Earnings summaries and quarterly performance for CERUS.
Executive leadership at CERUS.
William Greenman
Detailed
President and Chief Executive Officer
CEO
CJ
Chrystal Jensen
Detailed
Chief Legal Officer, General Counsel and Secretary
KG
Kevin Green
Detailed
Vice President, Finance and Chief Financial Officer
RB
Richard Benjamin
Detailed
Chief Medical Officer
VJ
Vivek Jayaraman
Detailed
Chief Operating Officer
Board of directors at CERUS.
Research analysts who have asked questions during CERUS earnings calls.
JJ
Joshua Jennings
TD Cowen
3 questions for CERS
Also covers: ABT, ALUR, ATEC +22 more
Mark Massaro
BTIG, LLC
3 questions for CERS
Also covers: ADPT, AKYA, BLLN +20 more
Bill Bonello
Craig-Hallum Capital Group LLC
2 questions for CERS
Also covers: ADPT, BDSX, CDNA +9 more
JJ
Jacob Johnson
Stephens Inc.
2 questions for CERS
Also covers: AZTA, CDMO, CDXS +13 more
John Wilkin
Craig-Hallum Capital Group LLC
2 questions for CERS
Also covers: BDSX, NEO
MP
Matthew Park
Cantor Fitzgerald
2 questions for CERS
Also covers: AXGN, BVS, ORGO +5 more
Vidyun Bais
BTIG
2 questions for CERS
Also covers: AKYA, BNGO, CSTL +6 more
EA
Eric Anderson
TD Cowen
1 question for CERS
Also covers: ATEC, RBOT, RCEL +2 more
JP
Junwoo Park
Cantor Fitzgerald
1 question for CERS
Also covers: NPCE, PAVM, SMTI
MB
Mathew Blackman
Stifel
1 question for CERS
Also covers: AHCO, ATEC, BBNX +10 more
RO
Ross Osborn
Cantor Fitzgerald
1 question for CERS
Also covers: AXGN, CVRX, ELUT +12 more
William Bonello
Craig-Hallum Capital Group
1 question for CERS
Also covers: BDSX, CDNA, EXAS +6 more
Recent press releases and 8-K filings for CERS.
Cerus Provides 2026 Revenue Guidance and Outlines Growth Strategies
CERS
Guidance Update
Revenue Acceleration/Inflection
Product Launch
- Cerus provided 2026 revenue guidance of $224 million-$228 million and anticipates sustained double-digit growth through the end of the decade.
- In the U.S. platelet market, the company holds a mid-60s% market share and expects further penetration through a recent agreement with Blood Centers of America (BCA), which covers approximately 50% of the U.S. market by volume.
- The INTERCEPT Fibrinogen Complex (IFC) franchise, currently exclusive to the U.S., exited 2025 with 7% market share in an estimated $300 million U.S. market, with expectations to increase share by 50% into double-digit territory.
- International growth is expected from the German market (with an INITIATE trial driving anticipated growth from 2027), China (with a resubmission for market entry expected in the next couple of years), Japan, and Brazil.
- The INTERCEPT Red Blood Cells program is a key pipeline opportunity, with a phase 3 REDS study readout expected in Q4 2026 and potential for CE mark approval in 2027.
2 days ago
Cerus Guides 2026 Revenue and Discusses Growth Initiatives
CERS
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Cerus guided $224 million-$228 million in revenue for the current year (2026).
- The company expects to achieve sustained double-digit growth through the end of the decade, driven by its market-leading INTERCEPT Blood System.
- Key growth initiatives include increasing U.S. platelet market share (currently mid-60s%) through the Blood Centers of America (BCA) agreement (effective January 1st), expanding the INTERCEPT Fibrinogen Complex (IFC) business (which held 7% share exiting 2025 in a growing U.S. market), and international expansion in Germany, Japan, and Brazil.
- Future catalysts include anticipated CE mark approval in 2027 for INTERCEPT Red Blood Cells, with Phase 3 REDS study results expected in Q4 2026, and market entry in China within the next couple of years.
2 days ago
Cerus Discusses 2026 Revenue Guidance, U.S. Market Share Expansion, and Pipeline Progress
CERS
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Cerus guided for $224 million-$228 million in revenue for 2026 and anticipates sustained double-digit growth through the end of the decade for its INTERCEPT Blood System.
- The company expects to increase its U.S. platelet market share from the mid-60s% to over 70% following a new agreement with Blood Centers of America (BCA), which covers 50% of the U.S. market volume.
- The INTERCEPT Fibrinogen Complex (IFC) business, currently at 7% share in the U.S., is projected for significant growth, with the BCA agreement enhancing access and distribution.
- Key international growth opportunities include Germany, with meaningful growth anticipated from 2027, and planned market entry in China within the next couple of years.
- The INTERCEPT Red Blood Cells program is a significant pipeline focus, with a CE mark approval expected in 2027 and Phase III REDS study results due in Q4 2026.
2 days ago
Cerus Reports Record 2025 Revenues and Provides 2026 Guidance
CERS
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Cerus reported record total revenues of $233.8 million for 2025, marking a 16% increase from 2024, with product revenue increasing 14% for both the fourth quarter and the full year, exceeding prior guidance. The company achieved its second consecutive year of positive non-GAAP adjusted EBITDA, totaling $9.5 million for 2025.
- For 2026, Cerus reaffirmed its product revenue guidance of $224 million-$228 million, representing a 9%-11% year-over-year increase compared to 2025, and expects IFC revenue to be $20 million-$22 million, reflecting 20%-30% growth. The company anticipates its third consecutive year of positive adjusted EBITDA.
- Key strategic developments include the European CE mark approval and commercial launch of the INT200 device in 2025, with a U.S. PMA application expected in mid-2026. Progress on red blood cell regulatory submissions continues, with possible European approval in the first half of 2027 and top-line results from the U.S. RedeS study expected later in 2026.
- Cerus finalized a group purchasing agreement with Blood Centers of America (BCA), effective January 1, 2026, which is expected to drive increased INTERCEPT adoption in the U.S. market. Additionally, the company identifies a $30 million annual platelet opportunity in Germany, with meaningful revenue contribution anticipated from 2027.
3 days ago
Cerus Reports Record 2025 Revenues and Provides 2026 Guidance
CERS
Earnings
Guidance Update
Product Launch
- Cerus reported record total revenues of $233.8 million for full year 2025, a 16% increase from 2024, with product revenue growing 14% for both Q4 and the full year.
- The company issued 2026 product revenue guidance of $224 million-$228 million, an anticipated 9%-11% year-over-year increase, and expects IFC revenue of $20 million-$22 million.
- Cerus achieved its seventh consecutive quarter of positive non-GAAP adjusted EBITDA in Q4 2025, totaling $3.4 million, and $9.5 million for the full year 2025.
- Significant operational developments include the European CE mark approval and launch of the INT200 device , and a new group purchasing agreement with Blood Centers of America (BCA), covering approximately 50% of the U.S. blood supply.
- For red blood cells, the European regulatory submission review by T\u00dcV S\u00dcD is complete with potential approval in H1 2027 , while the U.S. RedeS study enrollment is complete with top-line results expected in Q4 2026.
3 days ago
Cerus Reports Record 2025 Revenues and Provides 2026 Guidance
CERS
Earnings
Guidance Update
Product Launch
- Cerus reported record total revenues of $233.8 million for 2025, a 16% increase from 2024, and achieved its second consecutive year of positive adjusted EBITDA, totaling $9.5 million.
- The company reaffirmed its 2026 product revenue guidance of $224 million-$228 million, representing 9%-11% year-over-year growth, and expects its third consecutive year of positive adjusted EBITDA.
- Key strategic advancements include the European CE mark approval and commercial launch of the INT200 device in 2025, with a US PMA submission expected mid-2026. Additionally, Cerus finalized a group purchasing agreement with Blood Centers of America (BCA) to expand INTERCEPT adoption in the US.
- Regulatory progress for red blood cells includes a potential European approval in the first half of 2027 and top-line results from the US RedeS study expected in Q4 2026. The company also identified Germany as a $30 million annual platelet opportunity, with revenue contribution anticipated from 2027.
3 days ago
Cerus Announces Full-Year and Fourth Quarter 2025 Financial Results
CERS
Earnings
Guidance Update
Revenue Acceleration/Inflection
- For the full year ended December 31, 2025, Cerus Corporation reported total revenue of $233.8 million, an increase of 16% from 2024, and product revenue of $206.1 million, up 14% from 2024.
- The company's net loss attributable to Cerus Corporation narrowed to $15.6 million for full-year 2025, compared to $20.9 million in 2024, and achieved positive non-GAAP adjusted EBITDA of $9.5 million for full-year 2025, up from $5.7 million in 2024.
- As of December 31, 2025, Cerus held $82.9 million in cash, cash equivalents, and short-term investments.
- Cerus expects full-year 2026 product revenue to be in the range of $224 million to $228 million, representing year-over-year growth of 9% to 11% compared to 2025 product revenue.
- During the fourth quarter of 2025, INTERCEPT Fibrinogen Complex (IFC) demand increased by over 50% compared to the prior year period, with full-year 2025 IFC revenue increasing approximately 80% to $16.7 million.
3 days ago
Cerus Corporation Announces Full-Year and Fourth Quarter 2025 Financial Results
CERS
Earnings
Guidance Update
- Cerus Corporation reported full-year 2025 total revenue of $233.8 million, a 16% increase from 2024, with product revenue growing 14% to $206.1 million.
- The company's net loss attributable to Cerus Corporation narrowed to $15.6 million (or $0.08 per basic and diluted share) for full-year 2025, compared to $20.9 million (or $0.11 per basic and diluted share) in 2024.
- Non-GAAP adjusted EBITDA for full-year 2025 was $9.5 million, an increase from $5.7 million in 2024, marking the second consecutive year of positive non-GAAP adjusted EBITDA.
- As of December 31, 2025, Cerus held $82.9 million in cash, cash equivalents, and short-term investments.
- For full-year 2026, Cerus expects product revenue to be between $224 million and $228 million, representing 9% to 11% year-over-year growth, and IFC revenue guidance of $20 million to $22 million, indicating 20% to 30% year-over-year growth from 2025.
3 days ago
Cerus Reports Strong Q4 2025 Revenue Growth and Provides 2026 IFC Guidance
CERS
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Cerus Corporation reported Q4 2025 revenue of $64.6 million, an increase of 13.8% year-over-year, with diluted EPS at -$0.01.
- Product revenue grew 14% for both Q4 and the full year, exceeding the top end of prior full-year guidance.
- The company provided 2026 IFC guidance of $20–22 million, projecting 20–30% growth, following a 40% increase in Q4 IFC revenue.
- Product gross margin declined to 51.5% from 53.9% due to higher IFC production costs, import tariffs, and inflation.
- BARDA R&D reimbursements are expected to taper as the contract approaches its September 2026 expiration.
4 days ago
Cerus Announces Preliminary Q4 and Full-Year 2025 Product Revenue and 2026 Outlook
CERS
Earnings
Guidance Update
Product Launch
- Cerus Corporation announced preliminary product revenue results for the fourth quarter and full-year ended December 31, 2025, which are unaudited and subject to change.
- The company expects full-year 2026 product revenue to be in the range of $224 million to $228 million, representing year-over-year growth of 9%-11% compared to preliminary 2025 product revenue.
- Key anticipated development and clinical milestones for 2026 include a Premarket Approval (PMA) application submission to the FDA for INT200 (next generation LED-based illumination device) expected in mid-2026, and results from the Phase 3 RedeS study for the INTERCEPT Blood System for Red Blood Cells (RBCs) in anemia patients expected in the second half of 2026.
| Metric | Q4 2025 | FY 2025 | FY 2026 (Guidance) |
|---|---|---|---|
| Total Product Revenue ($USD Millions) | $57.8 | $206.1 | $224 - $228 |
| IFC Product Revenue ($USD Millions) | $4.2 | $16.7 | $20 - $22 |
Jan 12, 2026, 1:06 PM
Quarterly earnings call transcripts for CERUS.
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