EBS at a glance
Emergent BioSolutions Inc. (EBS, SEC CIK 1367644) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 14, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Emergent BioSolutions Inc. (EBS) reported revenue of $742.9 million (down 28.8% from FY2024) and net income of $52.6 million. Diluted EPS was $0.93.
- As of June 30, 2026, 27 institutional investment managers tracked by SignalX reported holding Emergent BioSolutions Inc. (EBS) shares worth $186.1 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Williams Paul Anthony on October 1, 2026 of 3,000 shares at $6.53 per share.
- In the last 90 days, EBS insiders reported 0 open-market purchases ($0) and 1 open-market sale ($20K) on Form 4, a net sale of $20K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $742.9M
- −28.8% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$20K
- 13F holders
- 27 funds
- $186.1M · −1 vs prior quarter
- Latest 8-K
- Sep 14, 2026
- Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- Newly added restructuring risk triggered by August 5, 2026 plan involving workforce reductions and wet-laboratory closures
- Operational disruption risk from restructuring, including delivery issues and internal-control weaknesses during transition
- Regulatory compliance risk from third-party manufacturers potentially losing FDA authorization to manufacture products
- Competitive risk from Teva, Padagis, and Amneal generics eroding NARCAN® sales and pricing
- Financial risk from manufacturer price increases and supply interruptions pressuring margins, profitability, and cash flows
AI summary of the EBS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- CEO Joseph C. Papa scheduled to present at H.C. Wainwright’s 28th Annual Global Investment Conference on September 14, 2026
- Investor presentation slides furnished as Exhibit 99.1, likely providing updated company messaging and outlook
Item 8.01: Other Events
- BARDA contract modification adds $24 million for additional CYFENDUS anthrax vaccine doses
- Revenue visibility improves through expanded government procurement under the existing AV7909 contract
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Press release furnished as Exhibit 99.1 contains financial and operating details
Item 2.05: Costs Associated with Exit or Disposal Activities
- Workforce reduction: 93 employees plus 21 vacant positions, with wet-laboratory closures in Gaithersburg, Maryland
- Expected annualized savings of approximately $40 million when fully implemented
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Chief Medical Officer and Head of R&D role eliminated effective August 19, 2026
- Simon Lowry departing, creating leadership transition across medical and research functions
Item 7.01: Regulation FD Disclosure
- August 5, 2026 conference call covering quarter ended June 30, 2026
- Earnings Call Slides furnished as Exhibit 99.2 and available on Emergent’s website
Item EX-99.1: Item EX-99.1
- Q2 revenue $234.3M, up 66%, driven by $109.6M MCM growth from U.S. government contract timing
- Adjusted EBITDA $96.5M, margin 41%, but GAAP net loss $180.2M after $191.3M non-cash NARCAN impairment
AI summaries of EBS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for EBS
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Williams Paul Anthony | Sell | Oct 1, 2026 | 3,000 | $6.53 |
| Williams Paul Anthony | Sell | Jul 1, 2026 | 3,000 | $8.40 |
| Glessner Coleen | F | Jun 8, 2026 | 2,018 | $8.00 |
| Hartzel William | F | Jun 8, 2026 | 1,741 | $8.00 |
| LINDAHL RICHARD S | F | Jun 8, 2026 | 3,964 | $8.00 |
| Williams Paul Anthony | F | Jun 8, 2026 | 694 | $8.00 |
| Dayal Sujata Tyagi | Sell | May 1, 2026 | 12,781 | $8.36 |
| Zoon Kathryn C | Sell | May 1, 2026 | 16,145 | $8.36 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $1.0B | $1.0B | $742.9M |
| Operating Income | - | -$108.7M | $100.1M |
| Net Income | - | -$190.6M | $52.6M |
| Op. Margin | - | -10.4% | 13.5% |
| Net Margin | - | -18.3% | 7.1% |
| Balance Sheet | |||
| Total Assets | $1.8B | $1.4B | $1.3B |
| Equity | $649.3M | $482.8M | $522.6M |
| ROE | - | -39.5% | 10.1% |
| Per Share | |||
| EPS | - | $-3.60 | $0.93 |
| Cash Flow | |||
| Operating CF | - | $58.7M | $170.6M |
| CapEx | $51.6M | $22.9M | $13.8M |
Source: XBRL data in Emergent BioSolutions Inc. (EBS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate EBS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 27 | $186.1M |
| Q1 2026 | 28 | $172.5M |
| Q4 2025 | 27 | $236.3M |
| Q3 2025 | 28 | $158.7M |
| Q2 2025 | 26 | $113.2M |
| Q1 2025 | 21 | $71.0M |
| Q4 2024 | 18 | $115.5M |
| Q3 2024 | 16 | $59.2M |
- Millennium Management+540.2K (+102%)
- BlackRock+375.1K (+9%)
- Prudential Financial+357.1K (+80%)
- Dimensional Fund Advisors+319.5K (+12%)
- Goldman Sachs Group+223.9K (+28%)
- Morgan Stanley−274.8K (-37%)
- D.E. Shaw & Co−103.8K (-10%)
- Two Sigma Investments−88.8K (-15%)
- Vanguard Portfolio Management LLC−87.9K (-8%)
- Vanguard Capital Management LLC−59.2K (-3%)
- Raymond James Financial−11.1K
Source: 13F-HR filings on SEC EDGAR (aggregated from 191 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
EBS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 8-K | Sep 14, 2026 | - | Analysis | - |
| 8-K | Sep 1, 2026 | - | Analysis | - |
| SC 13G | Aug 14, 2026 | - | - | |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 4 | Jul 2, 2026 | - | - | - |
| 8-K | Jun 29, 2026 | - | Analysis | - |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
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EBS SEC filings: frequently asked questions
Are EBS insiders buying or selling?
In the last 90 days, Emergent BioSolutions Inc. (EBS) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $19,590 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold EBS stock?
As of June 30, 2026, the largest Emergent BioSolutions Inc. (EBS) holders among the 13F filers tracked by SignalX were BlackRock ($39.5 million), Dimensional Fund Advisors ($25.8 million), State Street Corp ($24.6 million), Vanguard Capital Management LLC ($18.4 million), Millennium Management ($9.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was EBS's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Emergent BioSolutions Inc. (EBS) reported revenue of $742.9 million (down 28.8% from FY2024) and net income of $52.6 million. Diluted EPS was $0.93. The figures come from the XBRL data in the 10-K.
What did EBS report in its latest 8-K?
Emergent BioSolutions Inc. (EBS) filed an 8-K on September 14, 2026 reporting Item 7.01 (Regulation FD Disclosure). CEO Joseph C. Papa scheduled to present at H.C. Wainwright’s 28th Annual Global Investment Conference on September 14, 2026.
What are the latest EBS SEC filings?
Emergent BioSolutions Inc. (EBS) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 14, 2026 and a Form 4 insider filing on October 5, 2026.
What is EBS's SEC CIK number?
Emergent BioSolutions Inc. (EBS)'s SEC Central Index Key (CIK) is 1367644. EDGAR lists every EBS filing under that number.
Ask anything about EBS
The research agent reads EBS's filings, financials, insider trades and 13F holders, then answers with sources.