Codexis, Inc. (CDXS) — SEC Filings
Codexis, Inc. (CDXS) — 37 SEC filings. Latest: 10-Q (Nov 6, 2025). Includes 19 8-K, 6 10-Q, 5 SC 13G/A.
View Codexis, Inc. on SEC EDGAR
Overview
Codexis, Inc. (CDXS) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 10-Q filed on Nov 6, 2025: CODEXIS, INC. (CDXS) reported a significant decline in total revenues for the three and nine months ended September 30, 2025. Total revenues decreased by 32.98% to $8.601 million for the three months ended September 30, 2025, compared to $12.833 million in the prior year period. For the nine months
Sentiment Summary
Across 37 filings, the sentiment breakdown is: 1 bullish, 1 bearish, 33 neutral, 2 mixed. The dominant filing sentiment for Codexis, Inc. is neutral.
Filing Type Overview
Codexis, Inc. (CDXS) has filed 6 10-Q, 19 8-K, 2 DEF 14A, 2 10-K, 3 SC 13G, 5 SC 13G/A with the SEC between Jan 2024 to Nov 2025.
Filings by Year
Recent SEC Filings (37)
Risk Profile
Risk Assessment: Of CDXS's 29 recent filings, 1 were flagged as high-risk, 15 as medium-risk, and 13 as low-risk. The overall risk profile suggests moderate risk with a balanced mix of positive and cautionary disclosures.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $8.601M |
| Net Income | -$19.615M |
| EPS | N/A |
| Debt-to-Equity | 2.22 |
| Cash Position | $25.351M |
| Operating Margin | -220.31% |
| Total Assets | $123.961M |
| Total Debt | $39.729M |
Key Executives
- Chief Executive Officer
- Stephen Dilly
- John J. Nicols
- Dr. Alan R. Buhler
- Dr. Christopher P. Miller
- Kevin J. Norrett
- Dr. Steven A. Quake
- Ms. Sarah E. Emrey
- Dr. Stephen D. Dilly
- Mr. Rahul J. Merchant
- Dr. Alan R. Shaw
- Abigail P. Johnson
Industry Context
The biotechnology and pharmaceutical industries are characterized by high R&D investment, long development cycles, and significant regulatory hurdles. Companies like Codexis operate in a competitive landscape where innovation in protein engineering and enzyme development is crucial for therapeutic and industrial applications. Trends include increasing demand for personalized medicine and sustainable manufacturing processes, areas where advanced enzyme technologies can play a role.
Top Tags
financials (5) · compensation (4) · executive-compensation (4) · corporate-governance (4) · Biotechnology (3) · management-change (3) · 10-Q (3) · governance (3) · Codexis (3) · amendment (3)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Total revenues for Q3 2025 | $8.601M | down 32.98% from $12.833M in Q3 2024 |
| Total revenues for YTD Q3 2025 | $31.472M | down 16.92% from $37.885M in YTD Q3 2024 |
| Product revenue for Q3 2025 | $6.807M | down 38.99% from $11.158M in Q3 2024 |
| Net loss for Q3 2025 | $19.615M | improved from $20.640M in Q3 2024 |
| Net loss for YTD Q3 2025 | $53.575M | improved from $54.900M in YTD Q3 2024 |
| Research and development expenses for Q3 2025 | $13.868M | up 20.54% from $11.505M in Q3 2024 |
| Research and development expenses for YTD Q3 2025 | $40.586M | up 18.79% from $34.164M in YTD Q3 2024 |
| Cash and cash equivalents as of Sep 30, 2025 | $25.351M | up from $19.264M at Dec 31, 2024 |
| Long-term debt as of Sep 30, 2025 | $39.729M | up from $28.905M at Dec 31, 2024 |
| Common Stock shares outstanding as of Nov 3, 2025 | 90,324,383 | increased from 81,850 shares at Dec 31, 2024 |
| Total Revenues Q2 2025 | $15.328M | Increased from $7.979M in Q2 2024, a 92% increase. |
| R&D Revenue Q2 2025 | $7.948M | Significantly up from $1.720M in Q2 2024, a 362% increase. |
| Net Loss Q2 2025 | $(13.272M) | Improved from $(22.755M) in Q2 2024, a 41.7% reduction in loss. |
| Cash and Cash Equivalents | $26.761M | As of June 30, 2025, up from $19.264M at Dec 31, 2024. |
| Equity Sales Proceeds | $17.268M | New capital raised through equity sales agreements in H1 2025. |
Forward-Looking Statements
- {"claim":"Codexis will provide further details on the specific amendments to its bylaws or fiscal year in a subsequent filing or announcement.","entity":"Codexis, Inc.","targetDate":"Q2 2024","confidence":"medium"}
- {"claim":"The changes reported in this 8-K will lead to a re-evaluation of Codexis's corporate governance structure.","entity":"Codexis, Inc.","targetDate":"Q3 2024","confidence":"low"}
- {"claim":"The significant institutional ownership by FMR LLC could lead to increased investor confidence in CODEXIS INC.","entity":"CODEXIS INC","targetDate":"next 6-12 months","confidence":"medium"}
- {"claim":"FMR LLC will likely maintain its passive investment stance in CODEXIS INC, given the nature of a 13G filing.","entity":"FMR LLC","targetDate":"next 12-24 months","confidence":"high"}
Frequently Asked Questions
What are the latest SEC filings for Codexis, Inc. (CDXS)?
Codexis, Inc. has 37 recent SEC filings from Jan 2024 to Nov 2025, including 19 8-K, 6 10-Q, 5 SC 13G/A. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of CDXS filings?
Across 37 filings, the sentiment breakdown is: 1 bullish, 1 bearish, 33 neutral, 2 mixed. The dominant sentiment is neutral.
Where can I find Codexis, Inc. SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Codexis, Inc. (CDXS) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Codexis, Inc.?
Key financial highlights from Codexis, Inc.'s most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for CDXS?
The investment thesis for CDXS includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Codexis, Inc.?
Key executives identified across Codexis, Inc.'s filings include Chief Executive Officer, Stephen Dilly, John J. Nicols, Dr. Alan R. Buhler, Dr. Christopher P. Miller and 7 others.
What are the main risk factors for Codexis, Inc. stock?
Of CDXS's 29 assessed filings, 1 were flagged high-risk, 15 medium-risk, and 13 low-risk.
What are recent predictions and forward guidance from Codexis, Inc.?
Recent forward-looking statements from Codexis, Inc. include guidance on {"claim":"Codexis will provide further details on the specific amendments to its bylaws or fiscal year in a subsequent f and 3 other predictions.