Guardant Health, Inc., established in Redwood City, California, in 2011, is a precision oncology company that delivers a range of diagnostic blood ...
예상 EPS $-0.75 · 매출 $350.14M · 11 명의 애널리스트
예상 EPS $-0.74 · 매출 $368.80M · 10 명의 애널리스트
예상 EPS $-3.19 · 매출 $1.36B · 12 명의 애널리스트
예상 EPS $-0.72 · 매출 $392.19M · 8 명의 애널리스트
| 지표 | 최신 | 전년 대비YoY는 Year-over-Year(전년 대비)를 의미합니다. 최근 연도 값을 이전 연도 값과 비교하여 장기 추세의 강도를 보여줍니다. | 전분기 대비QoQ는 Quarter-over-Quarter(전분기 대비)를 의미합니다. 최근 분기를 직전 분기와 비교하여 단기 모멘텀 변화를 보여줍니다. |
|---|---|---|---|
| 매출고객에게 물건을 판매하여 청구서가 지급되기 전까지 들어온 총 금액입니다. 고객의 모든 카드 결제의 총합이라고 보시면 됩니다. (YoY는 올해를 작년 성과와 비교하며, QoQ는 최근 3개월을 이전 3개월과 비교합니다). | $982.0M | +32.9% | +11.0% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $-416.3M | +4.6% | -7.2% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +64.5% | +6.0% | +0.3% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | -44.5% | +25.8% | +4.2% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | -42.4% | +28.2% | +3.5% |
| 잉여현금흐름기업 현금흐름의 핵심입니다. 일상적인 운영비를 지불하고 생존에 필요한 큰 설비(공장, 서버 등)에 투자한 후 남은 사용 가능한 실제 현금입니다. 배당금이나 자사주 매각에 사용될 수 있는 '자유' 현금입니다. | $-233.1M | +15.2% | +2.3% |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | -23.7% | +36.2% | +12.1% |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | -1722.1% | -80.0% | +19.1% |
| 유동비율12개월 생존 점검입니다. 현재 보유한 현금과 즉시 현금화 가능한 자산으로 1년 내 갚아야 할 즉시 청구서를 갚을 수 있는지를 비교합니다. 1 이상이면 당장 지급에 충분합니다. | 4.84x | +3.5% | -14.0% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $2.0B | +35.5% | -0.2% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | -3.32 vs -3.08 | -7.7% | -0.90 vs -0.75 | -19.3% |
| 매출 서프라이즈 | $982.0M vs $973.0M | +0.9% | $335.0M vs $350.1M | -4.3% |
| 날짜 | 임원 | 직책 | 증권 | 구분 | 주식 수 | 가격 |
|---|---|---|---|---|---|---|
| Aug 26, 2026 | Eltoukhy Helmy | director, officer: Co-Chief Executive Officer | Common Stock | D | 25,000 | — |
| Aug 26, 2026 | Eltoukhy Helmy | director, officer: Co-Chief Executive Officer | Common Stock | D | 30,000 | — |
| Aug 26, 2026 | Eltoukhy Helmy | director, officer: Co-Chief Executive Officer | Common Stock | A | 25,000 | — |
| Aug 21, 2026 | Talasaz AmirAli | director, officer: Co-Chief Executive Officer | Common Stock | D | 9,023 | $168.20 |
| Aug 21, 2026 | Talasaz AmirAli | director, officer: Co-Chief Executive Officer | Common Stock | D | 20,888 | $169.16 |
Operator: Hello, everyone. Thank you for joining us, and welcome to the Guardant Health Second Quarter 2026 Earnings Call. I will now hand the conference over to Zarak Khurshid, VP of Investor Relations. Zarak, please go ahead. Zarak Khurshid: Thank you. Earlier today, Guardant Health released financial results for the quarter ended June 30, 2026. Joining me today from Guardant are Co-CEOs, Helmy Eltoukhy and AmirAli Talasaz; and Chief Financial Officer, Mike Bell. Before we begin, I'd like to remind you that during this call, we will be making forward-looking statements within the meaning of federal securities laws. These statements involve material risks and uncertainties that could cause actual results or events to materially differ from those anticipated. This call will also include a discussion of non-GAAP financial measures, which are adjusted to exclude certain specified items. Additional information regarding material risks and uncertainties as well as the non-GAAP financial reconciliation to most directly comparable GAAP financial measures are available in the press release Guardant issued today as well as in our 10-Q and other filings with the SEC. Guardant disclaims any intention or obligation to update or revise financial projections and forward-looking statements, whether because of new information, future events or otherwise, except as required by law. The information in this conference call is accurate only as of the live broadcast. With that, I would like to turn the call over to Helmy. Helmy Eltoukhy: Thanks, Zarak. Good afternoon, and thank you for joining our second quarter 2026 earnings call. Starting on Slide 3. The platform we have built at Guardant is enabling 4 of the largest opportunities in precision medicine: therapy selection, recurrence monitoring, cancer screening and ultimately, multi-disease screening. Together, these represent nearly $400 billion in potential markets, all powered by the same Smart Platform and that compounding technology data and clinical insights it generates across the disease continuum. Q2 was a landmark quarter in advancing that vision. During the quarter, we received FDA approval for Guardant360 Liquid CDx as well as approval for a higher-throughput, lower-COGS Shield workflow. In addition, we achieved 2 significant Shield milestones, inclusion in the American Cancer Society's colorectal cancer screening guidelines. And just this month, a major coverage decision from UnitedHealth Group. Together with continued broad-based growth across the business, these results demonstrate that we are steadily turning our Smart Platform vision into clinical impact and durable growth. Before I share our results in more detail, I'd like to share a story that illustrates the real-world impact of our tests. Maria was a 46-year-old mother of 2 living with metastatic breast cancer. After surgery, chemotherapy, endocrine therapy and later progression on multiple lines of treatment, her care team faced a …
| 이름 | 직함 | 보수 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|---|
Michael Bell | Chief Financial Officer | USD 976,029 | Male | 1969 | Active |
John G. Saia | Chief Legal Officer & Corporate Secretary | USD 914,430 | Male | 1973 | Active |
Darya Chudova | Chief Technology Officer | USD 908,421 | Female | 1974 | Active |
AmirAli Talasaz | Co-CEO & Director | USD 13,518 | — | 1980 | Active |
Helmy Eltoukhy | Co-Founder, Co-CEO & Chairman | USD 13,423 | — | 1979 | Active |
Zarak Khurshid | Vice President of Investor Relations | — | — | — | Active |
Gulshan Shaver | Senior Vice President of Legal Affairs & Chief Compliance Officer | — | Female | — | Active |
Andy Ament | Senior Vice President of Operations | — | Male | — | Active |
Kumud Kalia | Chief Information Officer | — | Male | 1966 | Active |
Jennifer Higgins | Senior Vice President of Public Affairs | — | Female | — | Active |
Guardant Health NASDAQ: GH highlighted growth across its oncology testing, minimal residual disease, and colorectal cancer screening businesses at the Canaccord Genuity Growth Conference, with co-CEOs Helmy Eltoukhy and AmirAli Talasaz pointing to expanding adoption, new reimbursement developments, and planned product launches.
Guardant Health, Inc. (GH) Presents at Canaccord Genuity's 46th Annual Growth Conference Transcript
Ian Clark exercised stock options at $50.57 and immediately liquidated the position as the precision oncology company trades near $160 per share.
Guardant Health is experiencing robust growth, driven by its MRD and screening businesses. Recent FDA approvals, expanded reimbursement, and inclusion in clinical guidelines should help to ensure growth remains strong going forward. Competition in both screening and MRD monitoring is set to intensify in coming years, though.
PALO ALTO, Calif.--(BUSINESS WIRE)--Guardant Health, Inc. (Nasdaq: GH), a leading precision oncology company, today announced that on July 21, 2026, the Compensation Committee of Guardant's Board of Directors approved the granting of restricted stock units (“RSUs”) representing 46,044 shares of its common stock to 149 new non-executive employees with a grant date of August 3, 2026, under the Guardant Health, Inc. 2023 Employment Inducement Incentive Award Plan (the “Inducement Plan”). The RSUs.
