Ginkgo Bioworks第三季度营收2800万美元：首套自主实验室售予药企Novo，净亏损收窄至4100万美元
位于马萨诸塞州萨福克县 Boston 市的合成生物学公司 Ginkgo Bioworks 11月5日公布2026年第三季度业绩，并宣布已向一家顶级制药企业售出首套自主实验室。
第三季度营收为2,800万美元，上年同期为2,900万美元，同比下降6%，但较第二季度的2,000万美元回升。按美国通用会计准则计算的持续经营净亏损为4,100万美元，上年同期亏损7,300万美元，亏损明显收窄；调整后 EBITDA 为负2,200万美元，上年同期为负5,300万美元。截至9月30日，公司现金、现金等价物及有价证券余额为2.85亿美元，第三季度现金消耗为2,700万美元。
业务方面，公司本季度宣布向制药企业 Novo 出售一套自主实验室，设备将装入 Novo 位于马萨诸塞州 Waltham 的新研发基地。公司还披露了新的政府合作：其参与的高等卫生研究计划署（ARPA-H）GIVE 项目分包合同最高可达1,750万美元，拟把公司的自动化设备首次用于 RNA 药物生产；国家科学基金会（NSF）的可编程云实验室测试平台等项目也在推进。
公司的云实验室（Cloud Lab）在第三季度新增22家 ADME 检测客户，其中20家为新客户；Takeda、Argenx、Lundbeck 与 AbbVie 共同发起了抗体可开发性联盟，GSK、Novartis 与 Biogen 也签下了新业务；包括 OpenAI 在内的前沿 SI 实验室正使用其云实验室生成训练数据。
联合创始人兼首席执行官 Jason Kelly 表示，公司如今在同一套自主实验室平台上形成两项核心业务，政府正把自主实验室当作国家基础设施来建设，公司有条件引领实验室从人工操作向自主研究的转变。
公司重申2026年全年现金消耗预期为1.25亿至1.50亿美元。公司于11月5日下午举行视频会议说明业绩。（来源：Ginkgo Bioworks）
Ginkgo Bioworks Q3 Revenue $28 Million: First Autonomous Lab Sold to Pharma Company Novo, Net Loss Narrows to $41 Million
Ginkgo Bioworks, the synthetic-biology company based in Boston, Suffolk County, Massachusetts, on November 5 reported its results for the third quarter of 2026 and announced the first sale of an autonomous lab to a top-tier pharmaceutical company.
Third-quarter revenue was $28 million, down 6% from $29 million a year earlier but up from $20 million in the second quarter. The GAAP net loss from continuing operations was $41 million, compared with a $73 million loss a year earlier, while adjusted EBITDA was negative $22 million, improved from negative $53 million. Cash, cash equivalents and marketable securities stood at $285 million as of September 30, and third-quarter cash burn was $27 million.
On the business side, the company sold an autonomous lab to pharmaceutical company Novo for Novo's new research and development site in Waltham, Massachusetts. It also disclosed new government work, including a subcontract worth up to $17.5 million under the ARPA-H GIVE program to put its automation systems into RNA-medicine manufacturing for the first time, alongside National Science Foundation programmable cloud laboratory projects.
Its Cloud Lab signed 22 ADME customers in the quarter, 20 of them first-time customers. Takeda, Argenx, Lundbeck and AbbVie founded an antibody developability consortium, GSK, Novartis and Biogen also signed new work, and frontier AI labs including OpenAI are using the Cloud Lab to generate training data.
Co-founder and CEO Jason Kelly said the company now has two core offerings built on one autonomous lab platform, and that with the U.S. government treating autonomous labs as national infrastructure, Ginkgo is positioned to lead the transition from the bench to autonomous research.
The company reaffirmed its full-year 2026 total cash burn outlook of $125 million to $150 million and hosted a videoconference on November 5 to discuss the results. (Source: Ginkgo Bioworks)
来源：Ginkgo Bioworks
发布：GSM·美国（发布链接）
图片来源：图：Boston 市 Charles River 畔天际线，Ginkgo Bioworks 总部所在的马萨诸塞州萨福克县 Boston 市。EgorovaSvetlana 摄，CC BY-SA 4.0，经 Wikimedia Commons。 / Photo: The Boston skyline along the Charles River in Boston, Suffolk County, Massachusetts, home to Ginkgo Bioworks. By EgorovaSvetlana, CC BY-SA 4.0, via Wikimedia Commons.
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