Guardant Health, Inc. (GH) Earnings History

Guardant Health, Inc. - Q4 2025 Earnings

Filed at: Feb 19, 2026, 4:12 PM EST|Read from source

EXECUTIVE SUMMARY

Guardant Health reported strong revenue growth in Q4 2025, driven by significant increases in Oncology and Screening test volumes. The company also demonstrated improved gross margins and a reduced free cash flow burn, indicating positive operational momentum and progress towards profitability.

POSITIVE HIGHLIGHTS

  • •

    Total revenue increased 39% year-over-year to $281.3 million in Q4 2025.

    positive
  • •

    Oncology revenue grew 30% to $189.9 million, with test volume up 38% year-over-year.

    positive
  • •

    Screening revenue saw substantial growth, reaching $35.1 million with approximately 38,000 Shield screening tests in Q4 2025, up from 6,400 in the prior year.

    positive
  • •

    Non-GAAP gross margin improved to 66% in Q4 2025 from 63% in Q4 2024.

    positive
  • •

    Full year 2025 free cash flow burn improved to $(233.1) million from $(274.9) million in 2024.

    positive

CONCERNS & RISKS

  • •

    Net loss widened to $128.5 million in Q4 2025 from $111.0 million in the prior year period.

    negative
  • •

    Operating expenses increased to $302.6 million in Q4 2025 from $250.2 million in the prior year period, primarily due to commercial team expansion and marketing activities.

    attention
  • •

    Non-GAAP operating expenses increased to $260.0 million in Q4 2025 from $214.7 million in the prior year period.

    attention
  • •

    The company reported a full year 2025 net loss of $416.3 million, a slight improvement from $436.4 million in 2024.

    negative

FINANCIAL METRICS

Revenue
Quarterly
$281.27M
+39.0%
Prior year: $201.81M
Annual (YTD)
$982.02M
N/A
Prior year: $739.02M
Net Income
Quarterly
$-128.49M
-15.8%
Prior year: $-111.01M
Annual (YTD)
$-416.28M
N/A
Prior year: $-436.37M
EPS (Diluted)
Quarterly
$-1.00
-11.1%
Prior year: $-0.90
Operating Income
Quarterly
$-120.81M
+4.1%
Prior year: $-125.97M
Annual (YTD)
$-437.25M
N/A
Prior year: $-443.59M
EPS (Basic)
Quarterly
N/A
N/A

MARGIN ANALYSIS

Gross Margin
Current Quarter
65.0%
Prior Year
62.0%
YoY Change
+300 bps
Operating Margin
Current Quarter
-43.0%
Prior Year
-62.4%
YoY Change
+1940 bps
Net Margin
Current Quarter
-45.7%
Prior Year
-55.0%
YoY Change
+930 bps

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

REVENUE BY SEGMENT — Q4 2025 2025

VISUAL OVERVIEW

|
Oncology
0.0%
N/A
Biopharma & Data
0.0%
N/A
Screening
0.0%
N/A
Licensing and other
0.0%
N/A

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
Oncology
N/A———
Biopharma & Data
N/A———
Screening
N/A———
Licensing and other
N/A———
Total Revenue$0.00M——100.0%

Segment performance shows business unit health and growth drivers.

MANAGEMENT GUIDANCE

FY2026

revenue
$1250000.0B—$1280000.0B
Mid-point: $1265000.0B
"growth of 27% to 30% year-over-year"
Oncology revenue
"growth in the range of 25% to 27%"
Oncology volume
"approximately 30% year-over-year"
Biopharma & Data revenue
"growth in the low double-digit range"
Screening revenue
$162000.0B—$174000.0B
Mid-point: $168000.0B
Screening volume
210,000—225,000
Mid-point: 217,500
Non-GAAP gross margin
64.0%—65.0%
Mid-point: 64.5%
Non-GAAP operating expenses
1,030,000,000—1,050,000,000
Mid-point: 1,040,000,000
"representing a 14% to 16% increase compared to 2025"
Free cash flow burn
-195,000,000—-185,000,000
Mid-point: -190,000,000
"an improvement compared to $233 million for the full year 2025"

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 end to a great year, with fourth quarter revenue growth of 39% year-over-year.

— Guardant Health, Inc., Q4 2025 2025 Earnings Call

Our progress in 2025 is a testament to our breakthrough innovation and best-in-class execution across our portfolio.

— Guardant Health, Inc., Q4 2025 2025 Earnings Call

We are uniquely positioned with scaled offerings spanning both therapy selection and monitoring, and the recent launch of Reveal for therapy response monitoring further strengthens our competitive moat.

— Guardant Health, Inc., Q4 2025 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

Full Year Oncology tests
276.0K
+34.0% YoY
tests
Full Year Screening tests
87.0K
tests
Oncology tests
79.0K
+38.0% YoY
tests
Shield screening tests
38.0K
+493.8% YoY
Prior year: 6.4K
tests

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