Here are the 10-Q quarterly reports from OmniAb, Inc. Warrant (OABIW) in our archive since June 2025, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow OABIW 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 OABIW filings page.
OmniAb, Inc. (OABI) reported third-quarter 2026 revenue of $3.993 million, up 78% from $2.239 million a year earlier; nine-month revenue was $31.835 million, up 209%. Third-quarter net loss was $15.728 million versus $16.525 million, and nine-month net loss was $29.294 million versus $50.600 million. Service and xPloration revenue increased, while license and milestone revenue was $100,000 versus $616,000.
Nine-month operating cash flow was $8.340 million provided, compared with $30.781 million used in 2025. As of September 30, 2026, cash, cash equivalents and short-term investments totaled $64.2 million; OmniAb said it believes these resources are sufficient to support operations through at least the next 12 months from issuance. It reported 111 active partners and 433 active programs, including 29 antibodies in clinical development, two under regulatory review, and three approved products.
An August 2026 research collaboration and license agreement included a nonrefundable $12.5 million upfront payment. The partner may terminate without cause upon prior written notice and without a substantive termination penalty; the contract liability is presented as deferred revenue.
OmniAb, Inc. reported a sharp increase in partner-driven revenue while remaining loss-making. For the quarter ended June 30, 2026, total revenue was 13,415 (in thousands), up 244% year over year, led by license and milestone revenue of 9,515 (in thousands) and higher service, xPloration and royalty streams.
Operating expenses were essentially flat at 20,052 (in thousands) as research and development and general and administrative costs declined double digits following 2025 reorganizations, offset by higher amortization. Quarterly net loss narrowed to 5,859 (in thousands) from 15,875 (in thousands). For the first six months, revenue grew 246% to 27,842 (in thousands) while net loss improved to 13,566 (in thousands) from 34,075 (in thousands). Cash used in operating activities fell to $2.2 million from $21.0 million.
Liquidity remains solid, with $52.0 million of cash, cash equivalents and short-term investments as of June 30, 2026, and management states this is sufficient to fund operations for at least 12 months. The balance sheet carries 200,047 (in thousands) of goodwill and intangible assets after a $2.9 million impairment earlier in 2026 on a legacy small-molecule ion channel customer relationship. The partner base continues to expand: 110 active partners supported 425 active programs, including 34 clinical programs and approved products, underscoring the potential for future milestones and royalties.
OmniAb, Inc. reported sharply improved first-quarter 2026 results while remaining unprofitable. Revenue rose to $14.4 million from $4.2 million, driven mainly by a $10.0 million increase in license and milestone revenue. Service, xPloration and royalty revenue also grew modestly.
Operating expenses were broadly flat at $22.3 million, as lower research and development and general and administrative costs offset higher amortization of intangibles, including a $2.9 million impairment of certain legacy ion channel customer relationship assets. Net loss narrowed to $7.7 million from $18.2 million, or $0.06 per share versus $0.17 per share.
OmniAb ended March 31 2026 with $49.1 million in cash, cash equivalents and short-term investments and believes this balance can fund operations for at least the next 12 months. The company continues to scale its antibody discovery platform, with 107 active partners, 409 active programs and 3 approved partnered products.