Filing Flows

Filing Flows › Industrials › OmniAb (OABI)

OmniAb (OABI) earnings and revenue breakdown

Latest: Q3 2026 · 10-Q filed Oct 30, 2026 · OmniAb (OABI) Q3 2026 earnings results →

Q3 2026 Revenue up 78% year over year to $4.0M · 394¢ of every $1 of revenue lost · operating margin -409.9%

OmniAb made $4.0M in Q3 2026 (+78% Y/Y): Service revenue $2.8M, xPloration revenue $703K, Royalty revenue $355K. Operating margin -409.9%, net loss $15.7M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Oct 30, 2026.

Revenue$4.0M
Year over year+78%
Operating margin-409.9%
Net earnings−$15.7M
Operating cash flow$10.6M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $4.0M in Q3 2026, up 78% year over year and down 70% from the previous quarter. Service revenue was the largest line at 71% of revenue. Service revenue added $1.6M year over year (up 139%), 94% of the total change. License and milestone revenue declined 84%.

Operating costs exceeded revenue by $16.4M, an operating margin of -409.9%. Total costs fell 0% while revenue rose 78%. The fastest-growing cost line was Other operating costs (+11%). The quarter ended with a net loss of $15.7M, wider than the previous quarter's $5.9M loss.

Operating cash flow was $10.6M. Non-cash charges added back $3.6M of depreciation and amortization and $3.1M of share-based compensation. Working capital and other items added $19.7M.

Quarterly history

OmniAb revenue by quarterOmniAb revenue by quarter$4.2MQ1 2025$3.9MQ2 2025$2.2MQ3 2025$8.4MQ4 2025$14.4MQ1 2026$13.4MQ2 2026$4.0MQ3 2026
OmniAb net earnings by quarterOmniAb net earnings by quarter−$18.2MQ1 2025−$15.9MQ2 2025−$16.5MQ3 2025−$14.2MQ4 2025−$7.7MQ1 2026−$5.9MQ2 2026−$15.7MQ3 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 202610-QOct 30, 2026$4.0M+78%-409.9%−$15.7M$10.6M
Q2 202610-QAug 6, 2026$13.4M+244%-49.5%−$5.9M$2.7M
Q1 202610-QMay 7, 2026$14.4M+247%-54.3%−$7.7M−$4.9M
Q4 202510-KMar 4, 2026$8.4M-22%-188.2%−$14.2M−$5.7M
Q3 202510-QNov 4, 2025$2.2M-46%-810.2%−$16.5M−$9.8M
Q2 202510-QAug 6, 2025$3.9M-49%-416.2%−$15.9M−$5.1M
Q1 202510-QMay 8, 2025$4.2M+9%-453.6%−$18.2M−$15.9M

Charts

OmniAb: revenue growth, year over year and quarter over quarterOmniAb: revenue growth, year over year and quarter over quarterY/YQ/Q+9%Q1 2025-49%-6%Q2 2025-46%-43%Q3 2025-22%+274%Q4 2025+247%+72%Q1 2026+244%-7%Q2 2026+78%-70%Q3 2026
Latest (Q3 2026): Y/Y +78%, Q/Q -70%.
OmniAb: where the cash came from (+) and went (−), TTM to Q3 2026OmniAb: where the cash came from (+) and went (−), TTM to Q3 2026Other investing−$9.7MCash drawn (+) / kept (−)$5.7MOperating cash flow$2.7MShares issued$2.1MOther financing−$461KCapital spending−$286K
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
OmniAb: profit against cash, quarter by quarterOmniAb: profit against cash, quarter by quarterNet incomeOperating cash flow−$13.1M−$3.9MQ4 2024−$18.2M−$15.9MQ1 2025−$15.9M−$5.1MQ2 2025−$16.5M−$9.8MQ3 2025−$14.2M−$5.7MQ4 2025−$7.7M−$4.9MQ1 2026−$5.9M$2.7MQ2 2026−$15.7M$10.6MQ3 2026
Latest (Q3 2026): Net income −$15.7M, Operating cash flow $10.6M.
OmniAb: diluted shares by fiscal yearOmniAb: diluted shares by fiscal year83MFY202185MFY2022100MFY2023102MFY2024114MFY2025
+37.6% since FY2021: more shares outstanding (issuance, stock pay).
OmniAb in its industry: growth against margin (12 companies, SIC 8731)OmniAb in its industry: growth against margin (12 companies, SIC 8731)revenue growth, year over year →↑ operating marginmedian +8%median -46%IQVINCYCRLMEDPNRCMXCTFOXOBIAFABSIONMDISPCOABI (+78%, -100%)
Services-Commercial Physical & Biological Research; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

Loading the interactive chart…

🌏Named in Asian annual reportsinteractive

Loading the interactive chart…

🔄Rotation against the market and its industry (RRG)interactive

Loading the interactive chart…

🔍Earnings qualityinteractive

Loading the interactive chart…

⚖️Fair value by methodinteractive

Loading the interactive chart…

🔭Outlook & guidanceinteractive

Loading the interactive chart…

📈Investments: gains and what it boughtinteractive

Loading the interactive chart…

🏭Its industry’s money flow (input-output)interactive

Loading the interactive chart…

About OmniAb

OmniAb, Inc. licenses cutting-edge discovery research technology to pharmaceutical and biotech companies and academic institutions to enable the discovery of next-generation therapeutics. Our technology platform creates and screens diverse antibody repertoires and is designed to quickly identify optimal antibodies and other target-binding proteins for our partners’ drug development efforts. At the heart of the OmniAb platform is what we call Biological Intelligence TM , which powers the immune systems of our proprietary, engineered transgenic animals to create optimized antibody candidates for human therapeutics.

In its own words, from its 10-K, filed Mar 4, 2026.

OmniAb against its Services-Commercial Physical & Biological Research peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +78% against the peers' median +8%. Operating margin: -409.9% against the peers' median 12.9%.

CompanyQuarterRevenueY/YOp. margin
OABI OmniAbQ3 2026$4.0M+78%-409.9%
IQV IQVIA HoldingsQ3 2026$4.4B+8%12.9%
INCY IncyteQ3 2026$1.6B+14%-45.5%
CRL Charles River Laboratories InternationalQ3 2026$983M-2%20.6%
MEDP Medpace HoldingsQ3 2026$716M+8%23.1%
NRC NRC HealthQ3 2026$38.4M+11%23.2%
MXCT MaxcyteQ2 2026$7.3M-14%-140.7%
FOXO Foxo TechnologiesQ2 2026$4.7M-10%185.5%
BIAF bioAffinity TechnologiesQ3 2026$1.1M-26%-328.0%

Source: OmniAb 10-Q on SEC EDGAR · CIK 1846253 · Services-Commercial Physical & Biological Research

Guidance and outlook

OmniAb Revenue: guidance against what was reportedOmniAb Revenue: guidance against what was reportedguided rangereported (above / within / below)FY2025$18.7MFY2026
Met or beat 1 of 1 guided periods. Grey: the last range guided before the figures came out; dot: the reported figure.
OmniAb: what its forward-looking statements are about (10-Q filed 2026-10-30)OmniAb: what its forward-looking statements are about (10-Q filed 2026-10-30)Other3Demand3Products1Capital spending1
8 statements; tone -0.12 (−1 all cautious, +1 all confident); 2 hedged.
OmniAb: outlook statements against the filing beforeOmniAb: outlook statements against the filing beforeCautious1

13F: who owns OABI and who is buying

Largest holders of OABI (13F)Largest holders of OABI (13F)Whitefort Capital Management, LP$25.2MBlackRock$21.9MNomura Holdings$12.4MVanguard Group$10.4MCadian Capital Management, LP$10.4MPrivate Management Group$10.0MVanguard Capital Management LLC$9.5MGeode Capital Management, LLC$7.1MRice Hall James & Associates, LLC$6.4MState Street$5.2M
Funds' net buying of OABI by quarter (13F)Funds' net buying of OABI by quarter (13F)−$609K2024-09−$7.8M2024-12$915K2025-03−$14.5M2025-06$12.1M2025-09−$8.2M2025-12−$1.9M2026-03$7.9M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on OABI

History

Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results

Compare OABI with

中文版:OmniAb(OABI)财报

Español · Français