Lets fall for the signalbloom scam
Alternative Google/Motley call
AI Overview
ADMA Biologics reported strong Q1 2026 results on May 6, 2026, with revenue of $114.5 million, flat year-over-year but featuring a 22% increase in adjusted net income and significant margin expansion to 71%. While BIVIGAM sales dropped 54% due to market competition, high-margin ASCENIV revenue grew 28%. The company updated 2026 revenue guidance to $530M–$560M.
Key Financial Highlights (Q1 2026)
- Total Revenue: $114.5 million (vs. $114.8 million in Q1 2025).
- Net Income (GAAP): $45.3 million, or $0.19 per share.
- Adjusted Net Income: $40.7 million, up 22% year-over-year.
- Gross Margin: Expanded to 71% (vs. 53% in Q1 2025).
- Cash Flow: Generated $58 million in operating cash flow.
- Cash Position: $138 million in cash and equivalents at quarter-end. The Motley Fool +3
Product Performance & Operational Updates
- ASCENIV: Revenue reached $97.5 million, a 28% increase year-over-year, driven by record demand and a recent pediatric label expansion.
- BIVIGAM: Revenue fell 54% to $15.4 million due to industry-wide, temporary "dislocation" involving oversupply and aggressive competitor discounting.
- Capital Management: The company repurchased 3.6% of outstanding shares and sold three plasma centers for $5 million, aiding liquidity.
- Operational Outlook: Management described Q1 as a "trough revenue baseline" and expects growth in coming quarters, despite withdrawing long-term guidance due to competitive uncertainty. The Motley Fool +4
2026 Guidance
- Revenue: $530 million to $560 million.
- Adjusted EBITDA: $265 million to $300 million.
- Adjusted Net Income: $170 million to $200 million.
Posted May 6, 2026, 11:22 PM UTC
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