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Emergent Biosolutions Earnings Calls
| Release date | Apr 30, 2026 |
| EPS estimate | -$0.250 |
| EPS actual | $0.210 |
| EPS Surprise | 184.00% |
| Revenue estimate | 145M |
| Revenue actual | 156.1M |
| Revenue Surprise | 7.66% |
| Release date | Feb 26, 2026 |
| EPS estimate | $0.110 |
| EPS actual | -$0.430 |
| EPS Surprise | -490.91% |
| Revenue estimate | 217.5M |
| Revenue actual | 148.7M |
| Revenue Surprise | -31.63% |
| Release date | Oct 29, 2025 |
| EPS estimate | -$0.120 |
| EPS actual | $1.06 |
| EPS Surprise | 983.33% |
| Revenue estimate | 217.5M |
| Revenue actual | 231.1M |
| Revenue Surprise | 6.25% |
| Release date | Aug 06, 2025 |
| EPS estimate | -$0.260 |
| EPS actual | $0.160 |
| EPS Surprise | 161.54% |
| Revenue estimate | 203.667M |
| Revenue actual | 140.9M |
| Revenue Surprise | -30.82% |
Last 4 Quarters for Emergent Biosolutions
Below you can see how EBS performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 06, 2025 |
| Price on release | $6.03 |
| EPS estimate | -$0.260 |
| EPS actual | $0.160 |
| EPS surprise | 161.54% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $5.88 |
| Aug 01, 2025 | $5.63 |
| Aug 04, 2025 | $5.95 |
| Aug 05, 2025 | $6.10 |
| Aug 06, 2025 | $6.03 |
| Aug 07, 2025 | $8.24 |
| Aug 08, 2025 | $8.57 |
| Aug 11, 2025 | $8.16 |
| Aug 12, 2025 | $8.91 |
| 4 days before | 2.55% |
| 4 days after | 47.76% |
| On release day | 36.65% |
| Change in period | 51.53% |
| Release date | Oct 29, 2025 |
| Price on release | $9.40 |
| EPS estimate | -$0.120 |
| EPS actual | $1.06 |
| EPS surprise | 983.33% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $9.66 |
| Oct 24, 2025 | $9.74 |
| Oct 27, 2025 | $9.69 |
| Oct 28, 2025 | $9.47 |
| Oct 29, 2025 | $9.40 |
| Oct 30, 2025 | $12.84 |
| Oct 31, 2025 | $12.48 |
| Nov 03, 2025 | $10.49 |
| Nov 04, 2025 | $10.09 |
| 4 days before | -2.69% |
| 4 days after | 7.34% |
| On release day | 36.60% |
| Change in period | 4.45% |
| Release date | Feb 26, 2026 |
| Price on release | $11.10 |
| EPS estimate | $0.110 |
| EPS actual | -$0.430 |
| EPS surprise | -490.91% |
| Date | Price |
|---|---|
| Feb 20, 2026 | $10.93 |
| Feb 23, 2026 | $10.95 |
| Feb 24, 2026 | $10.96 |
| Feb 25, 2026 | $11.01 |
| Feb 26, 2026 | $11.10 |
| Feb 27, 2026 | $8.15 |
| Mar 02, 2026 | $8.99 |
| Mar 03, 2026 | $8.92 |
| Mar 04, 2026 | $8.77 |
| 4 days before | 1.56% |
| 4 days after | -20.99% |
| On release day | -26.58% |
| Change in period | -19.76% |
| Release date | Apr 30, 2026 |
| Price on release | $8.23 |
| EPS estimate | -$0.250 |
| EPS actual | $0.210 |
| EPS surprise | 184.00% |
| Date | Price |
|---|---|
| Apr 24, 2026 | $8.03 |
| Apr 27, 2026 | $8.03 |
| Apr 28, 2026 | $8.23 |
| Apr 29, 2026 | $7.99 |
| Apr 30, 2026 | $8.23 |
| May 01, 2026 | $8.47 |
| May 04, 2026 | $8.54 |
| May 05, 2026 | $9.05 |
| May 06, 2026 | $9.10 |
| 4 days before | 2.49% |
| 4 days after | 10.57% |
| On release day | 2.92% |
| Change in period | 13.33% |
Emergent Biosolutions Earnings Call Transcript Summary of Q1 2026
Emergent reported a stronger-than-expected Q1 2026 with revenue of $156M and adjusted EBITDA of $36M (23% margin), driven by solid performance in its medical countermeasures (MCM) and naloxone (NARCAN) businesses. The company is in the turnaround phase of a multiyear plan launched in 2024: it has stabilized operations, reduced net debt (~22% year-over-year), improved liquidity ($160M cash, $260M total liquidity), refinanced debt in April 2026 to lower interest costs and extend maturities, and continues a $50M share repurchase program (repurchased $9M in Q1). Strategic priorities for 2026 include investing in internal R&D (TEMBEXA, Ebanga, Raxibacumab), expanding international MCM sales (international = 37% of MCM revenue in Q1), NARCAN line extensions and market expansion (including Canada and OTC advocacy), partner-based manufacturing (Canton restart for Japanese encephalitis vaccine; partnership with SAB Biotherapeutics), and pursuing accretive acquisitions. Guidance: full-year revenue maintained at $720M–$760M; adjusted gross margin expected 45%–47%; adjusted EBITDA updated to $155M–$175M reflecting a non-cash stock compensation add-back; Q2 revenue expected $170M–$185M. Near-term cash outflow: ~$50.4M contingent consideration to Ridgeback (accrued) expected in Q2, related to Ebanga contract milestones. Management emphasizes continued focus on quality, deleveraging, and using improved financial flexibility to fund growth and business development.
