BillionToOne, Inc. — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 68/100
What the filing says
BillionToOne reported Q3 2026 revenue of $123.0M (up 47% from $83.5M in Q3 2025), with prenatal revenue $104.3M (+41%) and oncology $17.1M (+96%). The company raised full-year 2026 guidance to $460–$470M (51–54% growth), from prior guidance of $450–$465M. Operating income was $11.0M, gross margin 71%, and the company projects continued profitability at current levels despite increased investments. Free cash flow was $8.6M in Q3; net income was $17.4M ($0.32/diluted share).
Why this rating
Strong topline growth (+47% Q3 YoY) and margin expansion, with raised guidance and demonstrated path to profitability. Represents ~16% of company's asset base annualized; material for near-term trajectory.
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