Every material Form 8-K CODEXIS, INC. has filed with the SEC since July 23, 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.
Codexis reported second-quarter 2026 revenue of $14.9 million, down from $15.3 million a year earlier, while its net loss narrowed to $12.0 million, or $0.13 per share, from $13.3 million, or $0.16 per share. The company reiterated its full-year 2026 revenue guidance of $72 million to $76 million and said a July equity raise brought in about $25 million in net proceeds, for proforma cash of about $80 million.
Q2 2026 total revenues were $14.9 million, versus $15.3 million in Q2 2025, mainly due to lower research and development revenue.
Net loss was $12.0 million, or $0.13 per share, compared with $13.3 million, or $0.16 per share, a year earlier.
Full-year 2026 total revenue guidance of $72 million to $76 million was reiterated, not changed.
An equity financing completed in July raised about $25 million in net proceeds; proforma cash is about $80 million.
Codexis sold 16,666,667 shares of common stock at $1.50 per share in an offering that closed on July 27, 2026, with net proceeds of about $23.1 million after underwriting discounts and estimated expenses. The sale adds cash to the company but also issues new shares to investors, which spreads existing shareholders' ownership across a larger share count.
Offering: 16,666,667 shares at $1.50 per share, priced under an underwriting agreement dated July 23, 2026, with Piper Sandler & Co. and Cantor Fitzgerald & Co. as representatives
Closed July 27, 2026, with net proceeds of approximately $23.1 million
Underwriters have a 30-day option to buy up to 2,500,000 additional shares
Company and directors and executive officers agreed to a 90-day lock-up from July 23, 2026, barring sales without Representatives' consent
Codexis said on July 23, 2026 that it expects second-quarter 2026 revenue of at least $14.8 million and cash, cash equivalents and short-term investments of about $54.9 million as of June 30, 2026. The figures are preliminary, unaudited and subject to the company's financial closing procedures, so the final results may differ.
Preliminary total revenue for the three months ended June 30, 2026 is at least $14.8 million.
Preliminary cash, cash equivalents and short-term investments as of June 30, 2026 are about $54.9 million.
The auditor has not reviewed these preliminary figures, and the company says final results may vary.
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