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Emergent BioSolutions Inc.

NYSE•EBS
CEO: Mr. Richard S. Lindahl M.B.A.
Sector: Healthcare
Industry: Drug Manufacturers - Specialty & Generic
Listing Date: 2006-11-15
Emergent BioSolutions Inc., a life sciences company, provides preparedness and response solutions for accidental, deliberate, and naturally occurring public health threats in the United States. The company offers NARCAN Nasal Spray for the emergency treatment of known or suspected opioid overdose; Vaxchora vaccine for the prevention of cholera; Vivotif vaccine for oral administration for the prevention of typhoid fever; Anthrasil for the treatment of inhalational anthrax; BioThrax, an anthrax vaccine; CYFENDUS for post-exposure prophylaxis of disease following suspected or confirmed exposure to Bacillus anthracis; and Raxibacumab injection for the treatment and prophylaxis of inhalational anthrax. It also provides ACAM2000, a smallpox vaccine; CNJ-016 to address complications from smallpox vaccination; TEMBEXA for the treatment of smallpox disease caused by variola virus in adult and pediatric patients; BAT for the treatment of symptomatic botulism; Ebanga for the treatment of Ebola; Reactive Skin Decontamination Lotion Kit to remove or neutralize chemical warfare agents from the skin; Trobigard, a atropine sulfate obidoxime chloride auto-injector. In addition, the company is developing CGRD-001 for the treatment of poisoning by organophosphorus nerve agents or organophosphorus compounds; EBS-LASV to prevent Lassa fever; EBS-MARV to prevent Marburg virus disease; EBS-SUDV to prevent Sudan virus disease; Pan-Ebola mAbs for the treatment of ebola virus; SIAN Antidote for initial treatment of certain or suspected acute cyanide poisoning; UniFlu for immunity against influenza A and B viruses; and WEVEE-VLP for equine encephalitis virus infections. Further, it provides contract development and manufacturing services comprising drug substance and product manufacturing, and packaging, as well as technology transfer, process, and analytical development services. The company was incorporated in 1998 and is headquartered in Gaithersburg, Maryland.
Contact Information
400 Professional Drive, Suite 400, Gaithersburg, MD, 20879, United States
240-631-3200
www.emergentbiosolutions.com
Market Cap
$426.07M
P/E (TTM)
8.4
36.1
Dividend Yield
--
52W High
$14.06
52W Low
$4.02
52W Range
42%
Rank53Top 76.1%
2.8
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 2.8 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q4 2025 Data

Revenue

$148.70M+0.00%
4-Quarter Trend

EPS

-$1.01+0.00%
4-Quarter Trend

FCF

$73.80M+0.00%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Operating Income Rebounds Strongly Income from operations $100.1M versus $(108.7)M loss; Net income $52.6M versus $(190.6)M loss.
Gross Margin Percentage Improves Gross margin 45% versus 26%; driven by lower cost of sales $326.2M down 52% from prior year.
Cash Position Significantly Strengthened Total cash $209.1M, nearly doubling to 98% increase; Total borrowings reduced 14% to $572.1M.
Key Milestone Payments Received Recognized $50.0M incremental income from travel health business milestone payments received in 2025.

Risk Factors

USG Funding Dependency Risk Substantial revenue derived from USG procurement contracts; reduction or discontinuation harms financial condition materially.
Manufacturing Compliance Challenges Inability to maintain quality and compliance at facilities impedes manufacturing and delivery of critical products.
Product Competition Intensifies NARCAN faces generic/branded competition eroding sales; biosimilar entry threatens CYFENDUS, BioThrax, and ACAM2000.
Litigation and Investigation Exposure Ongoing government investigations and legal proceedings may result in fines, sanctions, or reputational harm.

Outlook

2026 Sustainable Growth Focus Plans emphasize disciplined execution, improved operating performance, and long-term sustainable growth mission execution.
Capital Allocation Discipline Continued focus on disciplined capital allocation strategy; reauthorized $50.0M share repurchase program through March 2027.
Reinforce Quality Standards Priorities include reinforcing highest standards of patient safety, quality, and compliance across all operations.
Strategic Partnership Advancement Advancing strategic partnerships and targeted innovation aligned with core capabilities for future preparedness needs.

Peer Comparison

Revenue (TTM)

EBS stock ticker logoEBS
$742.90M
-28.8%
SNDL stock ticker logoSNDL
$677.36M
+2.8%
ORGO stock ticker logoORGO
$563.94M
+17.0%

Gross Margin (Latest Quarter)

RIGL stock ticker logoRIGL
91.5%
+7.7pp
LAB stock ticker logoLAB
83.5%
-3.2pp
ESPR stock ticker logoESPR
83.5%
-30.0pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
ALMS$2.88B-10.1-72.7%9.0%
OLMA$1.31B-8.5-42.9%0.2%
CRVS$1.23B-75.9-23.3%1.3%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-12.5%
Growth Under Pressure
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
50%
Cash Flow Needs Attention

Deep Research

Next earnings:May 5, 2026
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LTM
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