Quanterix Q4 Revenue Jumps 25% to $43.9M, Achieves 45.7% Margin

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Quanterix reported Q4 2025 revenue of $43.9 million, rising 25% year-over-year and placing 21 Simoa and 17 Spatial instruments. The company achieved a 45.7% gross margin on $20 million gross profit and ended with $122 million cash, targeting break-even in 2026 with $74 million of cost synergies realized.

1. Q4 Financial Results

Quanterix posted fourth-quarter 2025 revenue of $43.9 million, up 25% year-over-year and 7% sequentially, driven by $6.1 million in instrument sales and $17.0 million from its Spatial business. The company reported $20.0 million in gross profit at a 45.7% margin, with non-GAAP gross margin at 50%.

2. Instrument Placements and Business Mix

During the quarter, Quanterix deployed 21 Simoa and 17 Spatial instruments, shifting its mix to roughly 60% neurology and 40% spatial, oncology and immunology. Organic revenue fell 22%, partially offset by a $2.5 million terminated diagnostics development agreement and stronger academic demand.

3. Cost Synergies and Cash Position

The company has realized $74 million of its $85 million cost synergy target, driving down non-GAAP operating expenses and narrowing its adjusted EBITDA loss to $7.9 million. Quanterix closed the quarter with $122 million in cash and equivalents and is on track for break-even profitability in 2026.

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