MRVIHIGH SIGNALFINANCIAL10-K

MRVI experienced substantial deterioration in profitability with gross profit declining meaningfully while revenue dropped 28% year-over-year, indicating severe margin compression.

The dramatic erosion in gross margins suggests significant operational challenges, pricing pressures, or unfavorable product mix shifts that are severely impacting profitability despite more modest revenue declines. The company has also substantially reduced capital expenditures, which may indicate cost-cutting measures but could impair future growth capacity.

Comparing 2026-02-26 vs 2025-03-18View on EDGAR →
FINANCIAL ANALYSIS

MRVI's financial position deteriorated significantly with gross profit declining substantially more than the 28% revenue drop, indicating severe margin compression from $108M to $34M. The company reduced its asset base across most categories, with cash declining 33% to $217M and total assets shrinking 24% to $771M, while stockholders' equity fell 35% to $212M. Capital expenditures were cut substantially from $30M to $13M, suggesting aggressive cost reduction measures in response to the operational challenges.

FINANCIAL STATEMENT CHANGES
Gross Profit
P&L
-68.6%
$108.3M$34.0M

Gross margin compression — rising input costs, pricing pressure, or unfavorable product mix shift.

Capital Expenditure
Cash Flow
-55.7%
$29.7M$13.1M

Capex reduced 55.7% — investment cycle winding down or capital discipline; may improve near-term free cash flow.

Stockholders Equity
Balance Sheet
-34.7%
$325.3M$212.4M

Equity declined sharply — large losses, buybacks, or write-downs reducing book value significantly.

Accounts Receivable
Balance Sheet
-33.8%
$38.5M$25.5M

Receivables declined — improved collection efficiency or conservative revenue recognition.

Cash & Equivalents
Balance Sheet
-32.7%
$322.4M$216.9M

Cash declined 32.7% — significant cash burn or deployment; verify adequacy of remaining liquidity runway.

Current Assets
Balance Sheet
-31%
$429.1M$296.3M

Current assets declined 31% — monitor working capital adequacy and short-term liquidity.

Revenue
P&L
-28.3%
$259.2M$185.7M

Revenue softened 28.3% — monitor whether this is cyclical or structural.

Total Assets
Balance Sheet
-23.6%
$1.0B$770.6M

Total assets contracted 23.6% — asset sales, write-downs, or balance sheet optimization underway.

Current Liabilities
Balance Sheet
-21.2%
$57.0M$44.9M

Current liabilities reduced — improved short-term financial position and working capital health.

Inventory
Balance Sheet
-19.1%
$50.1M$40.5M

Inventory reduced 19.1% — lean inventory management or demand outpacing supply.

LANGUAGE CHANGES
NEW — 2026-02-26
PRIOR — 2025-03-18
ADDED
As of February 19, 2026, 146,383,162 shares of the registrant s Class A common stock were outstanding and 110,684,080 shares of the registrant s Class B common stock were outstanding.
(also referred to in this document as Maravai, we, us, our or the Company ) is a life sciences company providing critical products and services to enable the development of drugs, therapeutics, vaccines, and diagnostics, and support research on human disease.
Our customers include biopharmaceutical companies, emerging biotech firms, life science research organizations, academic research institutions and diagnostics companies.
Business Segments and Products We operate and report our business in two segments TriLink, formerly referred to as Nucleic Acid Production, and Cygnus, formerly referred to as Biologics Safety Testing.
During fiscal year 2025, we renamed our reportable segments from Nucleic Acid Production and Biologics Safety Testing to TriLink and Cygnus, respectively.
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REMOVED
As of March 11, 2025, 143,651,803 shares of the registrant s Class A common stock were outstanding and 110,684,080 shares of the registrant s Class B common stock were outstanding.
(also referred to in this document as Maravai, we, us, our or the Company ) is a leading life sciences company dedicated to providing critical products that drive the development of groundbreaking vaccines, drug therapies, cell and gene therapies, and diagnostics.
Our solutions empower research into human diseases and support the entire biopharmaceutical development process from early discovery to commercialization.
We proudly serve a diverse global customer base, including the world s top biopharmaceutical companies ranked by research and development investment, emerging biotech firms, renowned academic research institutions and leading in vitro diagnostics companies.
At Maravai, we are committed to supporting our customers throughout their journey from early discovery to commercialization helping bring life-changing innovations to patients worldwide.
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