Quanterix Corporation · NASDAQ:QTRX

Quanterix — Q2 2026 Earnings Presentation

21 slides from Quanterix's earnings presentation, Aug 10, 2026

  1. Slide 1: Q2 2026 Earnings Presentation

    Q2 2026 Earnings Presentation Quanterix Corporation: (NASDAQ: QTRX) August 10th, 2026 Everett Cunningham, Chief Executive Officer Jason Faessler, Chief Financial Officer

  2. 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

  3. Slide 3: Key Messages

    Key Messages • Q2’26 revenue $32.9M on commercial execution and market headwinds • Q2’26 adjusted cash use better than plan on H1 actions despite revenue miss Result • $85M of cost synergies realized with completed integration of cost synergies and ERP • Now guiding to revenues of $142 to $148M for

  4. Slide 4: Where Quanterix Plays – and Leads – in Proteomics

    Where Quanterix Plays – and Leads – in Proteomics Differentiated leadership in ultra-sensitive blood biomarkers and high-plex spatial tissue analysis across the discovery-to-diagnostics continuum Proteomics Discovery Translational Diagnostics • Milli to Femto molar sensitivity • Pico to Atto molar s

  5. Slide 5: Organizational Priorities

    Organizational Priorities Laser focus Strategic Build AD on execution Roadmap Diagnostics Commercial Reinforcing our IVD Accelerate Dx investment organization leadership strategy and in 2026 towards improving and structure changes strengthening our workflow, build lab to focus on core position in ul

  6. Slide 6: Laser focus on execution

    Laser focus on execution New leadership and a solution based selling approach to drive greater accountability and focus across Simoa, Spatial, and Accelerator Appointment of an Experienced healthcare commercial leader with a track record of scaling businesses and leading commercial organizations • F

  7. Slide 7: Strategic Roadmap

    Strategic Roadmap 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 Investing in new biomarkers for AD and SR-X SP-X co-pathologies: tau, alpha syn, TDP-43 Sustain HD-X

  8. Slide 8: Build AD Diagnostics

    Build AD Diagnostics Accelerate Dx investment in 2026 towards improving workflow, build lab infrastructure and increase share of mind for LucentAD Best-in-class Building Driving Multi-marker Test Infrastructure Adoption 100% FDA $897 Building a patient readouts vs Submitted pricing received from 70%

  9. Slide 9: LucentAD Complete: Algorithmic Multi-Analyte Performance

    LucentAD Complete: Algorithmic Multi-Analyte Performance Only plasma test to leverage broadly accepted ATN(I) Alzheimer’s disease framework: Amyloid, Tau, Neurodegeneration, & Neuroinflammation Data Mass Spec-Equivalent Accuracy with 01 Automated Immunoassay Workflow ✓ 0.94 AUC and 92.3% Clinical Ac

  10. Slide 10: Multi-Marker Positions Quanterix as NeuroDx Leader

    Multi-Marker Positions Quanterix as NeuroDx Leader Earlier detection, lower clinical ambiguity, and patient need for clear results will drive demand 1 2 3 Simoa unique for Powering Multi-Marker Tests Provide Quanterix has Multi-Marker Test Enhanced Clinical Utility First in Market Advantage Performa

  11. Slide 11: Q2’26 Financial Update

    Q2’26 Financial Update

  12. Slide 12: Q2’26 Financial Performance

    Q2’26 Financial Performance $32.9M 34% $4M $97M As Reported Revenue YoY Revenue Growth Adjusted Cash Usage* Cash Balance (in $M) 34% (23%) $12.4 $32.9 $42.7 $24.5 $32.9 $4.0 Q2'26 Q2'25 Q2'26 Q2'25 Q2'26 Q2'25 As Reported Revenue Proforma Revenue Proforma Adjusted Cash Usage (including Q2’25 pre-acq

  13. Slide 13: Q2’26 Revenue Performance

    Q2’26 Revenue Performance YoY growth unless otherwise noted Geography AMER weak on commercial execution and continued macro pressure APAC Q2’25 tariff pull-ins; ~MSD headwind EMEA down mid-single % all from lower consumable pull-through Products & Svcs Accelerator down on revenue, but up significant

  14. Slide 14: Q2’26 Financial Results vs Q2’25

    Q2’26 Financial Results vs Q2’25 (in $M, except percentages) Q2 GAAP* Q2 Non-GAAP 1H GAAP* 1H Non-GAAP 2025 2026 2025 2026 Var % 2025 2026 2025 2026 Var % Revenue 24.5 32.9 24.5 32.9 34% 54.8 69.3 54.8 69.3 26% Gross Margin $ 10.0 12.7 10.2 15.8 54% 24.8 28.2 25.3 34.3 36% Gross Margin % 40.9% 38.5%

  15. Slide 15: Updating 2026 Guidance

    Updating 2026 Guidance Full Year Revenue: $142M to $148M Previous guide of $169M to $173M Adjusted gross margin (non-GAAP): 48% to 50% Previous guide of 49% to 53% Anticipate cash flow breakeven in 2027 Now plan to exit the year with ~$80 million in cash, and no debt Previously expected to achieve c

  16. Slide 16: Appendix

    Appendix

  17. Slide 17: Scientific Validation Driving Adoption

    Scientific Validation Driving Adoption Spatial Simoa Number of Drug Trial Projects (Simoa Only) PUBLICATIONS BIOMARKERS INSTRUMENTS LAB SERVICES 6,845 768 776 2,538 2,588 6,318 298 2,365 53.8 283 702 670 642 189 189 2,155 256 2,445 134 44.5 5,011 2,370 111 15.8 104 205 1,810 1,439 1,468 1,330 3,941

  18. Slide 18: Reconciliation of Adjusted EBITDA

    Reconciliation of Adjusted EBITDA (non-GAAP) (in thousands, unaudited) Three Months Ended June 30, 2026 2025 Net loss $ (48,934) $ (30,013) Interest income (761) (2,692) Income tax benefit (54) (73) Depreciation and amortization 6,134 1,999 Stock-based compensation expense (1) 4,212 5,373 Acquisitio

  19. Slide 19: Reconciliations of Adjusted Gross Profit

    Reconciliations of Adjusted Gross Profit, Gross Margin, Operating Expenses, and Loss (non-GAAP) (in thousands, except percentages, unaudited) Three Months Ended June 30, 2026 2025* Gross profit $ 12,674 $ 10,001 Purchase accounting impact on inventory and property and equipment (1) 203 — Amortizatio

  20. Slide 20: Reconciliation of Adjusted Cash Usage

    Reconciliation of Adjusted Cash Usage (non-GAAP) (in thousands, unaudited) Three Months Ended June 30, 2026 2025 Net increase in cash, cash equivalents, and restricted cash $ 8,017 $ 55,796 Effect of exchange rate changes on cash, cash equivalents, and restricted cash (26) 594 Net change in marketab

  21. Slide 21: Contact Us

    Contact Us General inquiries 900 Middlesex Turnpike, Billerica, MA 01821 USA 617.301.9400 info@quanterix.com www.quanterix.com

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