10x Genomics (TXG) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and 10x Genomics published the results on November 5, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison.

• 10x Genomics' Spatial line includes its Visium, Xenium and Atera products. Atera began shipping in September 2026.

Source: 10x Genomics Q3 2026 results release, November 5, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How 10x Genomics splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• 10x Genomics's Instruments revenue was $6.9 million in Q3 2026, down 43% from $12.0 million in Q3 2025, 5% of total revenue.
• 10x Genomics's Consumables revenue was $134 million in Q3 2026, up 5% from $128 million in Q3 2025, 89% of total revenue.
• 10x Genomics's Services revenue was $9.0 million in Q3 2026, up 11% from $8.1 million in Q3 2025, 6% of total revenue.
• 10x Genomics's License and royalty revenue was $0.5 million in Q3 2026, down 54% from $1.0 million in Q3 2025, under 1% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

In its Q3 2026 release, 10x Genomics said:

“10x Genomics is raising its full year 2026 revenue guidance and now expects revenue in the range of $625 million to $635 million, versus the previous range of $610 million to $630 million.”

“Excluding the non-recurring license and royalty revenue related to patent litigation settlements in both 2026 and 2025, this represents 4% to 6% growth over full year 2025.”

Source: 10x Genomics Q3 2026 release, Nov 5, 2026.

This is the company's own guidance as of Nov 5, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the TXG forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP revenue and diluted EPS, each as first reported. Q4 2025 is from 10x Genomics' fourth-quarter release, which prints revenue to one decimal in millions.

We do not hold a confirmed date for 10x Genomics's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Nov 5, 2026

10x Genomics reported Q3 2026 revenue of $150.7 million, up 1% from $149.0 million. Consumables were $134.3 million, up 5%, and made up most of revenue. Instruments revenue fell 43% to $6.9 million, services rose 11% to $9.0 million, and license and royalty revenue was $457 thousand. (10x Genomics Q3 2026 release (8-K Exhibit 99.1), Nov 5, 2026; 10x Genomics Form 10-Q, Q3 2026, Nov 6, 2026)

10x Genomics splits its products into Single Cell, built on its Chromium platform, and Spatial. Spatial consumables, for the Visium, Xenium and Atera products, rose 16% to $41.2 million, while Single Cell consumables were up 1% at $93.1 million. Spatial instruments fell 57% to $3.1 million and Single Cell instruments 23% to $3.8 million. (10x Genomics Form 10-Q, Q3 2026, Nov 6, 2026; 10x Genomics Q3 2026 release (8-K Exhibit 99.1), Nov 5, 2026; 10x Genomics Form 10-K, 2025, Feb 13, 2026)

10x Genomics began shipping its Atera platform in September 2026, after introducing it in April. The 10-Q names the lower average selling price per single cell reaction, from customer adoption of its lower-priced Flex Apex assays, and U.S. academic and government research funding, including from the NIH, among the factors that affect its results. (10x Genomics Q3 2026 release (8-K Exhibit 99.1), Nov 5, 2026; 10x Genomics Form 10-Q, Q3 2026, Nov 6, 2026)

By customer location, 10x Genomics' U.S. revenue was $82.1 million, up from $77.2 million, Europe, the Middle East and Africa was $38.8 million against $41.6 million, and China was $15.2 million, flat. Total Asia-Pacific revenue was $26.0 million. (10x Genomics Q3 2026 release (8-K Exhibit 99.1), Nov 5, 2026)

10x Genomics lost $0.15 per share in Q3 2026, against a loss of $0.22 a year earlier, on a net loss of $19.4 million against $27.5 million. Gross margin rose to 75% from 67%; the 10-Q attributes the improvement to $5.9 million lower inventory write-downs, $5.3 million lower manufacturing costs and changes in product mix. (10x Genomics Q3 2026 release (8-K Exhibit 99.1), Nov 5, 2026; 10x Genomics Form 10-Q, Q3 2026, Nov 6, 2026)

10x Genomics does not report an adjusted EPS figure. Operating expenses fell 3% to $129.0 million on lower personnel and lab equipment costs, partly offset by higher litigation expense, and the quarter included $23.1 million of stock-based compensation. Other expense, net, was $7.4 million against $1.2 million; over nine months the 10-Q attributes the swing mainly to a $10.2 million loss from the rise in the fair value of contingent consideration. (10x Genomics Q3 2026 release (8-K Exhibit 99.1), Nov 5, 2026; 10x Genomics Form 10-Q, Q3 2026, Nov 6, 2026)

10x Genomics' weighted average share count rose to 130,805,838 from 125,502,291. Cash, cash equivalents and marketable securities were $575.7 million at September 30, 2026. (10x Genomics Q3 2026 release (8-K Exhibit 99.1), Nov 5, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

10x Genomics gives a full-year revenue range in its release and no earnings outlook. It raised its 2026 revenue guidance to $625 million to $635 million from $610 million to $630 million, which it said is 4% to 6% growth over 2025 once non-recurring license and royalty revenue from patent litigation settlements is excluded in both years. Revenue for the first nine months was $452.5 million. (10x Genomics Q3 2026 release (8-K Exhibit 99.1), Nov 5, 2026)

A consensus figure is the average of the models published by the analysts who cover 10x Genomics, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones 10x Genomics's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning TXG is on is TXG a buy or a sell?, what analysts expect next is on the TXG forecast, and what the company does is on the 10x Genomics (TXG) stock page.

Every number on this page can be traced to a document 10x Genomics published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.