Ginkgo Bioworks reports Q3 2026 results

Item 2.02. Results of Operations and Financial Condition.

On November 5, 2026, Ginkgo Bioworks Holdings, Inc. issued a press release announcing its financial results for the third quarter ended September 30, 2026.¹ A copy of the press release is furnished with this Current Report on Form 8-K as Exhibit 99.1.²

Ginkgo announces material information to the public through a variety of means, including filings with the SEC, public conference calls, its website (https://www.ginkgo.bio), its investor relations website (https://investors.ginkgobioworks.com) and its news site (https://investors.ginkgobioworks.com/news). Ginkgo uses these channels, as well as its blog (https://www.ginkgo.bio/resources) and social media accounts on X (@Ginkgo), Instagram (@GinkgoBioworks), Threads (@GinkgoBioworks) and LinkedIn to communicate with investors and the public about the Company and other matters and encourages investors, the media, and others interested in the Company to review the information it makes public in these locations, as such information could be deemed to be material information.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits.

Exhibit

Number Description

99.1 Press Release, issued by Ginkgo Bioworks Holdings, Inc. on November 5, 2026

104 Cover Page Interactive Data File (embedded within the Inline XBRL)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

GINKGO BIOWORKS HOLDINGS, INC.

Date: November 5, 2026 By: /s/ Steven Coen

Name: Steven Coen

Title: Chief Financial Officer

Ginkgo Bioworks Reports Third Quarter 2026 Results; Signs First Autonomous Lab Sale to a Top-Tier Pharma Company Novo

Ginkgo provides an update on its third quarter financial results and the growth of its two prevailing offerings built on one autonomous lab platform: Autonomous Labs and Cloud Lab

BOSTON, Mass – November 5, 2026 – Ginkgo Bioworks Holdings, Inc. (NYSE: DNA, "Ginkgo") today announced its results for the third quarter of 2026 that ended September 30, 2026. The update, including a webcast slide presentation with additional details on the third quarter, as well as supplemental financial information, will be available at investors.ginkgobioworks.com.

Third Quarter 2026 Financial Results

• Third quarter 2026 Revenue of $28 million compared to $29 million in the comparable prior year period, a decrease of 6%.³ Revenue increased from $20 million in the second quarter of 2026.⁹

• Third quarter 2026 GAAP net loss from continuing operations of ($41) million, compared to ($73) million in the comparable prior year period.⁴

• Third quarter 2026 Adjusted EBITDA of ($22) million⁴, improved from ($53) million in the comparable prior year period.

• Cash, cash equivalents and marketable securities balance as of September 30, 2026 of $285 million.⁵

• Third quarter 2026 cash burn of $27 million.⁵

"Ginkgo now has two core offerings built on one autonomous lab platform," said Jason Kelly, Co-founder and CEO of Ginkgo Bioworks. "This quarter we announced the sale of an autonomous lab to a top-tier pharma company, Novo, alongside new government wins with ARPA-H and the NSF. Our Cloud Lab runs experiments on Nebula, the world's largest autonomous lab, giving pharma an onshore alternative to overseas CROs and giving frontier AI labs a new engine for training data. With the U.S. government now treating autonomous labs as national infrastructure, we believe Ginkgo is well positioned to lead the transition from the bench to autonomous research."

Recent Business Highlights & Strategic Positioning

• Two prevailing offerings built on one autonomous lab platform.

◦ Autonomous Labs Equipment: we sell RAC + Catalyst systems to pharma, national labs, universities and the U.S. government, including Novo, Pacific Northwest National Laboratory, the NSF and ARPA-H.

◦ Cloud Lab Services: we run experiments in Nebula, the world's largest autonomous lab with more than 100 reconfigurable automation carts (RACs), delivering onshore ADME, DRUG-seq and antibody data for pharma, and AI training data for frontier labs and techbio companies.

◦ The U.S. government is making autonomous labs national infrastructure through the Genesis Mission, the NSF's ~$400 million Programmable Cloud Laboratories (PCL) Test Bed, and the $1.5 billion X-Labs initiative, where Ginkgo is providing access to Nebula, as announced by the White House Office of Science and Technology Policy on October 8.

• Autonomous Labs are growing with new deals.

◦ Novo: an autonomous lab sale to a top-tier pharma company at Novo's new Waltham, Massachusetts R&D site.⁷

◦ ARPA-H GIVE: subcontract worth up to $17.5 million⁷ to put RACs and Catalyst into RNA-medicine manufacturing for the first time.

◦ Building on momentum from previously-announced Caltech, University of Maryland and Northwestern commissions of Ginkgo-built labs under the NSF's PCL Test Bed, and MIT Media Lab's construction of a RAC-based cloud lab.

• Cloud Lab is growing with new pharma logos and AI data generation.

◦ Our ADME-One service is orders of magnitude cheaper than WuXi, with work done in Boston; 22 ADME customers signed in Q3 and 20 were first-time Ginkgo customers.⁸

◦ Takeda, Argenx, Lundbeck and AbbVie founded our Antibody Developability Consortium; GSK, Novartis and Biogen also signed new work.

◦ Frontier AI labs like OpenAI are using our Cloud Lab for AI data generation.

Full Year 2026 Outlook

• Ginkgo reaffirms expected total cash burn of ($150)-($125) million in 2026.⁶

Conference Call Details

Ginkgo will host a videoconference today, Thursday, November 5, beginning at 4:30 p.m. ET. The presentation will include an overview of the third quarter 2026, recent business updates, a discussion on Ginkgo's outlook, as well as a moderated question and answer session.

To ask a question ahead of the presentation, please submit your questions to @Ginkgo on X (hashtag #GinkgoResults) or by sending an e-mail to investors@ginkgobioworks.com.

A webcast link is available on Ginkgo's Investor Relations website and a replay will be made available following the presentation.

Ginkgo Investor Website : https://investors.ginkgobioworks.com/events/

Audio-Only Dial Ins :

If you experience technical difficulties with any of these dial-ins or if you need international dial-in numbers, please visit our website at https://investors.ginkgobioworks.com/events/ for updated dial-in information.

About Ginkgo Bioworks

Ginkgo Bioworks builds the tools that make biology easier to engineer for everyone. The company offers autonomous laboratories that replace manual laboratory work with robotics in the lab, greatly improving