Cibus Inc (NASDAQ:CBUS) Q2 2025 Earnings: Revenue Misses but Loss Narrower Than Expected

CIBUS INC (NASDAQ:CBUS [https://www.chartmill.com/stock/quote/CBUS]) REPORTS Q2 2025 EARNINGS: REVENUE MISSES ESTIMATES, LOSS NARROWER THAN EXPECTED

Cibus Inc, a San Diego-based agricultural technology firm specializing in gene-edited plant traits, reported its second-quarter financial results for 2025. The company posted revenue of $930,000, falling short of analyst estimates of $1.17 MILLION. However, its net loss per share came in at -$0.61, better than the anticipated -$0.71.

KEY FINANCIAL TAKEAWAYS

* REVENUE: $930K vs. $1.17M estimate (20.5% miss)
* EPS: -$0.61 vs. -$0.71 estimate (14.4% better than expected)
* CASH POSITION: $36.5 million as of June 30, 2025, with an expected runway into Q2 2026.

The narrower-than-expected loss suggests cost-cutting measures are taking effect, as the company reduced R&D and SG&A expenses year-over-year. However, the revenue shortfall indicates slower-than-anticipated commercialization progress.

MARKET REACTION

Following the earnings release, Cibus shares showed NO SIGNIFICANT AFTER-HOURS MOVEMENT, suggesting a neutral investor response. Over the past month, the stock has declined 15%, reflecting broader skepticism around pre-revenue biotech firms amid tightening capital conditions.

BUSINESS HIGHLIGHTS FROM THE EARNINGS REPORT

*
RICE HERBICIDE TOLERANCE TRAITS (HT1 & HT3)

* On track for commercial launch in Latin America by 2027, expanding to the U.S. in 2028.
* Signed a collaboration with Colombian rice seed company SEMILLANO.
* Potential annual royalties exceeding $200 MILLION upon full commercialization.

*
SUSTAINABLE INGREDIENTS PROGRAM

* Expects "nominal revenues" in 2025, with commercial expansion targeted for 2026.

*
REGULATORY PROGRESS

* Favorable rulings in ECUADOR, INDIA, AND THE U.S. support gene-edited crop adoption.
* USDA-APHIS cleared Cibus’ HT2 canola trait, removing a key U.S. commercialization hurdle.

*
CAPITAL RAISE

* Generated $27.5 MILLION in gross proceeds from a public offering, extending cash runway.

OUTLOOK VS. ANALYST ESTIMATES

While Cibus did not provide formal forward guidance, analysts project:

* Q3 2025 REVENUE: $1.29M
* Q3 2025 EPS: -$0.70
* FULL-YEAR 2025 REVENUE: $5.59M
* FULL-YEAR 2025 EPS: -$2.94

The company’s progress in RICE HT TRAITS AND COST DISCIPLINE may position it for improved financial performance, but revenue generation remains a critical hurdle.

CONCLUSION

Cibus’ Q2 results reflect a mixed picture—better cost control but slower revenue growth. Investors appear cautious, given the stock’s recent underperformance. The company’s long-term potential hinges on successful trait commercialization and regulatory tailwinds.

For more detailed earnings estimates and historical performance, visit Cibus Inc’s earnings page [https://www.chartmill.com/stock/quote/CBUS/earnings-estimates].

DISCLAIMER: This article is not investment advice. Investors should conduct their own research before making financial decisions.