Natera, Inc. (NTRA) Earnings History

Natera, Inc. - Q4 FY2025 Earnings

Filed at: Feb 26, 2026, 4:06 PM EST|Read from source

EXECUTIVE SUMMARY

Natera reported a strong finish to 2025, driven by record test volumes and significant revenue growth, exceeding expectations. The company demonstrated improved gross margins while continuing to invest in product offerings and headcount, positioning for continued momentum in 2026.

POSITIVE HIGHLIGHTS

  • •

    Total revenues increased by 39.8% year-over-year to $665.5 million in Q4 2025, driven by a 39.8% increase in product revenues.

    positive
  • •

    Gross margin improved to 66.9% in Q4 2025 from 62.9% in Q4 2024, and for the full year 2025 to 64.7% from 60.3% in 2024.

    positive
  • •

    Tests processed increased by 16.5% year-over-year in Q4 2025 to 923,600, with oncology tests showing a significant 54.7% increase.

    positive
  • •

    Achieved positive cash inflow of approximately $107.6 million for the full year 2025.

    positive

CONCERNS & RISKS

  • •

    Loss from operations increased to $309.9 million in full year 2025 from $222.3 million in full year 2024.

    negative
  • •

    Total operating expenses increased by 44.6% year-over-year for the full year 2025, driven by headcount growth and increased consulting and legal expenses.

    attention
  • •

    Net loss for the full year 2025 was $208.2 million, a slight increase from $190.4 million in 2024, despite revenue growth.

    attention
  • •

    Weighted average shares outstanding increased to 136.7 million in full year 2025 from 124.7 million in full year 2024, potentially diluting future earnings.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$665.50M
+39.8%
Prior year: $476.10M
Annual (YTD)
$2.31B
N/A
Prior year: $1.70B
Net Income
Quarterly
N/A
N/A
Annual (YTD)
$-208.16M
N/A
Prior year: $-190.43M
EPS (Diluted)
Quarterly
N/A
N/A
Operating Income
Quarterly
$-22.80M
+64.8%
Prior year: $-64.70M
Annual (YTD)
$-309.91M
N/A
Prior year: $-222.29M
EPS (Basic)
Quarterly
$-1.52
+0.7%
Prior year: $-1.53

MARGIN ANALYSIS

Gross Margin
Current Quarter
66.9%
Prior Year
62.9%
YoY Change
+400 bps
Operating Margin
Current Quarter
-3.4%
Prior Year
-13.6%
YoY Change
+1016 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q4 FY2025 2025

VISUAL OVERVIEW

|
Product Revenues
0.0%
N/A
Licensing and other revenues
0.0%
N/A

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
Product Revenues
N/A———
Licensing and other revenues
N/A———
Total Revenue$0.00M——100.0%

Segment performance shows business unit health and growth drivers.

MANAGEMENT GUIDANCE

FY2026

revenue
$2620000.0B—$2700000.0B
Mid-point: $2660000.0B
gross_margin
63.0%—65.0%
Mid-point: 64.0%
sg_and_a_costs
1,125,000,000—1,225,000,000
Mid-point: 1,175,000,000
r_and_d_costs
750,000,000—850,000,000
Mid-point: 800,000,000
net_cash_flow
"positive"

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

MANAGEMENT COMMENTARY

We delivered an outstanding finish to 2025 with record test volumes, strong revenue that exceeded our January pre-announcement, and gross margins well ahead of our expectations even as we continued to invest significantly throughout the year.

— Natera, Inc., Q4 FY2025 2025 Earnings Call

With solid momentum already in 2026, we remain focused on our mission to transform the management of disease worldwide by expanding access to our testing and advancing the data that supports better patient care.

— Natera, Inc., Q4 FY2025 2025 Earnings Call

The increase in product revenues was driven by an increase in volume and average selling price improvements.

— Natera, Inc., Q4 FY2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Oncology tests processed (FY)
800.8K
+51.6% YoY
Prior year: 528.2K
Oncology tests processed (Q4)
233.3K
+54.7% YoY
Prior year: 150.8K
Tests accessioned
909.0K
+16.8% YoY
Prior year: 778.4K
Tests processed
923.6K
+16.5% YoY
Prior year: 792.8K
Tests reported
892.4K
+15.6% YoY
Prior year: 771.7K
Tests reported in our laboratory
878.0K
+15.8% YoY
Prior year: 758.2K

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.

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