10-Q quarterly report · filed Aug 4, 2026

Niagen Bioscience, Inc. (NAGE) Q2 2026 10-Q Quarterly Report

Short answer

Niagen Bioscience, Inc. (NAGE) filed its Q2 2026 10-Q quarterly report on Aug 4, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $30M (down 4.3% year over year) with net income of $963,000.

Q2 2026 key financials · XBRL

Revenue
$30M
−4.3% YoY · −5.4% QoQ
Net income
$963,000
−73.3% YoY · −84.8% QoQ
Operating margin
2.4%
Gross margin
64.8%
EPS (diluted)
$0.02
−50.0% YoY · −71.4% QoQ

Source: XBRL data from the Niagen Bioscience, Inc. (NAGE) Q2 2026 10-Q on SEC EDGAR. USD.

Niagen Bioscience, Inc. Q2 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • Revenue $29.785M, down 4% YoY from $31.117M
  • Consumer Products best performer: revenue $24.162M, up 6% YoY; Ingredients $5.387M, down 29%
  • Gross margin 64.8% vs 65.0% YoY; operating expenses 34.0% of sales vs 26.4%
  • Cash $66.7M, including $66.6M unrestricted; $1.3M previously withheld receivables collected
  • Near-term headwinds: softer partner demand, order timing variability, competitive pricing, and temporary recall-related costs

Risk Factors

  • New competitive risk: FDA’s September 2025 NMN determination enabled lawful dietary-ingredient marketing, intensifying lower-priced competition
  • NMN litigation risk: Company challenged FDA’s interpretation, but outcome and timing remain unpredictable
  • Near-term market risk: NMN competition has already affected ingredient-business financial results since September 2025
  • Customer concentration risk: Major-customer declines could disproportionately reduce ingredient revenue, margins, and results
  • Financial risk: Additional capital may be needed within twelve months, with potential dilution or unfavorable financing terms

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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