oguzhan Chairman and CEO | Sale 10b5-1 plan | 2,010 | $202.6K |
| Sep 14, 2026 | Atay Oguzhan Chairman and CEO | Sale 10b5-1 plan | 3,143 | $319.0K |
| Sep 14, 2026 | Atay Oguzhan Chairman and CEO | Sale 10b5-1 plan | 2,531 | $254.6K |
| Sep 14, 2026 | Atay Oguzhan Chairman and CEO | Sale 10b5-1 plan | 7,214 | $731.8K |
| Sep 14, 2026 | Atay Oguzhan Chairman and CEO | Sale 10b5-1 plan | 2,456 | $244.5K |
| Sep 14, 2026 | Atay Oguzhan Chairman and CEO | Sale 10b5-1 plan | 1,680 | $165.7K |
| Sep 14, 2026 | Atay Oguzhan Chairman and CEO | Option exercise 10b5-1 plan | 16,666 | $46.7K |
| Sep 14, 2026 | Atay Oguzhan Chairman and CEO | Option exercise 10b5-1 plan | 8,333 | $23.3K |
| Sep 14, 2026 | Atay Oguzhan Chairman and CEO | Sale 10b5-1 plan | 4,465 | $440.4K |
| Sep 14, 2026 | Atay Oguzhan Chairman and CEO | Sale 10b5-1 plan | 1,500 | $149.4K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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