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Pacific Biosciences of California PACB Consumable revenue — Total Revenue

Other product segments

Instrument revenue
$12.84M-9.3%
Service and other revenue
$6.06M-9.4%

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Other financials

Income statement

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Revenue$39.0M-1.9%
Gross profit$12.6M-13.9%
Operating income-$44.6M+0.5%
Net income-$44.7M-6.7%
EPS (diluted)-$0.140.0%

Balance sheet

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Cash & equivalents$62.6M+10.5%
Total debt$61.8M+17.1%
Total equity-$33.2M-154%
Total assets$751.9M-8.9%

Cash flow

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Operating cash flow-$35.6M-21.1%
CapEx$1.6M+183%
Free cash flow-$37.1M-24.1%

Valuation

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Market cap$357.46M-5.6%
Enterprise value$356.64M-4.8%
P/S2.2×-0.2×

Profitability

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Gross margin36.4%+15.0pp
Operating margin-83.5%-37.4pp
Net margin-82.5%-35.5pp
FCF margin-77.5%-13.2pp

Returns & leverage

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Return on equity-273.6%+314pp
Debt / equity25.1×+24.5×
Current ratio4.9×-2.0×

Where this comes from

Reported directly by Pacific Biosciences of California in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax.

The source filing: Pacific Biosciences of California’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 5:30 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001299130-26-000122
(In thousands)Three Months Ended June 30, 2026Three Months Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Instrument revenue$12,839$14,150$22,560$25,166
Consumable revenue20,11118,93341,92439,030
Product revenue32,95033,08364,48464,196
Service and other revenue6,0576,68311,70112,723
Total revenue$39,007$39,766$76,185$76,919

Item 1. Financial Statements (unaudited):

FAQ

What is Pacific Biosciences of California's consumable revenue — total revenue?
Pacific Biosciences of California (PACB) reported consumable revenue — total revenue of $20.11M in Q2 2026.
How has Pacific Biosciences of California's consumable revenue — total revenue changed year-over-year?
Pacific Biosciences of California's consumable revenue — total revenue increased by 6.2% year-over-year, from $18.93M to $20.11M.
What is the long-term trend for Pacific Biosciences of California's consumable revenue — total revenue?
Over 4 years (2021 to 2025), Pacific Biosciences of California's consumable revenue — total revenue has grown at a 11.9% compound annual growth rate (CAGR), from $52.18M to $81.94M.
What does consumable revenue — total revenue mean?
This metric represents the revenue generated from the sale of recurring, platform-specific consumable products required to operate genetic sequencing systems. It serves as a key indicator of the installed base utilization and the long-term recurring revenue potential of the company's core technology platform. Growth in this segment reflects increasing customer adoption and ongoing usage of the company's sequencing solutions.

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