Spoken Alpha
CDXS
CODEXIS, INC.
Overview
Codexis designs and manufactures engineered enzymes using its proprietary CodeEvolver technology platform to improve pharmaceutical manufacturing.
CODEXIS, INC is a Healthcare company operating in Biotechnology with a $217.7M market cap.
Most recent reported earnings: Q2 FY2026 (Aug 11, 2026).
19 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-05-088 Q&A exchanges
- Q4 FY2025Earnings2026-03-1113 Q&A exchanges
- Q3 FY2025Earnings2025-11-076 Q&A exchanges
- Q2 FY2025Earnings2025-08-1312 Q&A exchanges
- Q1 FY2025Earnings2025-05-1411 Q&A exchanges
- Q4 FY2024Earnings2025-02-2725 Q&A exchanges
- Q3 FY2024Earnings2024-10-3120 Q&A exchanges
- Q2 FY2024Earnings2024-08-088 Q&A exchanges
- Q1 FY2024Earnings2024-05-0215 Q&A exchanges
- Q4 FY2023Earnings2024-02-2822 Q&A exchanges
- Q3 FY2023Earnings2023-11-0217 Q&A exchanges
- Q4 FY2022Earnings2023-02-2318 Q&A exchanges
- Q3 FY2022Earnings2022-11-0511 Q&A exchanges
- Q2 FY2022Earnings2022-08-0716 Q&A exchanges
- Q1 FY2022Earnings2022-05-0514 Q&A exchanges
- Q4 FY2021Earnings2022-02-2416 Q&A exchanges
- Q3 FY2021Earnings2021-11-0416 Q&A exchanges
- Q2 FY2021Earnings2021-08-0718 Q&A exchanges
- Q1 FY2021Earnings2021-05-0917 Q&A exchanges
History
Earnings history
- Q2 FY20262026-08-11EPS— vs $-0.12—Rev— vs ——EODHD
- Q1 FY20262026-05-06EPS$-0.10 vs $-0.14+28.6%Rev$15.2M vs ——EODHD
- Q4 FY20252026-02-25EPS$0.14 vs $-0.04+100.0%Rev$38.9M vs ——EODHD
- Q3 FY20252025-11-05EPS$-0.22 vs $-0.13-69.2%Rev$8.6M vs ——EODHD
- Q2 FY20252025-08-12EPS$-0.16 vs $-0.19+15.8%Rev$15.3M vs ——EODHD
- Q1 FY20252025-05-13EPS$-0.25 vs $-0.21-19.1%Rev$7.5M vs ——EODHD
- Q4 FY20242025-02-25EPS$-0.13 vs $-0.04-100.0%Rev$21.5M vs ——EODHD
- Q3 FY20242024-10-30EPS$-0.29 vs $-0.21-38.1%Rev$12.8M vs ——EODHD
- Q2 FY20242024-08-07EPS$-0.32 vs $-0.24-33.3%Rev$8.0M vs ——EODHD
- Q1 FY20242024-05-01EPS$-0.16 vs $-0.14-14.3%Rev$17.1M vs ——EODHD
- Q4 FY20232024-02-27EPS$-0.10 vs $-0.12+16.7%Rev$26.6M vs ——EODHD
- Q3 FY20232023-11-01EPS$-0.31 vs $-0.26-19.2%Rev$9.3M vs ——EODHD
- Q2 FY20232023-08-02EPS$-0.17 vs $-0.14-21.4%Rev$21.3M vs ——EODHD
- Q1 FY20232023-05-03EPS$-0.34 vs $-0.25-36.0%Rev$13.0M vs ——EODHD
- Q4 FY20222023-02-22EPS$-0.14 vs $-0.23+39.1%Rev$30.4M vs ——EODHD
- Q3 FY20222022-11-02EPS$-0.15 vs $-0.16+6.3%Rev$34.5M vs ——EODHD
- Q2 FY20222022-08-03EPS$-0.04 vs $-0.12+66.7%Rev$38.4M vs ——EODHD
- Q1 FY20222022-05-04EPS$-0.13 vs $-0.15+13.3%Rev$35.3M vs ——EODHD
- Q4 FY20212022-02-23EPS$-0.16 vs $-0.22+27.3%Rev$24.5M vs ——EODHD
- Q3 FY20212021-11-03EPS$0.03 vs $-0.05+100.0%Rev$36.8M vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-11 | — | $-0.12 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-05-06 | $-0.10 | $-0.14 | +28.6% | $15.2M | — | — | EODHD |
| Q4 FY2025 | 2026-02-25 | $0.14 | $-0.04 | +100.0% | $38.9M | — | — | EODHD |
| Q3 FY2025 | 2025-11-05 | $-0.22 | $-0.13 | -69.2% | $8.6M | — | — | EODHD |
| Q2 FY2025 | 2025-08-12 | $-0.16 | $-0.19 | +15.8% | $15.3M | — | — | EODHD |
| Q1 FY2025 | 2025-05-13 | $-0.25 | $-0.21 | -19.1% | $7.5M | — | — | EODHD |
| Q4 FY2024 | 2025-02-25 | $-0.13 | $-0.04 | -100.0% | $21.5M | — | — | EODHD |
| Q3 FY2024 | 2024-10-30 | $-0.29 | $-0.21 | -38.1% | $12.8M | — | — | EODHD |
| Q2 FY2024 | 2024-08-07 | $-0.32 | $-0.24 | -33.3% | $8.0M | — | — | EODHD |
| Q1 FY2024 | 2024-05-01 | $-0.16 | $-0.14 | -14.3% | $17.1M | — | — | EODHD |
| Q4 FY2023 | 2024-02-27 | $-0.10 | $-0.12 | +16.7% | $26.6M | — | — | EODHD |
| Q3 FY2023 | 2023-11-01 | $-0.31 | $-0.26 | -19.2% | $9.3M | — | — | EODHD |
| Q2 FY2023 | 2023-08-02 | $-0.17 | $-0.14 | -21.4% | $21.3M | — | — | EODHD |
| Q1 FY2023 | 2023-05-03 | $-0.34 | $-0.25 | -36.0% | $13.0M | — | — | EODHD |
| Q4 FY2022 | 2023-02-22 | $-0.14 | $-0.23 | +39.1% | $30.4M | — | — | EODHD |
| Q3 FY2022 | 2022-11-02 | $-0.15 | $-0.16 | +6.3% | $34.5M | — | — | EODHD |
| Q2 FY2022 | 2022-08-03 | $-0.04 | $-0.12 | +66.7% | $38.4M | — | — | EODHD |
| Q1 FY2022 | 2022-05-04 | $-0.13 | $-0.15 | +13.3% | $35.3M | — | — | EODHD |
| Q4 FY2021 | 2022-02-23 | $-0.16 | $-0.22 | +27.3% | $24.5M | — | — | EODHD |
| Q3 FY2021 | 2021-11-03 | $0.03 | $-0.05 | +100.0% | $36.8M | — | — | EODHD |
Source: EODHD. CDXS reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks CDXS's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 50% positive reaction rate
SampleConsistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $3.15 | $2.49 | +26.5% | +1.7% | +3.5% |
| Q4 FY2026 | $3.30 | $2.61 | +26.4% | -1.4% | -0.9% |
| Q3 FY2026 | $3.18 | $2.68 | +18.6% | -3.4% | -2.1% |
| Q2 FY2026 | $3.32 | $2.64 | +25.9% | +3.2% | +2.4% |
| Q1 FY2025 | $2.80 | $2.43 | +15.1% | +1.2% | +3.7% |
| Q4 FY2025 | $3.25 | $2.51 | +29.3% | -5.9% | -4.7% |
| Q3 FY2025 | $3.24 | $2.50 | +29.4% | +2.0% | +0.2% |
| Q2 FY2025 | $3.31 | $2.71 | +22.0% | -6.5% | -6.7% |
| Q1 FY2024 | $2.97 | $2.53 | +17.2% | +3.7% | +1.4% |
| Q4 FY2024 | $3.42 | $2.67 | +28.0% | -2.9% | -4.6% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Alison MooreCEO7 mo3 callsCurrentSample
CEO since 2025 • 2/4 beats (50%) • guidance suspended Q2 FY2026
- Georgia ErbezCFO8 mo7 callsCurrentSample
CFO since 2025 • 1/4 beats (25%) • guidance suspended Q3 FY2026
- Stefan LutzChief Scientific Officer4 mo5 callsCurrentSample
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • guidance suspended Q2 FY2026
Peers
Other companies in Healthcare
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for CDXS.
$ curl https://api.spokenalpha.com/v1/companies/CDXSFAQ
Frequently asked about CDXS
Where can I find CODEXIS, INC.'s (CDXS) earnings call transcripts?
Spoken Alpha indexes CDXS's earnings call transcripts at https://spokenalpha.com/companies/CDXS. Each call links to attributed speakers and parsed analyst Q&A. CODEXIS, INC.'s own investor relations page is at https://ir.codexis.com/.
When was CODEXIS, INC.'s most recent earnings call?
CODEXIS, INC. (CDXS) held its most recent earnings call on 2026-05-08, covering fiscal Q1 2026.
What sector is CDXS in?
CODEXIS, INC. (CDXS) operates in the Healthcare sector (Biotechnology industry).