Quanterix Corporation · NASDAQ:QTRX
Quanterix — Q3 2026 Earnings Presentation
21 slides from Quanterix's earnings presentation, Nov 9, 2026
Slide 1: Q3 2026 Earnings Presentation
Q3 2026 Earnings Presentation Quanterix Corporation: (NASDAQ: QTRX) November 9, 2026 Everett Cunningham, Chief Executive Officer Jason Faessler, Chief Financial Officer
Slide 2: Legal Information: Cautionary Statement Regarding Forward-Looking Statements
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: Initial Signs of Restoring Growth and Sustaining Catalysts
-24% -27% -20% -23% -23% -9% -1% -30% -25% -20% -15% -10% -5% 0% 25 30 35 40 45 50 Q125 A Q225 A Q325 A Q425 A Q126 A Q226 A Q326 A Q426 G Proforma Revenue YoY Growth • $35.0M in Q3 revenues, ahead of expectations, 6.3% higher than Q2 • Strong Q2 comparables in spatial consumables and the Americas •
Slide 4: Organizational Priorities
Organizational Priorities Laser focus on execution Commercial organization leadership and product- based approach focused on growth in core research tools business Strategic Roadmap Strengthening position in ultra-sensitive protein detection along with IVD readiness for expanded distribution opportu
Slide 5: Reinforcing our IVD strategy and ultra-sensitive protein detection
HD-X RUO 5 SIMOA Reinforcing our IVD strategy and strengthening our position in ultra-sensitive protein detection SP-XSR-X Research & TranslationalPlatform HD-X IVD Menu Clinical & Diagnostics Neurological biomarker themes: Tau, Synuclein & TDP-43 Pathologies and Neuroinflammation Recent launches: •
Slide 6: Spatial: expanded menu launches
6 Spatial Continue to improve features and usability with expanded menu launches Platform Menu PhenoImager HTPhenoCycler Fusion Discovery, Research & Translational Oncology biomarker themes: Extend coverage of Hallmarks of Cancer Additional panels to complement existing IO60 and metabolic products R
Slide 7: Spatial Oncology Menu Led by Hallmarks of Cancer
7 Spatial Oncology Menu Led by Hallmarks of Cancer Spatial Consumable revenue near record level in Q3, with further oncology opportunities IO60 Panel 60 plex foundational panel Metabolism Panel Exploring energy pathway regulation TiME Panel Critical IO markers and deeper phenotyping ADC Panel Antibo
Slide 8: AD Diagnostics: Building Infrastructure
Best-in-class Multi-marker Test Building Infrastructure 100% patient readouts vs 80% for competitors 10% Intermediate zone vs 30% for competitors HD-X IVD Instrument IVD submission planned in 2027 Driving Adoption $897 pricing received from CMS for LucentAD® Complete Test Coverage Florida Medicaid 1
Slide 9: AD Diagnostics: Continuing Commercial Adoption
9 AD Diagnostics: Continuing Commercial Adoption Demonstrating progressive expansion in serving the clinical market COMMERCIAL PARTNERS Notable additions in 2026 (Received China FDA) (Received class-1 registration in Korea MFDS for HD-X) Growing Network of Labs REIMBURSEMENT Growing Coverage Momentu
Slide 10: Q3'26 Financial Update
Q3’26 Financial Update
Slide 11: Q3'26 Financial Performance
Q3’26 Financial Performance (in $M) $35M As Reported Revenue 6% QoQ Revenue Growth (13%) YoY Revenue Decline $81M Cash Balance $40.2 $35.0 Q3'25 Q3'26 As Reported Revenue Proforma Revenue (13%) $38.5 $35.0 Q3'25 Q3'26 (9%) Proforma Revenue Adjustments • $0.6M addition of Akoya pre- acquisition reven
Slide 12: Q3'26 Revenue Performance
Q3’26 Revenue Performance AMER up high teens % on commercial execution improvement EMEA down, reflecting seasonality APAC roughly flat for QoQ Accelerator bookings up mid-teens % while revenue was flat sequentially SIMOA up LSD on instrument strength Spatial increased due to near record level of con
Slide 13: Q3'26 Financial Results vs Q3'25
* Updated to reflect a change in accounting policy related to shipping and handling costs. Shipping and handling costs for product sales are now recorded in cost of product revenue in our GAAP financials. Q3’26 Financial Results vs Q3’25 (in $M, except percentages) 13 Q3 GAAP Q3 Non-GAAP YTD GAAP YT
Slide 14: Updating 2026 Guidance
Narrowing Full Year Revenue Outlook: $142M to $146M Re-Affirming Adjusted Gross Margin (non-GAAP) Forecast: 48% to 50% Updated 2026 year-end cash balance of $70M Updating 2026 Guidance 14
Slide 15: Summary
Summary Meaningful progress in Q3, first step in return to growth journey Strengthened leadership, building momentum Reorganized sales team to sharpen accountability Confident in strength and positioning of Research Tools and Diagnostics businesses Focused on achieving key milestones ahead, includin
Slide 16: Appendix
Appendix
Slide 17: Quanterix's Leadership Positioning in Proteomics
Quanterix's Leadership Positioning in Proteomics Differentiated strength in ultra-sensitive blood biomarkers and high-plex spatial tissue analysis across the discovery-to-diagnostics continuum DiagnosticsTranslationalDiscovery • Milli to Femto molar sensitivity • 100+ plex • Pico to Atto molar sensi
Slide 18: Scientific Validation Driving Adoption
Spatial SIMOA Number of Drug Trial Projects (Simoa Only) PUBLICATIONS BIOMARKERS INSTRUMENTS LAB SERVICES CumulativeCumulative Projects & Revenue ($M) Placements # of units placed, cumulative Scientific Validation Driving Adoption 18 876 972 1035 1099 1,130 934 1183 1330 1439 1,480 2022 , 2023 , , 2
Slide 19: Reconciliation of Adjusted EBITDA (non-GAAP)
(1) Stock-based compensation expense for certain individuals is included in the caption 'Employee separation costs’. (2) Represents acquisition and integration costs directly related to the Company's business combinations. Acquisition costs include professional and consulting fees supporting due dil
Slide 20: Non-GAAP reconciliation: gross margin and operating expense
(1) Represents amortization of the purchase price fair value increase of acquired inventory and property and equipment. (2) Consists only of the amortization of intangible assets acquired in 2025. (3) Represents acquisition and integration costs directly related to the Company's business combination
Slide 21: Contact Us
Contact Us General inquiries 900 Middlesex Turnpike, Billerica, MA 01821 USA 617.301.9400 info@quanterix.com www.quanterix.com