Every 8-K that Codexis, Inc. (CDXS) 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 CDXS 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 CDXS filings page.
Codexis, Inc. reported second quarter 2026 results and provided a business update. Total revenue for the quarter ended June 30, 2026 was $14.9 million, consisting of $13.2 million of product revenue and $1.7 million of research and development revenue. For the same period, the company recorded a net loss of $12.0 million, or $0.13 per basic and diluted share, compared with a net loss of $13.3 million a year earlier. For the first six months of 2026, revenue was $30.2 million and net loss was $20.7 million, both improved versus the prior-year period.
As of June 30, 2026, Codexis reported $27.2 million in cash and cash equivalents and $27.7 million in short-term investments, with total assets of $120.1 million and stockholders’ equity of $33.0 million. Management highlighted progress industrializing its ECO Synthesis® Manufacturing Platform for RNA therapeutics and noted a recently completed equity capital raise generating approximately $25 million in net proceeds, which strengthened the balance sheet. The company reiterated its full-year 2026 financial guidance and outlined multiple anticipated technical, regulatory and partnership milestones.
Codexis, Inc. entered into an Underwriting Agreement with Piper Sandler & Co. and Cantor Fitzgerald & Co. to issue and sell 16,666,667 shares of its common stock in a public offering at $1.50 per share. The underwriters received a 30-day option to purchase up to 2,500,000 additional shares. The transaction was conducted under the company’s effective shelf registration statement on Form S-3 via a prospectus supplement.
The offering closed on July 27, 2026, when Codexis completed the sale and issuance of the 16,666,667 shares and received net proceeds of approximately $23.1 million after underwriting discounts, commissions and estimated expenses. Codexis, along with all directors and executive officers, agreed to a 90-day lock-up on sales or transfers of common stock after July 23, 2026, subject to specified exceptions.
Codexis, Inc. expects to report total revenue of at least $14.8 million for the three months ended June 30, 2026, and cash, cash equivalents and short-term investments of approximately $54.9 million as of June 30, 2026. These figures are described as preliminary estimates based on information currently available.
The company notes that these amounts are unaudited and remain subject to completion of financial closing procedures and management review, so actual results for the quarter could differ. Codexis also states that its independent registered public accounting firm has not audited, reviewed, compiled or performed procedures on this preliminary information, and highlights the forward-looking nature of these estimates and related risks referenced in prior SEC filings.
Codexis, Inc. reported the final voting results from its 2026 Annual Meeting of Stockholders held on June 17, 2026. Stockholders elected Stephen G. Dilly, Raymond De Vré, and Rahul Singhvi as directors for three-year terms expiring at the 2029 annual meeting.
Stockholders also ratified the selection of KPMG LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 74,561,400 votes for, 106,175 against, and 70,905 abstentions. In addition, they approved, on a non-binding advisory basis, the compensation of the company’s named executive officers.
Codexis, Inc. reported first quarter 2026 revenue of $15.2 million, up from $7.5 million a year earlier, driven by higher product and research and development revenue. The company’s net loss narrowed to $8.7 million from $20.7 million, with loss per share improving to $0.10 from $0.25.
Codexis ended the quarter with $65.1 million in cash and related investments and reiterated its full-year 2026 financial guidance. Management highlighted upcoming presentations at the TIDES USA meeting showcasing new data for its ECO Synthesis manufacturing platform, which targets scalable enzymatic production of complex RNA therapeutics.
Codexis, Inc. reported board changes centered on director departures and reclassification among its staggered board classes. On April 8, 2026, Dennis Wolf resigned from the Board, and from the Audit and Compensation Committees, effective immediately. The company stated his resignation was not due to any disagreement regarding operations, policies or practices.
On April 10, 2026, to rebalance director classes, Esther Martinborough, Ph.D., resigned as a Class II director and was immediately re-elected as a Class III director. She continues on the Board and serves on the Compensation and Strategy Committees and as Chair of the Science & Technology Committee. After this “Class Rebalance,” the Board consists of three Class I, three Class II, and three Class III directors.
Codexis, Inc. reported fourth quarter and full-year 2025 results, highlighting higher revenue, a narrowed annual loss and strengthened liquidity. Fourth quarter revenue was $38.9 million, with full-year revenue of $70.4 million, up from $59.3 million in 2024, driven mainly by research and development revenue growth.
The company posted fourth quarter net income of $9.6 million, while the full-year net loss improved to $44.0 million from $65.3 million in 2024. Codexis ended 2025 with $78.2 million in cash, cash equivalents and short-term investments, which it says provides runway through 2027. It also completed a $37.8 million Technology Transfer Agreement with Merck and emphasized progress for its ECO Synthesis and ligase platforms, including multi-gram and kilogram-scale siRNA production for customers.
Codexis, Inc. announced organizational and leadership changes. The company is implementing a workforce reduction of approximately 24% to align with its focus on the ECO Synthesis platform. It expects to recognize about $3.5 million of related expenses in the fourth quarter of 2025, paid primarily in the same period, with the reduction substantially completed by January 2026.
The Board appointed Alison Moore, Ph.D., as President and Chief Executive Officer and as a Class III director, effective November 7, 2025. Her compensation includes a $650,000 base salary, a target annual bonus of 75% of salary, 85,000 RSUs vesting over three years, and 500,000 stock options vesting over four years. Stephen Dilly will continue as Chair of the Board with annual cash fees of $110,000. Kevin Norrett entered into a separation and consulting agreement and will provide transitional services through November 6, 2026, and will receive a bonus equal to 100% of his target bonus.
Codexis, Inc. filed a current report to disclose that it has announced its financial results for the quarter ended June 30, 2025. The company released these results through a press release dated August 13, 2025, which is furnished as Exhibit 99.1. This press release contains the detailed quarterly financial information. The exhibit is furnished rather than filed, meaning it is not subject to certain liability provisions and is not automatically incorporated into other securities offerings unless specifically referenced.