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Stocks Industrials CDXS

NASDAQ · Industrials

Codexis, Inc. (CDXS)

Codexis, Inc. brought in $77.7M of revenue over the twelve months to June 30, 2026, up 35.9% from a year earlier. It posted a net loss of $30.7M. In fiscal 2025 capital spending exceeded operating cash flow by $23.8M. At June 30, 2026 it held $27.2M in cash against $40.9M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on August 11, 2026.

Free, no password. An email when CDXS files with the SEC.

Price
$1.11
+2.78% on the day · November 9, 2026
52-week range $0.96 to $2.98
Market cap
$121.6M
Revenue (last 12 months)
$77.7M
+35.9% year on year
Net margin
-39.6%

Key facts about Codexis, Inc.

Net worth
Codexis, Inc. has a market value (market cap) of $121.6M at the latest share price, and shareholders' equity of $33M on its balance sheet at June 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Revenue and profit
In fiscal 2025 revenue was $70.4M (+18.6% year on year), with a net loss of $44M. Over the 12 months to June 30, 2026: revenue $77.7M, net loss $30.7M.
Cash flow
In fiscal 2025 operations used $19.4M of cash.
Latest report
The latest periodic report (quarterly report, 10-Q) was filed with the SEC on August 11, 2026 and covers the period to June 30, 2026. Open on SEC EDGAR
Next earnings report
Codexis, Inc.'s next report was expected around November 5, 2026 and is not on file with the SEC yet.

What Codexis, Inc. does

Codexis, Inc. is registered with the SEC under industry code SIC 2860 (Industrial Organic Chemicals). Its shares trade on NASDAQ under the ticker CDXS.

Revenue and profit by year

Revenue
FY18: $60.6M $60.6M FY18FY19: $68.5M $68.5M FY19FY20: $69.1M $69.1M FY20FY21: $104.8M $104.8M FY21FY22: $138.6M $138.6M FY22FY23: $70.1M $70.1M FY23FY24: $59.3M $59.3M FY24FY25: $70.4M $70.4M FY25
Net income
FY18: -$10.9M -$10.9M FY18FY19: -$11.9M -$11.9M FY19FY20: -$24M -$24M FY20FY21: -$21.3M -$21.3M FY21FY22: -$33.6M -$33.6M FY22FY23: -$76.2M -$76.2M FY23FY24: -$65.3M -$65.3M FY24FY25: -$44M -$44M FY25

Fiscal years as reported in annual reports. Amounts in USD.

Key figures

Fiscal yearRevenueOperating incomeNet incomeDiluted EPSFree cash flow
2025$70.4M-$41.7M-$44M-$0.50-$23.8M
2024$59.3M-$58.5M-$65.3M-$0.89-$53.7M
2023$70.1M-$68.1M-$76.2M-$1.12-$57.1M
2022$138.6M-$34.9M-$33.6M-$0.51$3M
2021$104.8M-$22.7M-$21.3M-$0.33-$28.1M
2020$69.1M-$23.9M-$24M-$0.40-$20.2M

Earnings: every quarter and the next report date

Full financial statements: income, balance sheet and cash flow

A report was expected around November 5, 2026 and is not on file yet.

Estimated from its filing rhythm: 52 weeks after its report of November 6, 2025. Not a date the company has announced. See the report calendar · Earnings, quarter by quarter

Where CDXS ranks in Industrials

Revenue$70.4M
#421 of 603 in Industrials · Bottom 30%
Revenue growth+18.6%
#94 of 520 in Industrials · Top 18%
Net margin-62.5%
#486 of 523 in Industrials · Bottom 7%
Free cash flow margin-33.9%
#444 of 489 in Industrials · Bottom 9%

Latest fiscal year of every company in the sector with the figure reported. Revenue is ranked among companies reporting in US dollars; growth and margins among companies with at least 10 million of revenue. Industrials

Latest SEC filings

What Codexis, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.

  1. November 6, 2026
  2. October 30, 2026
  3. August 13, 2026
  4. August 11, 2026
    Quarterly report 10-Q · period to June 30, 2026Revenue fell 2.7% to $14.9M versus the same quarter last year; diluted EPS -$0.13 versus -$0.16.
  5. August 11, 2026
  6. July 29, 2026
  7. July 27, 2026
  8. July 23, 2026
  9. July 20, 2026
  10. June 22, 2026

Recent insider filings (Forms 3, 4 and 144): 10, the latest on October 14, 2026. Insider transactions on SEC

Insider trades

What the people running Codexis, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.

Insiders sold $17.2K worth of shares in the last 90 days and bought none on the open market.

Bought (open market)
$0
last 90 days
Sold
$17.2K
last 90 days
Net sold
12,670
$17.2K
DateInsiderWhatSharesPriceValueFiling
October 12, 2026 Moore AlisonPresident and CEO, Director Sold 6,335 $1.36 $8.6K Form 4
October 12, 2026 Erbez GeorgiaSee Remarks Sold 6,335 $1.36 $8.6K Form 4
June 11, 2026 De Vre RaymondDirector Sold 2,605 $2.37 $6.2K Form 4
February 24, 2026 Lutz StefanChief Scientific Officer Sold 5,862 $1.13 $6.6K Form 4
February 6, 2026 Moore AlisonPresident and CEO, Director Sold 3,826 $1.31 $5K Form 4
February 6, 2026 Erbez GeorgiaSee Remarks Sold 3,826 $1.31 $5K Form 4
February 6, 2026 Lutz StefanChief Scientific Officer Sold 2,492 $1.31 $3.3K Form 4
January 7, 2026 Lutz StefanCSO Sold 4,685 $1.70 $7.9K Form 4

All insider filings on SEC.gov · Where insiders are buying across the market

Who owns CDXS

Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.

5% holders

Anyone who owns more than 5% of a class of shares must say so on Schedule 13D (if they may seek to influence the company) or 13G (a passive holder). The latest filing of each holder is shown: 13G filings of the last 2 years, 13D of the last 3.

HolderOf classSharesFiled
Aberdeen Group plc13G, passive with 1 related filers 7.45% 6,769,954 July 20, 2026
Telemark Asset Management, LLC13G, passive with 2 related filers 7.3% 7,846,411 July 29, 2026
Integrated Core Strategies (US) LLC13G, passive with 3 related filers 5.2% 4,734,627 April 14, 2026
Lytton Laurence W13G, passive 5.2% 5,592,972 August 13, 2026

Latest filings below 5%: Opaleye Management Inc. 2.37% (November 6, 2026); The Vanguard Group 0% (March 26, 2026); Casdin Capital, LLC 0% (November 14, 2025); Fmr LLC 0.6% (November 5, 2025); Nantahala Capital Management, LLC 4.26% (November 14, 2024).

Largest institutional holders

Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 149 managers reported a position.

HolderSharesValueChange on quarter
BlackRock, Inc.7,284,352$16.5M+255,579
Nantahala Capital Management, LLC7,247,226$16.4M+3,123,613
Opaleye Management Inc.6,785,000$15.3M0
Aberdeen Group plc6,769,954$15.3M-1,910,414
Millennium Management LLC5,549,139$12.5M+1,551,009
Telemark Asset Management, LLC3,846,411$8.7M0
Ameriprise Financial Inc3,809,440$8.6M+408,944
Vanguard Capital Management LLC3,617,109$8.2M-51,398
Assenagon Asset Management S.A.2,556,412$5.8M+1,805,242
Geode Capital Management, LLC2,162,393$4.9M+277,040
State Street Corp1,756,814$4M+89,860
D. E. Shaw & Co., Inc.1,342,014$3M+362,167
Jacobs Levy Equity Management, Inc1,330,205$3M+242,178
Vanguard Portfolio Management LLC1,307,171$3M+427,832
Aqr Capital Management LLC845,431$1.9M+236,830
Two Sigma Investments, LP696,599$1.6M+454,644
Northern Trust Corp682,940$1.5M+25,801
Franklin Resources Inc678,640$1.5M-9,570
Morgan Stanley649,170$1.5M+176,329
Vanguard Fiduciary Trust Co581,058$1.3M+30,050

Insiders

Reported holdings of insiders who filed a Form 4 in the last 12 months: the shares each one held after their latest reported transaction. This is not the total held by all insiders.

7 insiders reported holding 1,565,871 shares in total, about $1.7M at the last price.

HolderSharesAs of
Dilly Stephen GeorgeDirector 727,053 November 11, 2025
Moore AlisonPresident and CEO, Director 244,171 October 12, 2026
Opaleye Management Inc.10% owner 179,989179,989 held indirectly December 1, 2025
Wolf Dennis PDirector 138,951 November 21, 2025
Lutz StefanChief Scientific Officer 130,421 February 24, 2026
De Vre RaymondDirector 84,811 June 11, 2026
Erbez GeorgiaSee Remarks 60,475 October 12, 2026

Schedule 13D/13G filings on SEC.gov

All filings on SEC EDGAR

Questions about CDXS

What does Codexis, Inc. do?

Codexis, Inc. is a company in the Industrials sector, listed on NASDAQ as CDXS. Its shares trade on NASDAQ under the ticker CDXS.

What is Codexis, Inc.'s net worth?

Codexis, Inc. has a market value (market cap) of $121.6M at the latest share price, and shareholders' equity of $33M on its balance sheet at June 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.

Is Codexis, Inc. profitable?

No. Over the twelve months to June 30, 2026 it reported a net loss of $30.7M on revenue of $77.7M.

How much revenue does Codexis, Inc. make?

Over the twelve months to June 30, 2026 Codexis, Inc. reported revenue of $77.7M. That is 35.9% more than a year earlier.

When did Codexis, Inc. last report?

Its most recent periodic report is the quarterly report (10-Q) filed on August 11, 2026. It covers the period to June 30, 2026. Its newest filing of any kind is the passive stake changed from November 6, 2026.

When is Codexis, Inc.'s next earnings report?

Codexis, Inc.'s next report was expected around November 5, 2026 and is not on file with the SEC yet.

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Where the numbers come from

Financial figures are the values Codexis, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.

Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.