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北京时间·🕒 发布 07-31 04:01:00(美东 07-30 16:01)·⟳ 抓取 07-31 04:02:14 +1m14s·⚡ 决策 08-01 04:28:14 +1d00h·87.9 天前

CareDx二季度收入同比增长52%并上调2026年收入与调整后EBITDA指引

CareDx二季度收入1.32亿美元、同比增长52%,测试服务收入同比增长61%,经营趋势本身偏正面。

📄 原文CDNA↗ 原文
CareDx Announces Second Quarter 2026 Financial Results
Second Quarter 2026 Financial Results Total revenue was $132 million, compared to $87 million in the second quarter of…
不做 CareDx(CDNA.US)
同一Q2财报超预期和上调2026年指引催化已在已处理事件库命中,且7月31日美股已完整交易;为避免重复推卡和追已交易窗口,当前不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-07-30 · 扩散 medium · price-in 风险 high ↗

关键理由

  • CareDx二季度收入1.32亿美元、同比增长52%,测试服务收入同比增长61%,经营趋势本身偏正面。
  • 公司将2026年收入指引从4.47亿-4.65亿美元上调至4.90亿-5.00亿美元,并将调整后EBITDA指引从4300万-5700万美元上调至6600万-7800万美元。
  • 但同一Q2财报超预期和上调指引催化已在已处理事件库命中,且美股7月31日已完整交易,当前不应重复推卡。

主要风险

  • GAAP净利润主要包含出售Lab Products业务带来的1.13亿美元一次性收益,不能把该项外推为持续盈利能力。
  • 行情服务本次返回504,未能取得可审计实时报价,因此即便非重复也不满足新的ENTER报价前置条件。
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原文全文

展开原文 · 4,811 字
Second Quarter 2026 Financial Results
Total revenue was $132 million, compared to $87 million in the second quarter of 2025, an increase of 52% year-over-year, driven primarily by higher Testing Services revenue and continued expansion of Patient and Digital Solutions revenue. Revenue growth reflected continued demand across transplant programs, favorable reimbursement dynamics, and increases in testing activity across both surveillance and for-cause settings.
Testing services revenue was $100 million, compared to $62 million in the second quarter of 2025, an increase of 61% year‑over‑year, and Testing Services volume was approximately 58,000, an increase of 17% year‑over‑year. Excluding revenue recognized for tests performed in prior periods, Testing Services revenue increased approximately 28% year-over-year. Testing Services revenue reflected ongoing adoption of molecular surveillance testing across transplant programs.
Patient and Digital Solutions revenue was $19 million, compared to $13 million in the second quarter of 2025, an increase of 50% year-over-year, driven by continued growth in CareDx Pharmacy services and adoption of patient support and digital solutions across transplant monitoring.
Lab Product revenue was $13 million, compared to $12 million in the second quarter of 2025, an increase of 8% year-over-year. The quarter reflects a full period of Lab Products results, as the divestiture to Eurobio Scientific closed on June 30, 2026. Future periods will no longer include Lab Products segment results.
GAAP net income was $111 million, compared to GAAP net loss of $9 million in the second quarter of 2025. Basic and diluted GAAP net income per share was $2.15 and $2.07, respectively, compared to basic and diluted GAAP net loss per share of $0.16 in the second quarter of 2025. These results reflect strong operational performance, as well as the sale of our Lab Products business, which closed on June 30. The transaction resulted in a $113 million gain that is included in GAAP operating income and excluded from non-GAAP operating income.
Non-GAAP net income was $20 million, compared to $6 million in the second quarter of 2025. Diluted non-GAAP net income per share was $0.37 compared to $0.10 in the second quarter of 2025.
Adjusted EBITDA was $25 million, compared to $5 million in the second quarter of 2025, driven by strong Testing Services revenue growth, improved gross profit, and continued focus on operational efficiency and cost discipline.
2026 Guidance
For the full year 2026, CareDx now expects revenue to be in the range of $490 million to $500 million, compared to the $447 million to $465 million range that was previously disclosed. The Company now expects full year 2026 adjusted EBITDA to be in the range of $66 million to $78 million, compared to its previously disclosed range of $43 million to $57 million.
About CareDx
CareDx is a leading precision medicine diagnostics company advancing care in transplant, specialty oncology, and cell therapy. Through non-invasive longitudinal molecular biomarker testing, digital health, and patient support solutions, CareDx is dedicated to improving patient outcomes. For more information, please visit
www.caredx.com
.
Forward Looking Statements
This press release includes forward-looking statements, including expectations regarding the achievement of CareDx’s financial and operational goals and its expectations and prospects for 2026. These forward-looking statements are based upon information that is currently available to CareDx and its current expectations, speak only as of the date hereof, and are subject to numerous risks and uncertainties, all of which are difficult to predict and many of which are beyond CareDx’s control, that could cause the actual results to differ materially from those projected, including general economic and market factors, and global economic and marketplace uncertainties, among others discussed in CareDx’s filings with the Securities and Exchange Commission (the “SEC”), including, but not limited to, the Annual Report on Form 10-K for the fiscal year ended December 31, 2025 filed by CareDx with the SEC on February 25, 2026, and other reports that CareDx has filed with the SEC. Any of these may cause CareDx’s actual results, performance, or achievements to differ materially and adversely from those anticipated or implied by CareDx’s forward-looking statements. You are cautioned not to place undue reliance on these forward-looking statements. CareDx expressly disclaims any obligation, except as required by law, or undertaking to update or revise any such forward-looking statements, whether as a result of new information, future events or otherwise.
Use of Non-GAAP Financial Measures
CareDx has presented in this release certain financial info

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