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Ginkgo Bioworks DNA UNITED STATES — Concentration risk

Other geography segments

DENMARK
13%+18.2%

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Other financials

Income statement

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Revenue$20.2M-48.5%
Gross profit$18.4M-45.4%
Operating income-$58.5M-0.7%
Net income-$46.7M+22.5%
EPS (diluted)-$1.42+27.6%

Balance sheet

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Cash & equivalents$172.0M-31.6%
Total debt$404.1M-5.8%
Total equity$420.3M-31.4%
Total assets$990.0M-19.6%

Cash flow

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Operating cash flow-$44.3M-10.0%
CapEx$2.6M+6,792%
Free cash flow-$46.9M-16.4%

Valuation

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Market cap$515.15M-26.8%
Enterprise value$747.25M-15.2%
P/S4.6×+1.3×

Profitability

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Gross margin91.8%
Operating margin-259.9%+1,304pp
Net margin-260%+718pp
FCF margin-156.3%+38.7pp

Returns & leverage

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Return on equity-56.3%+23.1pp
Debt / equity+0.3×
Current ratio4.6×-0.8×

Where this comes from

Reported directly by Ginkgo Bioworks in its filing.

Tagged under the XBRL concept us-gaap:ConcentrationRiskPercentage1.

The source filing: Ginkgo Bioworks’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 4:09 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001628280-26-054298

The Company’s total revenue is primarily generated from customers located in the United States. For the three months ended months ended June 30, 2026 and 2025, U.S. customers accounted for 83% and 79%, respectively. For the six months ended June 30, 2026 and 2025, U.S. customers accounted for 74% and 80%, respectively. For the six months ended June 30, 2026 and 2025, customers from Denmark accounted for 11% and 11%, respectively.

Item 1. Financial Statements (Unaudited)

FAQ

What is Ginkgo Bioworks's UNITED STATES — concentration risk?
Ginkgo Bioworks (DNA) reported UNITED STATES — concentration risk of 83% in Q2 2026.
How has Ginkgo Bioworks's UNITED STATES — concentration risk changed year-over-year?
Ginkgo Bioworks's UNITED STATES — concentration risk increased by 5.1% year-over-year, from 79% to 83%.
What does UNITED STATES — concentration risk mean?
This metric measures the proportion of total segment revenue derived from a limited number of key customers or a single major contract within the United States market. A high concentration indicates significant dependency on specific client relationships, which poses a risk to revenue stability if those partnerships are terminated or renegotiated. Monitoring this ratio helps investors assess the diversification of the revenue base and the potential impact of client-specific volatility on the segment's financial performance.

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