What is the revenue and EPS growth rate for GeneDx Holdings year over year?

What does GeneDx Holdings do and what are its main business segments?

What is GeneDx Holdings's gross profit margin?

What were the key takeaways from GeneDx Holdings's earnings call?

What is GeneDx Holdings's latest dividend and current dividend yield?

What factors drove the changes in GeneDx Holdings's revenue and profit?

What were the key takeaways from GeneDx Holdings’s earnings call?

Did GeneDx Holdings beat or miss consensus estimates last quarter?

- **Revenue growth acceleration**: Q4 2025 exome/genome revenue up 32% YoY, with 27,761 tests (34% YoY growth).
- **Gross margin expansion**: 71% in Q4 2025, up from 45% in 2023, driven by scale and cost optimization.
- **2026 growth targets**: $540M-$555M revenue (33%-35% exome/genome volume growth), 70% gross margin, positive net income.
- **Strategic initiatives**: General pediatrics (50 reps, 1-minute workflow Q3 2026), NICU (10 reps, 60%+ utilization), and international SaaS expansion.
- **Competitive advantage**: Largest rare disease data set (2.5M+ tests), AI-driven diagnostics, and 80%+ market share in rare disease testing.

**【CEO Summary Section】**
- Q4 2025 revenue: $121 million (27% YoY growth), with exome/genome revenue at $104 million (32% YoY). Full-year 2025 revenue: $428 million, up 54% YoY.
- Exome/genome test volume: 27,761 in Q4 (34% YoY growth), with 23,000+ tests added in 2025.
- Infinity data set: 2.5M+ rare disease tests, 1M+ exomes/genomes, 8M+ phenotypic data points.
- AI-driven diagnostic tools (e.g., Multiscore gene ranker) improve efficiency and accuracy.
- 2026 growth drivers: foundational markets (geneticists, pediatric neurologists), expansion markets (NICU, general pediatrics), and international SaaS.

**【CFO Financial Commentary】**
- Q4 2025 adjusted net income: $4.4 million; full-year 2025: $4.8 million.
- Gross margin: 71% (Q4) and 71% (full-year), up from 45% in 2023.
- 2026 guidance: $540M-$555M revenue (33%-35% exome/genome volume growth), 70% gross margin, positive adjusted net income.
- Q1 2026 expectations: 33% volume growth (baseline), near-breakeven operating margin due to salesforce expansion.

**【Q&A Highlights】**
- **Volume trends**: Q1 2026 expected to be 33% growth vs. Q4 2025, with seasonal factors (weather, deductible resets) impacting ASPs.
- **Gross margin dynamics**: Genome COGS expected to decline with scale; exome/genome portfolio gross margin >80%.
- **Market expansion**: General pediatrics (50 reps, 1-minute workflow launch Q3 2026), NICU (10 reps, 60%+ utilization target), prenatal (10 reps, Q2 2026 ramp).
- **Competition**: GeneDx maintains 80%+ share in rare disease testing; scale, data, and AI-driven accuracy provide defensibility.
- **Policy & pharma**: Genomic Answers for Children Act progress; pharma partnerships for patient matching and clinical trial support.


GeneDx Holdings Corp. (WGS) Q4 2025 Earnings Call Transcript

- **Revenue Growth**: Q3 revenue up 52% YoY to $116.7 million, with exome/genome revenue surging 66%.
- **Strategic Expansion**: Doubling sales force to target 60,000 pediatricians, with first reps hired.
- **FDA Milestone**: Breakthrough designation for ExomeDx and GenomeDx, reinforcing gold-standard status.
- **Profitability**: 74% gross margin, $14.7 million net income, and $0.51 EPS despite $71 million in strategic investments.
- **Newborn Screening**: Florida and NIH initiatives aim to diagnose 3% of newborns with actionable conditions.

**【CEO Summary Section】**
- GeneDx reported Q3 2025 revenue of $116.7 million, up 52% YoY, with exome/genome revenue growing 66% to $98.9 million.
- Raised full-year revenue guidance to $425-428 million, with exome/genome revenue expected to grow 53-55%.
- Expanded into pediatricians with a doubling of the sales force over the next quarters, targeting 60,000 U.S. pediatricians.
- FDA granted breakthrough device designation for ExomeDx and GenomeDx, validating their gold-standard status.
- Launched newborn screening initiatives in Florida and NIH's BEACONS program, aiming to proactively diagnose rare diseases at birth.

**【CFO Financial Commentary】**
- Adjusted gross margin expanded to 74%, driven by improved reimbursement rates ($3,800/test) and lower COGS through automation.
- Operating expenses rose to $71 million (61% of revenue), reflecting investments in sales teams, international markets, and customer experience.
- Generated $14.7 million in adjusted net income and $0.51 EPS, with $9 million in free cash flow.
- Raised gross margin guidance to 70-71% for 2025, maintaining profitability amid reinvestment.

**【Q&A Highlights】**
- **Medicaid Expansion**: California's Medi-Cal will cover whole genome testing, adding ~2,000 new tests/month and boosting reimbursement rates to ~80%.
- **Sales Force Growth**: Hiring regional sales directors and ~80 new reps to target pediatricians, with full rollout expected by mid-2026.
- **NICU Penetration**: 12+ Epic Aura integrations in NICUs, driving 33% Q3 volume growth and plans for broader inpatient adoption.
- **AI & COGS**: AI tools like GeneRanker reduce COGS by 30%, enabling 74% gross margin despite lower initial reimbursement rates in new markets.
- **Newborn Screening**: GUARDIAN study showed 3% actionable conditions at birth, supporting Florida's Sunshine Genetics Act and NIH's BEACONS program.


GeneDx Holdings Corp. (WGS) Q3 2025 Earnings Call Transcript

- **Revenue Milestone**: Q2 2025 revenue of $102.7M (+49% YoY), exome/genome at $85.9M (+69% YoY). 
- **Gross Margin Expansion**: 71% in Q2 vs. 65% last year, driven by $3,700 ASP. 
- **Market Expansion**: NICU (fewer than 5% tested), general pediatrics (AAP guidelines), newborn screening (3% treatable newborns). 
- **Data Leadership**: 850K exomes/genomes, 7M phenotypic data points, Fabric AI integration. 
- **Updated Guidance**: $345-355M exome/genome revenue (+48-52% YoY), 30%+ volume growth. 


**【CEO Summary Section】**
- Achieved record $102.7M revenue in Q2 2025, up 49% YoY, with exome/genome revenue at $85.9M (+69% YoY). 
- Expanded into new markets: NICU (fewer than 5% of NICU babies tested), general pediatrics (AAP guidelines adoption), and newborn screening (GUARDIAN study shows 3% of newborns with treatable conditions). 
- Built largest genomic dataset with 850K exomes/genomes and 7M phenotypic data points. 
- Acquired Fabric Genomics to enhance AI-driven interpretation capabilities and international expansion. 
- Raised full-year exome/genome revenue guidance to $345-355M (+48-52% YoY) from prior $330-340M range. 

**【CFO Financial Commentary】**
- Adjusted gross margin expanded to 71% (vs. 65% Q2 2024), driven by higher ASPs ($3,700/test vs. $3,100 last quarter) and cost optimization. 
- Generated $15M adjusted net income, 4th consecutive quarter of profitability. 
- Cash balance of $135.5M post-Fabric acquisition payment. 
- Full-year guidance: $400-415M total revenue, 30%+ exome/genome volume growth, 68-71% gross margin. 

**【Q&A Key Highlights】**
- **ASP Growth**: Sustained by reduced denials, new state Medicaid coverage (35 states now cover exome/genome). Q2 ASP of $3,718 seen as sustainable. 
- **Pediatric Strategy**: Focused on 25,000 pediatricians diagnosing DD/ID, with minimal 2025 impact but 18-24 month adoption timeline. 
- **NICU Progress**: 3 health systems live on Epic Aura, targeting 12+ hospitals by year-end. 
- **Fabric Integration**: On track to leverage AI for faster diagnoses, with international sales team formation. 
- **Operational Efficiency**: OpEx as % of revenue improved to 56% (vs. 65% Q2 2024), with $1M Q2 spend on Fabric integration. 


GeneDx Holdings Corp. (WGS) Q2 2025 Earnings Call Transcript

- **Record Q1 Performance**: $87M revenue, 3rd straight quarter profitable, 62% exome/genome growth.
- **UltraRapid NICU Expansion**: 48-hour genome sequencing launched, targeting <5% NICU test penetration.
- **Fabric Acquisition Impact**: $3-5M annual contribution, 2026+ AI-driven cost savings.
- **Reimbursement Strength**: $3,400 avg rate (vs. $2,600 YoY), 69% gross margin.
- **2025 Outlook**: $360M-$375M guidance, 30%+ exome/genome growth, NICU ramp in H2.
- **Newborn Screening Catalyst**: Florida legislation, 3.2% diagnostic yield in GUARDIAN study.


**【CEO Opening Remarks】**
- Q1 2025 revenue exceeded $87 million, marking the third consecutive quarter of profitability.
- Launched ultraRapid genome sequencing (48-hour turnaround) and expanded into new clinical indications (e.g., immune deficiency disorders).
- Acquired Fabric Genomics to add AI-driven interpretation-as-a-service, targeting 2026-2027 cost synergies.
- NICU market penetration strategy includes Epic Aura integration and buccal swab sampling, with volume ramp expected in H2 2025.
- Genomic newborn screening (GUARDIAN study) shows 3.2% diagnostic yield, with Florida legislation as a model for national adoption.

**【CFO Financial Highlights】**
- Exome/genome revenue grew 62% YoY to $71.4M, accounting for 40% of total tests.
- Adjusted gross margin improved to 69% (vs. 61% YoY), driven by automation and AI adoption.
- Q1 2025 guidance raised to $360M-$375M, with 30%+ exome/genome volume growth expected.
- Average reimbursement rate for exome/genome rose to $3,400 (vs. $2,600 YoY), reflecting reduced denials.
- Cash balance of $160.2M as of Q1, with $4.1M net cash flow from operations.

**【Q&A Key Takeaways】**
1. **Volume Recovery**: Q1 weather-related delays (wildfires, snowstorms) are expected to recover in Q2, with March volumes exceeding prior quarter trends.
2. **NICU Growth**: UltraRapid adoption in NICUs is early but promising, with Epic Aura integration completing pilot phase in May.
3. **Fabric Genomics Integration**: $3-5M annual contribution from Fabric's recurring software revenue, with full synergies realized by 2027.
4. **Reimbursement Trends**: Denial rate improved to mid-40s (from high 50s), with Medicaid coverage expanding to 33 states.
5. **Newborn Screening Timeline**: Regulatory approvals for genomic newborn screening likely in 2027, with Florida legislation as a catalyst.
6. **Operational Efficiency**: AI and automation initiatives aim to reduce OpEx as a % of revenue, with G&A expenses rising due to Epic integration costs.


GeneDx (WGS)-30 Apr 25-2025 Q1 Earnings call transcript

- **Revenue Growth**: Q4 2024 exome/genome revenue up 101% YoY to $78.8 million, driving total revenue >$95 million. 2025 guidance: $350-$360 million with 30%+ exome/genome volume growth.
- **Profitability**: Q4 2024 adjusted net income $16.8 million; full-year 2025 profitability maintained with 65-67% gross margin.
- **Strategic Initiatives**: Launch of 48-hour ultraRapid Whole Genome Sequencing in NICU, new outpatient indications (cerebral palsy, hearing loss), and telehealth pathway expansion.
- **Market Leadership**: 80% clinician preference for GeneDx exome/genome tests; 750,000+ sequenced exomes enable superior clinical utility and flywheel effect.

**【CEO Summary Section】**
- **2024 Performance Highlight**: Revenue exceeded $95 million in Q4, with exome and genome testing contributing $78.8 million (101% YoY growth). Gross margin expanded to 70%, up from 56% in Q4 2023.
- **2025 Guidance**: Total revenue target of $350-$360 million, with at least 30% growth in exome/genome volume. Focus on NICU ultraRapid Whole Genome Sequencing (48-hour turnaround) and new outpatient indications like cerebral palsy and hearing loss.
- **Market Position**: 80% clinician preference for GeneDx exome/genome tests, driven by 750,000+ sequenced exomes and superior clinical utility. Expansion of sales team and telehealth pathways to accelerate access.

**【CFO Financial Commentary】**
- **Q4 2024 Results**: Adjusted net income $16.8 million (second consecutive quarter of profitability). Full-year cash balance $142.2 million, with $12.4 million operational cash flow.
- **2025 Financial Outlook**: Adjusted gross margin 65-67%, maintaining quarterly profitability. Exit of hereditary cancer business (40% gross margin) to focus on high-growth exome/genome segment.
- **Cost Management**: $5 million annual investment in Epic Aura integration for streamlined workflows. COGS reduction initiatives continue, with Bryan Dechairo leading operational efficiency efforts.

**【Q&A Highlights】**
- **Pricing Strategy**: Average reimbursement rate $3,500/Q4 (up 40% YoY), targeting further increases through reduced denials and state Medicaid coverage expansion (32 states now cover exome/genome).
- **Sales Force Expansion**: Enterprise team doubled to 10, with 25 new inside sales reps to reduce administrative burden. Total sales force 3x larger than competitors.
- **UltraRapid Product Impact**: NICU market opportunity $1 billion (fewer than 5% of NICU babies tested). UltraRapid pricing premium justified by clinical urgency, with payers prioritizing rapid results.
- **Adult Market Potential**: Early-stage exploration of neurodegenerative diseases (e.g., Parkinson's, Alzheimer's) and cardiomyopathies, leveraging biopharma partnerships for therapeutic development.

Actual	4.95	-5.61	-10.23	-7.1261	-6.6549	-29.7	-2.4375	-1.6483	-0.8205	-0.4908	-0.3295	-0.1069	0.0401	0.7714	0.2752	0.5	0.49	0.14
Forecast	-6.16	-8.4997	-10.56	-6.765	-6.82	-6.0844	-1.5735	-1.3133	-1.31	-0.6533	-0.6667	-0.3	-0.215	0.1632	0.0591	0.1158	0.4229	0.1198
Surprise	+180.36%	+34.00%	+3.13%	-5.34%	+2.42%	-388.13%	-54.91%	-25.51%	+37.37%	+24.87%	+50.58%	+64.37%	+118.65%	+372.67%	+365.65%	+331.78%	+15.87%	+16.86%

WGS

WGS fundamentals

WGS Q4 2025 Earnings

Earnings Call

You can ask Aime

WGS

WGS fundamentals

WGS Q4 2025 Earnings

Earnings Call

WGS Earnings Call Summary for Q4/20258:30 AM on Feb 23, 2026

WGS Earnings Call Summary for Q3/20258:30 AM on Oct 28, 2025

WGS Earnings Call Summary for Q2/20258:30 AM on Jul 29, 2025

WGS Earnings Call Summary for Q1/20258:30 AM on Apr 30, 2025

WGS Earnings Call Summary for Q4/20248:30 AM on Feb 18, 2025

You can ask Aime