Financial Performance - BioLife Solutions, Inc. announced preliminary unaudited revenue for Q4 2025 and the full year ended December 31, 2025[4]. - The report does not provide specific revenue figures or growth percentages in the available content[4]. Compliance and Reporting - The report was filed on January 12, 2026, indicating the company's compliance with the Securities Exchange Act of 1934[4]. - The company has not elected to use the extended transition period for complying with new financial accounting standards[3]. - The financial results will not be deemed "filed" under the Exchange Act, limiting liability under Section 18[5]. - The Chief Financial Officer, Troy Wichterman, signed the report, indicating executive oversight[10]. Company Information - The company is listed on the Nasdaq Stock Market under the trading symbol BLFS[2]. - The company operates from its headquarters located at 3303 Monte Villa Parkway, Bothell, WA[2]. Additional Information - The press release detailing the financial results is attached as Exhibit 99.1[6]. - No information on new products, technologies, market expansion, or mergers and acquisitions was provided in the current report[4].

Fourth quarter unaudited revenue from continuing operations of $24.8 million increased 20% from the prior year fourth quarter Full year unaudited revenue from continuing operations of $96.2 million exceeded the high end of the previously raised guidance range for FY2025 BOTHELL, Wash., Jan. 12, 2026 /PRNewswire/ -- BioLife Solutions, Inc. (Nasdaq: BLFS) ("BioLife" or the "Company"), a leading developer and supplier of cell processing tools and services for the cell and gene therapy ("CGT") market, today an ...

Core Insights - BioLife Solutions, a provider of bioproduction tools for cell and gene therapy, reported a significant insider sale by its CFO, Troy Wichterman, who sold 30,000 shares for approximately $771,600 amid a modestly declining share price [2][9]. Transaction Summary - The CFO sold 30,000 shares at a weighted average price of $25.72, resulting in a transaction value of about $771,600 [3]. - Post-transaction, Wichterman holds 152,769 shares, which is approximately 60.5% of his holdings at the start of the reporting period [4]. - This sale represents 16.4% of his direct ownership [4]. Company Overview - As of December 4, 2025, BioLife Solutions has a market capitalization of $1.19 billion and reported a revenue of $100.1 million for the trailing twelve months [5]. - The company's stock price has decreased by 2.1% over the past year [5]. Recent Performance - In early November, BioLife Solutions reported a 31.2% increase in revenue to $28.1 million for the third quarter, with the operating loss narrowing from $418,000 to $89,000 [10]. - Despite the revenue growth, the stock has declined by 5.5% over the past year, underperforming compared to the S&P 500 and Nasdaq Composite, which returned 15.6% and 20.2%, respectively [10]. Company Profile - BioLife Solutions specializes in bioproduction tools and services for the cell and gene therapy sector, utilizing proprietary preservation and logistics technologies [8]. - The company serves biotechnology and pharmaceutical companies, academic research institutions, and commercial manufacturers of biologic-based therapies across various international markets [14].

Core Insights - BioLife Solutions, Inc. has opened the Aby J. Mathew Center for Biopreservation Excellence to enhance biopreservation and cell processing innovation [1][2] - The center is named after Dr. Aby J. Mathew, a founding team member and key contributor to the company's biopreservation media platform [2] - The facility will serve as a research and training hub, showcasing the company's product portfolio and fostering collaboration with customers and industry partners [2][3] Company Overview - BioLife Solutions is a leading developer and supplier of bioproduction products and services for the cell and gene therapy (CGT) market [4] - The company focuses on maintaining the health and function of biologic materials during collection, development, storage, and distribution [4] Facility Details - The center features 4,500 square feet of advanced conference and laboratory space [2] - Initial activities will focus on optimizing biopreservation processes, customized training programs, and conducting internal research [2] - The center aims to build industry best practices and train specialists in biopreservation and cell processing [3]

Core Insights - BioLife Solutions, Inc. is a prominent developer and supplier of bioproduction products and services specifically for the cell and gene therapy (CGT) market [2][4] - The company will participate in several investor conferences throughout November and December 2025, showcasing its refreshed corporate branding [1][5] Company Overview - BioLife Solutions specializes in facilitating the commercialization of new therapies by providing solutions that ensure the health and functionality of biologic materials during various stages including collection, development, storage, and distribution [2] Upcoming Events - The company is scheduled to participate in multiple investor conferences: - Raymond James Napa Small Cap Symposium on November 17, 2025 - Stephens Annual Investment Conference from November 18-20, 2025 - Jefferies Global Healthcare Conference from November 17-20, 2025 - Furey Research Partners Hidden Gems Conference on November 24-25, 2025 - Wolfe Research Small & Mid-Cap Conference on December 2-3, 2025 - Northland Growth Conference 2025 on December 16, 2025 [5]

Core Insights - Five stocks have been added to the Zacks Rank 1 (Strong Buy) List, indicating strong potential for investment Group 1: Company Earnings Estimates - Encore Capital Group, Inc. (ECPG) has seen its earnings estimate increase by 18.5% over the last 60 days [1] - PJT Partners Inc. (PJT) has experienced a 9.6% increase in its earnings estimate over the last 60 days [2] - Everus Construction Group, Inc. (ECG) has had its earnings estimate rise by 11.6% in the past 60 days [3] - United Fire Group, Inc. (UFCS) has seen a significant increase of 29.7% in its earnings estimate over the last 60 days [3] - BioLife Solutions, Inc. (BLFS) has experienced the largest increase, with a 40% rise in its earnings estimate over the last 60 days [4]

Group 1 - The article does not provide any specific content related to a company or industry [1]

Core Insights - The company is focusing on a newly launched strategy aimed at addressing current global challenges, particularly in the context of security and trust issues faced by customers [1][2]. Group 1: Company Strategy - The company has recently updated its strategy, which was launched on Tuesday, and aims to provide deeper insights into its future direction [1]. - The leadership team, including the CEO, CTO, and CFO, is actively involved in communicating this strategy to stakeholders [1]. Group 2: Industry Context - The current global environment is characterized by increasing security issues, warfare, and technical vulnerabilities, which are impacting the industry [2]. - Customers, especially in Europe, are expressing concerns about trust in the face of these challenges, indicating a shift in focus towards security solutions [2].

Core Insights - BioLife Solutions, Inc. (BLFS) reported quarterly earnings of $0.04 per share, exceeding the Zacks Consensus Estimate of a loss of $0.01 per share, marking a significant earnings surprise of +500.00% [1] - The company achieved revenues of $28.07 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 8.73%, although this represents a decline from $30.57 million in the same quarter last year [2] - BioLife Solutions has consistently outperformed consensus EPS estimates over the last four quarters, indicating a positive trend in earnings performance [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.01 on revenues of $26.48 million, while for the current fiscal year, the estimate is $0.05 on revenues of $101.1 million [7] - The company's earnings outlook will be influenced by management's commentary during the earnings call, which is crucial for assessing future stock performance [3][4] Industry Context - The Medical - Products industry, to which BioLife Solutions belongs, is currently ranked in the bottom 40% of over 250 Zacks industries, which may impact the stock's performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that investors should monitor these revisions closely [5][6]

Financial Data and Key Metrics Changes - In Q3 2025, total revenue increased by 31% year-over-year to $28.1 million, driven by a 33% increase in cell processing revenue [4][12] - Adjusted EBITDA margin expanded by 500 basis points year-over-year to 28%, reflecting improved profitability [4][14] - GAAP net income was $621,000 or $0.01 per share, compared to a net loss of $471,000 or $0.01 per share in the prior year [14] Business Line Data and Key Metrics Changes - Cell processing revenue reached $25.4 million, a 33% year-over-year increase, with biopreservation media products representing over 80% of total cell processing revenue [6][12] - The direct versus distributor sales mix shifted to approximately 70/30, indicating a stronger focus on direct sales [7] Market Data and Key Metrics Changes - BioLife's biopreservation media products were embedded in 16 approved therapies and utilized in over 250 relevant commercially sponsored CGT clinical trials in the U.S., representing over a 70% market share [9] - The company is involved in more than 30 phase III trials, where its share is nearly 80%, highlighting its market leadership [9] Company Strategy and Development Direction - The sale of the Evo Cold Chain Logistics product line for approximately $25.5 million allows the company to focus on its core competencies and operational strengths [5] - The company aims to explore inorganic growth opportunities while maintaining a disciplined approach to capital allocation [36][38] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in sustainable revenue growth and margin expansion due to the strong performance of commercial customers and late-stage clinical programs [11][54] - The company raised its full-year 2025 revenue guidance to $95-$96 million, reflecting a growth rate of 27%-29% on a like-for-like basis [17] Other Important Information - Cash and marketable securities balance as of September 30, 2025, was approximately $98.4 million, slightly down from $100.2 million as of June 30, 2025 [15] - The company expects adjusted gross margin for the full year to be in the mid-60s, with a reduction in GAAP net loss and expansion in adjusted EBITDA margin compared to 2024 [18] Q&A Session Summary Question: What is the pricing outlook for the upcoming years? - Management anticipates a price increase of 4% to 6% in 2026, with year-to-date pricing growth higher than list price increases due to customer contract negotiations [22][23] Question: What is the status of direct sales headcount? - The company has added one sales representative focused on cross-selling, bringing the total to about six, with plans to potentially add more in 2026 [24][25] Question: How is the company viewing the funding environment for biotech? - Management noted that commercial customers are expected to drive growth, with a robust clinical pipeline supporting this outlook [28][29] Question: Are there any lingering costs from the Evo platform? - There are no lingering operational expenses from the Evo platform, and the Q3 results serve as a good baseline for Q4 [36] Question: What are the capital allocation plans post-Evo sale? - The company is interested in exploring adjacent opportunities that align with its core competencies while being disciplined in its approach to avoid negatively impacting its financial profile [37][38]