LENZ Therapeutics, Inc. is a biopharmaceutical firm whose primary mission involves the advancement and commercialization of new treatments designed to enhance vision ...
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Est. EPS $-0.93 · Revenue $4.49M · 5 analysts
Est. EPS $-0.84 · Revenue $5.16M · 5 analysts
Est. EPS $-4.18 · Revenue $16.98M · 5 analysts
Est. EPS $-1.05 · Revenue $5.70M · 3 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). | $19.1M | — | +188.6% |
| 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. | $-82.1M | -65.0% | +23.1% |
| 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. | +96.3% | — | +152.7% |
| 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). | -477.5% | — | +73.2% |
| 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. | -430.3% | — | +73.3% |
| 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. | $-70.0M | -16.9% | -15.3% |
| 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. | -366.7% | — | +60.1% |
| 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. | 0.3% | -57.6% | -79.6% |
| 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. | 14.23x | -30.1% | +30.3% |
| 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. | $305.9M | +42.1% | -13.2% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -2.85 vs -2.55 | -11.8% | -1.02 vs -0.93 | -9.6% |
| Revenue Surprise | $19.1M vs $19.5M | -2.2% | $5.5M vs $4.5M | +22.2% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jun 15, 2026 | RA CAPITAL MANAGEMENT, L.P. | director, 10 percent owner: | Stock Option (right to buy) | A | 22,100 | $6.63 |
| Jun 15, 2026 | George Jeffrey P. | director | Stock Option (right to buy) | A | 22,100 | $6.63 |
| Jun 15, 2026 | Drapkin Kimberlee C | director | Stock Option (right to buy) | A | 22,100 | $6.63 |
| Jun 15, 2026 | MCCOLLUM JAMES W | director | Stock Option (right to buy) | A | 22,100 | $6.63 |
| Jun 15, 2026 | Thunen Shelley B | director | Stock Option (right to buy) | A | 22,100 | $6.63 |
Operator: Good afternoon, ladies and gentlemen, and welcome to the LENZ Therapeutics Second Quarter 26 Financial Results Conference Call. At this time, participants are in a listen-only mode. Following prepared remarks from management, we will conduct a question-and-answer session, and instructions will follow at that time. As a reminder, this call is being recorded. At this time, I would like to turn the call over to Daniel R. Chevallard, Chief Financial Officer. Please go ahead. Daniel R. Chevallard: Thank you. Afternoon, and thank you for joining us today. My name is Daniel R. Chevallard, Chief Financial Officer of LENZ Therapeutics. We are joined today by Evert Schimmelpennink, our President and Chief Executive Officer Shawn Olsson, our Chief Commercial Officer and Dr. Marc Odrich, our Chief Medical Officer. Before we begin, I would like to remind you that this call will contain forward-looking statements regarding LENZ's future expectations, plans, prospects, corporate strategy, regulatory and commercial plans and expectations, cash runway projections and performance. Actual results may differ materially from those indicated by these forward-looking statements as a result of various important factors and risks including those discussed in our filings with the Securities and Exchange Commission which can also be found on our website. In addition, any forward-looking statements represent only our views as of the date of this webcast and should not be relied upon as representing our views as of any subsequent date. We specifically disclaim any obligations to update such statements. The company encourages you to consult the risk contained in our SEC filings for additional detail including our second quarter 26 Form 10 Q which is being filed today. With that, I will now turn the call over to Abe. Evert Schimmelpennink: Thank you, Dan. Good afternoon, everyone. We are now several months post-launch. A clear view of how adoption is developing. Today, I want to share the progress we are seeing with the latest data that is helping us and how those insights are shaping our priorities for the second half of the year. Q2 reflects continued though modest growth. Encouragingly, in July, as we launched telehealth, and expanded our existing reading glass campaign on national TV we saw a significant increase in new patient starts and over 45% growth in month-over-month total prescriptions. We recognize that 1 month does not establish a trend, but these early results are consistent with the direction we hope to see. We have consistently said that the second half of the year will provide our first opportunity to assess and discuss patient persistence. Now, several quarters into launch, we have sufficient data to begin doing that. And what we are seeing is encouraging. Since launch, more than 60% of e-pharmacy patients who purchased VIZZ have purchased more than 1 multipack of VIZZ, either as part of their initial order or through a subsequent purchase. it is …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Evert Schimmelpennink | President, Chief Executive Officer, Secretary & Director | USD 1,242,200 | Male | 1972 | Active |
Marc G. Odrich | Chief Medical Officer | USD 774,000 | Male | 1959 | Active |
Shawn Olsson | Chief Commercial Officer | USD 724,600 | Male | 1983 | Active |
Daniel R. Chevallard | Chief Financial Officer | USD 680,368 | Male | 1980 | Active |
James W. McCollum | Co-Founder & Director | USD 40,000 | Male | 1955 | Active |
Kris Gambelin | Senior Vice President of Regulatory & Clincal Operations | — | — | — | Active |
David Choromanski | Vice President of Marketing | — | Male | — | Active |
Domenick Porfidia | Vice President of Sales | — | Male | — | Active |
Melissa Rosness | Senior Vice President of Manufacturing Operations | — | Female | — | Active |
NEW YORK, Sept. 3, 2026 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of LENZ Therapeutics, Inc. ("Lenz" or the "Company") (NASDAQ: LENZ).
NEW YORK, Sept. 01, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of LENZ Therapeutics, Inc. (“Lenz” or the “Company”) (NASDAQ: LENZ).
Bank of America Corp DE lifted its stake in LENZ Therapeutics, Inc. (NASDAQ: LENZ) by 377.4% in the undefined quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 547,534 shares of the company's stock after purchasing an additional 432,846 shares during the quarter. Bank
LENZ Therapeutics, Inc. (LENZ) Q2 2026 Earnings Call Transcript
LENZ Therapeutics NASDAQ: LENZ reported second-quarter revenue of $5.5 million as it continued the commercial launch of VIZZ, citing modest quarterly growth and a pickup in prescription activity following the July rollout of national television advertising and a telehealth access option.
