10-K · March 2, 2026
Teknova delivered revenue growth in 2025 with Q4 revenue of $10.0M and full-year results described as up 7% to $40.5M, while continuing to operate at a loss. The company emphasizes a differentiated, fast-to-customize…
Earnings analysis · 10-Q
TKNO earnings analysis
Filed May 7, 2026 · Our reading of the company's report
The latest report
Alpha Teknova, Inc. reported Q1 2026 revenue of $11.1 million, a year-over-year increase of 13% and beating consensus estimates. The gross margin improved to 34.2%, and the company reported an EPS loss of $-0.08,…
Read full summary
Alpha Teknova, Inc. reported Q1 2026 revenue of $11.1 million, a year-over-year increase of 13% and beating consensus estimates. The gross margin improved to 34.2%, and the company reported an EPS loss of $-0.08, exceeding the expected loss of $-0.09. Despite ongoing operational challenges, management emphasized growth in the Clinical Solutions segment and reiterated their revenue guidance for the year.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
Where revenue came from
The business segments reported by the company.
Shares of the segments disclosed in this filing, largest first.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $-0.08
- Gross margin
- 34.2%
What stood out
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Revenue Exceeded Estimates
Reported revenue of $11.1 million surpassed expectations of $10.1 million, marking a 13.1% increase YoY.
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Improved Gross Margin
Gross margin increased to 34.2%, up from 30.7% in the prior year.
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Clinical Solutions Segment Growth
Clinical Solutions revenue grew by 84.6%, reaching $2.1 million compared to $1.2 million YoY.
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Lower Operating Loss
Operating loss narrowed to $4.3 million, compared to $5.0 million a year ago.
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Cash and Working Capital Position
As of March 31, 2026, cash and cash equivalents totaled $17.8 million.
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Reaffirmed 2026 Revenue Guidance
Management reiterated the revenue guidance of $42-$44 million for full-year 2026.
What to watch
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Ongoing Net Losses
Net loss for Q1 2026 was $4.6 million, slightly improved from $4.7 million last year.
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Increasing Operating Expenses
Total operating expenses rose 1.4% year-over-year, placing strain on profitability.
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Dependence on External Suppliers
Relying on limited suppliers for raw materials could disrupt production if issues arise.
Management's outlook
Management reaffirmed the anticipated revenue range for 2026 between $42 and $44 million.
Earlier filings 3
10-Q · November 13, 2023
Alpha Teknova reported Q3 revenue of $8.169M (down from $10.692M a year ago) and a GAAP net loss of $10.153M (-$0.34 per share). Management raised equity ($22.915M gross) and repaid $10.0M of term debt, but the MD&A…
10-K · March 30, 2023
Teknova positions itself as a custom, fast-turnaround manufacturer of critical life-science reagents with proprietary processes and ISO/GMP capabilities, serving more than 3,000 active customers. The 10-K emphasizes…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.