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Pacific Biosciences of California PACB Business Segments — Cost of revenue

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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:CostOfRevenue.

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, except per share amounts)Three Months Ended June 30, 2026Three Months Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Cost of service and other revenue5,2424,8539,4248,631
Amortization of acquired intangible assets1831833664,528
Loss on purchase commitment244,092
Total cost of revenue26,36925,08250,70663,606
Gross profit12,63814,68425,47913,313
Operating Expense:
Research and development23,02222,52942,63051,582
Sales, general and administrative33,39336,17564,54676,343

Item 1. Financial Statements (unaudited):

FAQ

What is Pacific Biosciences of California's business segments — cost of revenue?
Pacific Biosciences of California (PACB) reported business segments — cost of revenue of $26.37M in Q2 2026.
How has Pacific Biosciences of California's business segments — cost of revenue changed year-over-year?
Pacific Biosciences of California's business segments — cost of revenue increased by 5.1% year-over-year, from $25.08M to $26.37M.
What is the long-term trend for Pacific Biosciences of California's business segments — cost of revenue?
Over 3 years (2022 to 2025), Pacific Biosciences of California's business segments — cost of revenue has grown at a 12.9% compound annual growth rate (CAGR), from $79.27M to $114.23M.
What does business segments — cost of revenue mean?
This includes the direct costs associated with manufacturing, shipping, and supporting the sequencing platforms and consumables sold by the segment. Monitoring this helps evaluate the production efficiency and the direct margin impact of the company's core product offerings.

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