Natera

NTRA Q3 2025 Earnings

Reported Nov 6, 2025 at 4:08 PM ET · SEC Source

Q3 25 EPS

$-0.64

MISS 80.74%

Est. $-0.35

Q3 25 Revenue

$592.2M

BEAT +15.04%

Est. $514.8M

vs S&P Since Q3 25

-6.3%

TRAILING MARKET

NTRA +1.1% vs S&P +7.4%

Market Reaction

Did NTRA Beat Earnings? Q3 2025 Results

Natera posted a mixed third quarter, delivering a notable revenue beat while falling short on the bottom line, as aggressive investment in clinical programs weighed heavily on earnings. The genetic testing company reported Q3 2025 revenue of $592.18 … Read more Natera posted a mixed third quarter, delivering a notable revenue beat while falling short on the bottom line, as aggressive investment in clinical programs weighed heavily on earnings. The genetic testing company reported Q3 2025 revenue of $592.18 million, clearing the $514.77 million consensus by 15.04% and growing 34.7% year-over-year, powered by strong oncology volume growth and average selling price improvements, including roughly $55.10 million in true-up revenue from prior-period cash collections. However, the earnings picture was considerably more troubled; Natera posted a net loss of $0.64 per share, missing the consensus estimate of $0.35 by 80.74%, as total operating expenses surged 54.9% year-over-year to $482.00 million amid accelerating R&D spending on early cancer detection and MRD programs. Despite the widening loss, the company generated approximately $59.40 million in operating cash flow and raised its full-year 2025 revenue guidance by $160.00 million at the midpoint to a range of $2.18 billion to $2.26 billion, signaling continued confidence in its commercial trajectory.

Key Takeaways

  • 35.3% increase in product revenues driven by volume growth and average selling price improvements
  • Cash receipts collected during the quarter in excess of initial revenue estimates for tests delivered in prior quarters ($55.1M in true-ups)
  • 53.9% year-over-year growth in oncology test volumes to approximately 211,000 tests
  • Record sequential clinical MRD unit growth of approximately 21,500 units over Q2 2025
  • Continued progress in reducing cost of revenues associated with tests processed
  • Strong performance in women's health
  • Organ health continues to expand including competitive wins
24/7 Wall St

NTRA YoY Financials

Q3 2025 vs Q3 2024, source: SEC Filings

24/7 Wall St

NTRA Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q4 25

“Results in the third quarter were excellent, including our largest increase in quarterly clinical MRD units to date. We continue to advance innovation across the portfolio, with successful read-outs for Signatera™, positive new results for our early cancer detection program, and the announcement of an expanded panel for our Fetal Focus™ single-gene noninvasive prenatal test.”

— Steve Chapman, Q3 2025 Earnings Press Release