Welcome to our dedicated page for Emergent BioSolutions SEC filings (Ticker: EBS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Emergent BioSolutions filings document an operating public-health company with NYSE-listed common stock under the symbol EBS. Its Form 8-K reports cover financial results, investor presentations, Regulation FD materials, debt prepayments, credit agreements, and other capital-structure events tied to its term loan and asset-based revolving facility.
Proxy and annual-meeting filings describe board elections, director appointments, committee service, auditor ratification, executive compensation, equity awards, and stockholder voting results. The filing record also captures governance disclosures for a company supplying NARCAN® Nasal Spray, ACAM2000®, and other medical countermeasure and bioservices products.
Emergent BioSolutions Inc. (EBS) reported a new contract modification from the U.S. government to supply its anthrax vaccine CYFENDUS™ (Anthrax Vaccine Adsorbed, Adjuvanted). On August 18, 2026, the company received Modification No. 21 under its long-standing BARDA AV7909 contract, authorizing procurement of additional CYFENDUS doses valued at approximately $24 million.
The BARDA AV7909 contract has been in place since September 30, 2016 and has been modified multiple times to support anthrax preparedness. The press release notes this award supports U.S. anthrax preparedness efforts and follows an earlier 2026 delivery order valued at up to $21.5 million to supply BioThrax® to the U.S. Department of War. CYFENDUS is FDA‑approved as a two‑dose anthrax vaccine for post‑exposure prophylaxis in adults 18–65 years of age when given with recommended antibacterial drugs.
American Century ETF Trust and affiliates reported passive ownership stakes in Emergent BioSolutions Inc. common stock on Schedule 13G. American Century ETF Trust reported beneficial ownership of 2,676,346 shares, representing 5.2% of the outstanding common stock, with sole voting and dispositive power over these shares.
American Century Investment Management, Inc., American Century Companies, Inc., and the Stowers Institute for Medical Research each reported beneficial ownership of 2,770,448 shares, or 5.4% of the class, all with sole voting and dispositive power and no shared power. The filing explains that various advisory clients of American Century Investment Management, including investment companies and institutional accounts, have rights to dividends and sale proceeds, but no single client holds more than 5% of the class.
Emergent BioSolutions Inc. reported the initial equity holdings of executive vice president and chief growth officer Stephanie Duatschek. She holds 197,416 shares of common stock, consisting of 55,639 shares and 141,777 unvested RSUs that generally vest in three equal annual installments. She also holds several employee stock options on common stock, with exercise prices ranging from $2.33 to $59.07 per share and expiration dates between 2028 and 2033. For options granted in 2021–2025, all or a portion of the underlying shares are already vested and exercisable as described in the footnotes.
Emergent BioSolutions Inc. reported Q2 2026 total revenues of $234.3 million, up from $140.9 million a year earlier, driven mainly by MCM Products revenue of $168.0 million versus $58.4 million, while Commercial Products revenue declined to $52.4 million from $67.5 million. First‑half 2026 revenues were $390.4 million versus $363.1 million in 2025.
The company recorded a non‑cash $191.3 million impairment of the NARCAN intangible asset, a $10.7 million loss on Gaithersburg assets held‑for‑sale and a $20.5 million loss on debt extinguishment, leading to a Q2 net loss of $180.2 million and basic/diluted EPS of $(3.49), compared with a $12.0 million loss in Q2 2025. For the first half, net loss was $173.4 million versus $56.0 million of income in 2025.
As of June 30 2026, total assets were $1.12 billion and stockholders’ equity had declined to $341.4 million from $522.6 million at year‑end 2025, reflecting the impairment and losses. Cash, cash equivalents and restricted cash were $140.9 million, operating cash flow was $22.3 million, and total debt remained $589.7 million, including $439.7 million of 3.875% Senior Unsecured Notes and a new $150.0 million term loan maturing in 2031.
During the half, Emergent paid a $50.4 million Ebanga‑related milestone, repurchased 1.9 million shares for $18.2 million under its reauthorized buyback program and reduced its warrant liability to $12.8 million from $21.7 million. Subsequent to quarter‑end, it approved an August 2026 restructuring plan eliminating about 114 positions and closing Gaithersburg wet labs, with expected charges of $10.0–$11.5 million and anticipated annualized savings of over $40.0 million.
Emergent BioSolutions reported second quarter 2026 revenue of $234.3 million, up 66% year over year, driven mainly by U.S. government medical countermeasure contracts for products such as ACAM2000 and BAT. Despite this, the company posted a GAAP net loss of $180.2 million, largely due to a $191.3 million non-cash impairment on the NARCAN asset group. Non-GAAP results were much stronger, with adjusted net income of $30.9 million and adjusted EBITDA of $96.5 million, yielding a 41% adjusted EBITDA margin.
Management launched a restructuring plan that will cut approximately 93 employees, eliminate about 21 vacant roles, close wet laboratories in Gaithersburg, and is expected to generate about $40 million in annualized savings, while incurring $10–$11.5 million of charges mainly in the second half of 2026. The role of Chief Medical Officer, Head of R&D is being eliminated and Simon Lowry will depart, while Stephanie Duatschek becomes Executive Vice President, Chief Growth Officer. Full-year 2026 guidance was reduced to revenue of $645–$675 million, a net loss of $(245)–$(225) million, and adjusted EBITDA of $130–$150 million, reflecting pressures in the naloxone business and the impairment charge.
Vanguard Capital Management LLC, together with certain affiliates, reports beneficial ownership of 2,540,945 shares of Emergent BioSolutions Inc. common stock, representing 4.92% of the class as of June 30, 2026. Vanguard has sole voting power over 342,106 shares and sole dispositive power over all 2,540,945 shares, with no shared voting or dispositive power. The holdings include securities held by various Vanguard funds and managed accounts over which these entities exercise voting and/or dispositive authority, and no other single person’s interest in these securities exceeds 5%.
BlackRock, Inc. reports beneficial ownership of 4,651,339 shares of Emergent BioSolutions Inc. common stock, representing 9.0% of the class as of June 30, 2026. BlackRock has sole voting power over 4,588,703 shares and sole dispositive power over 4,651,339 shares, with no shared voting or dispositive power. Various underlying clients and investors have rights to dividends or sale proceeds from these shares, but no single person holds more than five percent of Emergent’s outstanding common stock through these positions.
Emergent BioSolutions Inc. reported an insider stock sale by senior vice president Paul Anthony Williams. On July 1, 2026, he executed an open-market sale of 3,000 shares of common stock at a weighted average price of $8.40 per share, with individual sale prices ranging from $8.31 to $8.46. The transaction was made under a pre-arranged trading plan adopted on November 14, 2025 intended to comply with Rule 10b5-1. Following this sale, Williams directly holds 159,098 shares of Emergent BioSolutions common stock.
Emergent BioSolutions entered a contract modification valued at $52.7 million with the U.S. Administration for Strategic Preparedness and Response to supply its ACAM2000 smallpox and mpox vaccine, related ancillaries, and diluent replacement lots under an existing 10-year contract.
The modification, designated Option Year 7, calls for delivery of ACAM2000 doses and ancillaries in June 2026, with any remaining diluent balance due by December 2026. The company highlights this award alongside recent approvals of ACAM2000 for high-risk individuals in Saudi Arabia and an expanded indication in Singapore.