OmniAb
Provides antibody-discovery technologies that feed partner drug programs and royalty economics.
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Profile
Sells access to antibody-discovery technologies, research services, screening tools, and downstream royalty rights tied to partner programs. The business is concentrated in a single discovery-technology segment and depends on partners advancing OmniAb-derived antibodies into development and commercialization.
Provides partner access to antibody-discovery technologies rather than selling owned drugs. The suite spans transgenic animal platforms such as OmniRat, OmniMouse, OmniChicken, OmnidAb, OmniUltra, and OmniTaur, plus xPloration single B-cell screening, computational discovery tools, and ion-channel expertise.
Revenue comes from technology access, research services, xPloration activity, milestones, and potential royalties when partner programs progress. The business is reported as a single discovery research technology segment and competes in a global market for therapeutic-antibody discovery tools.
Future economics depend on partners choosing the platform, moving OmniAb-derived antibodies through development, and commercializing approved products. Intellectual-property barriers, in-house pharma discovery teams, and specialized discovery-tool competitors shape the market.
Company facts
Categories
Key statistics
Year to date +138% · Average volume (30d) 1.6M
Analysts
Ratings
Target range
Latest analyst notes
No analyst notes in the last 24 months.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | −$0.12 | −$0.05 | +58.3% | $4.7M | $13.4M | +185.9% | +37.50% |
| May 7, 2026Q1 FY26 | −$0.10 | −$0.06 | +40.0% | $5.6M | $14.4M | +157.6% | +12.93% |
| Mar 4, 2026Q4 FY25 | −$0.08 | −$0.11 | −37.5% | $9.0M | $8.4M | −7.0% | +10.50% |
| Nov 4, 2025Q3 FY25 | −$0.14 | −$0.14 | −2.9% | $5.6M | $2.2M | −60.3% | −3.38% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $4.2M | $3.9M | $2.2M | $8.4M | $14.4M | $13.4M | |
| Gross profit | $4.2M | $3.6M | −$2.4M | $660.0K | $8.4M | $12.8M | |
| Operating income | −$18.8M | −$16.2M | −$18.2M | −$15.6M | −$7.9M | −$6.6M | |
| Net income | −$18.2M | −$15.9M | −$16.5M | −$14.2M | −$7.7M | −$5.9M | |
| Diluted EPS | −$0.17 | −$0.15 | −$0.14 | −$0.11 | −$0.06 | −$0.05 | |
| Gross margin | 100.0% | 93.3% | -109.2% | 7.9% | 58.3% | 95.5% | |
| Operating margin | -453.6% | -416.2% | -811.3% | -186.7% | -54.9% | -49.5% |
Fiscal years (4-quarter sums)FY21 $33.7M · FY22 $59.1M · FY23 $34.2M · FY24 $26.4M · FY25 $18.7M
Revenue by product · Q4 FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $52.0M · Total debt $18.9M · Total assets $290.3M · Shareholders' equity $260.3M
Dividends
No dividends on record.
Ownership
Shares outstanding 144.97M · Float 118.44M · 81.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Whitefort Capital Management, LP | 14.22M | 9.81% | 13F | May 15, 2026 |
| BlackRock, Inc. | 8.11M | 5.59% | 13F | May 13, 2026 |
| Ash X LP | 7.56M | 5.30% | 13G | Feb 10, 2026 |
| Matthew W. Foehr · director, officer: President and CEO | 4.42M | 3.05% | Form 4 | Apr 7, 2026 |
| Cadian Capital Management, LP | 4.16M | 2.87% | 13F | May 15, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Apr 7, 2026 | Charles S. Berkman | officer: Chief Legal Officer | −7,157 | $1.49 |
| Apr 7, 2026 | Kurt A. Gustafson | officer: Executive VP, Finance and CFO | −6,913 | $1.49 |
| Apr 7, 2026 | Matthew W. Foehr | director, officer: President and CEO | −19,244 | $1.49 |
| Feb 18, 2026 | Matthew W. Foehr | director, officer: President and CEO | −30,843 | $1.71 |
| Feb 18, 2026 | Kurt A. Gustafson | officer: Executive VP, Finance and CFO | −9,301 | $1.71 |
Peers
- AbCellera Biologics
Closest antibody-discovery platform peer with single-cell depth
- Twist Bioscience
Synthetic-library and in vivo antibody discovery alternative
- Bruker
Single-cell screening instrument peer for antibody campaigns
- Charles River Laboratories
CRO peer across antibody discovery and ion-channel assays
- Regeneron
VelocImmune transgenic-mouse and internal discovery competitor
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| OmniAb | $4.40 | −1.47% | $648.0M | — | — | 16.9 | +244.2% |
| AbCellera Biologics | $11.37 | +0.24% | $3.47B | — | — | 52.4 | −76.3% |
| Twist Bioscience | $141.01 | −0.20% | $8.80B | — | — | 20.4 | +23.3% |
| Bruker | $57.08 | +0.04% | $8.69B | — | 25.2 | 2.5 | +5.2% |
| Charles River Laboratories | $291.50 | +0.04% | $14.04B | — | 23.7 | 3.5 | −2.7% |
| Regeneron | $793.21 | −0.11% | $81.82B | 19.6 | 13.1 | 5.3 | +16.7% |
| Median | 19.6 | 23.7 | 5.3 | +5.2% |