WGSHIGH SIGNALOPERATIONAL10-K

WGS completed a significant acquisition of Fabric Genomics in May 2025, substantially expanding its business scale and artificial intelligence capabilities.

The Fabric Genomics acquisition represents a transformative event that has meaningfully expanded WGS's operational footprint and technological capabilities, particularly in AI-driven genomic analysis. The company has also updated its mission statement and positioning to emphasize personalized healthcare delivery rather than just genetic diagnosis, suggesting a broader strategic vision.

Comparing 2026-02-23 vs 2025-02-20View on EDGAR →
FINANCIAL ANALYSIS

The financial results reflect the substantial impact of the Fabric Genomics acquisition, with revenue growing 40% and gross profit expanding meaningfully year-over-year. Current liabilities and accounts receivable both roughly doubled, consistent with the expanded business scale from the merger. Despite higher R&D expenses reflecting increased investment in capabilities, the company substantially reduced its net loss and improved operating performance, indicating successful integration and operational leverage from the enlarged platform.

FINANCIAL STATEMENT CHANGES
Current Liabilities
Balance Sheet
+98.7%
$54.8M$108.9M

Current liabilities surged 98.7% — significant near-term obligations; verify ability to meet short-term debt.

Accounts Receivable
Balance Sheet
+97.6%
$37.6M$74.4M

Receivables surged 97.6% — revenue recognized but not yet collected; watch for collection issues or channel stuffing.

Net Income
P&L
+59.8%
-$52.3M-$21.0M

Net income grew 59.8% — bottom-line growth signals improving overall business health.

R&D Expense
P&L
+57.5%
$45.7M$72.0M

R&D investment increased 57.5% — signals commitment to future product development, though near-term margin impact.

Gross Profit
P&L
+53.4%
$194.4M$298.2M

Gross profit expanding — improving pricing power or product mix shift toward higher-margin offerings.

Operating Income
P&L
+43.7%
-$23.2M-$13.1M

Operating leverage kicking in — revenue growth outpacing cost growth, a hallmark of scaling businesses.

Revenue
P&L
+40%
$305.4M$427.5M

Strong top-line growth of 40% — accelerating demand or successful expansion into new markets.

Current Assets
Balance Sheet
+35.5%
$198.0M$268.3M

Current assets grew 35.5% — improving short-term liquidity or inventory/receivables build.

Inventory
Balance Sheet
+31%
$10.7M$14.0M

Inventory surged 31% — growing faster than typical sales pace; potential demand softening or supply chain overcorrection.

Stockholders Equity
Balance Sheet
+25.7%
$245.2M$308.2M

Equity base grew 25.7% — retained earnings accumulation or equity issuance strengthening the balance sheet.

LANGUAGE CHANGES
NEW — 2026-02-23
PRIOR — 2025-02-20
ADDED
The registrant had outstanding 29,288,739 shares of Class A common stock as of February 17, 2026.
Management's Discussion and Analysis of Financial Condition and Results of Operations 57 Item 7A.
( Fabric Genomics ) and the use of artificial intelligence ( AI ); actions or authorizations by the U.S.
( CMLS ) on July 22, 2021 (the Business Combination ); Fabric Genomics refer to Fabric Genomics, Inc., a Delaware corporation, which we acquired on May 5, 2025 (the Merger ); and we, us and our, the Company and GeneDx refer, as the context requires, to GeneDx Holdings and its consolidated subsidiaries.
Purpose At GeneDx, our mission is to empower everyone to live their healthiest life through genomics.
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REMOVED
The registrant had outstanding 28,068,274 shares of Class A common stock as of February 14, 2025.
Management's Discussion and Analysis of Financial Condition and Results of Operations 56 Item 7A.
( CMLS ) on July 22, 2021 (the Business Combination ); and we, us and our, the Company and GeneDx refer, as the context requires, to GeneDx Holdings and its consolidated subsidiaries.
Purpose At GeneDx, we believe that everyone deserves personalized, targeted medical care and that it all begins with a genetic diagnosis.
Fueled by one of the world s largest rare disease data sets, our industry-leading exome and genome tests translate complex genomic data into clinical answers that unlock personalized health plans, accelerate drug discovery, and improve health system efficiencies.
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