STANDARD BIOTOOLS INC. (LAB) Form 8-K — Aug 5, 2026

$LABForm 8-KItems 2.02, 7.01, 9.01Filed Aug 5, 2026, 4:10 PM ET0001193125-26-335106Original filing

Standard BioTools (NASDAQ: LAB) reported second quarter 2026 revenue of $20.1 million, down 7.6% year-over-year, with net loss from continuing operations widening 21% to $21.5 million, impacted by $14.7 million in one-time transaction costs tied to the pending Treeline merger. Cost discipline was the quarter's bright spot: adjusted EBITDA loss improved 84% year-over-year to $2.5 million, non-GAAP operating expenses fell 50% to $13.8 million, and GAAP gross margin expanded to 52.4% from 48.8%, driven by productivity gains and reduced warranty expense.

Key figures

Revenue: 20104000
Guidance: Full year 2026 revenue outlook withdrawn given the pending merger with Treeline Biosciences
Total Debt: 299000
Revenue Yoy: -7.6%
Total Assets: 627218000
Cash Position: 270026000
Q2 2025 revenue: $21.8 million
Q2 2026 revenue: $20.1 million (down 7.6% YoY)
Gross margin q2 2026: 52.4% vs 48.8% prior year
Six month revenue 2026: $41.3 million vs $42.0 million prior year
Adjusted ebitda q2 2026: -$2.5 million vs -$16.1 million prior year (84% improvement)
Services revenue q2 2026: $5.6 million (down 8% YoY)
Six month net income 2026: $100.3 million (includes gain on sale of business)
Transaction costs q2 2026: $14.7 million
Operating expenses q2 2026: $35.9 million (down 1% YoY)
Consumables revenue q2 2026: $9.4 million (down 10% YoY)
Instruments revenue q2 2026: $5.1 million (down 2% YoY)
Weighted avg shares q2 2026: 390881000
Non gaap gross margin q2 2026: 56.3% vs 54.1% prior year
Restructuring charges q2 2026: $2.8 million
Net loss continuing ops q2 2026: -$21.5 million vs -$17.7 million prior year (21% wider)
Cash received for sale of business: $388.2 million
Gain on sale of business six months: $172.3 million
Non gaap operating expenses q2 2026: $13.8 million (down 50% YoY)
Total cash investments june 30 2026: $541.1 million (cash, equivalents, restricted cash, short- and long-term investments)
Illuminina contingent payment buyout: $30 million
Total stockholders equity june 30 2026: $540.0 million

Price after filing

1 day: 0.0%7 days: -3.2%30 days: -17.9%

Close on the filing date to close N calendar days later (from $0.82). Historical, not a forecast.

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