Jun 2026 (Q2 FY26) — Jul 30, 2026
Veracyte Q2 FY26 — Strong Growth and Key Product Launches
Read the full callVeracyte earnings: last reported Thu, 30 Jul 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 | 150 | +15.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 15.3 | +19.3 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 25.5 | 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. |
Guidance
15 of 15 judged targets kept · 14 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| OPTIMA trial completion / readout | expected to be completed in mid-2026 | Jun 2025 | The study met its primary endpoint and demonstrated that more than 2/3 of clinically high-risk patients may safely avoid chemotherapy without compromising outcomes. | Achieved |
| FY26 Afirma revenue growth | mid- to high single digits | Dec 2025 | For Afirma, we have increased our revenue guidance to approximately 12% to 14% year-over-year growth, driven by favorable year-to-date PPCs, ongoing ASP improvement and an anticipated no result rate benefit of approximately 3% for the year. | Revised Up |
| FY26 adjusted EBITDA margin | approximately 25% | Dec 2025 | We are maintaining our full year adjusted EBITDA guidance of greater than 26% | On Track |
14 of VERACYTE, INC.'s 29 targets are still open. See which are on track and which have gone quiet. The 3 above are the free sample; 26 more targets are in the full ledger.
Claimed
Qualified
Price
1Y: $35.83 on 17 Oct 2025 → $43.8. High $60.49 (26 Jun 2026), low $30.01 (27 Mar 2026).
Overview
Guidance
15 of 15 judged targets kept · 14 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| OPTIMA trial completion / readout | expected to be completed in mid-2026 | Jun 2025 | The study met its primary endpoint and demonstrated that more than 2/3 of clinically high-risk patients may safely avoid chemotherapy without compromising outcomes. | Achieved |
| FY26 Afirma revenue growth | mid- to high single digits | Dec 2025 | For Afirma, we have increased our revenue guidance to approximately 12% to 14% year-over-year growth, driven by favorable year-to-date PPCs, ongoing ASP improvement and an anticipated no result rate benefit of approximately 3% for the year. | Revised Up |
| FY26 adjusted EBITDA margin | approximately 25% | Dec 2025 | We are maintaining our full year adjusted EBITDA guidance of greater than 26% | On Track |
Claimed
Qualified
The full ledger
A free account opens 5 company ledgers a month. All 29 tracked commitments, with each call’s wording and source.
Call summaries
Veracyte Q2 FY26 — Strong Growth and Key Product Launches
Read the full callVeracyte Q1 FY26 — Strong Revenue and Volume Growth, Exceeding Profitability Expectations
Read the full callVeracyte Q4 FY25 — Strong Core Growth and Early Profitability Target Achievement
Read the full callEvery analysed call
Financials
Net profit, year on year: +2701% (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 | 116 | 119 | 114 | 130 | 132 | 141 | 139 | 150 |
| Expenses | 67 | 75 | 77 | 95 | 68 | 65 | 79 | 86 |
| Operating profit | 12 | 4 | 3 | -5 | 23 | 37 | 23 | 23 |
| Operating margin | 10.4% | 3.5% | 2.5% | −4.0% | 17.4% | 26.4% | 16.3% | 15.3% |
| Profit before tax | 17 | 3 | 7 | 1 | 19 | 41 | 30 | 27 |
| Tax rate | 10.1% | −48.5% | 5.1% | 178.4% | −1.3% | −1.3% | 4.2% | 3.9% |
| Net profit | 15 | 5 | 7 | -1 | 19 | 41 | 29 | 25 |
| EPS ($ per share) | 0.20 | — | 0.09 | -0.01 | 0.24 | — | 0.36 | 0.32 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | -234 | -247 | -282 | -357 | -394 | -468 | -444 | -378 |
| Total liabilities | 41 | 36 | 36 | 91 | 81 | 71 | 124 | 96 |
| Fixed assets | 9 | 9 | 9 | 15 | 18 | 21 | 23 | 22 |
| Investments | — | — | — | — | — | — | — | 50 |
| Total assets | 121 | 275 | 457 | 1,188 | 1,156 | 1,115 | 1,300 | 1,406 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | -14 | -3 | -10 | -32 | 8 | 44 | 75 | 136 |
| Cash from investing | -2 | -43 | -4 | -739 | -29 | 15 | -56 | -9 |
| Cash from financing | 59 | 127 | 204 | 596 | 3 | 3 | 5 | -4 |
| Net cash flow | 44 | 81 | 190 | -176 | -19 | 62 | 23 | 124 |
| Capital expenditure | -2 | -3 | -3 | -5 | -9 | -10 | -11 | -10 |
| Free cash flow | -15 | -6 | -13 | -37 | -1 | 34 | 64 | 127 |
| Segment | Q2 FY2024 | Q3 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Reportable | — | — | 100% | 100% | 100% | 100% | 100% | 100% | +15.5% |
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
| KPI | Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Tests delivered Afirma | — | ~17.2KWe delivered approximately 17,200 tests in the first quarter, representing 12% year-over-year volume growth.Source: earnings call transcript | ~18.6KWe delivered another strong quarter with approximately 18,600 tests, representing 10% year-over-year volume growth and 18% revenue growth.Source: earnings call transcript | — |
| Tests delivered | ~48KWe grew total volume to approximately 48,000 tests, a 16% increase over the same period in 2024 and generated $52.6 million of cash from operations to end the quarter with $412.9 million of cash and cash equivalents on hand.Source: earnings call transcript | ~47.6KTotal volume increased to approximately 47,600 tests, up 17% compared to the same period in 2025, and we generated $35.2 million of cash from operations, ending the quarter with $439.1 million in cash, cash equivalents and short-term investments.Source: earnings call transcript | — | — |
| Testing volume | ~45.5KTotal testing volume was approximately 45,500 tests, an increase of 16% over the prior year period.Source: earnings call transcript | ~45.2KTotal testing volume was approximately 45,200 tests, representing 19% growth year-over-year. Testing ASP was $2,986, up 6% compared to the prior year and inclusive of approximately $4 million of prior period collections or PTCs.Source: earnings call transcript | 48.389KTotal testing volume was 48,389 tests, representing 14% year-over-year growth.Source: earnings call transcript | — |
| Testing ASP | ~$2,984Testing ASP was approximately $2,984, an increase of 4% compared to the prior year, driven primarily by the impact of higher prior period collections or PPCs.Source: earnings call transcript | $2,986Total testing volume was approximately 45,200 tests, representing 19% growth year-over-year. Testing ASP was $2,986, up 6% compared to the prior year and inclusive of approximately $4 million of prior period collections or PTCs.Source: earnings call transcript | $3,010Testing ASP was $3,010, up 4% to the prior year and inclusive of approximately $4.5 million of prior period collections or PTCs.Source: earnings call transcript | +0.8% |
| Normalized testing ASP | $2,875Normalized ASP was also higher at $2,875, a 1% increase compared to the prior year period after adjusting for the approximate impact of $5 million of PPCs in the quarter.Source: earnings call transcript | $2,900Excluding PTCs, normalized ASP increased 3% to $2,900, driven by continued strong collections.Source: earnings call transcript | ~$2,900Excluding PTCs, normalized ASP increased 3% to approximately $2,900, driven by the benefits of operational efforts put into place over the course of 2025, which have led to sustained pricing gains in the first half of this year.Source: earnings call transcript | — |
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.
115 filings between Oct 28, 2025 and Sep 21, 2026.
Purchases
None
No insider bought shares.
Sales
$20.67M
55 sales by 11 insiders
95% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Stapley Marc | — | $8.56M | Jun 4, 2026 |
| JONES EVAN/ FA | — | $2.00M | Nov 25, 2025 |
| Chambers Rebecca | — | $1.91M | Sep 4, 2026 |
| McGuire Annie | — | $1.72M | Sep 4, 2026 |
| Wygant Jonathan | — | $1.54M | May 22, 2026 |
| EASTHAM KARIN | — | $1.49M | Jun 18, 2026 |
| Leite John | — | $1.25M | Sep 21, 2026 |
| Febbo Phillip G. | — | $1.05M | Sep 4, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 21, 2026 | Leite John Global Chief Commercial Off | Sale 10b5-1 plan | 4,015 | $160.6K |
| Sep 14, 2026 | Holstein Jens Director | Sale 10b5-1 plan | 5,000 | $204.7K |
| Sep 4, 2026 | Chambers Rebecca Chief Financial Officer | Sale 10b5-1 plan | 2,477 | $106.0K |
| Sep 4, 2026 | Febbo Phillip G. Chief Scientific & Med Officer | Sale 10b5-1 plan | 10,405 | $446.3K |
| Sep 4, 2026 | Chambers Rebecca Chief Financial Officer | Sale 10b5-1 plan | 1,175 | $51.4K |
| Sep 4, 2026 | Febbo Phillip G. Chief Scientific & Med Officer | Sale 10b5-1 plan | 2,705 | $118.1K |
| Sep 4, 2026 | McGuire Annie EVP, General Counsel | Sale 10b5-1 plan | 2,154 | $92.2K |
| Sep 4, 2026 | McGuire Annie EVP, General Counsel | Sale 10b5-1 plan | 1,100 | $48.0K |
| Sep 2, 2026 | Febbo Phillip G. Chief Scientific & Med Officer | Tax withheld 10b5-1 plan | 3,639 | $163.3K |
| Sep 2, 2026 | Stapley Marc Chief Executive Officer | Tax withheld | 8,782 | $394.1K |
| Sep 2, 2026 | Chambers Rebecca Chief Financial Officer | Tax withheld 10b5-1 plan | 3,603 | $161.7K |
| Sep 2, 2026 | Leite John Global Chief Commercial Off | Tax withheld | 3,961 | $177.8K |
| Sep 2, 2026 | Wygant Jonathan VP, Chief Accounting Officer | Tax withheld | 1,361 | $61.1K |
| Sep 2, 2026 | McGuire Annie EVP, General Counsel | Tax withheld 10b5-1 plan | 3,215 | $144.3K |
| Sep 1, 2026 | Bhanji Muna Director | Sale 10b5-1 plan | 1,864 | $80.1K |
| Jun 18, 2026 | EASTHAM KARIN Director | Sale 10b5-1 plan | 3,200 | $168.9K |
| Jun 18, 2026 | EASTHAM KARIN Director | Sale 10b5-1 plan | 529 | $28.3K |
| Jun 11, 2026 | Holstein Jens Director | Award | 5,272 | $0 |
| Jun 11, 2026 | Shafer David Brent Director | Award | 5,272 | $0 |
| Jun 11, 2026 | EASTHAM KARIN Director | Award | 5,272 | $0 |
| Jun 11, 2026 | JONES EVAN/ FA Director | Award | 5,272 | $0 |
| Jun 11, 2026 | Miller Thomas F. Director | Award | 5,272 | $0 |
| Jun 11, 2026 | Barr Eliav Director | Award | 5,272 | $0 |
| Jun 11, 2026 | Bhanji Muna Director | Award | 5,272 | $0 |
| Jun 11, 2026 | EPSTEIN ROBERT S Director | Award | 5,272 | $0 |
| Jun 4, 2026 | Stapley Marc Chief Executive Officer | Option exercise 10b5-1 plan | 138,051 | $5.05M |
| Jun 4, 2026 | Stapley Marc Chief Executive Officer | Sale 10b5-1 plan | 138,051 | $6.92M |
| Jun 4, 2026 | Leite John Global Chief Commercial Off | Sale 10b5-1 plan | 13,975 | $699.7K |
| Jun 4, 2026 | McGuire Annie EVP, General Counsel | Sale 10b5-1 plan | 1,400 | $69.0K |
| Jun 4, 2026 | McGuire Annie EVP, General Counsel | Sale 10b5-1 plan | 1,776 | $89.0K |
| Jun 4, 2026 | Chambers Rebecca Chief Financial Officer | Sale 10b5-1 plan | 1,961 | $98.2K |
| Jun 4, 2026 | Chambers Rebecca Chief Financial Officer | Sale 10b5-1 plan | 1,600 | $78.9K |
| Jun 2, 2026 | Febbo Phillip G. Chief Scientific & Med Officer | Tax withheld 10b5-1 plan | 3,730 | $178.3K |
| Jun 2, 2026 | Stapley Marc Chief Executive Officer | Tax withheld 10b5-1 plan | 9,012 | $430.8K |
| Jun 2, 2026 | Wygant Jonathan VP, Chief Accounting Officer | Tax withheld | 1,361 | $65.1K |
| Jun 2, 2026 | Leite John Global Chief Commercial Off | Tax withheld 10b5-1 plan | 4,059 | $194.0K |
| Jun 2, 2026 | Chambers Rebecca Chief Financial Officer | Tax withheld 10b5-1 plan | 3,693 | $176.5K |
| Jun 2, 2026 | McGuire Annie EVP, General Counsel | Tax withheld 10b5-1 plan | 3,292 | $157.4K |
| May 22, 2026 | Wygant Jonathan VP, Chief Accounting Officer | Sale | 24,000 | $1.09M |
| May 22, 2026 | Wygant Jonathan VP, Chief Accounting Officer | Option exercise | 24,000 | $595.2K |
| May 20, 2026 | EPSTEIN ROBERT S Director | Sale 10b5-1 plan | 10,000 | $440.1K |
| May 6, 2026 | McGuire Annie SVP, General Counsel | Sale 10b5-1 plan | 5,102 | $204.1K |
| May 6, 2026 | McGuire Annie SVP, General Counsel | Sale 10b5-1 plan | 5,102 | $194.1K |
| Apr 10, 2026 | Haas Kevin Richard Chief Dev and Tech Officer | Award | 44,221 | $0 |
| Mar 6, 2026 | Stapley Marc Chief Executive Officer | Award | 92,099 | $0 |
| Mar 6, 2026 | Wygant Jonathan VP, Chief Accounting Officer | Award | 10,525 | $0 |
| Mar 6, 2026 | Leite John Chief Commercial Officer-CLIA | Award | 6,578 | $0 |
| Mar 6, 2026 | Leite John Chief Commercial Officer-CLIA | Award | 36,181 | $0 |
| Mar 6, 2026 | McGuire Annie SVP, General Counsel | Award | 26,314 | $0 |
| Mar 6, 2026 | McGuire Annie SVP, General Counsel | Award | 32,892 | $0 |
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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