Jun 2026 (Q2 FY26) — Aug 11, 2026
LENZ Therapeutics Q2 FY26 — Strong July Script Growth and Promising Patient Persistence
Read the full callLENZ Therapeutics earnings: last reported Tue, 11 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 5.5 | +9.7% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -622.9 | −285.8 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -31.9 | 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
1Y: $38.26 on 17 Oct 2025 → $3.3. High $38.26 (17 Oct 2025), low $3.27 (16 Oct 2026).
Overview
Call summaries
LENZ Therapeutics Q2 FY26 — Strong July Script Growth and Promising Patient Persistence
Read the full callEvery analysed call
Financials
Net profit, year on year: −114% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 0 | 0 | 0 | 5 | 13 | 2 | 2 | 5 |
| Expenses | — | — | 17 | 22 | — | — | 46 | 40 |
| Operating profit | -13 | -15 | -17 | -17 | -19 | -38 | -44 | -34 |
| Operating margin | — | — | — | −337.1% | −151.1% | −2422.1% | −2321.7% | −622.9% |
| Other income | 3 | 3 | 2 | 2 | 2 | 3 | 3 | 2 |
| Profit before tax | -10 | — | — | -14 | -17 | -36 | — | -32 |
| Tax rate | 0.0% | — | — | −3.5% | 0.0% | −0.0% | — | −0.0% |
| Net profit | -10 | -13 | -15 | -15 | -17 | -36 | -41 | -32 |
| EPS ($ per share) | -0.38 | — | -0.53 | -0.53 | -0.59 | — | -1.32 | -1.02 |
| Line item | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Equity capital | — | 0 | 0 | 0 | 0 | 0 |
| Reserves | -71 | -141 | -242 | -95 | -145 | -227 |
| Total liabilities | 32 | 18 | 26 | 20 | 11 | 22 |
| Fixed assets | 1 | 7 | 23 | 0 | 1 | 1 |
| Total assets | 23 | 402 | 322 | 70 | 215 | 306 |
| Line item | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Cash from operations | -9 | -53 | -88 | -60 | -59 | -69 |
| Cash from investing | -2 | -6 | -242 | -30 | -154 | -76 |
| Cash from financing | 30 | 417 | 1 | 81 | 199 | 150 |
| Net cash flow | 20 | 359 | -329 | -9 | -15 | 5 |
| Capital expenditure | -2 | -6 | -7 | -0 | -0 | -1 |
| Free cash flow | -10 | -59 | -95 | -60 | -60 | -70 |
9 filings between Nov 7, 2025 and Mar 27, 2026.
Purchases
$654.9K
6 purchases by 4 insiders
Sales
$261.0K
2 sales by 1 insider
100% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Olsson Shawn | — | $261.0K | Nov 17, 2025 |
| Schimmelpennink Evert B. | $251.4K | — | Mar 27, 2026 |
| MCCOLLUM JAMES W | $239.3K | — | Nov 7, 2025 |
| Chevallard Daniel R. | $114.3K | — | Mar 27, 2026 |
| George Jeffrey P. | $49.9K | — | Mar 27, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Mar 27, 2026 | Schimmelpennink Evert B. President, CEO and Secretary | Purchase | 28,089 | $251.4K |
| Mar 27, 2026 | George Jeffrey P. Director | Purchase | 5,592 | $49.9K |
| Mar 27, 2026 | Chevallard Daniel R. Chief Financial Officer | Purchase | 7,500 | $64.3K |
| Nov 17, 2025 | Olsson Shawn Chief Commercial Officer | Sale 10b5-1 plan | 4,212 | $108.4K |
| Nov 17, 2025 | Olsson Shawn Chief Commercial Officer | Option exercise 10b5-1 plan | 10,000 | $20.8K |
| Nov 17, 2025 | Olsson Shawn Chief Commercial Officer | Sale 10b5-1 plan | 5,788 | $152.6K |
| Nov 7, 2025 | MCCOLLUM JAMES W Director | Purchase | 10,500 | $239.3K |
| Nov 7, 2025 | Chevallard Daniel R. Chief Financial Officer | Purchase | 2,178 | $49.6K |
| Nov 7, 2025 | Chevallard Daniel R. Chief Financial Officer | Purchase | 20 | $454 |
| Sep 30, 2025 | Versant Venture Capital VI, L.P. 10% owner | Sale | 57,502 | $2.67M |
| Sep 30, 2025 | Versant Venture Capital VI, L.P. 10% owner | Sale | 49,701 | $2.25M |
| Sep 30, 2025 | Versant Venture Capital VI, L.P. 10% owner | Sale | 34,405 | $1.56M |
| Sep 30, 2025 | Versant Venture Capital VI, L.P. 10% owner | Sale | 83,066 | $3.85M |
| Sep 30, 2025 | Versant Venture Capital VI, L.P. 10% owner | Sale | 177 | $8.3K |
| Sep 30, 2025 | Versant Venture Capital VI, L.P. 10% owner | Sale | 123 | $5.8K |
| Sep 18, 2025 | Versant Venture Capital VI, L.P. 10% owner | Sale | 49,479 | $2.06M |
| Sep 18, 2025 | Versant Venture Capital VI, L.P. 10% owner | Sale | 24,370 | $1.01M |
| Sep 18, 2025 | Versant Venture Capital VI, L.P. 10% owner | Sale | 40,907 | $1.76M |
| Sep 18, 2025 | Versant Venture Capital VI, L.P. 10% owner | Sale | 20,148 | $866.4K |
| Sep 18, 2025 | Versant Venture Capital VI, L.P. 10% owner | Sale | 268 | $11.6K |
| Sep 18, 2025 | Versant Venture Capital VI, L.P. 10% owner | Sale | 132 | $5.7K |
| Aug 26, 2025 | Versant Venture Capital VI, L.P. 10% owner | Sale | 1,707 | $67.4K |
| Aug 26, 2025 | Versant Venture Capital VI, L.P. 10% owner | Sale | 3,465 | $136.9K |
| Aug 26, 2025 | Versant Venture Capital VI, L.P. 10% owner | Sale | 21,661 | $844.2K |
| Aug 26, 2025 | Versant Venture Capital VI, L.P. 10% owner | Sale | 43,978 | $1.71M |
| Aug 25, 2025 | Versant Venture Capital VI, L.P. 10% owner | Sale | 1,058 | $42.2K |
| Aug 25, 2025 | Versant Venture Capital VI, L.P. 10% owner | Sale | 50,270 | $1.99M |
| Aug 25, 2025 | Versant Venture Capital VI, L.P. 10% owner | Sale | 24,760 | $978.7K |
| Aug 25, 2025 | Versant Venture Capital VI, L.P. 10% owner | Sale | 2,149 | $85.8K |
| Aug 22, 2025 | Versant Venture Capital VI, L.P. 10% owner | Sale | 2,809 | $114.0K |
| Aug 22, 2025 | Versant Venture Capital VI, L.P. 10% owner | Sale | 5,668 | $230.1K |
| Aug 22, 2025 | Versant Venture Capital VI, L.P. 10% owner | Sale | 10,076 | $403.3K |
| Aug 22, 2025 | Versant Venture Capital VI, L.P. 10% owner | Sale | 20,493 | $820.3K |
| Aug 18, 2025 | Versant Venture Capital VI, L.P. 10% owner | Sale | 15,085 | $581.7K |
| Aug 18, 2025 | Versant Venture Capital VI, L.P. 10% owner | Sale | 30,628 | $1.18M |
| Aug 15, 2025 | Versant Venture Capital VI, L.P. 10% owner | Sale | 145,051 | $5.73M |
| Aug 15, 2025 | Versant Venture Capital VI, L.P. 10% owner | Sale | 69,949 | $2.76M |
| Jul 10, 2025 | Versant Venture Capital VI, L.P. 10% owner | Sale | 191,376 | $6.51M |
| Jun 27, 2025 | Versant Venture Capital VI, L.P. 10% owner | Sale | 200,000 | $6.09M |
| Jun 20, 2025 | Versant Venture Capital VI, L.P. 10% owner | Sale | 100,877 | $3.06M |
| Jun 20, 2025 | Versant Venture Capital VI, L.P. 10% owner | Sale | 133,924 | $4.05M |
| Jun 18, 2025 | Versant Venture Capital VI, L.P. 10% owner | Sale | 100,000 | $3.00M |
| Jun 10, 2025 | Versant Venture Capital VI, L.P. 10% owner | Sale | 350,000 | $10.15M |
| Apr 9, 2025 | Olsson Shawn Chief Commercial Officer | Option exercise | 1,400 | $2.9K |
| Mar 7, 2025 | Schimmelpennink Evert B. President, CEO and Secretary | Option exercise | 4,200 | $4.4K |
| Dec 16, 2024 | Olsson Shawn Chief Commercial Officer | Option exercise | 3,333 | $6.9K |
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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