BillionToOne Reports Q3 2026 Record Revenue and Fifth Consecutive Quarter of GAAP Profitability
BillionToOne (BLLN) delivered strong third-quarter 2026 results, reporting revenue of $123.0 million, a 47% increase year-over-year. Growth was fueled by a 25% rise in test volume and an 18% improvement in average selling price (ASP). The company achieved its fifth consecutive quarter of GAAP operating profitability with an operating income of $11.0 million and net income of $17.4 million ($0.32 per diluted share). The oncology segment showed significant momentum, growing 96% year-over-year to reach a $68 million annualized revenue run rate. While prenatal testing remains the primary driver with an annualized run rate of $424 million, management is focusing on expanding its oncology footprint through the upcoming commercial launch of Northstar Clear, a tissue-free minimal residual disease test, scheduled for December 15, 2026. Reflecting confidence in its growth trajectory, BillionToOne raised its full-year 2026 revenue guidance to a range of $460 million to $470 million. The company maintains a robust liquidity position with $562 million in cash and equivalents to support ongoing R&D and sales force expansion.
Tickers: $BLLN
Topics: Gross Margin Oncology Revenue Prenatal Testing Revenue Growth Test Volume