BLLN BillionToOne, Inc.
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Executive Summary
BillionToOne reported strong fourth quarter and full year 2025 results with revenue up 113% YoY in Q4 and 100% for the full year, driven by significant growth in both prenatal and oncology testing. The company raised its 2026 revenue guidance to $430M-$445M (41%-46% growth) and expects positive operating income for the year. The filing also announced the adoption of an annual incentive plan for employees.
Key Financial Metrics
Actionable Insight
The combination of accelerating revenue growth, margin expansion, and achieving operating profitability suggests strong execution. The raised guidance indicates confidence in sustained momentum. Traders should monitor whether the company can maintain these growth rates and margin improvements in future quarters.
Key Facts
- Q4 2025 revenue: $96.1M, up 113% YoY
- Full year 2025 revenue: $305.1M, up 100% YoY
- Q4 2025 operating income: $10.3M vs. $11.7M loss in Q4 2024
- Full year 2025 operating income: $16.0M vs. $47.1M loss in 2024
- 2026 revenue guidance raised to $430M-$445M (41%-46% growth)
- Company expects positive GAAP operating income for full year 2026
- Gross margin improved to 71% in Q4 2025 from 57% in Q4 2024
Financial Impact
Revenue growth of 100% in 2025 with operating profitability achieved, and guidance raised for 41%-46% revenue growth in 2026
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Prenatal | $277.1M | +90.0% |
| Oncology | $25.0M | +748.0% |
Risk Factors
- Forward-looking statements about 2026 performance are subject to risks and uncertainties
- Company is still in early stages with limited operating history
- Dependence on continued adoption of new diagnostic tests
Market Snapshot
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0002070849-26-000013 |
| Document: blln-20260304.htm | 0002070849-26-000013 |
| Document: 0002070849-26-000013-index-headers.html | 0002070849-26-000013 |
| Document: 0002070849-26-000013-index.html | 0002070849-26-000013 |
| Document: 0002070849-26-000013.txt | 0002070849-26-000013 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
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Jun 11, 2026
2d ago
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Insider Cluster
| $98.98 awaiting T+20 | awaiting T+20 | — | $101.12 (+2.16%) |
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Jun 11, 2026
2d ago
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Insider Cluster
| $98.98 awaiting T+20 | awaiting T+20 | — | $101.12 (+2.16%) |
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Jun 11, 2026
2d ago
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Insider Cluster
| $98.98 awaiting T+20 | awaiting T+20 | — | $101.12 (+2.16%) |
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Jun 8, 2026
4d ago
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144
| $94.81 awaiting T+20 | awaiting T+20 | — | $101.12 (+6.66%) |
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Apr 15, 2026
8w ago
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Press Release
| $80.61 $94.23 | ▲ +16.90% | ▲ +10.85% | $101.12 (+25.44%) |
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Mar 4, 2026
14w ago
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8-K
| $72.17 $79.36 | ▲ +9.96% | ▲ +13.75% | $101.12 (+40.11%) |
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Mar 4, 2026
14w ago
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Press Release
| $72.17 $79.36 | ▲ +9.96% | ▲ +13.75% | $101.12 (+40.11%) |
US Market Status
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