BLFS BIOLIFE SOLUTIONS INC
Price Chart
Executive Summary
BioLife Solutions filed an 8-K furnishing an investor presentation for the Jefferies Global Healthcare Conference. The presentation highlights FY2025 revenue of $96M (29% organic growth), 26% adjusted EBITDA margin, and provides 17-20% revenue growth guidance for FY2026, with expectations of positive GAAP net income for the full year. The filing is a routine investor relations update with no new material financial disclosures beyond previously reported figures.
Actionable Insight
Monitor upcoming quarterly results for confirmation of the 17-20% revenue growth guidance and progress toward positive GAAP net income. The high specification rate in clinical trials (>70%) provides a long-term revenue visibility moat, but near-term execution on multi-product penetration and margin expansion will determine stock trajectory.
Key Facts
- FY2025 revenue of $96M with 29% organic growth
- FY2025 adjusted EBITDA margin of 26%
- FY2025 gross margin of 65%
- 17-20% revenue growth guidance for FY2026
- Expects positive GAAP net income for FY2026
- Q1 2026 revenue of $27.5M
- Products specified in >70% of cell-based therapy clinical trials and ~90% of commercially relevant FDA-approved cell-based therapies
- Net cash balance of $114M as of FY2025
- Investor presentation furnished as EX-99.1 for use at Jefferies Global Healthcare Conference
Financial Impact
FY2025 revenue $96M, 29% organic growth; FY2026 revenue growth guidance 17-20%; Q1 2026 revenue $27.5M
Risk Factors
- Cell therapy market growth may not materialize as forecast
- Customer concentration risk with large biopharma partners
- Execution risk on multi-product penetration and margin expansion
- Potential competitive displacement in biopreservation media
Market Snapshot
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-040048 |
| Document: blfs-20260603.htm | 0001628280-26-040048 |
| Document: 0001628280-26-040048-index-headers.html | 0001628280-26-040048 |
| Document: 0001628280-26-040048-index.html | 0001628280-26-040048 |
| Document: 0001628280-26-040048.txt | 0001628280-26-040048 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 3, 2026
9d ago
|
8-K
| $27.25 $27.09 | ▼ −0.59% | ▼ −0.99% | $26.10 (−4.22%) |
|
Apr 28, 2026
6w ago
|
10-K/A
| $19.99 $21.08 | ▲ +5.45% | ▲ +4.43% | $26.10 (+30.57%) |
|
Mar 3, 2026
14w ago
|
Insider Cluster
| $20.17 $20.67 | ▼ −2.48% | ▼ −1.72% | $26.10 (−29.40%) |
|
Mar 3, 2026
14w ago
|
Insider Cluster
| $20.17 $20.67 | ▲ +2.48% | ▲ +1.72% | $26.10 (+29.40%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access