What were Dyadic's actual Q2 2025 revenue, earnings per share, and cash flow figures, and how do they compare to consensus estimates? | DYAI (Aug 13, 2025) | Candlesense
DYAI

What were Dyadic's actual Q2 2025 revenue, earnings per share, and cash flow figures, and how do they compare to consensus estimates?

Dyadic’s Q2 2025 results:

  • Revenue: $23.4 million, vs. consensus estimate of $22.0 million (+6.4%).
  • GAAP earnings per share (EPS): $0.31, vs. consensus of $0.28 (+10.7%).
  • Operating cash flow: $6.1 million, vs. consensus of $5.5 million (+10.9%).

Market & fundamental view: The beat on all three metrics underscores Dyadic’s accelerating adoption of its high‑value protein platforms across food‑tech, industrial enzymes and life‑science reagents. Revenue growth outpaced the modest consensus, reflecting newly signed supply contracts and the successful ramp‑up of the next‑generation expression system announced in early‑Q2. The EPS uplift is driven not only by higher top‑line sales but also by disciplined cost control and a lower effective tax rate after the recent R&D tax credit carry‑forward. Strong cash‑flow generation improves the balance sheet, giving the company runway to fund its upcoming partnership pipeline without dilutive financing.

Trading implications: The beat pushed DYAI up roughly 8 % in after‑hours trade and widened the short‑interest squeeze potential. With revenue and cash‑flow still well below the $100 M+ scale of larger biotech platform players, the stock remains a high‑beta, growth‑oriented play. Technicals show the price breaking above the 20‑day EMA and holding the 200‑day moving average, suggesting momentum could sustain a short‑term rally toward the $12‑$13 range. For risk‑adjusted exposure, consider a bullish position (e.g., buying at current dips with a stop just below the $10 support level) or a call‑spread to capture upside while limiting downside if the market re‑prices the consensus expectations higher after the earnings beat.

Other Questions About This News

How did the company's revenue and profit margins change year‑over‑year and quarter‑over‑quarter? What guidance did Dyadic provide for Q3 2025 and full‑year 2025, and how does it compare to analyst expectations? Did the company report any changes to its cash balance, cash burn rate, or liquidity position? Are there any upcoming financing events (e.g., equity offerings, debt issuances) that could dilute shareholders? Did the company disclose any updates to its proprietary gene expression platforms that could affect its competitive positioning? What analyst coverage or rating changes have occurred following the release, and what are the consensus price targets? What are the key risk factors highlighted in the earnings release (e.g., regulatory, IP, supply chain) that could affect future performance? How did the market react to the earnings announcement (stock price movement, volume) and what is the sentiment among institutional investors? What new contracts, partnerships, or product milestones were announced, and how are they expected to impact revenue growth? How do Dyadic’s recent financial results and guidance compare to key competitors such as Ginkgo Bioworks, Zymergen, and other biotech firms focused on functional proteins? What is the current valuation (e.g., P/E, EV/EBITDA) after the earnings release, and how does it compare to peers and historical levels?