CareDx, Inc. (CDNA) FY2025 10-K Annual Report

Filed: Feb 25, 2026
Health Care
Services-Medical LaboratoriesSEC EDGAR

CareDx, Inc. (CDNA) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 25, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

CareDx, Inc. FY2025 10-K Analysis

Business Overview

  • Core business model: Specialized molecular diagnostic testing and digital pharmacy solutions for transplant patients
  • Expanded patient and digital solutions revenue by 31%, driven by pharmacy sales growth and wider Ottr software deployment
  • Strategic share repurchase programs totaling $88 million in 2025, reflecting confidence despite net loss of $21 million
  • Testing services volume increased 14% to approximately 200,000 tests, with overall revenue growth of 14% to $380 million
  • Noteworthy litigation expense reversal in 2024 due to favorable patent ruling, partially offset by 2025 Securities Class Action settlement

Management Discussion & Analysis

  • Revenue recognition includes testing services, product sales, patient and digital solutions; testing revenue reduced by $3.5M refund reserve in 2025
  • No specific total revenue or YoY change disclosed in the MD&A section provided
  • No profitability or margin figures disclosed in the provided text
  • No segment financial performance details provided
  • No cash flow, buybacks, dividends, or capex data disclosed
  • Management sees no goodwill or intangible asset impairments as of Dec 31, 2025; foreign operations risks noted but no quantified impact or guidance

Risk Factors

  • MolDX/Noridian Proposed LCD revision may reduce reimbursement, impose utilization limits, and introduces bundled payment, with final decision due within 365 days from July 17, 2025
  • Medicare reimbursement risk: 46% of testing revenue from Medicare, with AlloSure Kidney 2026 fee reduced by $88 to $2,753 per test after CMS crosswalk decision
  • Dependency on single California lab facility; if inoperable, inability to perform core tests AlloSure Kidney, AlloMap Heart, HeartCare, and AlloSure Lung
  • Competitive risk from rapid technological evolution in transplantation diagnostics, could render CareDx’s AlloSure and AlloMap tests obsolete
  • Concentration risk around Medicare Advantage payer dispute over denied and recouped claims, creating financial uncertainty and potential repayment obligations

CareDx, Inc. FY2025 Key Financial Metrics
XBRL

Revenue

$380M

+13.8% YoY

Net Income

-$21M

-140.6% YoY

Operating Margin

-8.1%

-2032bp YoY

Net Margin

-5.6%

-2137bp YoY

ROE

-7.0%

-2093bp YoY

Total Assets

$413M

-15.8% YoY

EPS (Diluted)

$-0.40

-143.0% YoY

Operating Cash Flow

$42M

+10.5% YoY

Source: XBRL data from CareDx, Inc. FY2025 10-K filing on SEC EDGAR. All figures in USD.

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