Compared to Estimates, 10x Genomics (TXG) Q4 Earnings: A Look at Key Metrics

Core Insights - 10x Genomics reported revenue of $166.03 million for Q4 2025, reflecting a year-over-year increase of 0.6% and a slight surprise of +0.01% over the Zacks Consensus Estimate of $166.01 million [1] - The company posted an EPS of -$0.13, which is an improvement compared to -$0.40 from the previous year, resulting in an EPS surprise of +31.58% against the consensus estimate of -$0.19 [1] Revenue Breakdown - Services revenue reached $8.47 million, exceeding the four-analyst average estimate of $7.78 million, marking a year-over-year increase of +18.7% [4] - Instruments revenue was reported at $15.47 million, surpassing the three-analyst average estimate of $14.4 million, but showing a significant year-over-year decline of -36.5% [4] - Spatial consumables revenue amounted to $40.96 million, slightly above the $39.03 million average estimate, with a year-over-year increase of +14.4% [4] - Total consumables revenue was $141.75 million, exceeding the estimated $134.78 million, representing a year-over-year growth of +6.2% [4] - Instruments revenue in the spatial category was $9.36 million, above the average estimate of $7.98 million, but reflecting a year-over-year decrease of -30.3% [4] Stock Performance - Over the past month, shares of 10x Genomics have declined by -8.5%, in contrast to the Zacks S&P 500 composite's slight decrease of -0.3% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]