BillionToOne Sets Third-Quarter 2026 Results Release for November 4

BillionToOne, Inc. (BLLN ) said on October 14, 2026 that it plans to release its financial results for the third quarter ended September 30, 2026 after the market close on Wednesday, November 4, 2026. The molecular diagnostics company will host a conference call to discuss the results at 1:30 p.m. Pacific Time / 4:30 p.m. Eastern Time the same day, according to the company’s announcement, which was datelined Menlo Park, California.

Analysts planning to participate in the call are required to register before the 1:30 p.m. Pacific / 4:30 p.m. Eastern start. A live and archived webcast for interested listeners will be available on the “Events” page of BillionToOne’s investor relations website.

BillionToOne, listed on Nasdaq under the ticker BLLN, describes itself as a next-generation molecular diagnostics company with a mission to create powerful and accurate tests that are accessible to all. The company says its patented Quantitative Counting Templates (QCT) molecular counting platform is the only multiplex technology that can accurately count DNA molecules at the single-molecule level.

Second-Quarter 2026 Results

The November 4 report will follow second-quarter results BillionToOne reported on August 5, 2026. For the quarter ended June 30, 2026, the company reported total revenue of $109.4 million, compared with $66.6 million in the second quarter of 2025, an increase of 64%. Prenatal clinical testing revenue was $94.2 million, up 55% year over year, while oncology clinical testing revenue was $13.7 million, 176% higher than the $4.9 million reported a year earlier. Clinical trial support and other services added $1.5 million, compared with $0.8 million in the prior-year quarter.

BillionToOne delivered 196,000 tests in the second quarter of 2026 versus 145,000 a year earlier, an increase of 35%, and total tests accessioned were 197,000 versus 148,000. Overall ASP rose 21% to $551 from $455. The company attributed the total revenue increase to the growth in tests delivered and the increase in Overall ASP.

Gross profit was $77.1 million in the second quarter of 2026, representing a gross margin of 70% versus 65% in the second quarter of 2025. The company said the higher Overall ASP drove the margin improvement, while overall cost-per-test increased slightly as improvements in cost-per-test for both its oncology and prenatal products were offset by faster growth of the oncology products, which carry higher costs-per-test. Total operating expenses were $71.6 million versus $45.1 million, an increase of 59%.

Income from operations was $5.5 million, compared with a $1.6 million loss from operations a year earlier, and operating margin was 5%. Net income was $8.1 million, or $0.15 per diluted share, versus a net loss of $0.2 million, or $(0.02) per diluted share, in the second quarter of 2025. Free cash flow, which the company defines as cash flow from operations minus capital expenditures, was $5.1 million, and adjusted EBITDA was $16.1 million. Cash and cash equivalents stood at $548.6 million as of June 30, 2026, with long-term debt of $91.0 million. For the first half of 2026, revenue was $217.8 million versus $125.5 million in the first half of 2025, a 74% increase.

“Our second quarter demonstrated the durability of our model, with our differentiated technology platform, category-defining products, and disciplined execution driving continued growth and profitability,” said Dr. Oguzhan Atay, co-founder and CEO of BillionToOne, in the August release. He said the company “grew revenue 64% year-over-year to a $438 million annualized run-rate while advancing our product roadmap with the launch of Unity Confirm and the upcoming launches of our expanded Fetal Risk Screen and Northstar Origin.”

2026 Guidance and Third-Quarter Product Launches

In the August 5 release, BillionToOne reiterated full-year 2026 total revenue guidance of $450.0 million to $465.0 million, representing growth of 48% to 52% compared with full-year 2025. The company also said it expects to operate the business such that it will continue to generate profitability similar to current levels, even with significant continued investments.

The same release detailed two product moves scheduled for the third quarter: an expansion of the Unity Fetal Risk Screen with a 130-gene panel, which the company called the largest single-gene NIPT panel available and said would be commercially available August 17, 2026, and the planned launch of Northstar Origin, an add-on tissue-of-origin feature for the Northstar Select test, with commercial availability set for September 1, 2026.

On September 1, 2026, BillionToOne announced the launch of Northstar Origin, a physician-ordered liquid biopsy add-on that predicts tissue of origin directly from circulating cell-free DNA for patients with cancer of unknown primary or an uncertain cancer diagnosis, alongside an expansion of the Northstar Select comprehensive genomic profiling panel from 84 to 102 genes. The company stated that in an independent validation cohort of 1,578 patients, Northstar Origin identified the correct tissue of origin as its top prediction in 87% of cases and within its top three predictions in 91% of cases, citing company data on file; the supervised classifier was developed using 6,025 blood samples from advanced cancer patients previously submitted to the company’s clinical laboratory. The company said it plans prospective studies to expand the model to additional tumor types and further evaluate its clinical utility.

According to the September 1 release, Northstar Select, Northstar Origin, and Northstar Response are laboratory-developed tests performed in a CLIA-certified and CAP-accredited laboratory and have not been cleared or approved by the U.S. Food and Drug Administration. The company stated that Northstar Origin is intended to complement, not replace, pathologic determination of tissue of origin.