ICCC IMMUCELL CORP /DE/

MIXED Impact: 6/10 8-K
Horizon weeks Filed Mar 4, 2026 Processed 3mo ago SEC 0001437749-26-006912
8-K Item 2.02: Earnings release
Final — all horizons settled through T+60d ⚠ clustered
ICCC ▲ +52.28% at T+60d
NEUTRAL call ✓ call won +52.28% · α vs SPY +40.98% · entry $6.35 → $9.67
Currently $9.68 · +52.44% from $6.35 entry
Entry anchored
Mar 4, 03:52 PM ET
via Databento tick
T+1d
+3.94%
call +3.94% · α +5.25%
$6.60
settled 3mo ago
T+5d
+4.41%
call +4.41% · α +6.65%
$6.63
settled 3mo ago
T+20d
+1.42%
call +1.42% · α +5.21%
$6.44
settled 2mo ago
T+60d
+52.28%
call +52.28% · α +40.98%
$9.67
settled 15d ago

Price Chart

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Executive Summary

ImmuCell Corporation reported unaudited financial results for 2025, showing a 4.3% increase in product sales to $27.6 million and a significant improvement in gross profit margin to 41.4% from 30% in 2024. Despite a net loss of $1.0 million, the company achieved $1.6 million in net operating income, a $3.3 million improvement year-over-year, driven by manufacturing efficiencies and higher volumes. The results were partially offset by non-recurring charges including a $2.7 million write-down of Re-Tain assets.

Key Financial Metrics

Revenue
$27.6M
+4.3% YoY
EPS
$-0.12
Gross Margin
41.4%

Actionable Insight

The stock may react positively to the substantial improvement in operating performance and gross margins, but investors should monitor whether the company can maintain these margins and grow revenue further without the burden of non-recurring charges. The strategic pivot to focus on the First Defense franchise could drive future growth.

Key Facts

  • 2025 product sales increased 4.3% year-over-year to $27.6 million
  • Gross profit margin improved to 41.4% in 2025 from 30% in 2024
  • Net loss was $1.0 million in 2025 versus $2.2 million in 2024
  • Net operating income was $1.6 million in 2025 versus a $1.6 million operating loss in 2024
  • Non-recurring charges in 2025 totaled $3.6 million, including $2.7 million Re-Tain asset write-down
  • Cash and cash equivalents remained stable at $3.8 million
  • Company announced strategic focus on its First Defense franchise

Financial Impact

Revenue increased by $1.15 million year-over-year while gross profit increased by $3.5 million due to improved margins. However, non-recurring charges of $3.6 million significantly impacted net results.

revenuegross marginoperating incomenet losscash flow from operations

Risk Factors

  • Significant non-recurring charges in 2025 mask underlying profitability concerns
  • Continued decline in stockholders' equity from $27.5M to $27.1M
  • Heavy reliance on First Defense franchise with discontinuation of Re-Tain strategy
  • Operating cash flow remains modest at $2.5 million despite improved operating income

Market Snapshot

Exchange
Nasdaq

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001437749-26-006912
Document: iccc20260304_8k.htm0001437749-26-006912
Document: 0001437749-26-006912-index-headers.html0001437749-26-006912
Document: 0001437749-26-006912-index.html0001437749-26-006912
Document: 0001437749-26-006912.txt0001437749-26-006912
5 reports for ICCC
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for ICCC — sortable, filterable
Type Now
May 8, 2026
5w ago
8-K
BULLISH ★ 4/10
$8.45 $9.91▲ +17.28%▲ +17.36%$9.68 (+14.56%)
Apr 8, 2026
9w ago
8-K
BULLISH ★ 7/10
$7.19 $7.54▲ +4.87%▲ +1.68%$9.68 (+34.63%)
Apr 8, 2026
9w ago
Press Release
MIXED ★ 6/10
$7.19 $7.54▲ +4.87%▲ +1.68%$9.68 (+34.63%)
Mar 4, 2026
14w ago
8-K
MIXED ★ 6/10
$6.35 $6.63▲ +4.41%▲ +6.65%$9.68 (+52.44%)
Mar 4, 2026
14w ago
Press Release
MIXED ★ 6/10
$6.35 $6.63▲ +4.41%▲ +6.65%$9.68 (+52.44%)
Showing 5 of 5

US Market Status

Market Closed — Opens Mon (48h 57m)

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