Every material Form 8-K BillionToOne, Inc. has filed with the SEC since June 29, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
BillionToOne reported third-quarter 2026 revenue of $123.0 million, up 47% from a year earlier, and net income of $17.4 million, or $0.32 per diluted share, compared with $0.10 per diluted share in the third quarter of 2025. The company raised its full-year 2026 revenue guidance to $460.0 million to $470.0 million from $450.0 million to $465.0 million, which points to stronger expected sales for shareholders.
Third-quarter revenue was $123.0 million, up from $83.5 million, with 206,000 tests delivered, up 25%.
Net income was $17.4 million, or $0.32 per diluted share, versus $1.5 million, or $0.10 per diluted share, a year earlier.
Full-year 2026 revenue guidance is now $460.0 million to $470.0 million, up from $450.0 million to $465.0 million.
Gross margin was 71%, up from 70%, and Northstar Clear is scheduled to become commercially available on December 15, 2026.
BillionToOne reported second quarter 2026 revenue of $109.4 million, up 64% from $66.6 million a year earlier, and swung to net income of $8.1 million, or $0.15 per diluted share, from a net loss of $0.2 million in the prior-year quarter. The company reiterated its full-year 2026 revenue guidance of $450 million to $465 million, which it says represents 48% to 52% growth over 2025.
Q2 2026 revenue of $109.4 million vs. $66.6 million in Q2 2025, up 64%
Net income of $8.1 million, or $0.15 per diluted share, vs. a net loss of $0.2 million in Q2 2025
Income from operations of $5.5 million vs. a $1.6 million operating loss a year earlier
Full-year 2026 revenue guidance of $450 million to $465 million reiterated, not changed
BillionToOne entered a 12-year lease on about 62,659 square feet of office and laboratory space in Union City, California, with base rent of about $46.7 million over the term. The space is meant to add lab capacity for oncology products because test volumes have exceeded the company's plan over the last year, and the company says the facility will expand its total facility space by about 16%. The lease is anticipated to start on or about August 1, 2027.
Lease with Whipple Road Portfolio, LLC signed June 23, 2026, for 3260 Whipple Road, Union City, CA
Aggregate base rent of about $46.7 million over the 12-year term, with a 12-month rent abatement and a tenant improvement allowance of up to $12.5 million
Security deposit of $407,910 payable on signing; lease option to extend 10 years at prevailing market rate
Expected commencement on or about August 1, 2027; full lease text to be filed with the Form 10-Q for the period ended June 30, 2026
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