Quanterix Corporation · NASDAQ:QTRX
Quanterix — Q1 2026 Earnings Presentation
17 slides from Quanterix's earnings presentation, May 6, 2026
Slide 1: First Quarter 2026 Earnings Presentation
First Quarter 2026 Earnings Presentation May 6, 2026
Slide 2: Legal Information
Legal Information CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS Statements included in this presentation that are not historical in nature or do not relate to current facts are intended to be, and are hereby identified as, forward-looking statements for purposes of the safe harbor provid
Slide 3: Q1-26: Key Messages
Q1-26: Key Messages Remain committed to delivering cash flow breakeven performance in 2H 2026 • No change from previous outlook • $85M of cost synergies realized • Maintaining guidance for full year 2026 Making investments to improve commercial effectiveness in 2026 • Investing in partners, senior l
Slide 4: CEO Priorities
CEO Priorities Execute Strategic Build AD to plan Roadmap Diagnostics Meet quarterly Reinforcing our IVD Accelerate Dx investment plans and strategy and in 2026 towards improving reach cash flow strengthening our workflow, build lab breakeven position in ultra-sensitive infrastructure and increase p
Slide 5: Our product roadmap priorities in 2026
Our product roadmap priorities in 2026 Reinforcing our IVD strategy and strengthening our position in ultra-sensitive protein detection Priorities Outcome Research and Clinical Simoa HD-X IVD submission in 2027 HD-X IVD Continue to invest in new neurology markers, SR-X SP-X e.g., tauopathies Sustain
Slide 6: Building a Best-in-class Multi-marker Test in AD Diagnostics
Best-in-class Building Driving Multi-marker Test Infrastructure Adoption 100% FDA $897 Building a patient readouts vs 70% for competitors Clearance submitted – expected pricing received for LucentAD Test in 2026 in 10% HD-X IVD Coverage AD Diagnostics Intermediate zone vs Instrument IVD impactful st
Slide 7: AD Diagnostics: Timeline of planned activities
AD Diagnostics: Timeline of planned activities Key activities across platform, clinical, and access 2025 and before 2026 Milestones 2027 Milestones 2025: $897 Q1 FDA Submitted Submit HD-X for IVD (510K) Received CMS reimbursement pricing supports research and expands diagnostics Q2 Start lab billing
Slide 8: AD Diagnostics: Clinical Studies in progress
AD Diagnostics: Clinical Studies in progress Multiple studies ongoing to support clinical value MGH – CIMBBBA Mt. Sinai-DAC University of Florida BioHermes-2 100% 80% 100% >90% Enrollment Publication est. Q3/Q4 Publication est. Q3 Publication est. Q3 • Primary care • Community-based Setting • Specia
Slide 9: Synergies Leading to Cash Flow Breakeven in 2026
Synergies Leading to Cash Flow Breakeven in 2026 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Pre-close cost Complete physical Implement one Systems and Major actions in consolidation manufacturing process commercial Implement one team integration Milestones commercial team and operations Combine Lab
Slide 10: Scientific Validation Driving Adoption
Scientific Validation Driving Adoption Spatial Simoa Number of Drug Trial Projects (Simoa Only) PUBLICATIONS BIOMARKERS INSTRUMENTS LAB SERVICES 6,553 768 772 2,538 2,565 6,318 283 287 2,365 53.8 702 670 256 642 189 189 2,155 2,445 134 44.5 5,011 2,370 111 15.8 104 205 1,810 1,439 1,450 1,330 168 3,
Slide 11: Q1’26 Results vs Q1’25
Q1’26 Results vs Q1’25 (in $M) Q1’26 Revenue Mix Q1 GAAP* Q1 Non-GAAP Instruments 11% 2025 2026 2025 2026 Var % Consumables 59% Revenue 30.3 36.4 30.3 36.4 20% Accelerator 12% Other 18% Gross Margin $ 14.8 15.6 15.1 18.5 23% Gross Margin % 48.9% 42.7% 49.7% 50.9% 124 bps Q1’26 Revenue Operating Expe
Slide 12: Q1’26 Revenue – Comparative Information
Q1’26 Revenue – Comparative Information As part of the acquisition of Akoya, the Company assumed a diagnostics development agreement, which had unfavorable terms, and was recorded as an off- market contract. In Q1 2026, Quanterix and this diagnostics customer terminated the agreement. To provide a m
Slide 13: Maintaining 2026 Guidance
Maintaining 2026 Guidance Full Year Revenue: $169 to $174 million 0–3% revenue growth after the effect of a terminated diagnostics development agreement Gross Margin GAAP gross margin between 41 to 45%* Adjusted gross margin (Non-GAAP) between 49% to 53% Anticipate cash flow breakeven in the 2nd hal
Slide 14: Adjusted EBITDA (non-GAAP)
Adjusted EBITDA (non-GAAP) 14
Slide 15: Adjusted Cash Usage (non-GAAP)
Adjusted Cash Usage (non-GAAP) 15
Slide 16: Additional Non-GAAP Financial Measures
Additional Non-GAAP Financial Measures 16
Slide 17: Contact Us
Contact Us General inquiries 900 Middlesex Turnpike, Billerica, MA 01821 USA 617.301.9400 info@quanterix.com www.quanterix.com