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Dec 31, 2025
Niagen Bioscience Inc Q4 2025 Earnings Report
Niagen Bioscience Inc Q4 2025 Earnings Report
Key Takeaways
Niagen Bioscience delivered a solid fourth quarter with a 16% increase in net sales, driven primarily by strong e-commerce growth for Tru Niagen®. While net income decreased compared to the prior year due to one-time benefits in 2024, the company achieved record full-year revenue and significantly strengthened its cash position and intellectual property portfolio.
Q4 net sales grew 16% year-over-year to $33.8 million, led by a 21% increase in Tru Niagen® sales.
Gross margin expanded by 160 basis points to 64.1% due to lower-cost inventory and improved overhead utilization.
The company acquired the core nicotinamide riboside (NR) patent portfolio, gaining sole ownership of foundational IP.
Cash and cash equivalents increased to $64.8 million, up from $44.7 million at the end of 2024.
Revenue by Segment
Forward Guidance
For the full year 2026, Niagen Bioscience expects continued growth driven by e-commerce and new strategic partnerships, despite the divestiture of its analytical standards segment.
Positive Outlook
- Net sales expected to increase between 10-15% year-over-year (excluding divested segment).
- Slight improvement in gross margin driven by inventory costs and product mix.
- Expansion of payment flexibility through Truemed HSA/FSA partnership.
- Launch of new verticals like Tru Niagen® Beauty to drive customer acquisition.
- Sole ownership of core NR patent portfolio provides strategic and financial flexibility.
Challenges Ahead
- General & administrative expenses expected to increase by $4.0 million to $5.0 million.
- Absence of credit loss recovery benefits seen in previous periods.
- Increased legal expenses to support growth and new market launches.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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