Every 8-K that BillionToOne, Inc. (BLLN) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow BLLN and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BLLN filings page.
BillionToOne, Inc. reported second-quarter 2026 results with total revenue of $109.4 million, up 64% from $66.6 million a year earlier, driven by 196,000 tests delivered and a 21% increase in overall average selling price.
Prenatal testing revenue was $94.2 million and oncology testing revenue $13.7 million, up 55% and 176% year-over-year, respectively. Gross margin improved to 70% from 65%, with income from operations of $5.5 million and net income of $8.1 million, or $0.15 per diluted share. Free cash flow was $5.1 million, and cash and cash equivalents were $548,628 (in thousands) as of June 30, 2026.
The company reaffirmed 2026 revenue guidance of $450.0 million to $465.0 million, representing 48% to 52% growth over 2025, and expects to generate profitability similar to current levels while continuing to invest. Product updates include a 130-gene Unity Fetal Risk Screen panel and the Northstar Origin tissue-of-origin feature, with commercial availability beginning in August and September 2026.
BillionToOne, Inc. has entered into a long-term lease for approximately 62,659 square feet of office and laboratory space at 3260 Whipple Road in Union City, California. The new facility is intended to provide additional laboratory capacity as test volumes have exceeded the company’s plan over the last year.
The space will be dedicated to oncology products and will more than triple the company’s oncology-dedicated laboratory space, expanding total facility space by about 16%. The lease is expected to commence on or about August 1, 2027, has an initial 12-year term, and includes a 10-year extension option at then-prevailing market rates.
Aggregate base rent over the 12-year term is approximately $46.7 million. The landlord will provide an initial 12-month rent abatement and a tenant improvement allowance of up to $12.5 million, and BillionToOne will pay a security deposit of $407,910, plus its pro rata share of operating expenses, taxes, assessments and fees.
BillionToOne, Inc. reported the results of its Annual Meeting of Stockholders held on June 10, 2026. Stockholders voted as a single class, with Class A shares carrying one vote each and Class B shares carrying 15 votes each, based on 41,442,114 Class A and 4,552,650 Class B shares outstanding as of April 17, 2026.
Two Class I directors were elected to terms ending at the 2029 annual meeting. Oguzhan Atay received 76,387,783 votes for and 348,276 withheld, while Akshay Rai received 76,297,791 votes for and 438,268 withheld; each proposal recorded 562,085 broker non-votes.
Stockholders also ratified the appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for the year ending December 31, 2026, with 77,277,103 votes for, 197 against, and 20,844 abstentions. No broker non-votes were recorded on this routine proposal.
BillionToOne, Inc. reported sharply higher first quarter 2026 results, with total revenue of $108.4 million, up 84% from the first quarter of 2025. Growth was driven by a 44% increase in tests delivered and a 28% rise in overall average selling price.
Prenatal testing revenue reached $96.5 million, up 72%, while oncology testing revenue was $10.7 million, more than four times the prior year. Gross margin improved to 73% from 64%, supporting income from operations of $17.8 million versus a loss a year earlier. Net income was $17.97 million, or $0.34 per diluted share. The company raised its 2026 revenue outlook to a range of $450 million to $465 million, implying 48% to 52% growth over 2025, and expects to maintain profitability near current levels while continuing to invest.
BillionToOne, Inc. reported very strong results for the fourth quarter and full year 2025 and introduced an executive and employee bonus plan. Fourth quarter revenue was $96.1 million, up 113% from $45.1 million a year earlier, driven by 47% more tests delivered and a 47% higher overall average selling price.
Gross margin in the quarter improved to 71% from 57%, helping swing to operating income of $10.3 million from an $11.7 million loss. Full year 2025 revenue doubled to $305.1 million, with operating income of $16.0 million versus a $47.1 million loss in 2024, and net income attributable to common stockholders of $2.9 million. The company ended 2025 with $496.0 million in cash and cash equivalents.
The company raised its 2026 revenue outlook to a range of $430 million to $445 million, implying 41% to 46% growth over 2025, and expects positive GAAP operating income for 2026. Separately, the board adopted the BillionToOne Annual Incentive Plan, a performance-based bonus program for executive officers and selected employees, with bonuses payable in cash or fully vested Class A common stock.
BillionToOne, Inc. filed a current report stating that it issued a press release on January 12, 2026, reiterating its guidance for the full year ended December 31, 2025 and initiating guidance for full year 2026. This means the company confirmed its prior outlook for 2025 while also providing its initial expectations for 2026.
The company also noted that the investor presentation used at the 2026 J.P. Morgan Healthcare Conference on January 12, 2026 will be posted on the Investor page of its website under the “Events & Presentations” section.