Beta Bionics, Inc. is a commercial-stage medical technology company dedicated to inventing, developing, and bringing to market solutions that improve the health ...
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Est. EPS $-0.55 · Revenue $35.04M · 3 analysts
Est. EPS $-0.56 · Revenue $39.16M · 2 analysts
Est. EPS $-2.14 · Revenue $133.88M · 6 analysts
Est. EPS $-0.53 · Revenue $38.45M · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $100.3M | +53.9% | +15.9% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-73.2M | -33.7% | -6.9% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +55.4% | +0.5% | -0.8% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -71.5% | -2.9% | +9.1% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -73.0% | +13.2% | +7.8% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-56.2M | -8.8% | +37.9% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -56.1% | +29.3% | +46.4% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 2.5% | -73.4% | -0.3% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 8.66x | +37.8% | -17.0% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $328.7M | +119.7% | -4.0% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -1.81 vs -1.97 | +7.9% | -0.53 vs -0.55 | +4.2% |
| Revenue Surprise | $100.3M vs $98.6M | +1.7% | $32.0M vs $35.0M | -8.6% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | Hopman Mark | officer: Chief Commercial Officer | Common Stock | D | 5,327 | $19.11 |
| Sep 2, 2026 | Russell Steven Jon | officer: Chief Medical Officer | Common Stock | D | 4,221 | $19.11 |
| Sep 2, 2026 | Mensinger Mike | officer: Chief Product Officer | Common Stock | D | 4,375 | $19.11 |
| Sep 2, 2026 | Feider Stephen | officer: Chief Financial Officer | Common Stock | D | 6,675 | $19.11 |
| Sep 2, 2026 | Saint Sean | director, officer: President & CEO | Common Stock | D | 16,867 | $19.11 |
Operator : Good afternoon and welcome to the Beta Bionics Second Quarter 2026 Earnings Conference Call. Please be advised that today's conference will be recorded. I would now like to hand the conference over to Blake Beber, Head of Investor Relations. Blake Beber : Good afternoon, and thank you for joining Beta Bionics Second Quarter 2026 Earnings Call. With me on today's call are Chief Executive Officer, Sean Saint and Chief Financial Officer, Stephen Feider. Both the replay of this call and the press release discussing our second quarter 2026 results will be available on the Investor Relations section of our website. Information recorded on this call speaks only as of today, July 29, 2026. Therefore, if you are listening to a replay, any time-sensitive information may no longer be accurate. Also on our website is our supplemental second quarter 2026 earnings presentation and uploaded corporate presentation. We encourage you to refer to those documents for a summary of key metrics and business updates. Before we begin, we would like to remind you that today's discussion will include forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements reflect management's expectations about future events, our product pipeline, development timelines, financial performance, and operating plans. Please refer to the cautionary statements in the press release we issued earlier today for a detailed explanation of the inherent limitations of such forward-looking statements. These documents contain and identify important factors that may cause actual results to differ materially from current expectations expressed or implied by our forward-looking statements. Please note that the forward-looking statements made during this call speak only as of today's date. And we undertake no obligation to update them to reflect subsequent events or circumstances, except to the extent required by law. With that, I'd now like to hand the call over to Sean. Sean Saint : Thanks, Blake. Good afternoon, everyone, and thank you for joining. Getting down to business, today we're going to cover our financial results for the second quarter, updated guidance for the full year of 2026, and some recent developments in our innovation pipeline. Starting with a brief overview of our Q2 performance, we delivered $32 million in net sales, which grew approximately 38% year-over-year. Q2 revenue growth was driven predominantly by growth in new patient starts, as well as our growing installed base of users who continued to access their monthly supplies for the iLet through the pharmacy channel and who we continue to retain at a high level. The percentage of new patient starts that were reimbursed through the pharmacy channel was a high 30s percentage, similar to the prior quarter. Our gross margin was 59%, expanding 524 basis points year-over-year. Before I hand the call to Stephen, I want to highlight a very important update for …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Sean T. Saint | President, Chief Executive Officer & Director | USD 1,625,600 | Male | 1976 | Active |
Stephen H. Feider | Chief Financial Officer, Treasurer & Secretary | USD 832,378 | Male | 1990 | Active |
Mike Mensinger | Chief Product Officer | USD 789,556 | Male | 1978 | Active |
Mark Hopman | Chief Commercial Officer | USD 559,533 | Male | 1978 | Active |
David Henderson | Vice President of Operations | — | Male | — | Active |
Blake Beber | Head of Investor Relations | — | — | — | Active |
Steven Russell | Chief Medical Officer | — | — | 1969 | Active |
BlackRock Inc. bought a new position in Beta Bionics, Inc. (NASDAQ: BBNX) in the undefined quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 3,340,171 shares of the company's stock, valued at approximately $52,340,000. BlackRock Inc. owned 7.42% of Beta Bionics as of its most
SAN DIEGO, Aug. 27, 2026 (GLOBE NEWSWIRE) -- Johnson Fistel, PLLP is investigating potential securities law violations on behalf of investors of Beta Bionics, Inc. (NASDAQ: BBNX). The investigation concerns whether Beta Bionics or certain of its executive officers made false or misleading statements, or failed to disclose material information, concerning the Company's growth trends, new patient starts, business outlook, and related operating metrics.
On Friday, William Blair initiated coverage on Tandem Diabetes Care Inc. (NASDAQ:TNDM) and Beta Bionics Inc (NASDAQ:BBNX), noting that both companies are advancing initiatives to play in faster-growing segments of the insulin pump market.
SAN DIEGO, Aug. 20, 2026 (GLOBE NEWSWIRE) -- Johnson Fistel, PLLP is investigating potential securities law violations on behalf of investors of Beta Bionics, Inc. (NASDAQ: BBNX). The investigation concerns whether Beta Bionics or certain of its executive officers made false or misleading statements, or failed to disclose material information, concerning the Company's growth trends, new patient starts, business outlook, and related operating metrics.
Beta Bionics, Inc. (NASDAQ: BBNX - Get Free Report) has received an average recommendation of "Moderate Buy" from the eleven brokerages that are presently covering the firm, MarketBeat reports. One investment analyst has rated the stock with a sell rating, three have assigned a hold rating and seven have given a buy rating to the company.
