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BillionToOne (BLLN) guidance and outlook
BillionToOne (BLLN) raised its guidance on Nov 4, 2026: Revenue $460M–$470M for FY2026; Revenue +51% to +54% for FY2026. BillionToOne's 10-Q filed Nov 4, 2026 makes 19 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | FY2026 | $460M–$470M | raised |
| Revenue | FY2026 | +51% to +54% | raised |
From the earnings release filed Nov 4, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 4, 2026
- Our revolutionary single-molecule next-generation sequencing (smNGS) platform achieves what was once thought impossible—detecting and precisely quantifying genetic targets with single-molecule sensitivity.
- We are developing a tissue-free, pan-cancer MRD test, which we expect to be commercially available in December of 2026.
- We believe certain factors have influenced, and will continue to influence, our operating performance and results of operations.
- In addition, our ability to maintain and expand our sales and marketing capabilities to support increased adoption of our molecular diagnostic solutions will be another key factor to our success.
- Third-party reimbursement for our tests represented more than 90% of our revenue for the nine months ended September 30, 2026, and we expect government and commercial third-party payors to continue to be our primary source of payments.
- We believe these strategies will continue to grow our ASPs over time.
- Nevertheless, as our test volumes grow, we have made and will continue to make significant investments in state-of-the-art infrastructure to support our growth.
- We expect to occupy this facility in 2027, and open for processing commercial samples in 2028.
- Once the facility is fully utilized, we expect our potential testing capacity to be nearly triple our current capabilities.
- This facility, which we expect to occupy in 2027, will be dedicated to our oncology products and more than triple the current oncology-dedicated laboratory space.
- In order to maintain cost discipline, we will continue to re-design and optimize our processes, integrate AI into our workflows, and increasingly automate both our laboratory and non-
- We expect to maintain significant levels of investment in research and development as we continue to develop new molecular diagnostic assays, enhance existing tests, and expand our testing capabilities into new clinical applications within our prenatal screening and oncology diagnostics product lines.
BillionToOne's latest quarter
BillionToOne, Q3 2026: revenue $123M (+47% year over year), operating margin 9.0%, net earnings $17.4M, operating cash flow $12.5M. The chart follows the revenue to costs, profit and cash.
Questions
Did BillionToOne raise or lower its guidance?
BillionToOne (BLLN) raised its guidance on Nov 4, 2026: Revenue $460M–$470M for FY2026; Revenue +51% to +54% for FY2026.
What does BillionToOne expect?
Our revolutionary single-molecule next-generation sequencing (smNGS) platform achieves what was once thought impossible—detecting and precisely quantifying genetic targets with single-molecule sensitivity. We are developing a tissue-free, pan-cancer MRD test, which we expect to be commercially available in December of 2026. We believe certain factors have influenced, and will continue to influence, our operating performance and results of operations.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.